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Description

DocPoint serves as a comprehensive document management system tailored for businesses of all scales, offering a robust and cost-effective solution for transitioning to a paperless environment. With features that enable high-capacity information capture and immediate access to documents and records, it facilitates smooth information sharing throughout the organization. Handling extensive amounts of physical paperwork, digital files, and email communications, DocPoint is versatile enough to address the varied requirements of multiple departments. Moreover, it allows users to uphold their preferred workflows while efficiently capturing and retrieving significant quantities of information, thus enhancing overall productivity and organization. This flexibility makes DocPoint an invaluable asset for companies seeking to modernize their document handling processes.

Description

MyDocSafe serves as your essential partner in digital transformation, assisting you in automating processes that involve client interaction, including pitching, onboarding, and secure sharing of documents. As a comprehensive solution for document security and e-signatures, MyDocSafe empowers you to verify and manage all your documents online while streamlining compliance, onboarding, and contract renewal tasks. Experience a host of features designed to enhance your productivity and save time and effort. With numerous integrations, you can significantly boost your operational efficiency. Additionally, increase client engagement to help elevate your revenue. Simplify your proposals through customizable workflows and entirely paperless quoting processes for a more organized approach. Expedite the closing of deals and eliminate administrative bottlenecks with efficient workflows that span multiple departments. Reduce the time spent on low-value, non-billable tasks during client onboarding by utilizing automatic document distribution, reminders, and notifications, ensuring a smoother transition for new clients. Ultimately, MyDocSafe is your all-in-one solution for managing the complexities of client interactions and documentation seamlessly.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Dropbox No 
Hyperfish Yes 
Microsoft Outlook No 
Xero No 
viaSocket No 

Integrations

Dropbox Yes 
Hyperfish No 
Microsoft Outlook Yes 
Xero Yes 
viaSocket Yes 

Pricing Details

$60 one-time payment
Free Trial Yes 
Free Version Yes 

Pricing Details

$8 per month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Do-It! Software

Founded

2002

Country

United Kingdom

Website

www.docpoint.biz

Vendor Details

Company Name

DocSafe

Founded

2013

Country

United Kingdom

Website

mydocsafe.com

Product Features

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly No 
Document Capture No 
Document Conversion Yes 
Document Delivery Yes 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature No 
Email Management Yes 
File Recovery Yes 
File Type Conversion Yes 
Forms Management Yes 
Full Text Search No 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management Yes 
Version Control Yes 

Product Features

Digital Signature

Audit Trail Yes 
Authentication Yes 
Auto Reminders Yes 
Customizable Templates Yes 
Document Analytics Yes 
Mobile Signature Yes 
Multi-Party Signing Yes 
Progress Tracking Yes 
Task Progress Tracking Yes 

Onboarding

Course Management No 
Document Management Yes 
E-Verify / I-9 Forms Yes 
Electronic Forms Yes 
Electronic Signature Yes 
Employee Handbook Yes 
Employee Portal Yes 
File Management Yes 
Job Description Management No 
Orientation Management No 
Self Service Portal Yes 
Task Management No 
Tax Forms No 
Training Management Yes 

Portal

Chat Yes 
Collaboration No 
Content Management Yes 
Document Management Yes 
File Sharing Yes 
Search Yes 

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