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MyDocify

Document Management Solution for Salesforce

By MyDocify LtdDocument Generation

Rating
5.0
Reviews
5
Pricing
Paid
From $35 per user per month
Listed since
2023

About MyDocify

Highly Secure, AI-powered Salesforce Document Management Solution

Key Features:

  • Secure document storage, generator and management within Salesforce without limitations
  • Company workspace with folder structures and action menus for all records
  • OCR and Image Object Detection
  • AI search for text, tags, categories, OCR info, and metadata
  • Document previews and summaries
  • Access and browse documents from any device, anytime, anywhere
  • eSignature support for Word and PDF documents
  • Secure file sharing with password protection, expiry dates, and watermark safeguards
  • Advanced analytics for tracking document engagement
  • Recycle bin and document restoration
  • Auto Categorization for effortless document organization
  • AI analysis & DocumentGPT

Use Cases:

  • Productivity
  • Prevent document loss
  • Share documents securely without limitations
  • End-to-end digitalization with eSign
  • Sustainability (ESG)
  • Collaborative Workflow Management
  • Streamlined Data Analysis
  • Document Organization and Categorization
  • Automated Document Summaries and Previews
  • Customizable Access Control Settings

Benefits: Provides a 360° view securely stored documents Enhanced productivity No loss of documents when employees churn

Get started in a few clicks.

Highlights

  • Highly Secure AI-Powered Document Management Solution ✅ AI-Powered Document Management Solution ✅ No File or Storage Limitations ✅ Native Salesforce Integration ✅ Cutting-Edge AI Analysis ✅ Lightning-Fast AI Search ✅ Auto Categorization
  • Boost Productivity and Efficiency with Advanced Features ✅ Advanced AI Search ✅ Streamlined File Browsing ✅ Quick Document Previews and Summaries ✅ Ironclad Secure Sharing ✅ Effortless E-signing ✅ In-Depth Analytics
  • Easily Configure Salesforce App and Storage. ✅ Swift Salesforce Application Configuration ✅ Effortless Storage Setup ✅ Intuitive Access Rights Management ✅ Streamlined Data Integration ✅ Real-Time Data Access ✅ User-Friendly Interface Design

Screenshots

e-Sign in-built

Image 1 of 9

e-Sign in-built

Pricing

Paid, from $35 per user per month.

MyDocify plans
PlanPriceBilled
Starting$35 per userMonthly

The publisher offers discounts.

Compatibility

Requires
  • Sales Cloud
Salesforce editions
  • Enterprise
  • Unlimited
  • Performance
  • Developer
  • Salesforce Platform
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on November 1, 2022
Languages
  • English

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