We all like to find out things in our own way – in the way we respond to best of all. When you get a new car you might be a careful manual reader; someone that presses all the buttons to see what happens; or somewhere in between.
Docsafe is a secure client portal with several incredibly valuable benefits including a range of online signing functions. It’s simple yet sophisticated so a run through is really useful.
At Docsafe, we understand that every business has different needs when it comes to adopting new technology. That’s why we offer three flexible ways to explore and integrate Docsafe into your workflow, whether you prefer an in-person experience, an online demo, or a self-serve trial. And of course you can have a combination or all three!
In-person: lunch and learn with Mike
If you’d like a hands-on introduction to Docsafe, Mike Couzens, MD, will come to you for a ‘Lunch and Learn’ session. These informal sessions are designed for any number of people in your team and last around an hour. Mike will walk you through everything Docsafe has to offer, answer any questions, and chat through how it could work for your business.
Based in Birmingham, Mike can travel anywhere within the UK, making it easy to schedule a session at a time that works for you. It’s a great way to get a feel for the system in a relaxed, no-pressure setting.
Online: a full-system demo
Mike also runs online Docsafe demonstrations at a time to suit you. Whether it’s just you or your entire team, Mike will guide you through the system, showing you how it works in real time.
This isn’t a sales pitch, just an opportunity to see Docsafe in action and ask any questions along the way. You’ll get a complete walkthrough of the system’s features and functionality, giving you a clear picture of how it can support your business.
Self-serve: explore Docsafe on your own terms
Prefer to dive straight in? Our Docsafe trial offers a full working version with a three-month free trial, no credit card required. You can explore all the features at your own pace and even request some training if needed.
What’s more, any work you create, or folders you set up, during your trial will still be there if you decide to continue using Docsafe. No wasted time, no starting from scratch, just a smooth transition into a secure, efficient way of working.
Choose what works for you
At Docsafe, we believe in making it as easy as possible for businesses to get started using our secure online portal. Whether you’d like an in-person session, a guided online demo, or the freedom to explore on your own, we’ve got you covered. Many of our clients opt for a free trial following a demo. It’s an excellent route into Docsafe and gives you a 3-month free of charge start.
If you’d like some training, just ask, we offer a variety of options with training as well, from in-person to online tutorials.
However you choose to get started, you’ll have access to a secure, streamlined way of managing your documents. Ready to find out more? Get in touch and take the first step towards a smarter way of working.