Docsafe
We introduced dynamic forms to Docsafe a while back but their popularity and demand has soared since we hit the lockdown situation we are currently in. As more people have worked from home since the Covid-19 pandemic has restricted our movements, so many more are continuing to enjoy more flexible working even as businesses start […]
An e-signature is used in any situation that is facilitated by an electronic device to create an agreement between two or more parties. Basically you sign digitally, using your device, instead of with a traditional pen. It is becoming more commonplace and an increasingly acceptable form of ‘sealing the deal’ in all sectors, from finance […]
Having the ability to work from home is no longer just a nice, useful option, it’s become absolutely essential. However, even given a normal set of circumstances, being able to work from home gives employers an additional layer of flex that can be used at a moment’s notice. Sometimes your team might not be able […]
As we head towards a new decade, it’s worth remembering that docSAFE has been around for 2 of them and, as a result, is one of the most time-tested, resilient and enduring client portals available. If you’re not sure what a client portal even is, in layman’s terms, it’s a central hub where you can […]
We have added a another feature that we’ve had a few requests for… Staff can now print documents from the preview screen which we believe will be a welcome and valuable addition to the portal. As you can see docSAFE continues to develop. We are highly responsive to the feedback we get so please let us know […]
Users of docSAFE will be very pleased with three significant developments in yesterday’s new release. The first one being that you won’t receive any more updates that need you to do anything – all updates will happen automatically! We’ll update everything from our central location, meaning that you won’t have anything further to install yourself. […]
docSAFE has long since had the facility to allow your clients to sign online. This function has proved extremely popular so we thought we’d ask our clients why they felt it improved their business performance: “We don’t need to print anything – everything is done online and we keep digital copies of everything – which we […]
If you send emails to clients – and we all do – there will be times when the content is confidential and it is vital that it doesn’t fall into the wrong hands. Sometimes we might not be aware of how sensitive data is, especially from a client point of view. Email is great for […]
It’s hard to imagine a business that wouldn’t benefit from docSAFE. With the MD’s accountancy background it was originally designed for accountants – and then gradually opened up to other professions. We challenged ourselves at docSAFE HQ with the notion that it actually works for everyone, regardless of sector. Quite simply if you communicate with […]
The start of a new year is always good time to re-assess and test your business processes and practices. Are they fit for purpose? Do they do everything you need them to? Are they secure? Do they cover your business in terms of compliance? Are they easy to use? Is there a regular, onerous task […]