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  3. MyDocSafe
Logo of MyDocSafe

MyDocSafe

byMyDocSafe
in Onboarding Software
4.2

Overview

Product Information on MyDocSafe

Updated 13th October 2025

What is MyDocSafe?

MyDocSafe is a software that provides digital document management, electronic signature, and client portal functionality designed to streamline secure document exchange and workflow automation. The software enables organizations to create, share, and electronically sign documents, manage compliance processes, and automate onboarding workflows. MyDocSafe offers features such as document storage, configurable workflows, client questionnaires, secure forms, and identity verification. It addresses business needs related to efficiency, regulatory compliance, client communication, and the secure handling of sensitive documents across various industries. The software also integrates with cloud storage solutions and supports the digital transformation of administrative processes.

MyDocSafe Pricing

The software uses a subscription-based pricing model with multiple plans that differ by features and usage limits such as number of users, documents, and storage capacity. Additional functionalities and higher usage allowances are available in advanced plans. Payment is typically collected on a monthly or annual basis, and pricing varies depending on chosen plan and required features for the software.

Overall experience with MyDocSafe

BUSINESS DEVELOPMENT REP
<50M USD, Energy and Utilities
FAVORABLE

“reliable and cheap”

4.0
Jun 16, 2023
This platform is great for storing files in a cloud. It has a very secure portal as far I can tell.
DATA ANALYST
30B + USD, Services (non-Government)
CRITICAL

“Simple tool to get the work done.”

3.0
Apr 19, 2023
simple tool to get the work done. easy interface and safe documents sharing.

About Company

Company Description

Updated 6th March 2025

MyDocSafe is a firm dedicated to improving business processes. This company provides security and automation support for businesses' client and employee-related procedures. With two primary product lines, the services range from client portals fitted with e-signature, compliance tools, to onboarding automation for small to medium-sized businesses. This allows businesses to create bespoke client sign-up processes incorporating secure forms, contract-signing, payment systems, and client portal setup. Their GDPR dashboard is instrumental for data flow mapping and ongoing compliance. As for larger businesses, MyDocSafe provides custom end-to-end process automation platform, including a service that validates and automates data capture, approval, and secure transmission of applications for regulatory compliance and recruitment procedures.

Company Details

Updated 26th February 2025
Company type
Private
Year Founded
2013
Head office location
Bedford, United Kingdom
Number of employees
2 - 10
Website
https://www.mydocsafe.com

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Key Insights

A Snapshot of What Matters - Based on Validated User Reviews

Reviewer Insights for: MyDocSafe
Deciding Factors: MyDocSafe Vs. Market Average
Performance of MyDocSafe Across Market Features

MyDocSafe Likes & Dislikes

Like

Good project management, reliable cloud with no downtimes, great value

Like

easy to use time friendly sharing documents

Like

Stores Documents Effectively and Neatley. Security and being able to share data wither its personal of business use.

Dislike

needs more features, time consuming to log in and save accounts, getting outdated

Dislike

customer service tool gets stuck while signing sometimes, needs refresh

Dislike

The dishonesty of being told about a lifetime deal and really making it sound good and then out of the blue tell you that it's going away. Tech support rates the severity of your needs and prioritizes your needs from there. Starting to feel a little outdated and needs refreshed the uploading has been disabled on the signature page.

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Peer Discussions

MyDocSafe Reviews and Ratings

4.2

(35 Ratings)

Rating Distribution

5 Star
37%
4 Star
49%
3 Star
14%
2 Star
0%
1 Star
0%
Why ratings and reviews count differ?

Customer Experience

Evaluation & Contracting

4.5

Integration & Deployment

4.3

Service & Support

4.3

Product Capabilities

4.5

Filter Reviews
Sort By:
Most helpful
Last 12 Months
Star Rating
Reviewer Type
Reviewer's Company Size
Reviewer's Industry
Reviewer's Region
Reviewer's Job Function
  • BUSINESS DEVELOPMENT REP
    <50M USD
    Energy and Utilities
    Review Source

    reliable and cheap

    4.0
    Jun 16, 2023
    This platform is great for storing files in a cloud. It has a very secure portal as far I can tell.
  • LOGISTICS MANAGER
    50M-1B USD
    Consumer Goods
    Review Source

    Quick and easy way to store and communicate digital information.

    4.0
    Apr 13, 2023
    Controls and Permissions to include storage with security and the peace of mind with the security it provides to the end users.
  • SENIOR SYSTEM ENGINEER
    1B-10B USD
    Construction
    Review Source

    Easy setup and management. Little need for assistance from IT group.

    4.0
    Apr 18, 2023
    Overall Easy to setup and easy to maintain. our HR team manages the content for new hires.
  • L4 Lead
    50M-1B USD
    Miscellaneous
    Review Source

    Simplified maintenance of documents through online

    4.0
    Apr 18, 2023
    A great tool which can manage all documents online and manage all information anywhere at any point of time.
  • DATA ANALYST
    10B+ USD
    Services (non-Government)
    Review Source

    Simple tool to get the work done.

    3.0
    Apr 19, 2023
    simple tool to get the work done. easy interface and safe documents sharing.
Showing Result 1-5 of 35

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Gartner Peer Insights content consists of the opinions of individual end users based on their own experiences, and should not be construed as statements of fact, nor do they represent the views of Gartner or its affiliates. Gartner does not endorse any vendor, product or service depicted in this content nor makes any warranties, expressed or implied, with respect to this content, about its accuracy or completeness, including any warranties of merchantability or fitness for a particular purpose.

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