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GD
Gary D
01/30/20
Using eFileCabinet for securities business
What do you like best? eFileCabinet projects to the user exactly like a physical filing cabinet that everyone is used to. The elements to be stored can be quickly dragged and dropped into the proper file draw and then they will be retrievable. In other similar product each file has to be very formally labeled in detail and many "required" field must be filled out before the piece can be stored. This is good practice but it also can be very time consuming and discouraging because it takes ...
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AI
Administrator in Plastics
01/30/20
Efile cabinet it a game changer
What do you like best? HR can access the files remotely with ease. We have several HR employees in different offices and states so this system allows for all HR practitioners access to files. We are able to limit access with regards to Medical data as well as limit access to members of HR that only need access to load files and not print information. What do you dislike? It will not warn you if another file is built with the same employee name and therefore you have to search an ...
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HB
Harry B
01/30/20
Excellent document control program for Pharma industry
What do you like best? The Audit trails are very well Built into the system and security is very well designed What do you dislike? nothing to describe here. Sytem is working perfectly for us. Recommendations to others considering the product: Highly recommended for any and especially for highly regulated environments What problems are you solving with the product? What benefits have you realized? 1. Version management is very important for our industry 2. Security is ...
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UI
User in Museums and Institutions
12/17/19
eFile Review
What do you like best? I like how well it organizes files digitally. What do you dislike? Searching for items can be challenging. It is sometimes difficult to locate the exact item searched for amongst all others. When I search for an item, hundreds of items will appear and it makes it difficult to find what I am looking for. Recommendations to others considering the product: eFileCabinet works really well for organizing your documents/records digitally. Ensure that each of your ...
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AI
Administrator in Accounting
12/12/19
It makes it easy to organize our client data
What do you like best? It is easy to organize our client information in layers of folders. We scan all of our client information and save it electronically. It has always worked like a charm. It is very easy to teach a new employee how to use, and the search feature helps us fine what we are looking for. What do you dislike? If you have a file that large, and you try to add to the file (append) it will look like it saves the file, but it does not save it. This is a pretty big concern ...
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AI
Administrator in Financial Services
12/10/19
eFileCabinet Success
What do you like best? Ease of use, flexibility. I like the fact that storage is unlimited. What do you dislike? Would be great if it was a CRM program in addition to a storage solution. What problems are you solving with the product? What benefits have you realized? Easily accessible from anywhere. Cuts costs associated with maintaining hard files (both in supplies/time required/storage).
AI
Administrator in Human Resources
12/10/19
Easy. Affordable. Convenient.
What do you like best? What I liked best about eFileCabinet is the ability to view the document in the browser prior to check-out. This allowed me to quickly scroll through documents, view them, and locate the one I needed without having to check-in and check-out. I also liked that eFileCabinet would inform me if there was another document labeled with the same title in a folder. This allowed me to ensure all my documents were unique and specific - which ultimately made my files more ...
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AI
Administrator in Accounting
12/10/19
Simple to use electronic file cabinet meets our needs
What do you like best? Easy drag and drop files, easy print to cabinet to save. Software is pretty quick to pull up documents. Like the search features. Easy to add new folder to all clients for new year information. What do you dislike? Not sure how to purge same folder from all clients, for example remove all 2010 folders. Recommendations to others considering the product: Cost effective solution for small firms. What problems are you solving with the product? What benefits ...
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AI
Administrator in Medical Practice
12/02/19
Medical Practice found a solution for storing insurance & patient payments
What do you like best? When we started using Efile cabinet 10 years ago we were just so floored what it can do. We don't have to store boxes and boxes of documents and to have several users access and pull the info was a plus. It was so user friendly and no maintenance at all. What do you dislike? I don't find anything I don't like with Efile cabinet. I think with all the new updates and features with its new version- it is us that is not keeping up with the software can offer. What ...
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AI
Administrator in Insurance
11/15/19
Very Easy to USe
What do you like best? The interface is very user friendly and takes very little time to learn What do you dislike? It could be more industry specific and have more options available especially for the insurance industry What problems are you solving with the product? What benefits have you realized? I have access to my files 24/7 online. No more urgent trips to the office to get the file needed