Chat Online
Below you will find some of the features available with eFileCabinet Desktop.
Intuitive & User-friendly Program Interface
Our user interface feels natural and familiar to even the least tech savvy employee.
Unlimited Cabinets & Folders
eFileCabinet Desktop mimics a physical file cabinet, a universal organization model. Create as many cabinets, drawers or folders as you need to organize your business.
Document Level Indexing
Retrieve documents and files instantly by searching for a document’s name or profile data. Misplaced files can be retrieved in seconds.
Drag & Drop File Storage
Store files saved on your desktop by simply dragging and dropping them into the eFileCabinet Desktop interface. Drag files inbetween drawers and folders inside of eFileCabinet Desktop as well.
File Versioning
Systematically track the full history and life span of documents for better revision control. Avoid accidentally overwriting important drafts, prevent mislabeled files and ensure you always know which file is the most recent version.
Templates and Profiles
Create more consistent folder structures and file names for enhanced search capabilities.
Seamless Integration with Microsoft Office Programs
Direct integration with Microsoft Office products such as Outlook, Word and Excel allows you to save files to eFileCabinet Desktop with a click of a button.
Role-Based Security
Administrators are able to set up groups (ie:Executives, Operations, HR, Intern, etc) and control document access rights based on a users’ given role within the organization.
Audit Tracking
Track every action a user makes within the system with comprehensive audit logs.
Advanced Security
A comprehensive set of security features that includes role-based security permissions, file encryption, ability to send documents as encrypted attachments and more.
Document Retention
Better comply with industry regulations such as HIPPA, SEC and FINRA by entering defined dates to automatically purge, copy or archive files when you no longer need them.
Full Text Search/OCR
Convert scanned document images into text enabled PDF’s, making them searchable inside eFileCabinet.
Workflow
Designate others to review, approve and publish specific documents, then easily follow their progress.
Integration with SecureDrawer
Utilize our client portal/file sharing service and upload files and folders to your SecureDrawer account right from eFileCabinet.
