Great way to declutter!
August 23, 2018

Great way to declutter!

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with eFileCabinet

We 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.
  • 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.
We have not utilized any eFileCabinet competitiors, and we selected eFileCabinet as it was a preferred product of our broker dealer.
Great if your field requires copious amounts of paperwork, and you want to get rid of the clutter and stress of dealing with physical paperwork. With the size of our organization (about 8 people), we were borderline on whether the cost would be worthwhile, but even for our group we've found the enhanced workflow and eSignature function to be very valuable. I would think for groups smaller than ours the cost would likely not be worth it.