Automate redundant processes
Do you manually fill out forms with the same repetitive information and create the same folder every time you acquire a new customer? Tired of breaking concentration to toggle back and forth between programs?
eFileCabinet automates mundane, time-consuming processes, freeing up time to practice your expertise, not paperwork.
The eFileCabinet SideKick eliminates the need to toggle back and forth between programs, and Zonal OCR automatically stores, names, and makes every document you scan to the solution retrievable. Templates automate cabinets, drawers, and folder creation in our software.
Here’s how we automate redundant processes
Templates
Take a common document in your office, like an invoice, and build a template to automate the filing process and create consistent folder structure.
Automatic document routing
When a pre-defined template is detected while scanning with Zonal OCR, it will automatically name, tag, file, and trigger the automated workflow for you.
SideKick
This instant access icon serves as the bridge between your work devices and eFileCabinet DMS, eliminating the need to toggle back and forth between programs. It also provides rapid file uploading, letting you upload up to 50+ files at a time.