Digital identities, process control, records administration, client interfaces, and transaction sets are some of the features that are included in the MyDocSafe web content package.
The system assists customers in composing and sending proposition emails, automating KYC/AML inspections, digitally signing agreements, deploying and monitoring onboarding procedures, and digitally signing agreements.
MyDocSafe users may use a free profile to secure crucial communications and documents.
Biometric authentication and SMS-verified electronic signatures add to the system's overall security. Your computer will already have the document management tool known as MyDocForms installed on it when you purchase this bundle.
It gives customers the ability to develop and distribute electronic documents that they create.
Its internet cloud-based safe induction training and e-signature console assists businesses in the abilities and capacities of delicate adapters such as contract terms and payslips, focuses on automating the Know Your Customer (KYC) process, focuses on automating the proceedings and allocation of records, and offers heritage document control integration capabilities.
These features make it possible for businesses to negotiate deals digitally and safely handle and transmit classified material.
MyDocSafe gives businesses the ability to do away with pen and paper in favor of more effective and legally enforceable electronic signatures that speed up the process of closing agreements and processing paperwork.
Users are given the ability to develop secure applications and unique processes for a variety of client types through client training capabilities.
The procedure of electronic enrollment may involve questions that are either optional or mandatory, replies that are conditionally, and checks for file formats.
Client portals that serve several purposes make it possible to safely share papers with advisors, family members, as well as other third - parties, as well as sign them.
Electronic signatures, client portals, protected mail, and private records management are just a few of the useful capabilities that come standard with MyDocSafe.
The year 2013 saw the beginning of operations for DocSafe Limited, a technology company that now employs two to ten people. Bedford, which is situated in the United Kingdom, is home to the administrative offices of DocSafe Limited.
The primary advantages of using MyDocSafe
- MyDocSafe is a process coordination system, native digital communications, encrypted applications, and records management all rolled into one convenient package.
- Automatic onboard procedures help assure compliance by maintaining a detailed historic record of operations, which assists businesses in being audit-ready.
- MyDocSafe.com quickly archives and encrypts emails for the safe preservation of financial and regulatory documents.
- The platform provides businesses with the ability to implement end-to-end workflows that require the processing of private or sensitive information, such as those that occur throughout the enrollment, know your customer, and recruiting processes.
- Users of MyDocSafe have the option to enroll consumers in a shorter amount of time by utilizing legally binding electronic agreements rather than pen and paper signatures to sign them.
Beginning with MyDocSafe will cost you $20 per month, whereas the Business plan will set you back $178 each month.
Pros of MyDocSafe
- Users are able to personalize forms with the usage of MyDocSafe.
- It assists firms in streamlining their operations.
- The biometric system doesn't really modify papers
Cons of MyDocSafe
- The method for storing fingerprints needs more development.
MyDocSafe is a system for electronic signatures and introducing appropriate that allows businesses to streamline and customize the client sign-up experience.
This includes the collecting of payments, uploading of documents, and electronic signatures of forms.
The system is adaptable, so it can accommodate a wide range of company configurations and processes across a variety of sectors, including accountancy, legal, local company, human resources, educational, and finance, among others.
FAQs for MyDocSafe
How much money would you save if you switch to MyDocSafe?
Users may get up to 10% savings.
Does MyDocSafe assist in cost savings?
At checkout, use the promotional code to get a discount. A homepage shortcut is shown.