Who Uses This Software?

Company directors, CFOs, accounting firms, law firms, schools, consulting companies, realtors, technology transfer offices, wealth managers, insurance brokers

Average Ratings

3 Reviews

  • 4.5 / 5

  • 3.5 / 5
    Ease of Use

  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    See pricing details
  • Pricing Details
    Pay per play available
  • Free Version
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Live Online
  • Support

Vendor Details

  • DocSafe
  • mydocsafe.com
  • Founded 2013
  • United Kingdom

About MyDocSafe

Comprehensive E-signature software platform ideal for CFOs, company directors or professional services firms that require to approve documents and sign contracts. MyDocSafe empowers companies to design and deploy their own client and employee onboarding processes including form filling, KYC checks, document upload, e-signing, and payment collection. Available also through an API.

MyDocSafe Features

  • Audit Trail
  • Authentication
  • Auto Reminders
  • Customizable Templates
  • Document Analytics
  • Mobile Signature
  • Multi-Party Signing
  • Task Progress Tracking
  • Approval Workflow
  • Billing & Invoicing
  • Client Management
  • Client Portal
  • Document Management
  • Due Date Tracking
  • For CPA Firms
  • Project Management
  • Staff Management
  • Time Tracking
  • Access Control
  • Consent Management
  • Data Mapping
  • Incident Management
  • PIA / DPIA
  • Policy Management
  • Risk Management
  • Sensitive Data Identification

MyDocSafe Reviews

Capterra loader

great potential

Feb 07, 2018

3 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money

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.

Very Convenient

Feb 02, 2017

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not

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

Overall: 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.

Recommendations to other buyers: Satisfactory

MyDocSafe truly saves time and money

Jan 18, 2017

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Comments: 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.