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Create integrations between MyDocSafe and Way We Do
Add a New User to Way We Do when Document is Signed in Mydocsafe
Complete a Checklist Step in Way We Do when Document is Signed in Mydocsafe
Add a Checklist Comment to Way We Do when Document is Signed in Mydocsafe
Start Checklist Instance in Way We Do when Document is Signed in Mydocsafe
Find a Checklist by Title in Way-we-do when Document is Signed in Mydocsafe
Find a Checklist Instance by ID in Way We Do when Document is Signed in Mydocsafe
Find a Checklist Instance by Title in Way We Do when Document is Signed in Mydocsafe
Find a Checklist Step by ID in Way-we-do when Document is Signed in Mydocsafe
Find a Procedure by Title in Way-we-do when Document is Signed in Mydocsafe
Find a Procedure or Checklist by ID in Way We Do when Document is Signed in Mydocsafe
Actions and Triggers
When this happensTriggers
Document is Signed
Triggers when a document is signed by all required parties.
Form is submitted
Triggers when a form is submitted
Esign is Rejected
Triggers when a esign is rejected
Sign Request Sent
Triggers when a document sign request is sent.
New Comment
Triggers when a new comment is added to a checklist.
Checklist Started
Triggers when a checklist instance is started.
Do thisActions
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
Add a New User
Create and invite a New User.
Complete a Checklist Step
Mark a specific step in a checklist instance as complete.
Add a Checklist Comment
Adds a new comment to an Activated Checklist Instance step.
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Frequently Asked Questions
About MyDocSafe
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 MoreAbout Way We Do
Way We Do is a cloud-based platform that helps businesses create, manage, and execute their standard operating procedures (SOPs) and policies. It enables organizations to streamline their processes, ensure compliance, and improve operational efficiency by providing a centralized location for all procedural documentation.
Learn More
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