MyDocSafe

Your e-sign platform.

3,6 /5 (5 reviews) Write a Review!

MyDocSafe Overview

What is MyDocSafe?

MyDocSafe is an e-signature and on-boarding platform that enables companies to automate and personalize customer sign up processes including forms, e-signing, payment collection, and document upload. The platform is flexible and suits businesses of all sizes and various workflows within industries such as accounting, law, small business, HR, education, and financial.

MyDocSafe enables organizations to replace pen and paper with more efficient, legally binding e-signatures that help close and process deals faster. Client on-boarding features allow users to create secure forms and bespoke flows for various client types. Digital onboarding processes can include optional and obligatory fields, conditional answers and check for data format. Multi-purpose customer portals allow the secure sharing and signing of documents with advisrs, family or other third parties.

Secure document and e-payslip distribution provides delivery confirmation receipts for all digital documents, including sign-off tracking and automatic distribution features. Users can setup a dedicated MyDocSafe.com email address to archive and encrypt email attachments automatically, as well as receive activity logs via email. Document management features provide secure document sharing and delivery with individual file encryption and granular access rights.

MyDocSafe Overview

Pricing

Starting from
US$8,00/month

Pricing options

Free Trial
Free
Subscription
Value for money

Unlimited e-signaturs


MyDocSafe Features

Devices
Business size
S M L
Markets
United Kingdom
Supported Languages
English

Media

client portal
Identity verification
Identity verification
Identity verification report
Document management
Document management
Electronic forms
Sending electronic forms
electronic signature
Adjustable templates
MyDocSafe video MyDocSafe video MyDocSafe video MyDocSafe video MyDocSafe screenshot: client portal MyDocSafe screenshot: Identity verification MyDocSafe screenshot: Identity verification MyDocSafe screenshot: Identity verification report MyDocSafe screenshot: Document management MyDocSafe screenshot: Document management MyDocSafe screenshot: Electronic forms MyDocSafe screenshot: Sending electronic forms MyDocSafe screenshot: electronic signature MyDocSafe screenshot: Adjustable templates

MyDocSafe Reviews

MyDocSafe Reviews

Overall rating
3,6
/
5
Excellent
1

Very good
3

Average
0

Poor
0

Terrible
1

Value for Money
4
Features
3,4
Ease of Use
3,2
Customer Support
2,8
80% recommended this app
Dorota Z.

MyDocSafe truly saves time and money

I have been using MyDocSafe to manage documents and exchange files with my business partners securely and with confidence my privacy is protected. This tool came very handy, it is intuitive and easy to use. Saves me a lot of time and streamlines communication with vendors.


Andrew D.

A great product for the price, but...


Verified Reviewer

Unfortunate Turn

Sadly customer service no longer cares for current customers.


Graham L.

great potential


Blessing E.

Very Convenient

In the event of no access to a printer or fax machine, the capability to sign and send electronic signatures is highly valuable and MyDoc provides a convenient, secure and easy to use service to get this done within minutes. Never had a problem using this tool. Highly recommended for business and personal use.


Dorota Z.

MyDocSafe truly saves time and money

Reviewed on 2017/01/18
Review Source: Capterra

I have been using MyDocSafe to manage documents and exchange files with my business partners securely and with confidence my privacy is protected. This tool came very handy, it is intuitive and easy to use. Saves me a lot of time and streamlines communication with vendors.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Andrew D.
Industry: Financial Services
Company size: 501-1 000 Employees

A great product for the price, but...

Used Daily for 1-5 months
Reviewed on 2020/09/12
Review Source: Capterra

Pros

A great product for the price. Creating signature and other fields is a doddle. There are no document size limitations.

Cons

It strips out all changes made with Apple's Preview. In one case a client signed a blank document.

There are a number of shortcomings. For example, there is no support (so the company will only find out about these shortcomings through this review, if they read it), it doesn't support changes made through Apple's Preview (How many influential users use a Mac? All of them?) and arranging documents into folders is clunky at best.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Verified Reviewer
Industry: Marketing & Advertising
Company size: Self Employed

Unfortunate Turn

Used Weekly for 1+ year
Reviewed on 2020/03/12
Review Source: Capterra

Sadly customer service no longer cares for current customers.

Pros

When we first purchased the product it was working great for the price. There were other platforms that had way better functionality but restricted monthly contract sends.

Cons

I have been talking to support off and on for the past 4 months to get my account working and they said they prioritize based on severity... We could no longer create contracts which I would think should be high priority to fix.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 0.0/10

Graham L.

great potential

Used Other for 6-12 months
Reviewed on 2018/02/07
Review Source: Capterra

Pros

Quite unique and has the potential to do away with multiple subscriptions as it handles so much. Great feature set and potential fantastic API.

