How to pick your document security software

client onboarding

Why you need easy documents sharing 

Teamwork and collaboration are the heart of any organization. The ability to quickly and effectively share information across your company can make or break you in today’s world. This used to be a time consuming laborious process. Everyone over the age of 40 will surely remember lining up to use the photocopier only to find out the toner is gone. Today this problem has been mitigated in large part by modern technology. Email, file sharing, cloud storage and the like have made it easier than ever to make the information you have instantly accessible to everyone who needs it. Applications like MyDocSafe take this a step further, by allowing you easy controls over who can see what and even attach actions, signatures and flows to your information management.

Cost savings of proper management

Online file management and sharing allows companies to reduce administrative costs. Configurable workflows and customizable client portals are the new way to ensure better relations. There is no longer a need to invest in custom portals, managed workflows and other related infrastructure. The best part of new self-serve technologies are the very nature of new platforms. Quickly decide the order, actions and outcomes needed from any client interaction.

Proper client relations and reduction of overhead are a win for businesses of all sizes. SaaS platforms are the best way to get the benefit of shared best practices and making sure all the i’s are dotted and t’s are crossed.

The power of seamless collaboration

Smooth collaboration is only one of the advantages of these platform. Client onboarding and management is another benefit. Secure storage and receipt of signature takes all that amazing collaboration with your internal teams and extends it to your clients. 

Seamless collaboration and sharing files are important tools for businesses to work together efficiently. With the ability to access and share files quickly and securely, teams can work together more effectively. Seamless collaboration and file sharing platforms allow users to access and store their data in the cloud, enabling them to collaborate in real-time with other users. 

Using file sharing and collaboration tools, users can share documents, photos, videos, and other types of data with multiple colleagues and external collaborators. These tools also allow for easy sharing of large files, which is beneficial for teams that need to collaborate on complex projects. Additionally, these tools can be used to keep track of tasks and progress, ensuring that all tasks are completed in a timely fashion. 

Collaboration before, during and after meetings is also a newly evolving land. G-Suite, Microsoft Teams and Zoom are powerful tools that also aid the new paradigm of work. New tools such as Hybryd look promising for keeping track of actions and deliverables as well as reminding people to take care of their mental health inside their meeting agendas.

Finally, seamless collaboration and file sharing platforms provide security and privacy features to ensure that confidential and sensitive data is not compromised. These features include encryption, authentication protocols, and access controls to ensure that the data is only accessed by the right individuals. With this level of security, businesses can be confident that their data is safe and secure when it is accessed and shared.

Sharing and security

File sharing is the practice of distributing or providing access to digital media, multimedia (audio, images and video), documents, or other electronic assets. File sharing can be done securely with cloud storage services. When it comes to security, file sharing can be risky, but SaaS platforms make this a breeze, when you pick the right one for your business. It is important to take steps to ensure that the data being shared remains secure and that it is not accessed by unauthorized users. 

Here are a few tips on how to make sure your files are secure with your chosen provider: 

  • Understand what encryption is used. It is also important to have a good understanding of the file sharing services being used, such as the protocols and encryption methods employed.  To learn more about MyDocSafe encryptiom method go here.
  • Ask for security certification.  Getting third party data security certifiation is hard.  It forces companies to rethink and document their processes, make sure risks are identified and managed, and the overall security ethos is constantly monitored and improved.   We have gone throgh this process and have an ISO27001 certificate to prove it.
  • Commission periodic penetration tests. Additionally, it is important to ensure that the file sharing service is regularly updated to protect against any security flaws that may be discovered.  As for MyDocSafe, we conduct regular security reviews of our code while clients are open to commission penetration tests on our platform, should they so wish.  There are many penetration testing companies out there – we have worked with a few, such as the Penetration Testing Service.
  • Manage access rules carefully.  Overall, file sharing is a useful tool for sharing data between companies and their clients quickly and securely. However, it is important to take the necessary steps to ensure that the data is secure and that unauthorized users cannot access it. By setting up good rules you can make sure everyone can find what they need and those without permission will not have access.


These are just some of the benefits of online file sharing, signatures, workflows and collaboration. Ultimately, it levels the playing field for large and small enterprises and allows them to be more competitive. MyDocSafe is the best solution for small to medium firms to gain access to better onboarding. Our award-winning platform is built with the latest technology to give you an unparalleled experience. Whether you you need to improve workflows, document signature management or client onboarding, customizable workflows and client portals are tools you need to take your business to the next level.




Now, give us a try:  

Sign up for a free trial before Christmas, start any subscription before the New Year, then email us for to enjoy 2 months free.  Applies to all users, esigns, portals and proposals (you’ll still be charged for ID tests and Qualified signatures).  Offer ends on the 31st of December.