MyDocSafe

MyDocSafe

DocSafe
+
+

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About

Organize your business documents your way. Pre-fill with data, create workflows, e-sign ready, extract underlying data and launch next document based on logic you set and data-filled on the previous document. Makes it so simple that you can finally focus back on your business core and not worry about documents no matter how complex it is. Do it yourself. Upload, configure, and send your documents your way without needing your "web guy". Mobile-Friendly, whether it is a single-page document or 100 pages. It's so easy, we call it "cave man certified" . Virtually, no training is required. This is DIY (Do It Yourself) at its best. Arrange your documents in the logical flow that speaks to your business. Streamline all document processes on one safe and secured platform and track the status of every file on our comprehensive management dashboard so you can make the most of your valuable time at work.

About

MyDocSafe is your digital transformation partner that helps you automate client-facing processes such as pitching, onboarding and secure document sharing. MyDocSafe is the only document security and e-sign software you need to verify and manage all your documents online and automate all your compliance, onboarding and contract renewal processes. Enjoy more features to help you save time & effort. Benefit from more integrations to improve your efficiency. And get more engagement to drive your revenue. Simplify and streamline your proposals with a customizable workflow and an entirely paperless quoting process. Close deals faster, and avoid administrative delays – with efficient, effective, multi-departmental workflows. Minimize non-billable, low-value time spent onboarding new clients with automatic document distribution, reminders, and notifications.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies and professionals seeking a solution to organize their business documents

Audience

Companies searching for a document workflow and e-sign software solution

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$22 per month
Free Version Supported
Free Trial Not Supported

Pricing

$8 per month
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • I like how this can be set up as a template so I can send to onboard new employees and get paperwork done easy.

Cons

  • The development has been slightly slow but the platform is reliable.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Docsmore
Founded: 2016
United States
www.docsmore.com

Company Information

DocSafe
Founded: 2013
United Kingdom
mydocsafe.com

Alternatives

Alternatives

CINCEL

CINCEL

Cincel
HelloWorks

HelloWorks

HelloSign
SODA PDF

SODA PDF

Avanquest

Categories

Categories

Digital Signature Supported
Document Workflow Supported
Onboarding Supported
Portal Supported

Document Management Features

Access Controls Not Supported
Archiving & Retention Not Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Supported
Document Capture Not Supported
Document Conversion Not Supported
Document Delivery Not Supported
Document Indexing Not Supported
Document Retention Not Supported
Electronic Signature Supported
Email Management Not Supported
File Recovery Not Supported
File Type Conversion Not Supported
Forms Management Not Supported
Full Text Search Not Supported
Offline Access Supported
Optical Character Recognition Not Supported
Print Management Not Supported
Version Control Supported

Digital Signature Features

Audit Trail Supported
Authentication Supported
Auto Reminders Supported
Customizable Templates Supported
Document Analytics Supported
Mobile Signature Supported
Multi-Party Signing Supported
Progress Tracking Supported
Task Progress Tracking Supported

Onboarding Features

Course Management Not Supported
Document Management Supported
E-Verify / I-9 Forms Supported
Electronic Forms Supported
Electronic Signature Supported
Employee Handbook Supported
Employee Portal Supported
File Management Supported
Job Description Management Not Supported
Orientation Management Not Supported
Self Service Portal Supported
Task Management Not Supported
Tax Forms Not Supported
Training Management Supported

Portal Features

Chat Supported
Collaboration Not Supported
Content Management Supported
Document Management Supported
File Sharing Supported
Search Supported

Integrations

Dropbox Not Supported
Microsoft Outlook Not Supported
Xero Not Supported
viaSocket Not Supported

Integrations

Dropbox Supported
Microsoft Outlook Supported
Xero Supported
viaSocket Supported
Claim Docsmore and update features and information
Claim Docsmore and update features and information
Claim MyDocSafe and update features and information
Claim MyDocSafe and update features and information