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DocPortal

de 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

Funcionalidades da aplicación

Cando se usa esta aplicación,
  • Pode enviar datos a través da internet
  • Esta aplicación pode acceder a información persoal presente na mensaxe activa, como o corpo, o asunto, o remitente, os destinatarios e a información anexada. Os demais elementos da túa caixa de entrada non se pon ler nin modificar. Revisa a política de privacidade do desenvolvedor para obter máis información sobre como se xestiona e procesa a información persoal.
Este complemento pódese iniciar cando:
  • O usuario engade ou elimina anexos dun correo electrónico.
  • O usuario engade ou elimina destinatarios dun correo electrónico.

Dunha ollada

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