# MyDocSafe Help Centre

> Knowledge Database

## Tutorials

- [1. Send a document for signing](https://help.mydocsafe.com/en/articles/7896349-1-send-a-document-for-signing.md)
- [2. Create your first Client Portal](https://help.mydocsafe.com/en/articles/7896445-2-create-your-first-client-portal.md)
- [3. Send your first questionnaire](https://help.mydocsafe.com/en/articles/7896350-3-send-your-first-questionnaire.md)
- [4. Adjust Account Settings](https://help.mydocsafe.com/en/articles/7896351-4-adjust-account-settings.md)
- [5. Add your Contacts](https://help.mydocsafe.com/en/articles/7896352-5-add-your-contacts.md)
- [6. Add your Services](https://help.mydocsafe.com/en/articles/8581191-6-add-your-services.md)
- [7. Send a quote/proposal by email](https://help.mydocsafe.com/en/articles/9032282-7-send-a-quote-proposal-by-email.md)
- [8. Create your first portal workflow](https://help.mydocsafe.com/en/articles/7896353-8-create-your-first-portal-workflow.md)
- [9. Configure your portal login page](https://help.mydocsafe.com/en/articles/7896356-9-configure-your-portal-login-page.md)
- [10. Require a Qualified Signature \(QES\)](https://help.mydocsafe.com/en/articles/7896355-10-require-a-qualified-signature-qes.md)
- [11. Run ID checks](https://help.mydocsafe.com/en/articles/8765596-11-run-id-checks.md)
- [Can I do THIS via MyDocSafe?](https://help.mydocsafe.com/en/articles/7896782-can-i-do-this-via-mydocsafe.md)
- [How do I add my logo to MyDocSafe account?](https://help.mydocsafe.com/en/articles/7896359-how-do-i-add-my-logo-to-mydocsafe-account.md)
- [How to change an email address associated with my account?](https://help.mydocsafe.com/en/articles/7896360-how-to-change-an-email-address-associated-with-my-account.md)
- [How do I set the date format to American standard?](https://help.mydocsafe.com/en/articles/4172274-how-do-i-set-the-date-format-to-american-standard.md)
- [Multiple accounts](https://help.mydocsafe.com/en/articles/10552566-multiple-accounts.md)
- [Zapier integration - overview](https://help.mydocsafe.com/en/articles/7896363-zapier-integration-overview.md)
- [Zoho integrations](https://help.mydocsafe.com/en/articles/9037037-zoho-integrations.md)
- [Xero integration - overview](https://help.mydocsafe.com/en/articles/7896362-xero-integration-overview.md)
- [Logical Office integration - setup instructions](https://help.mydocsafe.com/en/articles/4172273-logical-office-integration-setup-instructions.md)
- [How to connect GoCardless with MyDocSafe?](https://help.mydocsafe.com/en/articles/4172275-how-to-connect-gocardless-with-mydocsafe.md)
- [MoneySoft and payslips](https://help.mydocsafe.com/en/articles/4172224-moneysoft-and-payslips.md)
- [Office365 /Outlook integration](https://help.mydocsafe.com/en/articles/4172222-office365-outlook-integration.md)
- [Add a new user / add new users](https://help.mydocsafe.com/en/articles/7896366-add-a-new-user-add-new-users.md)
- [Setting permissions to your team members \(Company users\)](https://help.mydocsafe.com/en/articles/7896365-setting-permissions-to-your-team-members-company-users.md)
- [Setting permissions to your clients \(client users\)](https://help.mydocsafe.com/en/articles/7896364-setting-permissions-to-your-clients-client-users.md)
- [About your 30 day free trial](https://help.mydocsafe.com/en/articles/7896367-about-your-30-day-free-trial.md)
- [How to choose your data storage location](https://help.mydocsafe.com/en/articles/11771426-how-to-choose-your-data-storage-location.md)

