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A Smarter and More Centralized Client Messaging System

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A Smarter and More Centralized Client Messaging Solution Convoflo enhances its user experience with a new unified inbox designed to simplify the daily tasks of professionals. Thanks to this update, you now have access to all of your priority messages, recent sends, and received content, all in one place, whether it’s documents or messages. Gone are the days of wasting time navigating between different folders or searching for a file in the conversation thread. This feature centralizes all important items and allows you to maintain a smooth and secure follow-up with your clients. Whether it’s for active exchanges, critical follow-ups, or file uploads, you now have a complete and structured view of what matters. Concrete Benefits Consolidated view of all content (messages and documents), whether sent or received. Quick access to priority items, so you never miss an essential communication. Significant time savings , especially useful during peak periods or when managing complex follow-...
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New Features in Convoflo 2.17

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  New Convoflo Features Convoflo 2.17: More Autonomy, Fluidity, and Control We are excited to announce version 2.17 of Convoflo, bringing major improvements to streamline your document and communication management. This update focuses on enhancing integrations, accelerating e-signature workflows, and optimizing message exchanges. What’s New in Version 2.17? 🔹 Autonomous and Bidirectional SharePoint Connection Connecting to SharePoint is now simpler and more powerful. You can now establish the connection directly from the Integrations tab, without any complex configurations. And the biggest update? Synchronization is now bidirectional! Any document added in Convoflo automatically appears in SharePoint, and vice versa. 🎯 Benefit: An optimized workflow where your files are always synchronized, no matter where you upload them. No more manual transfers or duplicates! 🔹 Integrated Signature Designer Applying signature fields is now fully integrated into Convoflo. No more redirections:...
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Convoflo New Features Version 2.16

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New Convoflo Features Simplify Customers communication Management for Professional Services At Convoflo, we are committed to making the operations of professional services firms easier with innovative, practical, and secure features. Our latest update directly addresses the flexibility, efficiency, and compliance needs of professionals. Here’s how version 2.16 simplifies your daily processes: 1. Recovery of Partially Signed Documents  Access partially signed versions of documents immediately without waiting for final validation.  Main benefit:  Increased visibility and control throughout the signature process. Once documents are partially signed, an updated version is immediately available in Convoflo for download by authorized parties. Users can also track in real-time how many signatures are still needed. Example:  A firm can quickly retrieve contracts already partially signed to review them before final approval.  2. Microsoft Entra ID (formerly Azure Active ...
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Convoflo achieves SOC 2 certification

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Convoflo achieves SOC 2 certification We are proud to announce that Convoflo has officially obtained SOC 2 certification, a reference standard in data security. This certification demonstrates our ongoing commitment to protecting our users' information and offering a secure client messaging platform that complies with the most rigorous standards. What does it mean? Increased trust: All our users' data is processed in an environment that complies with the highest standards of security, confidentiality and integrity. Enhanced compliance: As an organization, our customers benefit from a partner who understands and supports your regulatory compliance needs. Peace of mind: SOC 2 certification attests to our ability to guarantee the security and confidentiality of your business communications. We're delighted to reach this important milestone, and remain determined to continue innovating while putting security and reliability at the heart of our priorities. Thank you for you...
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New features in Convoflo, Version 2.12

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Discover the latest improvements from Convoflo, your secure messaging-client platform. This update introduces key features for better integration with SharePoint and enhanced CSV file management.  SharePoint connection We are pleased to announce the private beta availability of SharePoint connection for select customers. This feature allows you to efficiently integrate Convoflo with SharePoint. Here are the details: Folder synchronization  Users can now synchronize folders between Convoflo and SharePoint for simplified document management. Uploading files Upload files from Convoflo to SharePoint seamlessly. Creating and deleting folders  Create and delete folders in Convoflo, and these actions will be reflected in SharePoint. You can also delete files.  Updating and moving files and folders Files and folders can be moved and updated synchronously between Convoflo and SharePoint. Files moved to a synchronized folder will also be moved to SharePoint, while files moved ...
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Implementation of a secure client-messaging: 9 pitfalls to avoid 💡

