eFileCabinet is simply one of the best document management software Platforms around. eFileCabinet provides granular control over security, file sharing, versioning, and more. Using AI capabilities, you can automatically categorize your files. Optical character recognition enables you to search through all of the data in scanned files. The only downside to eFileCabinet is that it can be expensive, especially if you have a lot of users or need integration add-ons.
In our eFileCabinet test, we will help you decide whether this document management platform is suitable for your company.
Plans and prices
eFileCabinet offers three pricing options. The Advantage plan is $ 55 per user per month when billed annually. It includes 1 TB of storage space and all the essential functions of eFileCabinet. You can only purchase a limited number of add-ons, however, so the eFileCabinet is not very expandable with the Advantage plan.
The business plan costs $ 99 per user per month when billed annually and includes 5TB of storage for your business. This plan includes side-by-side document previews and integrations with Microsoft OneDrive and Google Drive. You can also purchase add-ons for Salesforce integration, single sign-on, automated workflows, and email integration.
The Unlimited plan is $ 199 per user per month billed annually. This plan includes all of eFileCabinet’s add-ons, as well as unlimited document storage.
eFileCabinet offers numerous functions with which employees can share files, manage documents and optimize workflows.
One of the best things about eFileCabinet is how easy it makes file sharing. With this software, you can instantly share files with anyone inside or outside your company. There is no limit to the number of guest users you can edit documents in your account, regardless of your plan. You also have control over editing permissions and receive notifications when a shared file is downloaded.
With eFileCabinet you can also request files from other users or guests. When you make a file request, you can create multiple document fields and decide whether they are required or optional. You can also set the upload location for files to be automatically uploaded to the folder they belong in.
With eFileCabinet you can organize your company with folder templates, among other things. With folder templates you can create standardized directories with pre-named folders. For example, you can create a template in which a parent folder contains 12 subdirectories, each with the name of a single month.
The advantage of this system is that every file you create or receive has a home. In addition, it is easy to standardize folder structures for all of your employees in your company. This makes it easier to share and find files, and removes the potential confusion posed by any employee creating their own filing system.
Business and Unlimited users have access to automated document workflows. This is a powerful way to optimize your business. One application that eFileCabinet highlights is to automatically name and file an incoming document based on the presence of certain keywords in the document itself. You can also use workflows to break up form fields into searchable subcategories, making your document searches even more powerful.
Interface and in use
The eFileCabinet web platform is generally very easy to navigate. It has a three-part design that allows you to view your entire folder directory, the files in a selected folder, and preview an individual file. There’s also a search bar for quick document searches and a favorites panel for easy access to your most-used folders.
Note, however, that you cannot edit documents in eFileCabinet. This is a little disappointing, especially when you just need to make simple changes to a Word document or form. However, you can save an unlimited number of versions of files, which is good for working on projects with many revisions.
eFileCabinet also offers mobile apps for iOS and Android. One notable thing about the mobile apps is that they let you take photos of any paper document and instantly upload them to the eFileCabinet cloud.
eFileCabinet offers mountain time support via phone, email and live chat Monday through Friday from 7:00 a.m. to 6:00 p.m. You can purchase telephone support around the clock as an optional add-on (price only according to offer). eFileCabinet also has an online knowledge base that contains very detailed user guides for most of the software’s major functions.
eFileCabinet hosts your documents in the cloud and takes security seriously. All files are encrypted at rest and your connection to the cloud is encrypted with SSL. Two-factor authentication during login is also a standard feature.
In addition, administrators have a significant amount of control over the software. You can set requirements for password complexity, enable the whitelist for IP addresses or limit login times. Administrators also have access to full activity logs for all users.
The only security feature we missed was the ability to set download limits on shared files. eFileCabinet also provides quick access URL links to documents, which are convenient but not very secure.
There’s a lot to like about eFileCabinet. However, if it doesn’t have the features or integrations your company needs, then you should consider Dokmee or DocuWare. Dokmee is designed for businesses and workflow automation is standard. DocuWare offers additional mobile tools and compliance functions as well as a whopping 500 integration options. Both platforms only offer prices based on quotation, but expect them to be more expensive than eFileCabinet for medium-sized companies.
eFileCabinet is powerful document management software with many good features for small and medium-sized businesses. The platform facilitates the standardization of file organization in your company and the automatic organization of files using AI-based workflows. It also has robust support for file sharing and governance. While eFileCabinet is expensive, it can be worth the amount of how it can streamline your business.
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