Retention dating allows you to store or delete expired documents.
You may find the number of options overwhelming.
The Verdict: 9.75/10
An exceptional choice for small and medium-sized businesses, eFileCabinet provides functions like scanning, tagging, workflow, and Cloud storage that are easy to use and robust enough for any end user.
Document management software eFileCabinet Professional integrates seamlessly with Microsoft Office applications and has built-in workflow and regulatory compliance. For its unlimited storage, huge template library, and automated Cloud backup service, eFileCabinet Professional document management software earns our Top Ten Reviews Silver Award
Software company eFileCabinet offers several versions of its applications for both hosted and server-side document management systems. For this review, we considered eFileCabinet’s Desktop Professional edition. While it installs on your computer rather than being hosted in the Cloud, it is priced as an affordable monthly service-style implementation.
The sheer number of options may be a bit overwhelming to the administrator, but the intuitive interface is simple for the end user to navigate. Once set up, the wealth of functions inside the software eases the workload for each user. You can use the easy drag-and-drop functionality to build your own paperless document depositories. You can also create new documents using the large and efficient document template libraries.
Workflow functions let you know what tasks are scheduled and who to send them on to. This software also has an automatic document backup system that saves both to an onsite folder and to the Cloud. This gives everyone peace of mind that, even in the event of a local disaster, all company documents are safe and protected.
If yours is an industry governed by regulations, eFileCabinet offers many kinds of additional support to help you adhere to needed compliance. The software provides document controls, audit tracking, permissions, document retention procedures, and sophisticated workflows that help you meet compliance standards.
An eFileCabinet software implementation provides multiple security and version control levels to protect your company. Software is backed up regularly to an internal backup site and to internet Cloud storage. Your administrator can also specify a wide range of permissions for each employee that can, for instance, prevent certain employees from permanently deleting documents.
If you and your employees frequently work on the same document set, this document management software’s version control helps you manage changes to important company files. To work on a document, you open it, and if somebody else is already working on it, the program lets you know and prevents you from making changes to the file until it is free again.
If you are starting with a paper document, the first step is to scan it. You can activate your scanner through this program, saving you many steps. Immediately after a document is scanned, it becomes an image. The best applications, like eFileCabinet, follow scanning with optical character recognition (OCR) and PDF conversion while filing your documents. This makes the document every-word searchable, and it allows anyone the ability to view the PDF without having the application that created the original document. In eFileCabinet, you can also merge PDFs with other PDF files and split or separate the pages. This can all be done through the software, saving you time and some software installation.
Integration Compare 10/10
The ability to work inside the applications you are most familiar with through the portal-like eFileCabinet makes this a more convenient document control software than many of the others we reviewed. It integrates well with most programs, but this is especially true of the much-used Microsoft Office Suite and customer relationship management (CRM) application Salesforce. You simply open your file from inside eFileCabinet and pull it up inside its original application. You can then make changes or edits in the original program and save the document back to eFileCabinet.
You can also use QuickBooks to store all your financial documents in the same fashion. You can scan your receipts, bills and invoices through eFileCabinet and send them directly to QuickBooks. Bill paying and tax time are easy with all your information already organized. Your email is also easily integrated into the program. You can save your correspondences and receive all pertinent workflow notifications and version alerts by email.
Help & Support 9.8/10
If you need help getting started, eFileCabinet has a website with tutorial videos to help you understand the software and its capabilities. The videos are organized by topic. There is also a FAQs section, articles on setup and installation, and downloadable manuals. If you need more help, you can email, call, or start a live chat. This document management software works with modern Windows systems but is not designed for legacy hardware.
eFileCabinet Summary: 9.8/10
Document management software eFileCabinet offers one point of contact for your document management needs. With features that include workflow, version control, regulatory compliance, automatic backup, retention scheduling, and robust integration, this is a good software program for any small to medium-sized business.
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