This tutorial is one of Safe Doc customer portal tutorial series, made by xFanatical. 

Welcome to the Safe Doc customer portal tutorial series!

We are thrilled to announce the launch of our brand-new Safe Doc Customer Portal! This highly anticipated platform is designed to make your experience with Safe Doc smoother, more efficient, and more enjoyable than ever before. 

With the Safe Doc Customer Portal, you can now access and manage all of your Safe Doc account information in one place. Here are the perks.

  • Subscribe to Safe Doc annual license auto-renewal. Payments are conveniently handled without any effort on your part. No worries when your annual license expires. 
  • Make payments with your team. Increase efficiency of co-manage your Safe Doc account in one shared platform.  
  • Manage your license information. Find your annual license information effortlessly. All your team members can confirm the purchase or renewal.
  • Stay informed. Never miss important changes in your Safe Doc account when your team makes changes. 
  • Enjoy a simplified payment experience. Complete license purchase or renewal in a few clicks. 
  • Keep the payment records. Find past invoices and receipts in one location. No more emailing invoices or receipts back and forth with your team. 

Excited in our new Safe Doc customer portal? We can't wait to show you all the amazing features and benefits that this platform has to offer. Let's dive in!

  1. Sign in to Safe Doc Customer Portal
  2. Update Safe Doc Account Billing Address
  3. View Your Safe Doc License Information
  4. Purchase Safe Doc Annual License
  5. Renew Safe Doc Annual License
  6. Unsubscribe or Resubscribe to Annual License Auto Renewal
  7. Download Sample Safe Doc Policy Configuration
  8. Update Profile Information in Safe Doc Account
  9. Invite Team Members to Safe Doc Customer Portal
  10. Invoices and Receipt History in Safe Doc Account
  11. Leave Safe Doc Account
  12. Delete Safe Doc Account

Note: Safe Doc Customer Portal is not a console to manage Safe Doc policies. Managing Safe Doc policies is still done in Google Admin Console.