Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 1 Rating

Total
ease
features
design
support

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.

Description

Process Fusion 360, previously known as CapturePoint and UniPrint, is a secure cloud-based platform that assists organizations in automating their business processes involving documents, printing, and digital information. This innovative solution enables a smooth hybrid work environment, whether employees are working remotely or in an office, thereby streamlining document workflows, enhancing team collaboration, and driving improved business results. Users can efficiently process, route, and print documents in a manner that is timely and traceable. Additionally, it simplifies workflow procedures and provides enhanced visibility throughout the document lifecycle. With connected workflows among internal team members, clients, and partners, the platform fosters better communication and efficiency. By integrating intelligent capture, document process automation, and cloud printing technologies into one comprehensive digital platform, organizations can effectively eliminate manual processes and the complexities of traditional print management. Furthermore, this unified approach allows for greater scalability and adaptability to meet evolving business needs.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Dropbox Yes 
Box No 
DocuShare No 
Egnyte No 
Google Drive No 
Microsoft Outlook Yes 
Microsoft SharePoint No 
Thru No 
Xero Yes 
viaSocket Yes 

Integrations

Dropbox Yes 
Box Yes 
DocuShare Yes 
Egnyte Yes 
Google Drive Yes 
Microsoft Outlook No 
Microsoft SharePoint Yes 
Thru Yes 
Xero No 
viaSocket No 

Pricing Details

$8 per month
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version 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 

Deployment

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

Customer Support

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

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

DocSafe

Founded

2013

Country

United Kingdom

Website

mydocsafe.com

Vendor Details

Company Name

Process Fusion

Website

www.processfusion.com/en/platforms/pf360/

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 

Product Features

Accounts Payable

Approval Process Control Yes 
Bank Reconciliation Yes 
Cash Management No 
Check Writing No 
Duplicate Payment Alert Yes 
Fraud Detection Yes 
General Ledger Entry Yes 
Vendor Management Yes 

Data Extraction

Disparate Data Collection Yes 
Document Extraction No 
Email Address Extraction Yes 
IP Address Extraction No 
Image Extraction Yes 
Phone Number Extraction Yes 
Pricing Extraction Yes 
Web Data Extraction No 

Print Management

Cost Tracking No 
Device Status Monitoring No 
Environmental Metrics No 
Guest Printing No 
Mobile Printing No 
Multi-Printer Support No 
Multiple Authentication Methods No 
Print Billing No 
Print Job Deletion No 
Print Job Routing No 
Print Quotas / Limits No 
Remote Printing No 
Reporting / Analytics No 
Secure Print Job Release No 

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