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Tutorials
Tutorials
New to MyDocSafe? Forgot how to do someting? Click here
30 articles
Your first 3 steps
1. Send a document for signing
2. Create your first Client Portal
3. Send your first questionnaire
Your next 5 steps
4. Adjust Account Settings
5. Add your Contacts
6. Add your Services
7. Send a quote/proposal by email
8. Create your first portal workflow
Once you subscribe
9. Configure your portal login page
10. Require a Qualified Signature (QES)
11. Run ID checks
Frequently Asked Questions
Can I do THIS via MyDocSafe?
How do I add my logo to MyDocSafe account?
How to change an email address associated with my account?
How do I set the date format to American standard?
Integrate MyDocSafe with software you use
Zapier integration - overview
Zoho integrations
Xero integration - overview
Logical Office integration - setup instructions
How to connect GoCardless with MyDocSafe?
MoneySoft and payslips
Office365 /Outlook integration
Act! Premium (Desktop)
4 articles
Users and permissions
Add a new user / add new users
Setting permissions to your team members (Company users)
Setting permissions to your clients (client users)
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