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Version 4.0 FAQs
When and how can I get V4.0?
Version 4.0 will be available November/December, 2008. Please make sure that we have your current email address as notification will arrive via e-mail. Watch your email in-box for details and a link to complete the upgrade.
What are the new features in V4.0?
Advanced file encryption 128-bit.
Embedded PDF viewer and available PDF editor.
Available OCR engine allowing document level full text searching.
Customized tools to help you meet HIPAA requirements.
Sophisticated security features including permission based groups and audit trail.
Flexible licensing options - concurrent software usage.
Dynamic document check-in, check-out system.
Email files with built in passwords for enhanced security.
How do I qualify for the V4.0 upgrade?
eFileCabinet customers with a current Annual Maintenance Plan (AMP) will qualify for the upgrade and automatically receive the email upgrade notification. AMP protects your software investment by providing members the latest version of licensed software, ongoing product upgrades with new features, enhancements and maintenance releases as well as product training and priority technical support. AMP is renewable on an annual basis at a cost of $300.00 for every ten user licenses purchased.
What if my AMP is expired or I no longer use eFileCabinet?
Contact our billing department at amp@efilecabinet.com or 877-574-5505 ext. 1041. We will review your account, discuss your status and help you bring your account current to qualify for the upgrade. It only takes a few minutes.
If I am a current customer with current AMP, do I get the upgrade for free?
Absolutely! You will be notified via email with detailed instructions on how to get the upgrade.
Will you send me a CD of the upgrade?
All current and future eFileCabinet upgrades and new releases will be available via a secure download. Qualified customers will receive the download link via email. V4.0 CDs are available for a nominal fee of $25.00 Customers outside the continental US may incur additional shipping fees.
Is upgrading to 4.0 required?
Upgrading to v4.0 is not required; you can continue to use your current version. However, V4.0 is the most feature-rich release in the history of the company. You dont want to miss out on it!
You mentioned add-ons. What is included in Version 4.0 when upgrading?
New features included in eFileCabinet Version 4.0:
A new, redesigned installer
Server set up wizard
HIPAA Security includes file encryption, permission based groups & audit trail*
Unlimited cabinets
File tagging
Embedded PDF viewer
Flexible licensing options concurrent software usage
Document check-in, check-out system
Email files with built-in passwords for advanced security
*Current customers receive the V4.0 upgrade with the HIPAA feature included a $400.00 value.
HIPAA feature will be an add-on feature for new customers.
Add on Features:
PDF Pro License allows editing of PDF documents (electronic post-it notes, commenting, redaction,
merge and split pages & files.
OCR (Optical Character Recognition) / document level full text searching.
How do I get the OCR and PDF Pro editor with V4.0 and what is the cost for each of these?
When you receive your email notification, youll be provided a link and download instructions to enable the add-on features of your choosing.
PDF Pro License $150.00 per workstation
OCR (includes 10,000 pages/month) $325.00 1 license per server
OCR (includes 25,000 pages/month) $695.00 1 license per server
Can you explain how the new concurrent licensing works?
eFileCabinet requires that a client/server license package be purchased for each client/server that runs the software. Additionally, we have added a concurrent licensing model that allows the number of licenses that are purchased to float across the network rather than be assigned to named PCs. This provides additional flexibility for users.
For example, if COMPANY X purchased 15 licenses from eFileCabinet, anyone across the network can access the database simply on a first come, first served basis. The 15 licenses are not assigned to specific computers, but rather float and can be accessed from any computer by the first 15 users that log in.
What if I need to purchase additional licenses?
Contact our licensing department at licensing@efilecabinet.com or 877-574-5505 ext. 1041.
We will review your needs and set up the new licenses that you require.
If I upgrade to Version 4.0 can I go back to V3.5?
eFileCabinet V4.0 features a redesigned database structure that does not support rolling back to previous versions of the software.
What is the process of upgrading from V3.5 to V4.0?
You will receive an email from us in the next few weeks to create your eFileCabinet V4.0 account. This link will allow you to download an installer. Run the installer on your server machine and it will walk you step-by-step through the convert from V3.5 to V4.0. When finished, copy the installer file to your workstation and run it there. Make sure you select the client option on the workstation.
Are there any specific technical issues I need to be aware of before upgrading to V4.0?
The workflow feature in the eFileScanner utility is not available in V4.0.
Additionally, before installing V4.0, we recommend that you disable all shares on the eFileCabinet data folders and change the root paths on the eFileCabinet server to be a local disc. On the eFileCabinet server window, click the "Cabinet" menu and select "Setup." It is the 3rd white box on the "Cabinet Setup" window.
Can I perform the installation of V4.0 myself?
Yes. Just follow the instructions in the email we will be sending to you when the upgrade is available. If you need help, feel free to contact our support team by email, online chat or phone. Support contacts are available on the eFileCabinet website support page.
Are training resources available for upgrading to V4.0?
We want to make upgrading to v4.0 a simple and easy process for our customers. In addition to support from our technical and sales teams, we will make available an array of materials to help you through the process and answer all your questions. Materials will include step-by-step tutorial videos, training manuals, webinar events & replays and much more. Information on setting up your personal resources account will be provided in your upgrade notification email.
Do I need new hardware to support the new software?
Below is an overview of the system (server & client) requirements for V4.0.
*Minimum:
Windows XP/ Windows 2000 / Windows 2003
Processor: AMD Sempron 2800+ / Intel P4 2.0 ghz
Memory: 512 MB of Ram
Windows Vista / Windows 2008
Processor: AMD Athlon 64 X2 4600+ / Intel Pentium D 830
Memory: 1 Gigabyte of Ram
Recommended:
Windows XP/ Windows 2000 / Windows 2003
Processor: AMD Athlon 64 X2 6400 + / Intel E8400 or greater
Memory: 1 Gigabyte of Ram or greater
Windows Vista / Windows 2008
Processor: AMD Athlon 64 X2 6400 + /Intel E8400 or greater
Memory: 2 Gigabytes of Ram or greater
*V4.0 will not function in Windows 95, 98 or ME. Software requires Windows 2000 or newer.
You mentioned the importance of using your online backup service Concentsus to protect against data loss. How do I get this and what is the cost?
Just go to www.concentsus.com to sign up for a Home, Small Business, or Enterprise account. With plans starting at just $4.95 a month, it's a very affordable insurance plan against system failure as well as natural disasters. If you would like a personal test drive, please contact Michael Gonzalez at mgonzalez@efilecabinet.com or call him at 888-889-9949. Michael will walk you through the entire process in just five minutes.
Do you have any kind of referral plan?
Our customer referral program puts money in your pocket by sharing with your friends and colleagues what you already know; eFileCabinet truly saves your business time, space and money. For every customer you refer to eFileCabinet that purchases and installs the product, well send you $100.00. Customers must maintain the product for a minimum of 30 days for the referring party to qualify for this incentive.
Who do I contact if I have specific questions on the product or upgrade features?
Click on the appropriate option below to send an email inquiry.
Sales
Support
Annual Maintenance Plan (AMP)
General Product Questions
Licensing
Referrals
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