## Client Portals

- [Send multiple documents for signing via a portal workflow](https://help.mydocsafe.com/en/articles/11744891-send-multiple-documents-for-signing-via-a-portal-workflow.md)
- [Configuring portals' look and feel](https://help.mydocsafe.com/en/articles/7896368-configuring-portals-look-and-feel.md)
- [Setting up Workflow Templates](https://help.mydocsafe.com/en/articles/7896370-setting-up-workflow-templates.md)
- [Embedding webforms in client portals - for KYC and AML purposes](https://help.mydocsafe.com/en/articles/4172244-embedding-webforms-in-client-portals-for-kyc-and-aml-purposes.md)
- [Portals for Accountants, Bookkeepers, Tax Advisers and Payroll Professionals](https://help.mydocsafe.com/en/articles/7896372-portals-for-accountants-bookkeepers-tax-advisers-and-payroll-professionals.md)
- [Portals for Wealth Managers, IFAs, VCs and M&A](https://help.mydocsafe.com/en/articles/7896373-portals-for-wealth-managers-ifas-vcs-and-m-a.md)
- [Portals for Schools](https://help.mydocsafe.com/en/articles/7896374-portals-for-schools.md)
- [Portals for Consulting Companies and Marketing Agencies](https://help.mydocsafe.com/en/articles/7896375-portals-for-consulting-companies-and-marketing-agencies.md)
- [Portals for Real Estate Investors and Managers, Landlords and Mortgage Advisers](https://help.mydocsafe.com/en/articles/7896376-portals-for-real-estate-investors-and-managers-landlords-and-mortgage-advisers.md)
- [Portals for Law Firms, Paralegals and Insurance brokers](https://help.mydocsafe.com/en/articles/7896377-portals-for-law-firms-paralegals-and-insurance-brokers.md)
- [Portals for Company Boards and HR](https://help.mydocsafe.com/en/articles/7896378-portals-for-company-boards-and-hr.md)
- [Portals for Care Homes and Health Professionals](https://help.mydocsafe.com/en/articles/7896380-portals-for-care-homes-and-health-professionals.md)
- [Portals for Sales and Business Development](https://help.mydocsafe.com/en/articles/7896379-portals-for-sales-and-business-development.md)
- [How to configure your client portals \(advanced features\)](https://help.mydocsafe.com/en/articles/7896371-how-to-configure-your-client-portals-advanced-features.md)
- [Add welcome message to client portals](https://help.mydocsafe.com/en/articles/4172248-add-welcome-message-to-client-portals.md)
- [Inviting your clients to portals in bulk](https://help.mydocsafe.com/en/articles/4172247-inviting-your-clients-to-portals-in-bulk.md)
- [How to setup your client portals \(basic features\)](https://help.mydocsafe.com/en/articles/4172245-how-to-setup-your-client-portals-basic-features.md)
- [Inviting a client to multiple portals](https://help.mydocsafe.com/en/articles/8494302-inviting-a-client-to-multiple-portals.md)
- [Configure Portal Dashboard](https://help.mydocsafe.com/en/articles/9166692-configure-portal-dashboard.md)
- [How to create a portal](https://help.mydocsafe.com/en/articles/7896390-how-to-create-a-portal.md)
- [How to delete unneeded portal users](https://help.mydocsafe.com/en/articles/7896389-how-to-delete-unneeded-portal-users.md)
- [Removing a client from a portal and re-inviting them later](https://help.mydocsafe.com/en/articles/7896388-removing-a-client-from-a-portal-and-re-inviting-them-later.md)
- [Accepting portal invitations](https://help.mydocsafe.com/en/articles/7896387-accepting-portal-invitations.md)
- [Inviting clients to a portal through a public link \(self-signup link\)](https://help.mydocsafe.com/en/articles/7896386-inviting-clients-to-a-portal-through-a-public-link-self-signup-link.md)
