Skip to main content
English
English
English
English
Search for articles...
All Collections
Tutorials
Tutorials
New to MyDocSafe? Forgot how to do someting? Click here
29 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?
Multiple accounts
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)
1 article
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)
Free trial
About your 30 day free trial
How to choose your data storage location
