Create integrations between MyDocSafe and Way We Do
Create a Folder in Mydocsafe when New Comment in Way We Do
Create a Portal in Mydocsafe when New Comment in Way We Do
Create a Portal Group in Mydocsafe when New Comment in Way We Do
Create a Folder in Mydocsafe when Checklist Started in Way-we-do
Create a Portal in Mydocsafe when Checklist Started in Way-we-do
Create a Portal Group in Mydocsafe when Checklist Started in Way-we-do
Create a Folder in Mydocsafe when Checklist Step Completed in Way We Do
Create a Portal in Mydocsafe when Checklist Step Completed in Way We Do
Create a Portal Group in Mydocsafe when Checklist Step Completed in Way We Do
Create a Folder in Mydocsafe when Procedure Accepted in Way We Do
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
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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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