Enable Integrations or automations with these events of MyDocSafe and Moneydance
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.
Create Folder in a specific parent folder
Create a Portal in a Portal Group
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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 MoreMoneydance is a personal finance software that offers a comprehensive suite of features for managing your finances, including budgeting, tracking investments, and handling online banking. It provides users with tools to efficiently manage their financial data and make informed financial decisions.
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