Learn how to use eFileCabinet Desktop. How does eFileCabinet work well for Lacerte customers?
This training covers the basic layout of eFileCabinet, cabinets, drawers, folders, files, searching, and security.
Searching for files stored in eFileCabinet is extremely easy thanks to OCR and indexing. To find a document, you simply need to search for a title or even phrase, without having to navigate down and between structures.
Role Based Securities can be applied to profiles and cabinets and allows only the correct and authorized individuals to be able to see confidential documents. This is an exciting feature that makes industry compliance (FINRA, HIPAA) very easy and simple.