Web Forms

The only eForms software you need to improve client engagement and collect valuable customer data

Design and deploy secure, custom webforms in seconds

Choose from a wide selection of templates to gather prospect information

Share via email, website links, client portals or social media pages

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Ask smarter questions with MyDocSafe eForms

  • With a wide range of customizable widgets, creating your own smart eForm is quick, simple and highly effective.

  • Choose from text fields, email address fields, dates, multiple choice questions, file uploads and more.

  • Set conditional questions and use embedded logic to show or hide parts of the form depending on the selections users make.

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Secure easier and more valuable responses

  • MyDocSafe’s smart eForm software is the fast, efficient and engaging way to share surveys, fact-finding documents and other information requests with prospects and customers.

  • Branded to your business, it’s quick and easy for users to complete – so they’re more likely to do so. Each eForm also has built-in data functionality to make sure you receive information in the right format (and prevent questions being skipped).

  • You get smarter, usable data that’s always protected to the highest security levels.

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Integrate eForms into automated workflows

Every eForm you create can be positioned in custom workflows and onboarding processes:

  • Combine them with ID checks, contract signing and payment collection

  • Monitor progress in real time and send automated reminders to complete

  • Streamline productivity with templated forms that can be automatically personalized

Customize MyDocSafe for your business todayLearn more

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The simple, secure, streamlined eForms software

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