# 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)
- [How to test the experience internally](https://help.mydocsafe.com/en/articles/16960228-how-to-test-the-experience-internally.md): When you set up a portal, a form or a document workflow, you will usually want to see it twice: once as the admin who built it, and once as the end user who receives it. This article covers the bes...
- [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)
- [Using the plugin](https://help.mydocsafe.com/en/articles/7896431-using-the-plugin.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)
- [How to stop receiving product news emails](https://help.mydocsafe.com/en/articles/16886743-how-to-stop-receiving-product-news-emails.md): You can turn off our product news and release note emails while still receiving messages that affect your service.
- [How to save and use recovery codes](https://help.mydocsafe.com/en/articles/16887264-how-to-save-and-use-recovery-codes.md): If you use an authenticator app for two-factor authentication, a recovery code lets you sign in when you don't have your phone. Save it somewhere safe and losing or replacing your device no longer ...

## 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): A welcome message is the first thing your client sees when they open their portal. Use it to tell them what to do next - for example, to complete an onboarding workflow or upload their documents.
- [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)
- [How to set a deadline on a workflow](https://help.mydocsafe.com/en/articles/16442238-how-to-set-a-deadline-on-a-workflow.md): Deadlines let you put a due date on any workflow so nothing slips past its date. Setting one takes just a few seconds while you're building or sending a workflow.
- [How to set up automatic deadline reminders](https://help.mydocsafe.com/en/articles/16471652-how-to-set-up-automatic-deadline-reminders.md): Once a workflow has a deadline, MyDocSafe can email your client automatically before it's due.
- [How to ask a client to upload documents inside a workflow](https://help.mydocsafe.com/en/articles/16495235-how-to-ask-a-client-to-upload-documents-inside-a-workflow.md): The upload document widget lets you add an upload step to any workflow, so clients can send back the things you need as part of the same process. Everything they submit is automatically stored in t...
- [Choose when billing starts on a quote](https://help.mydocsafe.com/en/articles/16845296-choose-when-billing-starts-on-a-quote.md): You can set a future start date for any recurring service on a quote, so your client accepts today but isn't charged until the date you choose. Their card is authorised at acceptance and the first ...
- [How to format and reuse the message your client sees in a workflow](https://help.mydocsafe.com/en/articles/16862195-how-to-format-and-reuse-the-message-your-client-sees-in-a-workflow.md): The Message page step shows your client a message as part of a portal workflow. You can now format that message - bold, lists, links and alignment - and start from a saved template instead of retyp...
- [Portal workflows: visibility, sharing and onboarding – what your clients will see](https://help.mydocsafe.com/en/articles/16959340-portal-workflows-visibility-sharing-and-onboarding-what-your-clients-will-see.md): This article explains what your clients \(portal users\) see when you share a workflow with them, when they start a workflow themselves, and when a workflow is set as the default onboarding workflow ...
- [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)

## 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)
- [How to verify your identity once instead of every time you sign](https://help.mydocsafe.com/en/articles/16861196-how-to-verify-your-identity-once-instead-of-every-time-you-sign.md): You can now verify your legal identity once against your account, instead of repeating the check every time you're asked to sign something. Once verified, your identity is reused automatically wher...

## 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)
- [How to show a form one question at a time](https://help.mydocsafe.com/en/articles/16497546-how-to-show-a-form-one-question-at-a-time.md): Long portal forms can be broken into steps, so your client answers one question per page instead of scrolling through a wall of fields. It's easier to complete on a phone, and clients are less like...

## Sales & Corporate

- [Who you are contracting with — MyDocSafe legal entity details](https://help.mydocsafe.com/en/articles/16782335-who-you-are-contracting-with-mydocsafe-legal-entity-details.md)
- [How to contact us — sales, support, billing, legal, press](https://help.mydocsafe.com/en/articles/16782393-how-to-contact-us-sales-support-billing-legal-press.md)
- [Where we are based and where your data lives](https://help.mydocsafe.com/en/articles/16782514-where-we-are-based-and-where-your-data-lives.md)
- [Our company policies at a glance](https://help.mydocsafe.com/en/articles/16782580-our-company-policies-at-a-glance.md)
- [How to check where your data is stored](https://help.mydocsafe.com/en/articles/16860982-how-to-check-where-your-data-is-stored.md): Your account information page shows the region your data is physically stored in, so you can confirm it at any time without contacting us. The location is set when your account is created and is sh...
- [How to buy — self-serve vs sales-assisted](https://help.mydocsafe.com/en/articles/16782605-how-to-buy-self-serve-vs-sales-assisted.md)
- [How to get a quote or a formal proposal](https://help.mydocsafe.com/en/articles/16782706-how-to-get-a-quote-or-a-formal-proposal.md)
- [Enterprise and custom deployments](https://help.mydocsafe.com/en/articles/7896435-enterprise-and-custom-deployments.md)
- [Trials, pilots and proofs of concept](https://help.mydocsafe.com/en/articles/16782797-trials-pilots-and-proofs-of-concept.md)
- [Reseller, partner and referral arrangements](https://help.mydocsafe.com/en/articles/16782910-reseller-partner-and-referral-arrangements.md)
- [Invoices: what you get, when, and how to change the details](https://help.mydocsafe.com/en/articles/7896433-invoices-what-you-get-when-and-how-to-change-the-details.md)
- [How to pay — cards and bank transfer](https://help.mydocsafe.com/en/articles/16783368-how-to-pay-cards-and-bank-transfer.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)
- [How to get free licences](https://help.mydocsafe.com/en/articles/7896438-how-to-get-free-licences.md)
- [AppSumo](https://help.mydocsafe.com/en/articles/4172227-appsumo.md)
- [How to check what you'll be charged next](https://help.mydocsafe.com/en/articles/16845734-how-to-check-what-you-ll-be-charged-next.md): The "Next invoice" page shows what your upcoming bill will be before it's charged. It's useful if you've changed your subscription part-way through a billing period and want to see the effect on yo...
- [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)
- [Setting up a free trial](https://help.mydocsafe.com/en/articles/7896434-setting-up-a-free-trial.md)
- [Legacy pricing plans](https://help.mydocsafe.com/en/articles/12009649-legacy-pricing-plans.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)

## Vaults

- [Signature vault](https://help.mydocsafe.com/en/articles/10741605-signature-vault.md)
- [What is in the signature vault?](https://help.mydocsafe.com/en/articles/10741636-what-is-in-the-signature-vault.md)
- [What is it?](https://help.mydocsafe.com/en/articles/9945182-what-is-it.md): CV verification made easy
- [Leave feedback for a chance to win a gift voucher worth £50](https://help.mydocsafe.com/en/articles/9945208-leave-feedback-for-a-chance-to-win-a-gift-voucher-worth-50.md)
- [I will be hiring soon. Can MyDocSafe help?](https://help.mydocsafe.com/en/articles/9945254-i-will-be-hiring-soon-can-mydocsafe-help.md)
- [Real Estate Vault](https://help.mydocsafe.com/en/articles/11744922-real-estate-vault.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)

## Navigation & Shortcuts

- [Quick actions: start common tasks from any page](https://help.mydocsafe.com/en/articles/16555856-quick-actions-start-common-tasks-from-any-page.md): Send a document for signing or create a contact, portal, prospect or task, without leaving the page you're on.