eFileCabinet

eFileCabinet

Gestion des documents électroniques dans le cloud

4.4/5 (477 avis)

eFileCabinet - Présentation

eFileCabinet est une solution de gestion documentaire destinée aux PME ou aux services d'entreprises très gourmands en papier, avec une main-d'œuvre répartie sur plusieurs bureaux. La solution propose des méthodes de déploiement sur site et dans le cloud nommées eFileCabinet Online et eFileCabinet Desktop. Elle est conçue pour répondre aux besoins des entreprises de divers secteurs, dont le pétrole et le gaz, le commerce de détail, les soins de santé, les services financiers, les transports, les institutions publiques et l'éducation.

Les solutions eFileCabinet aident les utilisateurs à optimiser la productivité de leur entreprise en collectant, stockant, gérant et partageant des fichiers pour les entreprises. Le produit est accessible à partir d'applications mobiles pour tablettes et smartphones qui permettent de cliquer et de télécharger des images de documents. Il facilite également la gestion de la sécurité et de l'accès aux documents en attribuant aux utilisateurs des autorisations basées sur les rôles, qui permettent uniquement aux utilisateurs autorisés de modifier et de configurer des fichiers dans eFileCabinet Online.

eFileCabinet intègre une reconnaissance optique des caractères par zone qui permet aux utilisateurs de numériser et d'éditer des documents papier pour les convertir en fichiers numériques. eFileCabinet élimine le besoin de saisie répétitive et permet d'effectuer facilement des recherches de texte pour la récupération de documents. eFileCabinet propose également un produit SecureDrawer qui permet aux utilisateurs de partager des documents en toute sécurité avec des collègues ou des clients.

Les solutions eFileCabinet sont entièrement conformes aux réglementations HIPAA, SEC, FINRA et NASD. eFileCabinet utilise le cryptage SSL/TLS pour transmettre des données entre les serveurs de données et les ordinateurs des utilisateurs afin d'offrir une sécurité optimale. eFileCabinet compte parmi ses principaux clients Coca-Cola, H&R Block, Comcast, JPL et bien d'autres.

Prix

À partir de
15,00 $US/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

États-Unis

Langues

anglais

eFileCabinet - Avis

Note globale
4.4/5
89% d'avis positifs
274
Excellent
152
Très bien
38
Moyen
8
Médiocre
5
Horrible
Julie M.
Traduire avec Google Translate

**Supreme** (online) Document Management Storage Software!

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 27/02/2019
Provenance de l'avis : Capterra

In the business world today, there are mountains and mountains of paperwork. Being able to limit and severly reduce our paper file storage has amounted to savings of thousands of hours and dollars. The ability for our PM's to be able to search for a document their smart phone or tablet while on the job and find the document/invoice/proposal/bid/change order, etc. is invaluable and hard to put a dollar amount on! There are many DMS software programs out there, but eFileCabinet is perfect for our enterprise!

Avantages

Our (big) small construction business has been using eFileCabinet for almost 5 years now. We have 8 users who interact with the software on a daily basis. The flexibility of searches, profiles (tags), ease of organization, templates and such make this such a great program for our office. The ability to see documents on our smart devices or using a web browser (online version) is crucial to our project mgrs and even office staff when we are working remotely. I am a huge fan of this software and every update that comes out just improves the program even more. We are very happy with the tech support (hardly need it) on the rare occasion we encounter an issue. **Highly recommended**

Inconvénients

I pondered this question for a good length of time. I honestly cannot complain about anything at this juncture. I am the "admin" for our account and so I do all the setup, permissions, user groups, profile setups, etc. I am the most knowledgable of the software at our office and can say with certainty that we are extremely happy with our use of eFileCabinet.

Réponse de eFileCabinet

Wow, thank you so much for leaving this glowing review. We really appreciate your feedback and are excited to hear that we've been able to support your construction business with being able to go to a digital storage system with our document management software. We very much look forward to continuing to support the success of McGuirk Sand-Gravel, Inc.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Michael E.
Traduire avec Google Translate

Exceptional Document Management System Software!

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 05/12/2016
Provenance de l'avis : Capterra

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.

Avantages

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.

Inconvénients

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.

Réponse de eFileCabinet

Thank you so much for taking the time to leave your feedback in this review. It's great to hear that eFileCabinet has been able to provide you with an organization solution and that you've found it easy to use. We are excited to have some future updates coming that will improve the user and client experience even more, and look forward to continuing to provide support for the success of your business.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Stephen B.
Traduire avec Google Translate

One of my Most Valuable Tools

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 27/08/2016
Provenance de l'avis : Capterra

I stumbled upon this software while searching for a better paperless solution in my office when I learned that my tax software would no longer support their own document management system. They recommended another system, which I found wholly inadequate, both from the standpoint of transitioning and customer care, both of which were less than adequate. When I discovered Efile Cabinet, I found a solution that offered more than I was even looking for and included a level of customer support that I have found to be extremely responsive, considerate and very helpful. I also had an experience where my hard drive crashed and the tech support at Efile Cabinet helped me to restore everything from Cloud view on to my desktop, so I was up and running again in very little time.

Avantages

This software has so many features and offers far more than what I ever expected - including the ability to preserve all items in the cloud automatically, the app to be able to retrieve, alter and transmit documents from anywhere with ease and the Secure Drawer option that allows me to share files with my clients back and forth. There are many training videos available, so I'm able to get answers to my questions easily and when I can't figure something out, the tech support is readily available to me. In short, this software is one of the most important tools I use in my office.

