MyDocSafe vs. CloudFiles

Secure client and employee onboarding: forms, ID checks, e-signatures and payments in one branded portal. MyDocSafe is a secure onboarding platform for businesses of any size. Design and run branded client and employee onboarding journeys that combine e-forms, identity verification, legally binding e-signatures and payment collection, without stitching together separate tools.

CloudFiles is document automation for Salesforce. It manages, generates, shares and processes the documents a business runs on, directly from the Salesforce record, while the files stay in the customer’s own storage. CloudFiles Document Management connects Salesforce records to Microsoft SharePoint, Google Drive, Microsoft OneDrive, Amazon S3, Dropbox and Box. Every record gets its own folder, built from a structure and naming rules set once, and files are shared externally through links that expire, can require a password, and track opens and downloads.