Our Solutions Desk allows you to commission our developers to customise your platform for your needs. Within the same environment and on the same platform as your access to Safelink’s core features, we can enable customised workspaces, configured to your and your clients’ specific requirements. From basic workflows, to stylish microsites and knowledge portals we can turn your vision of digital service delivery into something tangible and secure quickly and cost effectively.
Create automations using core Safelink features
Create folder, upload documents, build pdf bundles etc.
Automatically generate documents from your templates with customisable content fields
Construct and send emails ad hoc or from templates. Outbound emails are retained for future reference.
Tables / sheets
Capture and interrogate data from internal or external user input through forms. Tables can be searched, interrogated and exported like a spreadsheet.
Customise pages with static and dynamic content; pages can be be displayed standalone or as part of workflows
Create custom dynamic forms that include conditional fields, attachment (upload) fields, and fields that cross-reference other tables. Forms can be generated automatically.
Build workflows that support multi-user interaction, sequentially or in parallel.
Users participating in workflows can be chased on a predefined schedule.
Assign tasks for completion by internal or external users. This enables management of a list of tasks and allocation to specific users
Assign parts of a process to other parties for approval
Digital signature requests can be actioned and executed within Safelink and can be worked into workflows .
Home page customisation
Choose a custom page design and layout as the homepage for a workspace
Date & holiday calculations
Calculate dates automatically, possibly from data, with accounting for jurisdiction-specific holidays.
External service integrations
We have native integrations, with CDD check, single-sign on, digital signatures but we can build custom integrations with your technology stack
Safelink’s toolset is extensive and grows by the day.
The nature of customisations for your internal and external interactions is limited only by your and your clients’ imaginations.
We are excited to innovate and enjoy leaping on the ideas that our customers present. Whether it’s something brand new or the re-purposing of work we’ve done for other projects, we love to be presented with a challenge and will work with you to deliver fast and elegant solutions to impress your teams and, above all, your clients. Get in touch to explore any digital innovation you can think of to help streamline your process flows and automate time-consuming tasks.