eFileCabinet offers several versions of its document management solution, but for businesses that have multiple remote workers or employees who travel frequently, the mobile and remote versions are the most convenient option.
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eFileCabinet offers multiple annual pricing plans, including a Basic plan with 24 GB of storage and just secure file sharing ($15 per user per month). The document management software is available with the Advantage plan including 1 TB of storage and the Business plan with 5 TB of storage. A custom Enterprise plan is available for those who need even more storage.
eFileCabinet features include PDF conversion, version control and the capability to scan large volumes of documents into your digital database. Optical character recognition (OCR) technology allows the program to identify a physical document's text and automatically sorts it. Other perks include easy software integrations and a secure transfer service that lets you share documents with outside parties without email.
The full system can be accessed through any web browser on any internet-enabled device with the proper permissions provided. With the mobile app (available for iOS and Android devices), you can view files, download them and open them with other apps. Another handy feature of the mobile app is the capability of uploading documents to the system by taking a picture of it with your smartphone. The images are converted from JPEG to PDF and then uploaded into the system.
Despite having a smaller screen, the mobile app allows you to easily find documents. When you first launch the program, it displays recently opened documents, and there is a search bar. You can view and edit documents, easily navigating multiple pages with a pinch and zoom interface. Once you're finished editing documents on your mobile device, files are synced with the rest of the system.
eFileCabinet's document management system has several automation features (included in the Business and Enterprise plans), including automated approvals for invoices. You can set the system to automatically approve amounts under a certain value and reject amounts that are too high. You can also set time limits on documents so that they are prioritized to keep the workflow moving in a timely pace.
This DMS maintains several security and encryption standards, including level 1 PCI compliance for financial information, HIPAA for health information privacy and SAS 70 Type II auditing standard. The mobile app features standard AES 256-bit encryption for transferring. The company maintains strict security over their server facilities with video surveillance, intrusion detection systems and regular auditing.
The website features tutorial videos to help you understand the software and its capabilities. Videos are organized by topic. There are also FAQs, articles on setup and installation, and downloadable manuals. For further help, you can email, call or start a live chat session with a customer service rep. Our experience with their customer service was positive; representatives responded quickly with detailed answers to our questions.
eFileCabinet offers a feature-packed document management system, but with it comes with a relatively high price tag. Your annual fees could really add up depending on how many users you have. This cloud-based system is also one of only a few we found that charges a setup fee.
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