- [A quick introduction to portals \(end user perspective\)](https://help.mydocsafe.com/en/articles/7896385-a-quick-introduction-to-portals-end-user-perspective.md)
- [Self sign-up link to client portals](https://help.mydocsafe.com/en/articles/7896384-self-sign-up-link-to-client-portals.md)
- [How to restrict access to client portals](https://help.mydocsafe.com/en/articles/7896383-how-to-restrict-access-to-client-portals.md)
- [Secure document distribution](https://help.mydocsafe.com/en/articles/7896382-secure-document-distribution.md)
- [Creating a portal workflow](https://help.mydocsafe.com/en/articles/7896381-creating-a-portal-workflow.md)
- [Broadcasting and collecting requests to update KYC information](https://help.mydocsafe.com/en/articles/4172242-broadcasting-and-collecting-requests-to-update-kyc-information.md)
- [Send a quote / upselling workflow via a client portal](https://help.mydocsafe.com/en/articles/8581262-send-a-quote-upselling-workflow-via-a-client-portal.md)
- [Send and receive secure messages in portals](https://help.mydocsafe.com/en/articles/12444218-send-and-receive-secure-messages-in-portals.md)
- [Subportals - what they are and how to use them](https://help.mydocsafe.com/en/articles/9399177-subportals-what-they-are-and-how-to-use-them.md)
- [How to move a form from Documents to Form Templates area in a client group.](https://help.mydocsafe.com/en/articles/7896394-how-to-move-a-form-from-documents-to-form-templates-area-in-a-client-group.md)
- [How to upload a portal configuration file?](https://help.mydocsafe.com/en/articles/7896393-how-to-upload-a-portal-configuration-file.md)
- [How to delete a Portal Group?](https://help.mydocsafe.com/en/articles/7896392-how-to-delete-a-portal-group.md)
- [How to delete a Portal](https://help.mydocsafe.com/en/articles/7896391-how-to-delete-a-portal.md)
- [What are portal groups?](https://help.mydocsafe.com/en/articles/4172251-what-are-portal-groups.md)
- [Resending portal invitations](https://help.mydocsafe.com/en/articles/4172249-resending-portal-invitations.md)
- [Employee portals](https://help.mydocsafe.com/en/articles/4172250-employee-portals.md)
- [Subportals](https://help.mydocsafe.com/en/articles/4172246-subportals.md)
- [Data retention policy management](https://help.mydocsafe.com/en/articles/4172243-data-retention-policy-management.md)
- [How to create a client portal in Wordpress?](https://help.mydocsafe.com/en/articles/8058007-how-to-create-a-client-portal-in-wordpress.md)
- [How to create a client portal in Squarespace?](https://help.mydocsafe.com/en/articles/8058020-how-to-create-a-client-portal-in-squarespace.md)
- [How to send a link for someone to upload a document?](https://help.mydocsafe.com/en/articles/8826005-how-to-send-a-link-for-someone-to-upload-a-document.md)
- [How do I get email alerts for a portal when there is an upload?](https://help.mydocsafe.com/en/articles/9245118-how-do-i-get-email-alerts-for-a-portal-when-there-is-an-upload.md)
- [Are the notifications on my homepage for all portals?](https://help.mydocsafe.com/en/articles/9245153-are-the-notifications-on-my-homepage-for-all-portals.md)
- [How to ask a client to upload a document?](https://help.mydocsafe.com/en/articles/9627328-how-to-ask-a-client-to-upload-a-document.md)
- [How to invite a portal user?](https://help.mydocsafe.com/en/articles/10769976-how-to-invite-a-portal-user.md)
- [Home tab in Portals is being depricated](https://help.mydocsafe.com/en/articles/11761515-home-tab-in-portals-is-being-depricated.md)

