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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$22 per month
Free Version
Free Trial

Pricing

$8 per month
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Docsmore
Founded: 2016
United States
www.docsmore.com

Company Information

DocSafe
Founded: 2013
United Kingdom
mydocsafe.com

Alternatives

Alternatives

CINCEL

CINCEL

Cincel
SODA PDF

SODA PDF

Avanquest
HelloWorks

HelloWorks

HelloSign

Categories

Categories

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Digital Signature Features

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

Onboarding Features

Course Management
Document Management
E-Verify / I-9 Forms
Electronic Forms
Electronic Signature
Employee Handbook
Employee Portal
File Management
Job Description Management
Orientation Management
Self Service Portal
Task Management
Tax Forms
Training Management

Portal Features

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Integrations

Dropbox
Microsoft Outlook
Xero
viaSocket

Integrations

Dropbox
Microsoft Outlook
Xero
viaSocket
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