Blogs

New to Docsafe? New to client portals?

Not every business uses a client portal so it’s useful to take a step back and explain what it is ...

Docsafe – a safe haven for accountants

Even though Docsafe is used by many different professional sectors, our main market is accountants. We designed the concept of ...

Building best practice and excellent processes

Docsafe in the property sector Property equals paperwork. And lots of it. If you work in the property sector as ...

Which online signature?

How to choose an automated electronic signature or upload an image of your own… When you’re signing a document in ...

NEW FEATURE: Pre-fill your client’s information

This new Docsafe feature is excellent for a number of reasons. It’s intuitive… you can predict (and know) quite a ...

NEW FEATURE: Create your own exit page

This is one for the marketing team! Once your client has logged out of Docsafe they find themselves back at ...

NEW FEATURE: Show me the email!

How often do you spend fruitless time looking for an email that relates to a specific project or client? Well ...

NEW FEATURE: Streamline bulk signing

Docsafe has a really useful new feature that allows you to manage the signing of several documents with clarity and ...

Can Docsafe help reduce energy costs?

Is it possible for IT to be part of the global drive to reduce energy usage and consequently the costs ...