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eFileCabinet Content Management System Software

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Through its two distinct document management systems, eFile Cabinet helps businesses increase their productivity and bottom line by helping them stay more organized and streamline their workflows. This is achieved through an entirely electronic document management system that can be accessed either through eFile Cabinet’s web-based DMS, or through on-site software that users can keep secure on their own devices. Both options offer plenty of features to help banish disorganization for good.

Details

Through its two distinct document management systems, eFile Cabinet helps businesses increase their productivity and bottom line by helping them stay more organized and streamline their workflows. This is achieved through an entirely electronic document management system that can be accessed either through eFile Cabinet’s web-based DMS, or through on-site software that users can keep secure on their own devices. Both options offer plenty of features to help banish disorganization for good.

Businesses that use eFile Cabinet include financial institutions, HR departments, medical offices, insurance providers, dental offices, car dealerships, city government departments, accountants, educational establishments, and any other manufacturing or product-based business that has a lot of record keeping to do. All of eFile Cabinet’s tools are set up to manage documents so that they comply with various regulations, including HIPAA, NASD, FINRA, and SEC.

Features of eFile Cabinet include the ability to create editable digital files from scans, drag and drop for organization, convert files into different formats, search for files and browse through data easily, and use passwords and SecureDrawer to share documents safely. Additionally, eFile Cabinet accounts can be fully accessed from mobile devices, and can be integrated with SalesForce to make more of your team cohesive and organized. Integrations with Office and QuickBooks keep everything ready to use in one workspace, and you can even setup guest access for audits or freelancers who need short-term permissions to access files.

There are multiple pricing tiers with eFile Cabinet, so that businesses of all sizes and budgets can utilize these tools. At the highest pricing tier, eFile Cabinet assigns all customers a Best Practice Advisor, who can help train employees using the document management service, and help develop a workflow procedure that keeps your business productive. You also get free data migration and other consulting services with this package.

Features

Pricing Model
  • Monthly subscription per user
  • Monthly subscription
  • Yearly subscription per user
  • Monthly site license
  • Yearly site license
  • Metered per minute
  • Flat fee
  • Percentage-based (% of collections or claims)
  • Fee-based (fixed $/claim)
  • Hybrid (combination of % and fixed amount/claim)
Service Terms Offered
  • Commitment Free
  • Free Setup
  • Free Cancellation
  • Money Back Guarantee
  • Month-to-Month Option
  • Keep Original Number
  • Customizable Plans
  • Account Manager
  • Free In-Network Calls
  • Unlimited Minutes
  • International Calls
  • Reduced Price for Multiple Users
Mobile Apps Offered
  • None
  • iOS
  • Android
Mobile friendly?
  • Yes
  • No
Service Terms Offered
  • Commitment Free
  • Free Setup
  • Free Cancellation
  • Money Back Guarantee
  • Month-to-Month Option
  • Keep Original Number
  • Customizable Plans
  • Account Manager
  • Free In-Network Calls
  • Unlimited Minutes
  • International Calls
  • Reduced Price for Multiple Users
Support Features
  • FAQs Section
  • Tutorials
  • Telephone Support
  • Email Support
  • 24/7 Support
  • Online Chat
  • Forum
  • In-Person Training
  • Social Media
  • Knowledge Base
  • Webinars
Service Level Agreement
  • Yes
  • No
Security
  • Audit trails
  • Digital rights mamangement
  • License management
  • Document watermark
  • Role-based access
  • User access control
  • External sharing permissions
  • Editing polices
  • Device location restrictions
  • Sharing restrictions by devide
  • Custom session time-out
  • 259-bit encryption
  • Encrypted back-ups
Compliance
  • FDA 21 CFR Part 11
  • FIPS-140
  • HIPAA
  • PCI DSS Level 1
  • SSAE 16 certification
API
  • Yes
  • No
Integration options
  • MS Office
  • WordPress
  • Adobe Suite
  • Outlook
  • Sharepoint
  • CRM
  • ERP
  • Calendar Apps
  • Social Media
Document Management Features
  • Document Preview
  • Document version control
  • File annotations
  • Image editing
  • Image watermarking
  • Video editing
  • Document collaboration
  • Change notifications
  • Electronic signature
Records Management
  • Manage short/long term working documents
  • Manage short/long term archived documents
  • Manage electronic records
  • Manage paper records
  • Record retention policies
  • Record disposition policies
  • Usage history
  • Auto-archive
Document Filing
  • Easy document tagging
  • Matter-centric filingĀ (auto-tagging)
  • Automatic Metadata capture
  • Automated document naming
  • Document linking
  • Virtual Folders
  • Cabinet-drawer-folder structure
File Sharing
  • Secure file sharing through interface
  • Secure file sharing via email
  • File sharing via mobile device
  • File sharing externally via temporary hyperlink
  • Secure file transfer
  • Proof of delivery
Document Scanning and Imaging
  • Supports third-party scanning software
  • Optical Character Recognition (OCR) and Indexing
  • Automated tagging
Search Features
  • Search by metadata
  • Search by keyword
  • Search unstructured data sources
Workflow Management
  • Create custom processes
  • Process automation
  • Review workflow
  • Approval workflow
  • Assignment management
Electronic Forms (e-Forms)
  • Create forms
  • Customize forms
  • Extract form data
Content Management Software Specialization
  • Brand Asset Management
  • Contract Lifecycle Management
  • Digital Asset Management
  • Document Management
  • Enterprise Content Management
  • Enterprise Document Management
  • Enterprise Information Management
  • Marketing Document Management
  • Master Data Management
  • Metadata Management
  • Mobile Document Management
  • Music File Management
  • Product Information Management
  • Video Asset Management
  • Photo Management
Supported Files
  • MS Office
  • Google Docs
  • Images
  • Videos
  • Audios
  • Emails
CMS Portal
  • User portal
  • Web access (web browser)
  • Offline mode

Pricing

Request a custom quote for your business

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