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Here are the 9 pitfalls to avoid when evaluating and integrating a technology solution to secure exchanges with your clients: 1. Hasty Selection of Non-Scalable Solutions: Opting for a solution without considering scalability can lead to costly transitions. Savvy companies evaluate future growth potential, preserving the initial investment. Example: Choosing a messaging platform that doesn't support integration with other crucial tools, limiting scalability as the company grows. 2. Ignoring In-Depth User Needs Analysis: Effective technologies precisely meet user needs. Skipping thorough analysis can result in unused features and minimal adoption. Understand business processes and tailor the technology accordingly. Example: Implementing a messaging solution with complex but unused features (or very difficult to use), creating resistance to adoption. 3. Neglecting Training: Even the best technology will fail if users don't adopt it. Invest in robust training to ensure widespread ...
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New features in Convoflo, Version 2.11

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Whether you are an accountant, a notary or a lawyer, you can discover the benefits of Convoflo’s new features; a secure, simple and user-friendly client messaging platform. 1. Customizable file requests   Users can easily choose the destination folder for each type of document, enabling them to efficiently organize and distribute information for tax filings and other work processes.   2. Future message reminders   No more important deadline oversights! Members can schedule tasks and track their progress to ensure strict adherence to deadlines and commitments.   3. Batch folder creation   In addition to saving time, members are allowed to organize their client documents and streamline their administrative workflow.   4. Batch label changes   To facilitate information retrieval and document management, users can efficiently organize client files by modifying the labels of multiple items.   5. Display of read notifications   Users can easily tra...
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Your clients with email addresses ending in "hotmail/outlook.com" are not receiving your Convoflo notifications?

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Your clients with email addresses ending in "hotmail/outlook.com" are not receiving your Convoflo notifications? Firstly, we understand that the situation is not ideal. However, here is a solution to help your client retrieve their content and/or sign their documents. To begin with, this problem is intermittent and is targeted for email accounts ending in hotmail.com and outlook.com. If your client cannot find the notification email, ask them to check their junk/spam folder. If the email is found, simply open it and click on the button. If after searching, your client still cannot find the notification email, they can log in directly to their secure space and quickly retrieve, send, or sign their documents. We continue to monitor and optimize our systems. However, after multiple checks, we adhere to all the highest standards for the acceptance of incoming emails in various email inboxes on the market. It is worth noting that Microsoft (hotmail.com and outlook.com) is one of t...
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Say hello to Convoflo version 2.10

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Introducing the new version of Convoflo, where innovation and user-friendliness converge to enhance your user experience, efficiency, and data confidentiality. New Default Values: Personalized Control Now, customize your organizational settings with default values directly from the organization settings page. This feature provides increased flexibility, allowing users to choose settings that perfectly align with their specific needs. Advanced File Management: Editable and Download Control Benefit from improved file management by defining file editability and restricting downloads as per your requirements. This feature grants increased control over shared content, providing enhanced security and control. Label Automation: Boost Message Productivity Automated labeling when adding a message offers intelligent organization of your secure spaces. Test this feature to simplify and expedite the categorization process. Easy User Data Export Users can now export their data with just a few click...
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Say hello to Convoflo: Our New Name, Same Vision of Excellence

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Dear customers and partners, I am thrilled to announce a major milestone in our evolution: TagMyDoc is now Convoflo. This transformation goes beyond a simple name change; it embodies a refined vision and a renewed mission that have been shaped over the years. That said, this name change is not the result of an acquisition by another company. The name "Convoflo" stands for efficiency in a secure client messaging environment. Since our inception in 2010, we have come a long way with determination and ambition. Today, Convoflo continues to carry that torch, with an unwavering passion for what we do. Our mission is now clearer than ever: to help professional services firms unlock their full productivity potential. By offering a secure and user-friendly client messaging solution, we aspire to empower every professional to take control of their time and focus on what truly matters. We believe that despite the challenges and distractions inherent in professional life, nothing should...
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