One document, one location, multiple access
A Docsafe concept that is really useful to understand is how the documents you store in the portal don’t go ...
Getting heard
We’ve all heard the old adage ‘large enough to deliver, small enough to care’. It’s usually bandied about by sizeable ...
Multi level security access to Docsafe (MFA)
Inescapably, and quite rightly, we encounter many ways to access our online accounts each and every day. Our emails, text ...
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 ...