Author: admin

29 Sep

QRCode creation on McFile

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Greetings! Have you ever used the QR Code generating tool to share McFile documents?

QR Codes can be used as a quick and practical physical links, because they work like bar codes that can be scanned by most mobile phones with a camera.

Instead of indexing numerous documents and attachments to case files, how about including a QR Code? This practice has been gaining momentum around the world in the last few years, due to its cost reduction benefits for law firms, as well as the streamlining of cases for judges. With this technology, it is even possible to include relevant videos for the judge’s analysis without the need for in-person visits, which take time to arrange.

And that’s not the end of it! Here are some other ideas on how to use QR Codes to improve your company’s day-to-day:

  • It can be printed and sticked to boxes of physical documents that have been scanned to McFile, providing a quick identification method;
  • It can direct new employees to company’s orientation videos stored in McFile.

And it is really simple to create! You only need to go to the folder or document you wish to make available. Clicking in “Share“, followed by “New shareable QR Code link” and then “Download“, you generate a png file with your QR Code to be used wherever you need it!

What did you think of these tips? We are available through chat and e-mail for any feedback and questions you might have.

See you soon!

McFile Team

18 Aug

Digital Signature and Metadata

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Greetings! Are you interested in including a digital signature, with long term validation and precise timestamp, to your digitalized documents? Did you know McFile can help you with that?

When this option is enabled, McFile will convert your PDF files to PDF/A when uploaded and include relevant metadata such as the reason for the certificate and the responsible party, as well as a unique hash code to improve security. And most important of all: we offer all this along with long term validation, a technology that checks the certificate’s validity the moment the signature is added, and gives credibility to the document even after that certificate expires.

All you need is a digital certificate to get started. Once you have that, you should go to the admin page, in the top-right corner of the website:

There, search for the Digital Signature panel and fill the required fields, like in the image below. Don’t forget to press the ‘Save‘ button in the top-right corner of the page.

Certificate

And that’s it! Now everyone in your company will be able to add the digital signature when uploading documents in batches, using the certificate provided by you. Whenever an employee wants to add the signature, all they have to do is check the ‘Add digital signature‘ box, like so:

 

If you have any questions, don’t hesitate to get in touch with us, through suporte@mcfile.com. We will be happy to help! Until next time!

19 May

Integrating McFile through Widget

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Did you know that McFile has an integrable visualization and management module in javascript? With it we can bring the benefits of electronic document management to any platform!

Using our widget you can navigate through documents present in your McFile environment through a folder structure, in addition to performing various of the main functionalities available in our platform, such as visualizing and sharing important documents and uploading new files.

See how practical it is:

It’s possible to integrate it with various web platforms, like your ERP, bringing the convenience and practicality of our manager into your day to day. See here the integration we have with Microsoft Business Central!

Want to give it a go? If you want an integration with your company’s system, you can check our tecnical tutorial. And of course, if you want to know more we are always willing to help and answer any questions.

See you next time!

McFile Team

08 May

Single Sign-On no McFile

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Hello! Our team always strives to improve your user experience, and to that end, we have made the login process for McFile simpler and more secure by implementing Single Sign-On (SSO) technology!

But what exactly is Single Sign-On?

Single Sign-On (SSO) is a technique that allows users to log in to a single provider and gain access to multiple systems without having to log in again. This is useful because it eliminates the need for users to remember multiple login credentials to access different applications, and now you can use this technology in McFile!

 

 

For this reason, you can use the same login and password that your company’s provider uses, for example:

A company uses Microsoft’s AzureAD or Google’s Cloud Identity as a control for employee accounts. The login that these employees use to access their corporate email will be the same login for McFile’s system. When you log in to our system, you will be redirected to your provider’s page. Once your login is confirmed, you will be redirected back to the McFile system already logged in and ready to use it normally.

If your team is interested in using this new feature, please contact our IT team, and we will be happy to assist you.

24 Apr

Eletronic signature integration through DocuSign

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Greetings! Do you have an account on DocuSign, the eSignatures platform? Now you can request signatures from documents present in McFile directly inside our application. It’s very easy! Let us show you how.

First, go to the file you need to have signed, click on the three dots on the file’s right corner and press “Request Signature“, like in the image below:

Doing so will redirect you immediately to the signature requesting screen inside DocuSign, as if you had started the process directly from it. Remember that for this you will need to have an account with spare envelopes in the platform. You can request for anyone to sign, even if they aren’t McFile users.

Go through the process inside the platform as usual and wait for the signatures to be fulfilled.

After everyone has signed the document, the folder on McFile will be automatically updated with a zip file containing the signed document and the Summary file created by DocuSign. The zip file will be named “documentos_assinados(envelope ID)”, as in the image below:

And done! If you still have doubts, feel free to contact us. We are always willing to help. Until next time!

McFile Team.

30 Mar

Resilience – Sending email through McFile

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Hello! How you probably know, it’s possible for you to send e-mails directly from McFile. You can use this resource to share links to documents, for example .

 

 

And to make your work easier, this process has been updated! Now emails with non-existent address or errors regarding the address, will be notified by the system, by email, application and mobile app.

 

 

Here’s an example how the system works when occours an error from a non-existent address or errors regarding the address.

 

 

 

Besides that, you will be notified in the system and the mobile app.