Thank you for selecting eFileCabinet for your document management needs. Please review the following information in preparation for your upcoming appointment with eFileCabinet.
This is an appointment to set up and implement your newly-purchased eFileCabinet Online document management solution. A support representative will make every effort to contact you at the appointed time. Due to the unexpected issues that can come up, some appointments may run longer than others and we may be delayed. We should contact you within the hour of the scheduled appointment. We thank you for your patience and understanding.
We will need to access your eFileCabinet Online account. We will temporarily change the password to the administrator account so we can access it. We will require that no one (other than our technicians) logs into the eFileCabinet Online account during the upload process. Once the migration process has been completed, our technicians will assist in resetting the administrator account password.
You may currently have data or client files in another Document Management System (DMS) program. Before we can import data into eFileCabinet, your data must first be exported from your current DMS program into a Windows folder structure. In order to reduce any DMS downtime or any negative impacts to productivity, we advise that you export the DMS data prior to the implementation appointment. Exporting data from your current DMS can take a significant amount of time. Please plan accordingly.
If you would like assistance with exporting data out of your DMS program, a pre-implementation consultation can be arranged with one of our Implementation Technicians. The technician can perform an analysis of your DMS and data and provide some general assistance in exporting the data.
if you’re unable to complete the DMS export prior to your scheduled appointment, we will need to initiate a remote session into a computer that has the DMS program installed in order to use its “Export” utility.
Once your data has been exported, the next step will be for the eFileCabinet Implementation Technician to import the data collection into the eFileCabinet Online program. This process can also take a significant amount of time, depending on the amount of data that will be imported and your internet upload speeds.
IMPORTANT: Once the export is started, you should stop storing data into your current DMS software as further work and updated files will not be included in the import into eFileCabinet.
Training and Customer Support
As part of your purchase and subscription with eFileCabinet you have access to numerous training and support resources through our eFileCabinet Support site. These resources include helpful and informative training videos, knowledge base articles, live training sessions, and responsive phone, chat, and email support. Please feel free to familiarize yourself with these resources in preparation for your implementation appointment.
We hope this information will help answer questions and prepare you for your upcoming appointment. If you do have any questions related to these procedures, please let us know beforehand so we can address them before the appointment.
Thank you again for choosing eFileCabinet. We look forward to speaking with you and implementing your eFileCabinet program.
eFileCabinet Implementation Services