## Operations / Practice Management

- [Practice Management / Operations](https://help.mydocsafe.com/en/articles/15654932-practice-management-operations.md)

## Electronic Signature

- [Broadcasting a form or a document to clients for filling or signing](https://help.mydocsafe.com/en/articles/7896400-broadcasting-a-form-or-a-document-to-clients-for-filling-or-signing.md)
- [Add optional fields](https://help.mydocsafe.com/en/articles/7896398-add-optional-fields.md)
- [How to publish a document online that can be signed](https://help.mydocsafe.com/en/articles/7896397-how-to-publish-a-document-online-that-can-be-signed.md)
- [How to check signature's status](https://help.mydocsafe.com/en/articles/7896396-how-to-check-signature-s-status.md)
- [Qualified Electronic Signature](https://help.mydocsafe.com/en/articles/7896395-qualified-electronic-signature.md)
- [Filing of signed documents](https://help.mydocsafe.com/en/articles/4172289-filing-of-signed-documents.md)
- [E-signature reminders](https://help.mydocsafe.com/en/articles/4172288-e-signature-reminders.md): How to create and trigger reminders
- [Add labels to e-signature fields](https://help.mydocsafe.com/en/articles/4172284-add-labels-to-e-signature-fields.md)
- [Sending multiple documents for "quick approval" / "fast e-signature"](https://help.mydocsafe.com/en/articles/4172283-sending-multiple-documents-for-quick-approval-fast-e-signature.md)
- [Mail merge - sending bespoke documents to a large group of recipients for e-signature \(Premium service\)](https://help.mydocsafe.com/en/articles/4172266-mail-merge-sending-bespoke-documents-to-a-large-group-of-recipients-for-e-signature-premium-service.md)
- [Setting up a template that needs signing by 2 parties](https://help.mydocsafe.com/en/articles/4172261-setting-up-a-template-that-needs-signing-by-2-parties.md)
- [Cancelling an esign request - do's and don'ts](https://help.mydocsafe.com/en/articles/9656883-cancelling-an-esign-request-do-s-and-don-ts.md)
- [When I send a document for signing, the system immediately cancels it. Why?](https://help.mydocsafe.com/en/articles/7896402-when-i-send-a-document-for-signing-the-system-immediately-cancels-it-why.md)
- [Asking signees to verify mobile phone ownership through SMS codes](https://help.mydocsafe.com/en/articles/7896401-asking-signees-to-verify-mobile-phone-ownership-through-sms-codes.md)
- [How to self sign a document before sending it out?](https://help.mydocsafe.com/en/articles/4172285-how-to-self-sign-a-document-before-sending-it-out.md)
- [How to sign a document digitally](https://help.mydocsafe.com/en/articles/7896399-how-to-sign-a-document-digitally.md)
- [How to send T&Cs to all your clients for signing?](https://help.mydocsafe.com/en/articles/4172287-how-to-send-t-cs-to-all-your-clients-for-signing.md)
- [BTC integration and e-signature settings](https://help.mydocsafe.com/en/articles/4172286-btc-integration-and-e-signature-settings.md)
- [My client says that they cannot open the document I sent for signing](https://help.mydocsafe.com/en/articles/9415584-my-client-says-that-they-cannot-open-the-document-i-sent-for-signing.md): Troubleshooting
- [How to get rid of an incorrect email address from appearing in the dropdown](https://help.mydocsafe.com/en/articles/12700527-how-to-get-rid-of-an-incorrect-email-address-from-appearing-in-the-dropdown.md)
- [How to send a document to people who share an email address](https://help.mydocsafe.com/en/articles/12700679-how-to-send-a-document-to-people-who-share-an-email-address.md)

## Workflows

- [What are Portal Workflows?](https://help.mydocsafe.com/en/articles/7896406-what-are-portal-workflows.md)
- [Why a form in my workflow cannot be filled out by a client if it was used in the past?](https://help.mydocsafe.com/en/articles/8811290-why-a-form-in-my-workflow-cannot-be-filled-out-by-a-client-if-it-was-used-in-the-past.md)
- [What are Workflow Templates?](https://help.mydocsafe.com/en/articles/7896407-what-are-workflow-templates.md)
- [Advanced settings for workflow templates](https://help.mydocsafe.com/en/articles/11190136-advanced-settings-for-workflow-templates.md): Managing complex scenarios
- [What are Document Workflows?](https://help.mydocsafe.com/en/articles/7896405-what-are-document-workflows.md)

## Client onboarding

- [Conditions in workflows](https://help.mydocsafe.com/en/articles/10162520-conditions-in-workflows.md): present a different document or questionnaire based on user choices

## Secure document management

- [Format cutting and pasting](https://help.mydocsafe.com/en/articles/4172260-format-cutting-and-pasting.md)
- [How to export my documents?](https://help.mydocsafe.com/en/articles/7896413-how-to-export-my-documents.md)
- [My folder is full and is not showing new documents](https://help.mydocsafe.com/en/articles/9652274-my-folder-is-full-and-is-not-showing-new-documents.md)

## Sales Flows

- [Sales Flows - overview](https://help.mydocsafe.com/en/articles/8581107-sales-flows-overview.md)
- [Advanced settings: how to automatically populate a contract with data submitted via a form in a Prospect workflow](https://help.mydocsafe.com/en/articles/11191106-advanced-settings-how-to-automatically-populate-a-contract-with-data-submitted-via-a-form-in-a-prospect-workflow.md)
- [Advanced settings: how to add the Quote to the contract automatically](https://help.mydocsafe.com/en/articles/11191149-advanced-settings-how-to-add-the-quote-to-the-contract-automatically.md)

## Encrypted email

- [Installation instructions](https://help.mydocsafe.com/en/articles/4172258-installation-instructions.md)
- [Troubleshooting](https://help.mydocsafe.com/en/articles/4172257-troubleshooting.md)
- [Installation instructions](https://help.mydocsafe.com/en/articles/4172256-installation-instructions.md)
- [Troubleshooting](https://help.mydocsafe.com/en/articles/4172255-troubleshooting.md)
- [Installation instructions](https://help.mydocsafe.com/en/articles/4172254-installation-instructions.md)
- [Troubleshooting](https://help.mydocsafe.com/en/articles/4172253-troubleshooting.md)