Cons

Seems to lack basics that actually prevents us from using it. Yes it has fantastic ID verification at a go but sometimes we just might want our signees to upload a copy of their ID to us. The e-signature template page does not seem to allow document upload. Furthermore creating it into a template to be used again and again by multiple signees was not an easy process. One we did it we still couldn't work out how to include this as part of a 'flow' - then again got stuck with saving a template flow to send to multiple clients. We tried this software 6 months ago and went back to our usual (more expensive) alternative... sorry to say, we're sticking with the alternative until the basics are implemented properly.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Blessing E.
Industry: Research

Very Convenient

Reviewed on 2017/02/02
Review Source: Capterra

In the event of no access to a printer or fax machine, the capability to sign and send electronic signatures is highly valuable and MyDoc provides a convenient, secure and easy to use service to get this done within minutes. Never had a problem using this tool. Highly recommended for business and personal use.

Pros

Very easy to use. Document is not distorted in any way to make before and after e-signing. Provides good link to sender and recipient.

Cons

Everything is satisfactory

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
10/10
Based on 5 user ratings
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MyDocSafe Pricing

MyDocSafe Pricing

Starting from
US$8,00/month
Free Trial
Free
Subscription
Value for money

Unlimited e-signaturs

Unlimited e-signaturs

Value for Money
4/5
Based on 5 user ratings
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MyDocSafe Features

MyDocSafe Features

API
Access Control
Activity Dashboard
Activity Tracking
Automatic Notifications
Chat
Collaboration Tools
Collaborative Workspace
Commenting
Customizable Branding
Data Import/Export
Document Management
Document Storage
Drag & Drop Interface
File Management
Permission Management
Reporting & Statistics
Search Functionality
Third Party Integration
Workflow Management
Features
3,4/5
Based on 5 user ratings
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Categories

Additional information for MyDocSafe

Additional information for MyDocSafe

Key features of MyDocSafe

  • API
  • Access controls
  • Approval process management
  • Audit log
  • Audit trail
  • Authentication
  • Bespoke payroll integration
  • Bulk e-signing and distribution
  • Client portals
  • Collaboration
  • Compliance management
  • Contact database
  • Customizable branding
  • Document delivery
  • Document management and sharing
  • Document overview
  • Drag and drop signature fields
  • E-signature emails
  • Electronic capture
  • Electronic signature
  • Encryption key management service
  • Ethereum blockchain document timestamping
  • Expiration date
  • GoCardless integration
  • Managed backup
  • Mobile signature
  • Multi-party signing
  • MyDocSafe.com email address
  • Registered delivery of documents
  • Secure forms
  • Sequential signing
  • Shared folders
  • Templates
  • Website integration
  • White label
  • Widgets
  • Workflow orchestration engine
  • Xero Payroll integration

Benefits

  • MyDocSafe combines document management with native electronic signature, secure forms and a workflow orchestration engine.

  • Automated onboarding processes help ensure compliance, including a full historical log of activities that help companies stay audit ready.

  • MyDocSafe.com emails automatically archive and encrypt email attachments in a designated folder to efficiently store bills, payslips and legal documents

  • The solution empowers companies to deploy end-to-end workflows that involve personal or sensitive data such as during onboarding, KYC (know your customer), and hiring.

  • MyDocSafe enables users to on-board clients more efficiently by replacing pen and paper with legally binding e-signatures.

  • MyDocSafe FAQs

    MyDocSafe FAQs

    Below are some frequently asked questions for MyDocSafe.

    Q. What type of pricing plans does MyDocSafe offer?

    MyDocSafe offers the following pricing plans:

    Starting from: US$8,00/month

    Pricing model: Free, Subscription

    Free Trial: Available

    Unlimited e-signaturs

    Q. What are the main features of MyDocSafe?

    MyDocSafe offers the following features:

    • API
    • Access controls
    • Approval process management
    • Audit log
    • Audit trail
    • Authentication
    • Bespoke payroll integration
    • Bulk e-signing and distribution
    • Client portals
    • Collaboration
    • Compliance management
    • Contact database
    • Customizable branding
    • Document delivery
    • Document management and sharing
    • Document overview
    • Drag and drop signature fields
    • E-signature emails
    • Electronic capture
    • Electronic signature
    • Encryption key management service
    • Ethereum blockchain document timestamping
    • Expiration date
    • GoCardless integration
    • Managed backup
    • Mobile signature
    • Multi-party signing
    • MyDocSafe.com email address
    • Registered delivery of documents
    • Secure forms
    • Sequential signing
    • Shared folders
    • Templates
    • Website integration
    • White label
    • Widgets
    • Workflow orchestration engine
    • Xero Payroll integration

    Q. Who are the typical users of MyDocSafe?

    MyDocSafe has the following typical customers:

    Small Business, Large Enterprises, Public Administrations, Non Profit, Freelancers, Mid Size Business

    Q. What languages does MyDocSafe support?

    MyDocSafe supports the following languages:

    English

    Q. What type of pricing plans does MyDocSafe offer?

    MyDocSafe has the following pricing plans:

    Free, Subscription

    Q. Does MyDocSafe support mobile devices?

    We do not have any information about what devices MyDocSafe supports

    Q. What other apps does MyDocSafe integrate with?

    MyDocSafe integrates with the following applications:

    Dropbox Business, GoCardless, Microsoft Outlook, Xero

    Q. What level of support does MyDocSafe offer?

    MyDocSafe offers the following support options:

    FAQs, Phone Support, Online Support