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DocPortal

av 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

Appfunksjoner

Når denne appen brukes, kan den
  • Kan sende data over Internett
  • Denne appen får tilgang til og kan endre personlige opplysninger i den aktive meldingen, for eksempel tekst, emne, avsender, mottakere og vedleggsinformasjon. Det kan komme til å sende disse dataene til en tredjepartstjeneste. Andre elementer i postboksen din kan ikke leses eller endres.
Dette tillegget kan starte seg selv når:
  • Brukeren legger til eller fjerner vedlegg fra en e-postmelding.
  • Brukeren legger til eller fjerner mottakere fra en e-post.

Rask oversikt

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