MyDocSafe - March 2025 release notes

Taking payments is now possible via GoCardless

MyDocSafe have added GoCardless as an available payment method.  You can now send quotes and proposals and request clients to set up their payment via GoCardless. To enable the integration go to Home/Settings/Integrations/GoCardless.

Configuring documents on mobile phones has just become much easier.

• Small screens are great on the go even if they are too small for some tasks (otherwise we would live in a world without big screens).  We do recommend you use a laptop or a desktop for more complex esignature configurations but sending an NDA before that important meeting while you wait in the lobby no longer requires a big screen.

• Just make sure you re-orient your screen to landscape mode and the rest is easy – open a document, click on the ‘esign’ button and add your signers

User Managment is now easier too

• Adding, removing users, reminding about invites, changing role permissions – all of these are now much easier thanks to new design interface

Personal e-signature wallet

• You will now see documents that you have signed appear in a personal signature wallet.  That wallet is separate from a subscription account. Even if you delete your subscription, the wallet remains unless you explicity delete it too.