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What is MyDocSafe?

MyDocSafe is your vital ally in the journey of digital transformation, helping to automate processes related to client engagement such as pitching, onboarding, and the secure sharing of documents. This all-encompassing platform for document security and electronic signatures enables you to verify and oversee all your documents online, while also simplifying compliance, onboarding, and contract renewal processes. Discover a variety of features tailored to boost your productivity, ultimately saving you both time and effort. With a wealth of integrations available, you can significantly enhance your operational efficiency. Furthermore, by increasing client interaction, you can potentially elevate your revenue. Streamline your proposals with customizable workflows and a completely paperless quoting system for a more structured approach. Speed up deal closures and eliminate administrative delays by utilizing efficient workflows that connect various departments. Cut down on the time dedicated to low-value, non-billable tasks during client onboarding by leveraging automatic document distribution, timely reminders, and notifications, which facilitate a smoother experience for new clients. In essence, MyDocSafe serves as a comprehensive solution for seamlessly navigating the complexities associated with client interactions and documentation, making your work life easier and more effective. Through this platform, you can not only streamline operations but also foster deeper client relationships that are crucial for long-term success.

What is BlueRelay?

Improving the client experience in communications requires both enhancing document precision and boosting processing efficiency. Blue Relay streamlines Client Communications Management by automating workflows and business operations. Furthermore, it provides extensive visibility through Resource Management, featuring customizable dashboards and reports. Its powerful functionalities also promote compliance and adherence to service level agreements (SLAs) by supporting the exchange of detailed requests, which include inline annotations, comments, document comparisons, and checklists. A leading Customer Communications Service Provider utilized these capabilities to significantly reduce operational costs, effort, and errors. The rising adoption of Blue Relay among our clientele highlights its effectiveness, empowering a wider range of personnel to perform more efficiently. In addition, tailored checklists guarantee that critical processing steps are followed consistently and uniformly across the team, which enhances overall productivity. Consequently, organizations can anticipate a smooth integration of quality and efficiency within their communication workflows. This transformation ultimately leads to higher client satisfaction and better business outcomes.

Media

Media

Integrations Supported

Dropbox
Microsoft Outlook
Xero
viaSocket

Integrations Supported

Dropbox
Microsoft Outlook
Xero
viaSocket

API Availability

Has API

API Availability

Has API

Pricing Information

$8 per month
Free Trial Offered?
Free Version

Pricing Information

$10.00/month/user
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

DocSafe

Date Founded

2013

Company Location

United Kingdom

Company Website

mydocsafe.com

Company Facts

Organization Name

Indellient

Date Founded

2010

Company Location

Canada

Company Website

www.bluerelay.com

Categories and Features

Digital Signature

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

Onboarding

Course Management
Document Management
E-Verify / I-9 Forms
Electronic Forms
Electronic Signature
Employee Handbook
Employee Portal
File Management
Job Description Management
Orientation Management
Self Service Portal
Task Management
Tax Forms
Training Management

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Categories and Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

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