Inconvénients

I wish the software had a direct connection to my tax prep software so I could print tax returns directly to client folders, but that's more a function of the tax software than Efile Cabinet, so I can't really hold it against them. It's really the only thing that I don't like, and it's a small thing relative to all the good things.

Réponse de eFileCabinet

We're excited to hear that eFileCabinet is one of the most valuable tools around your office. We strive to provide strong support for eFileCabinet users and look forward to continuing to provide support for the success of your business.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Kara B.
Traduire avec Google Translate

eFileCabinet Review

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 09/04/2019
Provenance de l'avis : Capterra

We love e-file cabinet, and we love the IDEA of secure drawer. But it is just so difficult for our clients and us to use.

Avantages

I like how easy it is to use. I like how it is laid out. I like the function of emailing encrypted documents.

Inconvénients

Secure drawer is HORRIBLE. Our clients and us are ALWAYS having issues with it. We love the idea. We love having a secure way to send docs, however it needs to more simple. And when we are able to speak with customer service they're fantastic and always tremendous help. However sometimes the wait times to get ahold of CS is difficult. Most of the year I can sit on hold for 40+ mins and it is not a problem. But during Tax Season Feb-Mid April, I do not have time to sit on hold for that long. I just cannot. So that is a very small downfall, however it very normal with any system and any customer service team.

Réponse de eFileCabinet

It's great to hear that you love how easy eFC is to use. We're excited to announce that we have some big changes launching soon that will improve the user experience even more and we would love to tell you more about how these changes can assist in your frustrations with Secure Drawer. We are hosting a free webinar on April 25 to discuss these changes, if you are interested you can register here: https://go.efilecabinet.com/webinar/whats-new-efc Our customer support team is also available via chat, phone, and through email to assist you as quickly as possible, and we also have our new Premium Support available for easy access 24 hours per day, 6 days per week. We hope providing these options for support will assist you in getting the support you need quickly and efficiently. Thanks for taking the time to leave us your feedback!

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

6.0/10
Daniel A.
Traduire avec Google Translate

A Great Solution for Your Paperless Business

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 22/02/2019
Provenance de l'avis : Capterra

Really helpful with productivity in establishing workflow. Extremely quick to enable answering factual client questions without having to call them back. Technical support has been great over about 5 years of using the software.

Avantages

The "templates" feature enables you to create folder structures for each client as well as pre-defined names of documents to be stored. Every client folder is then standardized in structure. This feature enables creation of document workflow without needing to create a massive bookmarked pdf that might be susceptible to file corruption. The "Logs" feature is really helpful to locate items I may have stored in the wrong client folder.

Inconvénients

What's not to like? I can think of two minor complaints I suppose. I am a heavy pdf bookmark user. EFC allows creation of bookmarks without having to "check out" the file but sometimes the bookmarks don't "stick." I get around this by checking out the document, bookmarking it and then checking the document back in. "Checking in" and "checking out" is a very easy process. Second minor complaint is that when I want to apply a template (I have multiple templates), the dialog box always pre-selects the first template on the list and I have to "de-select" it.

Réponse de eFileCabinet

Wow, thank you so much for leaving us a great review and for taking the time to give your feedback. We're glad to hear that you love our templates feature and that our product has helped your business establish a workflow. We look forward to continuing to support the success of your company.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

9.0/10

eFileCabinet - Prix

À partir de
15,00 $US/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

eFileCabinet - Fonctionnalités

  • API
  • Contrôle d'accès
  • Fonctionnalité de recherche
  • Gestion des autorisations
  • Gestion des documents
  • Interface glisser-déposer
  • Intégration de tiers
  • Notifications automatiques
  • Stockage de documents
  • Sécurité SSL

  • Chat
  • Commentaires
  • Espace de travail collaboratif
  • Gestion de la communication
  • Gestion des fichiers
  • Outils de collaboration
  • Projections
  • Stratégie de marque personnalisable
  • Suivi des activités
  • Tableau de bord d'activités

eFileCabinet - FAQ

Voici quelques-unes des questions fréquentes sur eFileCabinet.

Q. Quels sont les types de licence disponibles pour eFileCabinet ?

Types de licences disponibles pour eFileCabinet :

À partir de: 15,00 $US/mois

Type de licence: Abonnement

version d'essai gratuite: Disponible

Q. Quelles sont les principales fonctionnalités du logiciel eFileCabinet ?

Nous n'avons pas d'informations sur les fonctionnalités de eFileCabinet.

Q. Qui utilise eFileCabinet ?

Utilisateurs habituels du logiciel eFileCabinet :

Grandes entreprises, Entreprises de taille moyenne, Non Profit, Administration publique, PME

Q. Dans quelles langues eFileCabinet est-il disponible ?

Langues dans lesquelles eFileCabinet est disponible :

anglais

Q. Quels sont les types de licence disponibles pour eFileCabinet ?

Types de licences disponibles pour eFileCabinet:

Abonnement

Q. eFileCabinet prend-il en charge les appareils mobiles ?

Appareils pris en charge par eFileCabinet :

Android, iPhone, iPad

Q. Avec quelles applications eFileCabinet peut-il s'intégrer ?

Applications s'intégrant à eFileCabinet :

DocuSign, Microsoft Excel, Microsoft Outlook, Microsoft Powerpoint, Microsoft Word, Office 365, RightSignature, Salesforce Sales Cloud, ShareFile, iDeals Virtual Data Room

Q. Quelles sont les ressources d'aide disponibles pour eFileCabinet ?

Ressources d'aide disponibles pour eFileCabinet :

FAQ, Forum, Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo