eFileCabinet


Logotipo do eFileCabinet

 

764 avaliações (4,5/5)
 

eFileCabinet is a document management solution focused on helping businesses of any size to improve their profitability and productivity by reducing paper within their operations and streamlining their work processes. eFileCabinet’s premier software, Rubex, is accessible via web browser and a desktop app. 

Offering both cloud and on-premise platforms, eFileCabinet is document management software that provides businesses with intelligent organization and automation tools. Workflow, OCR, secure file-sharing, email importing, and eSignature requests, are all available on one platform.

With document management, businesses can overhaul their traditional document processes which will help them reduce overhead, simplify compliance, and eliminate inefficient tasks involved in business operation— all with the goal of allowing those businesses to focus on the work that really matters.

 

eFileCabinet - Activity Center
 
  • eFileCabinet - Activity Center
    Activity Center
  • eFileCabinet - Advanced Version Control
    Advanced Version Control
  • eFileCabinet - Automate Workflows
    Automate Workflows
  • eFileCabinet - Customize Theme
    Customize Theme
  • eFileCabinet - Portfolios
    Portfolios
  • eFileCabinet - Search
    Search
Sistemas operacionais compatíveis:
Windows 7, Windows Vista, Windows XP, Mac OS, Navegador web (independente o SO), Windows 2000, Windows 8

764 avaliações do eFileCabinet

 

Kathryn f. B. Especialidade: Escritório de advocacia Número de funcionários:  2-10 funcionários Número de funcionários:  2-10 funcionários

23/07/2020

23/07/2020

Fonte da avaliação: Capterra

Better Than Others With Room for Improvement

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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.

Vantagens

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

Desvantagens

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)

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Resposta: eFileCabinet 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!

Patrick C. Especialidade: Serviços financeiros Número de funcionários:  2-10 funcionários Número de funcionários:  2-10 funcionários

29/07/2020

29/07/2020

Fonte da avaliação: Capterra

eFileCabinet

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

Vantagens

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.

Desvantagens

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.

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Resposta: eFileCabinet 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!

Michael C. Especialidade: Contabilidade Número de funcionários:  2-10 funcionários Número de funcionários:  2-10 funcionários

09/12/2016

09/12/2016

Fonte da avaliação: Capterra

Please contact me to explain if your software will improve

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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.

Vantagens

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

Desvantagens

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.

Conselhos úteis

I would appreciate a call from someone in touch with where eFileCabinet may be going so we can discuss whether our investment / future investments may pay off at some point as they definitely have not yet (not because of initial set up that we anticipated but because of software limitations)

Lisa C. Especialidade: Gestão de organizações sem fins lucrativos Número de funcionários:  51-200 funcionários Número de funcionários:  51-200 funcionários

11/03/2020

11/03/2020

Fonte da avaliação: Capterra

Worth it!

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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.

Vantagens

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.

Desvantagens

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!

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Resposta: eFileCabinet 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!

Avaliador Verificado Especialidade: Contabilidade Número de funcionários:  Profissional autônomo Número de funcionários:  Profissional autônomo

07/11/2019

07/11/2019

Fonte da avaliação: Capterra

eFile Cabinet and SecureDrawer

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I am able to share files with my clients in accordance with IRS guidelines.

Vantagens

My clients and I are able to share files securely.

Desvantagens

I need a workflow management solution which is not included with eFile Cabinet.

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Resposta: eFileCabinet 21/11/2019

Thank you for taking the time to leave us this review, it's great to hear your feedback!