Docsafe in the property sector Property equals paperwork. And lots of it. If you work in the property sector as an estate agent, letting agent, landlord, developer or investor, you’ll know that every property generates an absolute mountain of documentation. Docsafe manages this incredibly well on a number of levels. Doing the deal Most property […]
Category: Secure communications
Which online signature?
How to choose an automated electronic signature or upload an image of your own… When you’re signing a document in Docsafe you now have the option to choose between: • simply typing your name and letting Docsafe create a signature • or uploading an image of your actual signature and inserting that. What’s the difference? […]
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 lot of your client information when you are requesting repeat form fills. It’s a time-saver… clients don’t need to look up any information you hold for them – contact details, last year’s turnover, board member […]
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 now Docsafe has created a really satisfying function to help save time and make your working practices so much more efficient. Very simply, you can ask Docsafe to show you the emails connected to any […]
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 associated with it? Within Docsafe we have several inbuilt features that allow you to reduce your energy usage and, therefore of course, lower your overheads. We believe wholeheartedly in the power of a good meeting […]
Docsafe is a ‘switched on’ client portal
We’ve been developing, refining and improving Docsafe since its inception over 20 years ago. We keep on top of all demands, requests and market advancements, particularly where security is concerned as it’s so fast paced. But there are some fundamental reasons to use Docsafe and they’re all highly practical… Data security – absolutely vital to […]
Don’t get caught on a phishing line
Phishing – a definition – “the fraudulent practice of sending emails purporting to be from reputable companies in order to induce individuals to reveal personal information, such as passwords and credit card numbers”. There’s so much ‘out there’ to watch for including unscrupulous people posing as someone else for their own gain. What we can […]
Don’t send emails in error
We all do it. We either send an email to the wrong person or we forget to include the attachment. According to Statista.com, in 2020, over 306 billion emails were sent worldwide – that’s 306 billion EACH DAY. That number increases year on year so it’s inevitable that misdirected emails will fall into the millions. […]
Working in the portal
Learn about the Docsafe basics that make it so useful, secure and effective! One of the great things about Docsafe is the fact that you can store and work on documents centrally. This sounds a bit ‘so what’ but it has lots of off-shoot benefits, some of which we’ve highlighted below. If you imagine your […]
Docsafe success in new sectors
When we originally conceptualised Docsafe, we did it entirely with accountants in mind. It was (and is) a sector the team was very comfortable in and knew well. Over the intervening 20 years (we still can’t believe it’s 20 years) we have widened our horizons as we realised how much Docsafe is relevant and of […]