eFileCabinet


Logotipo de eFileCabinet

 

211 reseñas (4.5/5)
 

eFileCabinet is a document management solution (DMS) that is suitable for companies of all sizes and in a wide range of industries such as accounting and financial services, manufacturing and healthcare. The solution can be hosted on premise or in the cloud, depending on the user's needs.

eFileCabinet enables users to manage digital data through automated organization, approvals and sharing all from one dashboard. It offers optical character recognition (OCR) which automatically names files, builds a dynamic directory for them and sends them where they need to go.

eFileCabinet offers integration with Salesforce, which gives users the ability to drag and drop and manage files from either system. The system is accessible using mobile apps that can be used from a smartphone or tablet. With this feature, users can take pictures of documents to upload them directly to the app.

 

eFileCabinet - Tax client file
 
  • eFileCabinet - Tax client file
    Tax client file
  • eFileCabinet - Property management agreement file
    Property management agreement file
  • eFileCabinet - Scanned document
    Scanned document
  • eFileCabinet - Emailing through the system and e-signature
    Emailing through the system and e-signature
  • eFileCabinet - Dashboard
    Dashboard
  • eFileCabinet - Workflow preview
    Workflow preview
Sistemas operativos compatibles:
Windows 7, Windows Vista, Windows XP, Mac OS, Navegador web (independiente de SO), Windows 2000, Windows 8

211 reseñas sobre eFileCabinet

 

Especialidad: Contabilidad Número de empleados:  2-10 empleados Número de empleados:  2-10 empleados

Fuente de la reseña: Capterra

Please contact me to explain if your software will improve

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Our investment into eFileCabinetOnline has not produced what we had expected and what we had discussed when the product was pitched to us. The functionality lags way far behind our predecessor ShareFile. The linking between EFCO and SecureDrawer is great except there are so many limitations and issues with the new version of SecureDrawer that many of our professionals and many of our clients at times dread using your product (which affects our business). The fact that versioning still gets displayed in England time in EFCO is a joke. When we called it was said this will hopefully be worked on but not likely in the old Out of Browser EFCO. I understand upgrading to the newest versions because we did that immediately with SecureDrawer due to the catastrophic issues with your products and Silverlight which cost our firm a lot of money trying to use the product and dealing with our client's issues accessing files. Anyways, we switched over to the new SecureDrawer and permissions all changed for our administrative staff, there are fewer options to be able to customize who has access to what, and we can't even use the filter search to find drawers unless we have already scrolled down to that area of the alphabet both on the left and middle panes of the product. When I called support, I was told it was "on the list" but likely wouldn't be addressed soon because of all the issues with the rollout of the new version (this was in mid-June 2016 and there's still no improved functionality....) Other items you may want to consider when I compare you to ShareFile. Your notifications no longer provide much detail that is helpful. It would be helpful to know what folder of a drawer a file was uploaded to or downloaded from. Another area ShareFile has a leg up on you is that you could send an email to a guest user along with a link to the specific folder in their drawer that you would like them to upload files to (it helps greatly with administration). Their batch uploads were much more efficient and worked more often than yours do. On the eFileCabinet side, I will investigate the newer version along with sidekick to hopefully see that resolution to issues in the old version was addressed but based on our experience with your products that's unlikely. I apologize for the tone of this experience, but I have lost numerous hours and our firm has lost money related to dealing with issues related to your software. I would greatly appreciate a call from anyone from EFCO.

Puntos a favor

You can link SecureDrawer to eFileCabinet. And you can access from virtually anywhere

Puntos en contra

Our investment into eFileCabinetOnline has not produced what we had expected and what we had discussed when the product was pitched to us. The functionality lags way far behind our predecessor ShareFile. Versioning doesn't work in eFileCabinet. Filtering doesn't work in SecureDrawer, you cannot download multiple files or sometimes upload multiple files at once without issues or errors. Permissions in SecureDrawer do not have many options. Notifications are in general not helpful. SecureDrawer itself is not as good as Citrix's ShareFile for example wherein ShareFile you can direct a guest user to a specific folder with a direct link. When they click the link they can log in and find themselves in the exact folder or subfolder in which to upload. You also could have different permissions for different subfolders instead of only being able to change permissions at the drawer level. Overall the cons definitely outweigh any pros we have experienced.

Consejos útiles

I would appreciate a call from someone in touch with where eFileCabinet may be going so we can discuss whether our investment / future investments may pay off at some point as they definitely have not yet (not because of initial set up that we anticipated but because of software limitations)

Especialidad: Electrónica de consumo Número de empleados:  13-50 empleados Número de empleados:  13-50 empleados

Fuente de la reseña: Capterra

Exceptional Document Management System Software!

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Facilidad de uso

 

Funcionalidad

 

Calidad del producto

 

Relación calidad-precio

 

Asistencia al cliente

 

Facilidad de uso
Facilidad de uso
Funcionalidad
Funcionalidad
Relación calidad-precio
Valor
Asistencia

The company that I worked for is like most companies in America right now. They didn't seem to have a genuine way of organizing their documentation. There was the issue of multiple people having copies, but all of them had different revisions. You could only imagine a headache that it caused. Well, that was when I set out to find a DMS for the company. When I began to look deeper into eFileCabinet, it literally blew me away. The ease of use and the ability to send people documents with the correct revisions was a blessing. No more having to worry about people not having the correct documentation. This goes for internal as well as external customers as well. The ability to search for documents became a breeze one everything was populated. The only downfall that I have about the software is that it doesn't support all of our file extensions. Maybe those are just buyer need instead of overall need, but we deal with printed circuit boards so that files associated with them don't resonate with the software. Other than that, it is probably the biggest blessing that we could have found for the company. The drag and drop style of putting in files, being able to do version control on the fly, and sending documents through Secure Drawer is an added bonus. You will be thankful for this purchase once you get on board. It's easy to use and quickly becoming my favorite software.

Puntos a favor

The biggest thing that I like about the software is the ability to do my own cabinets and not allow others to see them. I like having everything organized so that it's easier in the long run. EFC allows me to have that organization and I am grateful for it.

Puntos en contra

Again, as I've stated before, the only issue with the software is that not all file extensions are included. You have your typical Microsoft Office file types, but it would be nice to have an add-on for extensions like .pcb, .dxf, and others that when associated with a particular software, that software's insignia is used in EFC.

Consejos útiles

I know that it may be hard to trust someone just by reading a message on the screen, but trust me when I say this: EFC will help you organize everything you could ever want for your company or household. If I had the ability to purchase a company of EFC, I'd do so from a personal standpoint to utilize for my home documents. It is easy to use, simple to update, and possibly the best software on the market for document management.