MyDocSafe Software

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About MyDocSafe

MyDocSafe is a content management suite that includes electronic signatures, workflow automation, document management, payment setup and client portals. The solution helps users create and send proposal letters, electronically sign contracts, automate KYC/AML checks and deploy and monitor onboarding workflows. MyDocSafe provides a free storage account for users to store confidential documents and letters in an encrypted format. Security features include e-signatures with SMS verification and facial recognition. The suite also includes MyDocForms, a document management application that allows users to design and deploy electronic forms. Integrations include Dropbox, so users can import and export documents, as well as Stripe, to collect credit-card payments whe...

MyDocSafe Pricing

Unlimited e-signaturs

Starting price: 

$8.00 per month

Free trial: 

Available

Free version: 

Available

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MyDocSafe User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

3.5

Value for money

4

Customer support

3

Functionality

3.5

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Anthony

Company size: 2-10 employees

Industry: Accounting

Time used: More than 2 years

Review Source: Capterra

4

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

June 2021

Could not imagine being without MyDocSafe

I really enjoy being able to send encrypted emails (and attachments) direct from Outlook and the e-signing routine is perfect. I would highly recommend MyDocSafe to anyone needing these elements. It is just so easy to use (even if at first you need to take time getting the setup & options as you want them). The customer service and support is brilliant ... and nothing is too much trouble, with a fast response to any query. .... I cannot imagine being without MyDocsafe in my accountancy practice.

Pros

The ease with which I can send encrypted emails direct from Outlook is a real time-saver and helps compliance with GDPR. The e-signing of documents is so quick and easy. I often receive back signed documents from clients before I have finished tidying up my desk following completion of accounts and/or tax returns ... and so am able to immediately file everything online at HMRC etc .... So much time (and printing/postage) is saved .... paying for the subscription!

Cons

I would like to be able to see subscription status more easily. Perhaps a simpler email template setup and more options for sending direct from Outlook .... but really .... there is nothing I'm missing and once setup it works perfectly.

Reasons for choosing MyDocSafe

MyDocSafe covered the whole requirement .... from GDPR to e-signing to Outlook direct emailing of encrypted files etc. ...and great value too!

Andrew

Company size: 501-1,000 employees

Industry: Financial Services

Time used: Less than 6 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
4

Ease-of-use

out of 5
4

Value for money

out of 5
1

Customer support

out of 5
4

Functionality

out of 5

September 2020

A great product for the price, but...

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.

Reasons for switching to MyDocSafe

Limitations on document size.

Anonymous

Company size: 1 employee

Time used: Less than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
1

Ease-of-use

out of 5
1

Value for money

out of 5
1

Customer support

out of 5
1

Functionality

out of 5

March 2020

Unfortunate Turn

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.

Reasons for choosing MyDocSafe

It was the next step for us based on price and functionality.

Response from DocSafe

Hello, we have improved a lot since you last had a look a us. I would be happy to offer you a demo and discuss any concerns you may have. Kind regards, Daniel Stachowiak, MD

Replied June 2021

User Profile

Graham

Verified reviewer

Time used: Less than 12 months

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
3

Ease-of-use

out of 5
5

Value for money

out of 5
4

Customer support

out of 5
4

Functionality

out of 5

February 2018

great potential

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.

Blessing

Industry: Research

Time used: Less than 2 years

Review Source: Capterra

4

Ease-of-use

out of 5
5

Value for money

out of 5
3

Customer support

out of 5
4

Functionality

out of 5

February 2017

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.

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

Dorota

Time used: Free Trial

Review Source: Capterra

4

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

January 2017

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.

Showing 6 reviews