Simple on Purpose
A document management software solution that enables businesses to run their organization with more power and efficiency—from automation and workflow creation, to customizability and control.
Smart Automation | Workflow | Templates | Share | Request | Governance | eSignature
Smart Automation
Rubex by eFileCabinet automatically recognizes, intelligently organizes, names, and stores your files using information contained in the files themselves.
Workflow
Review snapshots of ongoing workflows for an in-depth look at how your processes play out across your business. Drill down into specific workflow stages.
Templates
Create templates for folder structures you want standardized throughout your system. Create a list of predefined document names that you can quick apply to files uploaded to your drawer.
Smart, Secure Sharing
Share files directly from the interface, giving guest access for recipients to download files over a secure connection. Set the recipient’s permissions, file/folder expiration, and the notifications you want to receive regarding the shared files.
File Requests
Send file requests to clients and other outside parties, granting them guest access to automatically rename and upload specific files directly to a folder you choose.
Governance
Rubex by eFileCabinet allows you to set governance for individual documents as well as entire folders, drawers, and cabinets. You can use these tools to stay compliant by setting retention dates and permissions for documents.
eSignature
Send secure signature requests to anyone for any document. Save and secure your signed documents anywhere in your system along with a separate audit trail document, making it one of the safe and compliant forms of electronic signature.
What Users are Saying About eFileCabinet
Amanda A.
2/13/2019
