3 Steps To Installing eFileCabinet For HD VEST Advisors

We are excited for you to start using eFileCabinet Desktop! You can learn how to install by watching the three quick training videos found below. Important training resources are also listed below to help you get started.  If you have any questions during this installation, please contact our  special H.D. Vest Technical Support Line at 877-528-5852.

Step 1 – Installing eFileCabinet on Your Server

Click here to download and run the eFileCabinet H.D. Vest Installer. This should be done on your server, or the computer acting as your server. An installation wizard will launch and take you step-by-step through the installation process.

During the installation process, you will be prompted to login to retrieve your registration and feature keys. You will need to use the login credentials you setup during the purchase process to access these.

Step 2 – (Optional) Installing & Configuring OCR

If you purchased the OCR add-on module, click here to download and run the installation file on the server.

Step 3 – Installing eFileCabinet on Your Client Workstations

Once you have completed the installation of the eFileCabinet Server in Step 1, you will need to click here to download and run the eFileCabinet Client Installer on each workstation that will need access to eFileCabinet.

If you run into any problems during the installation process, please contact our special H.D. Vest Technical Support Line at 877-528-5852.

By | 2016-12-15T12:01:35+00:00 August 26th, 2013|
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