MyDocSafe Pricing, Features, Reviews & Comparison of Alternatives


Your e-sign platform.

3.5/5 (4 reviews)

MyDocSafe overview

What is MyDocSafe?

MyDocSafe is an e-signature and on-boarding platform that enables companies to automate and personalize customer sign up processes including forms, e-signing, payment collection, and document upload. The platform is flexible and suits businesses of all sizes and various workflows within industries such as accounting, law, small business, HR, education, and financial.

MyDocSafe enables organizations to replace pen and paper with more efficient, legally binding e-signatures that help close and process deals faster. Client on-boarding features allow users to create secure forms and bespoke flows for various client types. Digital onboarding processes can include optional and obligatory fields, conditional answers and check for data format. Multi-purpose customer portals allow the secure sharing and signing of documents with advisrs, family or other third parties.

Secure document and e-payslip distribution provides delivery confirmation receipts for all digital documents, including sign-off tracking and automatic distribution features. Users can setup a dedicated email address to archive and encrypt email attachments automatically, as well as receive activity logs via email. Document management features provide secure document sharing and delivery with individual file encryption and granular access rights.


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Business size



United Kingdom

Supported languages

MyDocSafe screenshot: client portalMyDocSafe overviewMyDocSafe screenshot: Identity verificationMyDocSafe screenshot: Identity verificationMyDocSafe screenshot: Identity verification reportMyDocSafe screenshot: Document managementMyDocSafe screenshot: Document managementMyDocSafe screenshot: Electronic formsMyDocSafe screenshot: Sending electronic formsMyDocSafe screenshot: electronic signatureMyDocSafe screenshot: Adjustable templatesMyDocSafe screenshot: Workflow automationMyDocSafe screenshot: Workflow automationMyDocSafe screenshot: Creating a workflowMyDocSafe screenshot: Adding and editing stepsMyDocSafe screenshot: Monitoring progress of workflowsMyDocSafe screenshot: Sending a workflow to a prospectMyDocSafe electronic signatureCreating a document template and sending it for signingWorkflow using a form, a contract and GoCardless payment

MyDocSafe reviews

Value for money
Ease of use
Customer support
Dorota Zimnoch

MyDocSafe truly saves time and money

Reviewed 2017-01-18
Review Source: Capterra

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.

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Graham Lindley

great potential

Used occasionally for 6-12 months
Reviewed 2018-02-07
Review Source: Capterra

Quite unique and has the potential to do away with multiple subscriptions as it handles so much. Great feature set and potential fantastic API.

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.

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Blessing Ekpe

Very Convenient

Reviewed 2017-02-02
Review Source: Capterra

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.

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.

Everything is satisfactory

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Likelihood to recommend: 10/10

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Unfortunate Turn

Used weekly for 1-2 years
Reviewed 2020-03-12
Review Source: Capterra

Sadly customer service no longer cares for current customers.

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.

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.

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Likelihood to recommend: 0/10

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MyDocSafe pricing

Starting from
Pricing options
Free trial
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Unlimited e-signaturs

MyDocSafe features

Access Control
Collaborative Workspace
Customizable Branding
Drag & Drop Interface
SSL Security
Workflow Management

Activity Dashboard (148 other apps)
Activity Tracking (126 other apps)
Automatic Notifications (169 other apps)
Chat (139 other apps)
Collaboration Tools (277 other apps)
Commenting (173 other apps)
Document Management (155 other apps)
Document Storage (183 other apps)
File Management (128 other apps)
Permission Management (175 other apps)
Projections (126 other apps)
Search Functionality (225 other apps)
Third Party Integration (174 other apps)

Security and privacy


Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Videos and tutorials

Additional information for MyDocSafe

Key features of MyDocSafe

  • Collaboration
  • Document delivery
  • Access controls
  • Sequential signing
  • Expiration date
  • Electronic signature
  • Audit log
  • Document overview
  • Templates
  • Authentication
  • Mobile signature
  • Multi-party signing
  • Approval process management
  • Electronic capture
  • Secure forms
  • GoCardless integration
  • Workflow orchestration engine
  • email address
  • Document management and sharing
  • Audit trail
  • Registered delivery of documents
  • Compliance management
  • Bulk e-signing and distribution
  • White label
  • E-signature emails
  • Shared folders
  • Xero Payroll integration
  • Bespoke payroll integration
  • Encryption key management service
  • Ethereum blockchain document timestamping
  • Managed backup
  • Client portals
  • API
  • Widgets
  • Website integration
  • Customizable branding
  • Contact database
  • Drag and drop signature fields
View All Features


MyDocSafe combines document management with native electronic signature, secure forms and a workflow orchestration engine.

Automated onboarding processes help ensure compliance, including a full historical log of activities that help companies stay audit ready. emails automatically archive and encrypt email attachments in a designated folder to efficiently store bills, payslips and legal documents

The solution empowers companies to deploy end-to-end workflows that involve personal or sensitive data such as during onboarding, KYC (know your customer), and hiring.

MyDocSafe enables users to on-board clients more efficiently by replacing pen and paper with legally binding e-signatures.