TrustRadius
https://media.trustradius.com/product-logos/9A/tO/KKA0MGKPU648.JPEGeFileCabineteFile is an easy to use and deploy one source solution for documentation2018-12-19T00:54:10.461ZOur company uses eFIle both in our accounting team and also in support positions that interact with that team and other areas of the company. I specifically use it as a place to save invoices from vendors, purchase orders and all correspondence and documents related to purchasing assets for our company. It is a lifesaver as one location to find any documentation related to projects for any questions or resolution that may be needed at a later date. As a result, I save very little in my email boxes!,Cloud-based for access anywhere needed, including off-site and remote offices
Allows staff from various areas to access documentation
Allows various types of documents to be saved in one place
Means I don't need to save documentation in multiple locations and anyone can access as needed
Allows me to find historical information easily to resolve questions on billing and projects,It's only as good as your system for filing. We file by job number and client, without that it would be unusable, figure that out when you implement.
Sometimes it's slow to load.,10,Eliminates paper files and need for storage.
Eliminates the need to save some electronic documentation on a server or in other locations.
Saves time trying to find documentation.
You can find documentation created by other staff in a secure location.,,GoToMeetingAnn M. FrankeFileCabinet makes our files feel safe and secure2018-08-23T14:52:13.395ZeFileCabinet is currently used by our entire company, including one outside contractor. With our previous document storage system, we were happy but concerned about security. eFileCabinet solves the security concerns for us, it allows us to send documents with special limitations and passwords.
Its search features and organization structure also allows us to quickly find the documents we need. We can also hide certain drawers, or cabinets for select users in our company.
With their SecureDrawer program, we can share documents with our clients or allow them to share with us while still applying restrictions and limitations when needed.,The ability to set restrictions on documents sent out or stored in the system is one great strong suit of eFileCabinet.
It gives us the confidence that our documents are safe.
eFileCabinet has excellent technical support. When needed, I can call or email them and the problem is usually solved in that moment or that day. They have also worked directly with our IT Support Service to get things set up on our server.
The search features are frequently used by me. You can limit where the search takes place, and even search within a search to narrow down your results. The side panel lets you preview the documents as well so most often I don't even need to fully open a document to get the information I need.,SecureDrawer could use improvement, it doesn't feel completely intuitive to the user, sometimes I find myself confused or irritated while trying to set up someone, or re-map folders.,10,eFileCabinet is an integral part of our system, it's return on investment is intangible.,SmartVaultRanae HagerEfileCabinet is a bargain for its abilities!2018-07-03T00:10:54.229ZWe use eFileCabinet as a document storage program. With its ease of "drag and drop" documents can easily be added exactly where you want them.,Drag & Drop feature accurately and quickly loads any document where you want it in the files.
Easy search mechanism lets you find a document that you may have titled differently in a previous year.,Applying multiple templates across the program to any new file must be done in multiple steps. After several phonecalls with tech support, I realized there is no way to integrate several templates into an automatic add function.,10,Pricing is budget friendly.
Pay only for the number of users you need. I needed 2, so I pay for 2. Other DMS programs come with up to 5 users and charge accordingly. This gives me the flexibility to grow my business at my rate - not someone else's.,,QuickBooks Pro, QuickBooks OnlineDavid J. Reali, CPAGreat way to declutter!2018-08-23T14:48:31.878ZWe utilize eFileCabinet across our whole organization (about 8 people). We use it to eliminate physical document storage, and to simplify user workflow in editing documents. We also utilize e-signature for clients, which has been greatly appreciated both by our staff and our clients!,eSignature integration has been a game changer four our organization. The simplification of obtaining client signature on necessary documents through this system has virtually eliminated our need for physically mailing documents to clients.
With our documents hosted by eFileCabinet, our team has increased capability to work from home/while on the road without needing to take along physically paperwork.
The search function that allows for on-page searching has been extremely useful when we're looking for older documents that we can't quite recall the title of.,The automatic filing structure has been helpful, but has taken a bit of our time to straighten out. Scanned in docs don't always end up where we want them to.
Pricing has increased over time, and we would love to see it return to the original level.,9,ROI has been generally positive. The software is costly, but the ability to remove several file cabinets from our office, as well as the workflow increase and simplification for our employees has made it worthwhile.,,Adobe Acrobat DCVerified User
Windows, Mac
eFileCabinet
9 Ratings
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