Introducing
by eFileCabinet
Rubex Features
One system that does it all
With Rubex, you can now safely send and receive files through our secure sharing portal. Rubex contains all the benefits and features of our client’s favorite product, SecureDrawer, but now everything is done in one place. Now sharing secure files is as easy as sending an email.
Improved workflows
Rubex removes bottlenecks through powerful Automated Workflows. Once a workflow is triggered, the file is sent on an automated journey to collect approvals from team members. Automatic file storage also occurs once the workflow journey is complete.
Simple file requests
When you need important documents from clients, you can set up a prenamed file structure so when a client sends something over, the organization is done for you. Files are renamed and put exactly where they need to go.
More powerful templates
Applying an identical folder structure for new clients and employees can now be done in just a few clicks. Another template highlight is the predefined naming option, which lets you quickly choose what to name a file to remove the file naming guesswork.
Enhanced security
When it comes to keeping your files safe and secure, Rubex brings more protection than ever with its advanced security policies. Safeguard your important files with stronger password complexity, location-based file access (IP Whitelisting) and Multi-Factor Authentication.
Insights from eFileCabinet’s customers
Accounting
PAIN POINT
Requesting client files and securely sharing tax information reference
Tax season can result in a flury of client files being shared back-and-forth for weeks on end. Getting the right files from clients, maintaining proper organization, and keeping everything secure can seem impossible at times.
HR
PAIN POINT
Repetitive time-consuming tasks
Chances are you repeat similar tasks all day long. Hundreds of documents each day need processing and you have to perform the same task for every single document without making a mistake. The pressure and chaos can be overwhelming.
Legal
PAIN POINT
Finding critical information wherever you are
Your legal clients have large amounts of data that you have to file, store, and have ready at a moments notice regardless if you’re at the office or in the courtroom. Those files are rarely standardized. Searching and finding specific text in a document can be a literal nightmare.
Insurance
PAIN POINT
Mountains of paper to process and track
The sheer amount of paper you have to keep track of for your clients is beyond overwhelming. Some files are paper, others are digital. You’re expected to maintain a clean and precise document organization for each and every single client.
SOLUTION
Secure sharing portal and templates
SOLUTION
Workflows and Zonal OCR
SOLUTION
Full-text searching and mobile accessibility
SOLUTION
Templates and easy to implement naming structures
Get ready for the world’s most
advanced document management tool.
Other key features
- One system that does is all
- More powerful templates
- Automated workflows
- Activity center
- Portfolios
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Enhanced security
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Faster searching
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Simple file requests
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Advanced version control
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Branded customization
WHAT PEOPLE ARE SAYING ABOUT RUBEX
“Exceptional Document Management System Software! It is easy to use, simple to update, and possibly the best software on the market for document management.”
Michael ESee Rubex Today
See for yourself just how powerful and painless document management can be. See it today, absolutely free.
Company
About eFileCabinet
For over 17 years and across thousands of users, we continue to be at the forefront, building a best-of-breed advanced document management system that improves the lives of countless people, small to enterprise-level businesses, and their clients. We’re always listening to our community and respond with continued innovation and features that can help our customers achieve their business goals. Always happy to answer any questions, contact us at any time for our legendary white glove assistance.
The most trusted document management software
The leading Document Management System (DMS), eFileCabinet lets you organize and execute on data effortlessly—all from one dashboard. See how other people are using workflow automation for document approvals, sharing, and organizing, and data visualization to track their progress in real-time. With effortless integration, eFileCabinet lets you hit the ground running so you never miss out on revenue.
Free guided demo
See it for yourself
Get a free 15 minute guided demo of Rubex to experience first hand a document management system that does it all.
