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 pay...


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Supported Operating System(s):

Web browser (OS agnostic)

5 Reviews of MyDocSafe

Average User Ratings

Overall

3.60 / 5 stars

Ease-of-use

3.0

Value for money

4.0

Customer support

3.0

Functionality

3.5

Ratings Snapshot

5 stars

(1)

1

4 stars

(3)

3

3 stars

(0)

0

2 stars

(0)

0

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

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Showing 1 - 5 of 5 results

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January 2017

Dorota from ZING Business Consulting

Time Used: Free Trial

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

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.

September 2020

Andrew from deVere Italia

Company Size: 501-1,000 employees

Industry: Financial Services

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

1.0

Functionality

4.0

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.

March 2020

Anonymous

Verified Reviewer

Company Size: 1 employee

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

1.0

Value for money

1.0

Customer support

1.0

Functionality

1.0

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.

February 2018

Graham from Prim Short Stays Ltd

Verified Reviewer

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

3.0

Value for money

5.0

Customer support

4.0

Functionality

4.0

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.

February 2017

Blessing from Cranfield University

Industry: Research

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

3.0

Functionality

4.0

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