eFileCabinet

Qui utilise eFileCabinet ?

eFileCabinet est utilisé par les entreprises qui souhaitent simplifier leurs processus, gagner du temps et de l'argent, se mettre en conformité et rendre leurs documents de manière instantanée et sécurisée, depuis n'importe quel endroit.

Description de eFileCabinet

eFileCabinet peut littéralement permettre à vos documents de s'envoyer eux-mêmes. Il s'agit d'une solution de gestion des documents qui combine OCR avancée, partage de fichiers sécurisé et outils d'automatisation de flux de travail performants pour transformer la manière dont votre entreprise traite les documents. Le système eFileCabinets utilise des modèles OCR pour reconnaître n'importe quel type de document. Ainsi, lorsque vous le numérisez ou téléchargez, le système sait comment le nommer et où le déposer. Récupérez le document instantanément grâce aux mots-clés contenus dans celui-ci. Ne perdez plus jamais un document.

Informations sur eFileCabinet

eFileCabinet

http://www.efilecabinet.com/

Fondé en 2001

Prix de eFileCabinet

eFileCabinet n'est pas disponible en version gratuite mais propose un essai gratuit. La version payante de eFileCabinet est disponible à partir de 55,00 $US/mois.

Vidéo de eFileCabinet
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À partir de

55,00 $US/mois

Version gratuite

Non

Essai gratuit

Oui

Déploiement

Installation (Mac)

Cloud, SaaS, web

Installation (Windows)

Mobile (iOS natif)

Mobile (Android natif)

Formation

Formation présentielle

Formation en ligne en direct

Webinaires

Documentation

Ressources d'aide

Service de support permanent (réponse directe)

Support en horaire de bureau

En ligne

eFileCabinet - Fonctionnalités

  • Accès hors ligne
  • Archivage de documents
  • Assemblage de documents
  • Conversion du type de fichier
  • Gestion de versions
  • Indexation de documents
  • Outils de collaboration
  • Reconnaissance optique de caractères
  • Récupération des fichiers
  • Rétention de documents
  • Signature électronique
  • Suivi de la conformité

Logiciels de gestion documentaire : afficher la liste complète

  • Analyse de documents
  • Authentification
  • Modèles personnalisables
  • Piste d'audit
  • Rappels automatiques
  • Signature de plusieurs parties
  • Signature mobile
  • Suivi de la progression des tâches

Logiciels de signature électronique : afficher la liste complète

eFileCabinet - Logiciels similaires

Plus d'alternatives à eFileCabinet

Avis sur eFileCabinet

Afficher 5 avis sur 794

Note globale
4,4/5
Facilité d'utilisation
4,3/5
Service client
4,4/5
Fonctionnalités
4,2/5
Rapport qualité-prix
4,3/5
Kathryn f. B.
Attorney
Cabinet d'avocats, 2-10 employés
Temps d'utilisation du produit: 1 à 5 mois
  • Note globale
    5/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    4/5
  • Probabilité de recommander le produit
    8/10
  • Source de l'avis 
  • Publié le 23/07/2020

"Better Than Others With Room for Improvement"

Commentaires: eFileCabinet support has been quick and resolved any questions/concerns that I have. The price is higher than others but you get more features than lower-priced programs.

Avantages: The ability to customize sharing so much; granting access without individual having to have separate account for program; preview pane; branding ability; multiple viewing panes at once; audit trail easily accessible; folder templates; e-signature in program

Inconvénients: Invitation email 24 hour timeout; inability to select multiple files that aren't listed consecutively; drop down for filing is visually a little difficult to differentiate between; works better in certain internet browsers; Gmail will not allow as third-party app because level of security not high enough (for pulling in emails)

Réponse de l'éditeur

envoyé par eFileCabinet le 10/09/2020

It's great to learn more about how eFileCabinet is helpful for your business, thank you so much for taking the time to leave us with this review and your feedback!

  • Source de l'avis 
  • Publié le 23/07/2020
Lisa C.
Senior Director, HR
Gestion d'organisme à but non lucratif, 51-200 employés
Temps d'utilisation du produit: 6 à 12 mois
  • Note globale
    5/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    4/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Source de l'avis 
  • Publié le 11/03/2020

"Worth it!"

