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Supported Operating System(s):
Web browser (OS agnostic)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...
Document list
Supported Operating System(s):
Web browser (OS agnostic)Average User Ratings
Overall
Ease-of-use
3.0
Value for money
4.0
Customer support
3.0
Functionality
3.5
Likelihood to Recommend
Not likely
Very likely
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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.
Reasons for Switching to MyDocSafe
Limitations on document size.
March 2020
Anonymous
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
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