filed documents electronically and in filing cabinet

Filed documents electronically and in filing cabinet pdf#
Filed documents electronically and in filing cabinet for android#
Filed documents electronically and in filing cabinet software#

Image source: AuthorĪ convenient and familiar side toolbar displays folders and a preview function lets you view and mark up documents in a separate window.

No need to open your email since you can email straight from eFileCabinet.ĮFileCabinet lets you easily email and attach files. The implementation resembles an email inbox, with similar look and navigation. Sharing files is simple and straightforward. With a very user friendly user interface, users will experience no more than a slight learning curve

Filed documents electronically and in filing cabinet software#

The ultimate value of any software is measured by its usability. Direct software integrationsīesides its open API, eFileCabinet integrates out of the box with Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, DocuSign, and more. To prevent that, eFileCabinet lets you audit files, so you can get a complete document history and know who made any change.Īudit access allows you to check up on author information and document history. Multiple users introduces the possibility for user error. The mobile app makes accessing and uploading your organization’s files easy to do from anywhere. You can even upload documents from your camera roll or mobile scans.

Filed documents electronically and in filing cabinet for android#

You can organize, access and share your files on the go, with eFileCabinet’s mobile apps, available both for Android and iOS. The Sidekick app opens up a desktop folder and application to sync files.

Sidekick also has desktop app functionality that syncs your eFileCabinet account to your desktop in real-time, allowing you to access online stored files without switching onto a browser. You can then drag and drop files directly from any program in your computer right into the application itself and instantly click to expand for account access, document management, searchability, etc. It uses a clickable icon to show programs, like a picture in picture or a ‘last viewed’. Sidekick saves time by giving you instant access to programs with no need to toggle back and forth. It relies on document metadata (key data about the document), such as names, dates, and invoice information, to digitally organize and manage documents, which improves retrievability and speed. It automatically captures document information on a field-by-field basis. Zonal OCR, for optical character recognition, delivers speed and retrievability. You can share and manage them with an extensive library of premade templates already populated with the information fields you need. While uploading existing documents is convenient and saves time, you can also create documents directly in the program.

Filed documents electronically and in filing cabinet pdf#

This is similar to how you can save a document as a PDF from your word processor, using the print option.

Rather than offering a few back-end integrations, eFileCabinet’s API implementation lets users connect eFileCabinet to almost any software they’re using.įor example, any program that has a ‘print to’ function can upload content directly into eFileCabinet. Open APIĮFileCabinet understands how important it is to interface with other software and has made its APIs (application programming interface) public. Their offerings are smart and tailored to just what makes business, document, and website management easier with an online filing cabinet. eFileCabinet’s featuresĮFileCabinet software has an impressive features lineup. If you’re a smaller business and need to keep your documents secure and confidential, and easily accessible, eFileCabinet may be right for you. They often lack implementation teams and big budgets so find its reasonable rates, easy installation, and flexible storage options attractive.īut larger organizations are onboard too and make use of the 5TB of storage offered at the Enterprise plan level. Who is eFileCabinet for?ĮFileCabinet has found its niche in expanding small enterprises. Similar to any business organization apps you use, eFileCabinet takes project organization a step further by organizing and streamlining your entire document library.ĮFileCabinet is an all-in-one digital document management system, that allows users easy document archiving and data migrations and efficient and easy ongoing maintenance. File clutter slows and aggravates you, but migrating physical documents online and keeping them organized is a pain.ĮFileCabinet, an electronic filing cabinet, makes your switch to a digital storage solution easier and frees you up to pursue more productive tasks.