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DocPortal

inden My Wealth Cloud

Integrate DocPortal with Outlook for simplified document sharing with your clients.

DocPortal is a document management platform that enables you and your clients to securely send, receive, e-sign and permanently store important documents at the touch of a button. Promote your brand and retain and acquire customers, all from within your regular workflows that you can access from anywhere at a moment’s notice.

DocPortal requires an account and thus further charges may be applicable. Please find further information on our website www.docportal.co.uk

Appfunktioner

Når denne app bruges,
  • Kan sende data via internettet
  • Denne app kan få adgang til og ændre personlige oplysninger i den aktive meddelelse, f.eks. meddelelsestekst, emne, afsender, modtagere og oplysninger om vedhæftede filer. Det vil muligvis sende disse data til en tredjepartstjeneste. Andre elementer i din postkasse kan ikke læses eller ændres.
Dette tilføjelsesprogram kan starte automatisk, når:
  • Brugeren tilføjer eller fjerner vedhæftede filer fra en mail.
  • Brugeren tilføjer eller fjerner modtagere fra en mail.

Overblik

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