Avail Lifetime Free Access - Limited Time Period Offer
Triggers when a document is signed by all required parties.
Triggers when a form is submitted
Triggers when a esign is rejected
Triggers when a document sign request is sent.
Triggered when a new bot is created.
Triggered when a new message is created.
Create Folder in a specific parent folder
Create a Portal in a Portal Group
Uploads text content to a new document in your knowledge base.
The "Create Document from Webpage" action extracts content from a provided URL and saves it as a document in your knowledge base.
Delete a Document
Learn to handle document management with MyDocspace and viaSocket integration. This article offers practical tips and steps to streamline workflows and boost collaboration efficiently.
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.
Learn MoreCody is an intelligent AI assistant like ChatGPT – with the added benefit of being able to train it on your business, your team, your processes, and your clients with your own knowledge base. Use Cody as an employee to support your team, answer questions, help with creative work, troubleshoot issues, and brainstorm ideas.
Learn More