Managing a client through a secure client portal just got even easier! Come in and take a look at our new streamlined interface and new views that make organising client files even faster and easier. Request a free webinar now.

Get even more from your docSAFE with new features including:

NEW central dashboard layout
Easier client indexing and multiple folder structures - More Info

Expanded client relationships
Create new user relationships by linking users to multiple clients - More Info

Drag & Drop
Single file, multiple file and folder drag & drop - More Info

Tracking
You can now request to be notified as soon as a file is accessed. Furthermore, you can even set a file to self-delete after a given period of time.

Windows direct upload
No need to login to docSAFE, simply use our Microsoft Windows plugin tool and send files directly from anywhere on your PC - More Info

E-signing & document approval
Clients can now approve and e-sign files held within docSAFE. Both you and your client receive confirmed approval certificates after a file has been e-signed. - More Info

Complete file history
Have piece of mind in knowing who has accessed, approved and received a file