New York Life

 

 

This eFileCabinet tutorial, made especially for New York Life agents, goes over how to set retention times for documents saved in eFileCabinet.

Document retention is great feature that sets the number of years that a document is kept on file.

Having eFileCabinet online automatically mange document retention is a huge time-saver and helps reduce liability years down the road.

eFileCabinet’s central focus is to help our customers save space, time, and money, increasing bottom line profits. By setting document retention, our customers can have a more streamlined, intuitive paper system that helps boost profitability