MyDocSafe integrates with Act! Premium (Desktop) CRM through a plugin. For installation instructions and to download the plugin go here.
In this document we describe how to use MyDocSafe plugin for Act! Premium (Desktop).
The plugin shows as a new Tab in the Detailed View of each contact called "MyDocSafe". The tab is divided into two sections:
the left hand side lists all documents associated with the contact. This list is exactly the same as the list of documents in Documents tab. To add documents to that list, you should go to Documents in Act and upload them there. They will then automatically appear in MyDocSafe tab.
the right hand side shows MyDocSafe login page. An active internet connection is required for the page to show correctly. We recommend that you obtain your login details through our main page (mydocsafe.com -> Free Trial)
You can start using the plugin without configuring MyDocSafe. This way you can test the plugin and become familiar with the power of the platform without much pre-work. However, we do recommend that you set up your MyDocSafe account during your free trial. To configure MyDocSafe go here.
Inviting a customer to a portal
Pre-requisites: At least one portal group set up in MyDocSafe. To setup a portal group go here.
To invite your client to a porta:
Click "Invite to Portal" button
Select a Portal Group
Choose the Portal you would like to invite your customer to
If you are inviting a customer to a new portal, choose "Create a new Portal and Invite..." and confirm the name of the Portal before sending the invitation (the default name is the customer's email address)
If you are inviting a customer to an existing portal, select it from the list.
Publishing a document to a portal
If the client does not have a Portal set up yet: we will create one in the default Portal Group as defined in Home/Settings/Integrations/Act and will invite the client to it
If the client already has one or more portals set up – they will be shown as options
Sending a document for digital signing
Global esign settings will be used for notifications, reminders and security as defined in Home/Settings/Esign. To read more about account settings go here.
Signatures will be appended to the document unless the document already contains signature tags
If a document needs signing on the dotted line, or needs to be signed by more than one person, login to MyDocSafe and navigate to the place where you want the file stored (either in Documents or in Portals). Then drag/drop the document to your chosen location.
Next, to manually configure the signing request, right click -> Send for signing and go through the wizard
Looking up a client record in MyDocSafe
We are currently working on a way to synchronise client records between Act! and MyDocSafe automatically.
MyDocSafe client records can be accessed through Home/Contacts and look like this:
Contact record data contains basic contact information as well as extra data fields which you can create yourself through the "Edit Template" button.
You can navigate to a portal connected to a contact record (if they exist) through the list on the bottom right.
Similarly, if the contact is connected to other contact records, these connections will be listed in the top right.
Now, moving back to Act! Premium.
If you would like to look up a client record in MyDocSafe before you act on a document, use the "Lookup contact" option in the plugin menu. This option will appear only if a client record exists in MyDocSafe which matches the main email address with the record in Act! Premium.