Commentaires: We have had an excellent experience with eFileCabinet. The customer service team is very responsive, our sales person is well informed on the product and can easily direct you to the team member who will be able to assist you with a problem. The trainers are patient and are willing to advise on the set up of your files. Our trainer, Kevin, knows EVERYTHING about the product, and is willing to do multiple sessions for us to make sure that we understand how to use the product.

Avantages: eFile Cabinet and the associated Rubex software make moving from paper files to digital files easy. The various add-ins provide access to the system from your email, PDF, MSExcel, and MSWord. Once uploaded, the files (and their contents) are easy to search. An additional feature that is particularly useful for our team is the ability to allow a "guest user" to access files for a limited time. This is a lifesaver for managing audits and allowing employees to access and view documents in their file. The best feature in this software is the "help" automations that literally walk you through the different activities you may want to accomplish in the software.

Inconvénients: This software can be used be a team that does not have a "plan" for moving to a digital platform, but that is very unwise. It is easy to begin using it right away; the biggest challenge comes in the set up and administration. There is a definite learning curve, and the training that is offered should be readily accepted -- it will be needed, and it is very helpful!

Réponse de l'éditeur

envoyé par eFileCabinet le 12/03/2020

Wow, this is amazing feedback to hear and we're so grateful to be supporting your business and look forward to helping you with future successes. Thanks for taking the time to leave us this review!

  • Source de l'avis 
  • Publié le 11/03/2020
Jessica Y.
Manager
Comptabilité, 2-10 employés
Temps d'utilisation du produit: plus d'un an
  • Note globale
    4/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    4/5
  • Support client
    5/5
  • Rapport qualité-prix
    4/5
  • Probabilité de recommander le produit
    7/10
  • Source de l'avis 
  • Publié le 24/08/2020

"Good for the price but, be wary of version updates."

Avantages: The ability to create a template and mass apply said template to multiple clients eliminated much of the tedium of having to do so one-by-one. I also liked the ease in which we were able to sync to the Secure File exchange portal online from within the desktop application as well.

Inconvénients: Despite numerous updates, we were never able to drag/drop documents from the software to our desktop or to emails. The searching of text in the software, while it worked initially, stopped working for us after new versions were released and installed. We stopped being able to search anything (such an important feature) not long after purchase in the search bar. The workflow feature would also have been nice to use but, proved to be very basic. Next, even though I set up naming conventions, when these were available to use depended on how you saved the document instead of being available all the time.

Réponse de l'éditeur

envoyé par eFileCabinet le 10/09/2020

Thank you so much for this feedback, it's great to learn more about how you use eFileCabinet. We want to provide you with the best possible support to help you with some of the search issues you have experienced and will have your account manager reach out to you to discuss this in further detail. Thank you for taking the time to leave us this review!

  • Source de l'avis 
  • Publié le 24/08/2020
Michael C.
Senior Manager
Comptabilité, 2-10 employés
Temps d'utilisation du produit: plus d'un an
  • Note globale
    1/5
  • Facilité d'utilisation
    1/5
  • Fonctionnalités
    1/5
  • Support client
    2/5
  • Rapport qualité-prix
    1/5
  • Probabilité de recommander le produit
    0/10
  • Source de l'avis 
  • Publié le 09/12/2016

"Please contact me to explain if your software will improve"

Commentaires: 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.

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

Inconvénients: 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.

  • Source de l'avis 
  • Publié le 09/12/2016
Patrick C.
Financial Advisor
Services financiers, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Source de l'avis 
  • Publié le 29/07/2020

"eFileCabinet"

Commentaires: Fantastic. Simple. Not afraid to use it as it is not overwhelming and almost no learning curve.

Avantages: A platform that provides an intuitive, simple and common filing system that mimics what one would utilize if using paper. There is very little set-up and also provides the ability to accommodate/configure each company's needs. The accessible customer service is based in USA and everyone has been extremely helpful without hold times. They will train you more than once, if needed, as it is a very simple means of going paperless. They are not trying to reinvent the wheel in filing but are continuously upgrading and improving its capabilities.

Inconvénients: The only thing for me, since my application is cloud based and not desktop, is integration with other vendors. On the other hand, i am not sure if I would ever need to integrate with my other vendors.

Réponse de l'éditeur

envoyé par eFileCabinet le 10/09/2020

It's awesome to learn more about you use eFileCabinet and that you love the customer service and support. We're grateful for you as a customer and we really appreciate your time to leave this review!

  • Source de l'avis 
  • Publié le 29/07/2020