MyDocSafe integrates directly with Logical Office, an award winning CRM system.
Establish a connection
Login to your Logical Office account
Go to File > Company Properties and click on the General Settings Tab, click on the Integrations tab.
Go to "Portal" drop down and select MyDocSafe, then press "Link".
Follow the instructions to authenticate a connection.
Once the connection is established, you will be able to send documents for approval or publish them to client portals. Simply drag/drop the documents into the History tab of your client and click the "Portal" button.
Review and adjust settings for file archiving.
Be default, documents sent for e-signatue and their signed versions are saved in a Logical Office folder in your root directory in MyDocSafe. Also, documents published to client portals are saved in a ‘Logical Office’ portal group that is automatically created. The system creates a portal in that portal group and invites your client to it. This may not be what you would like to happen in case you use other portal groups for client communication. To make changes to these settings login to MyDocSafe, go to ‘…’->’company settings’->’integrations’-> Logical Office and edit the settings by specifying where to save signed documents and published documents.
Review and adjust settings for electronic signature options.
Please note that you can define global e-signature settings which will be applied by Logical Office. In order to access the settings go to "..." -> "Company Settings" -> "Esignature".
By default the option "Require user(s) to login before they can sign" is switched off. This means that your clients will receive an email with a link that directly leads to the document that needs to be signed. If you would rather want your clients to login to MyDocSafe before they are allowed to sign the document(s) please select this option.
Please note that if you tick the option "Place signed document in each contact folder rather than the same area as the document" we will place an additional copy of the signed document into the associated folder. Note also that to associate a folder with a contact you need to manually set it up in your company or personal contacts.
Advanced considerations
You can embed e-signature field tags inside your client letters and engagement letters which can be automatically replaced with appropriate e-signature fields by MyDocSafe. Just add {#signature.1#} in places where you want your client to sign.
For more go here to download Logical Office's instructions: