E-signature for every workflow.
Sign legally binding documents in seconds rather than days.
Add e-forms and payments to document signing flows to speed up deal completion.
Set up automatic reminders and notifications.
Secure document management.
Encrypted cloud document management system.
Granular access rights ideal for both internal teams and clients that allows you to ring fence sensitive information from staff that do not need access to it.
Encryption key management service available for extra protection. Keep the keys yourself, escrow them with a third party or let us manage them for you.
Customer portals that show off your brand. Stay top-of-mind by keeping your brand in a private DocSafe of your client even for one-off transactions or after engagement ends.
Data held in Europe. Bespoke backup services are available.
Client portals for office management software
Stay GDPR compliant and protect your client data with MyDocSafe client portals.
Embed any type of document workflow inside the portal to save your clients time.