MyDocSafe - October 2025 release notes

New feature released:

1. A public link to a workflow

   1. ideal for automating investor relations, shareholder resolutions and AGMs (read a full blogpost here)

   2. also perfect for selling services or onboarding clients without requiring them to set up a login (read a full blogpost here)

2. Internal forms

   1. ideal for financial advisors or anyone who conducts internal client assessments before taking on new business (read a full blogpost here)

3. Two way secure messaging

   1. Ditch WhatsApp when talking to clients – use our revamped two-way secure messaging system available inside client portals (read a full blogpost here)

4. We are also improving user interface:

   1. Users with access to portal ‘access forms’ will now see them in…. Portals rather than Documents

   2. Self-signup user flows have a new improved look and feel

5. Bug fixes

   1. As usual – most are related to the point above (as we improve things, we sometimes break things – apologise for that)

View the full release notes https://mydocsafe.com/uk/news/october-2025-release-notes/