Application Overview

MyDocSafe is a comprehensive document management application for businesses and individuals.

Protect, sign and store important documents in a secure environment, manage files, collaborate with others and streamline workflows from one platform.

Open Knowledge Database

What MyDocSafe Helps You Do

  • Protect, sign and store documents in a highly secure environment.
  • Manage files and permissions with advanced access controls.
  • Collaborate with clients and team members in one place.
  • Automate mission-critical workflows for onboarding and compliance.
  • Deliver a white-labelled client portal experience.

In short, MyDocSafe combines client portals, digital signatures and workflow automation to simplify how companies register and work with clients online.

Need Setup Guidance?

Browse setup guides and feature documentation in our knowledge base, or contact us for help.

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