MyDocSafe

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Tutorials

Our secure portal technology for clients, deals and workflows.

Client Portals

Tasks, invoices, deadlines, team management

Operations / Practice Management

Electronic Signature

Workflows

A simple quoting and client onboarding system.

Client onboarding

Our cloud encrypted document strorage and management tools.

Secure document management

E-commerce platform for professional services firms.

Sales Flows

Our Office365 plugins for encrypted email, esign and publishing documents to portals.

Encrypted email

Third party services for your compliance needs.

ID, KYC and AML checks

Questionnaires & Webforms

Subscription, discounts and billing

Webinar series

Personal vaults for important things in life.

Vaults

Enterprise

Artificial Intelligence

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets and conversations related to your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

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