## ID, KYC and AML checks

- [How to mark an ID verification test as expired, and why?](https://help.mydocsafe.com/en/articles/9652150-how-to-mark-an-id-verification-test-as-expired-and-why.md)
- [How to run your ID checks?](https://help.mydocsafe.com/en/articles/9648734-how-to-run-your-id-checks.md)

## Questionnaires & Webforms

- [Adding video to your forms](https://help.mydocsafe.com/en/articles/4172281-adding-video-to-your-forms.md)
- [How to export data from forms](https://help.mydocsafe.com/en/articles/4172280-how-to-export-data-from-forms.md)
- [Regular expressions and data validation in forms](https://help.mydocsafe.com/en/articles/4172279-regular-expressions-and-data-validation-in-forms.md)
- [Conditions in questionnaires](https://help.mydocsafe.com/en/articles/4172278-conditions-in-questionnaires.md): conditional statements in webforms
- [Asking for address history in forms using conditional statements](https://help.mydocsafe.com/en/articles/4172277-asking-for-address-history-in-forms-using-conditional-statements.md)
- [Filling forms using previous submissions](https://help.mydocsafe.com/en/articles/11191056-filling-forms-using-previous-submissions.md)
- [Adding default answers to questions](https://help.mydocsafe.com/en/articles/7896424-adding-default-answers-to-questions.md)
- [Creating forms](https://help.mydocsafe.com/en/articles/7896423-creating-forms.md)
- [Create a form that can be filled and signed](https://help.mydocsafe.com/en/articles/7896422-create-a-form-that-can-be-filled-and-signed.md)
- [Zapier integration - exporting MyDocSafe forms with nested variables](https://help.mydocsafe.com/en/articles/7896421-zapier-integration-exporting-mydocsafe-forms-with-nested-variables.md)
- [How to hide forms from certain portals](https://help.mydocsafe.com/en/articles/8560820-how-to-hide-forms-from-certain-portals.md)
- [Sum up data from a Grid widget](https://help.mydocsafe.com/en/articles/9356479-sum-up-data-from-a-grid-widget.md)

## Subscription, discounts and billing

- [Legacy pricing plans](https://help.mydocsafe.com/en/articles/12009649-legacy-pricing-plans.md)
- [How we bill](https://help.mydocsafe.com/en/articles/7896433-how-we-bill.md)
- [Prices](https://help.mydocsafe.com/en/articles/10191593-prices.md): MyDocSafe pricing plans
- [How our subscriptions work](https://help.mydocsafe.com/en/articles/7896436-how-our-subscriptions-work.md)
- [Enterprise plans](https://help.mydocsafe.com/en/articles/7896435-enterprise-plans.md)
- [Setting up a free trial](https://help.mydocsafe.com/en/articles/7896434-setting-up-a-free-trial.md)
- [How to get free licences](https://help.mydocsafe.com/en/articles/7896438-how-to-get-free-licences.md)
- [How to cut your MyDocSafe subscription cost to ZERO](https://help.mydocsafe.com/en/articles/7896437-how-to-cut-your-mydocsafe-subscription-cost-to-zero.md)
- [AppSumo](https://help.mydocsafe.com/en/articles/4172227-appsumo.md)

## Webinar series

- [Webinar 7 May 2024 - platform overview](https://help.mydocsafe.com/en/articles/9292255-webinar-7-may-2024-platform-overview.md)
- [Webinar 5 March 2024 - introducing Prospects](https://help.mydocsafe.com/en/articles/9031175-webinar-5-march-2024-introducing-prospects.md)
- [Webinar 13 Feb 2024 - platform overview](https://help.mydocsafe.com/en/articles/8943708-webinar-13-feb-2024-platform-overview.md)

## Enterprise

- [SSO \(single sign on\)](https://help.mydocsafe.com/en/articles/10315631-sso-single-sign-on.md)
- [Large and multi-media files](https://help.mydocsafe.com/en/articles/10552379-large-and-multi-media-files.md)
- [Complex workflows](https://help.mydocsafe.com/en/articles/10552407-complex-workflows.md)

## Artificial Intelligence

- [How to Install the Ai4U Assistant \(Korrah\) Inside Your MyDocSafe Portal](https://help.mydocsafe.com/en/articles/12900142-how-to-install-the-ai4u-assistant-korrah-inside-your-mydocsafe-portal.md)