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eFileCabinet REVIEW

Document Management Software

No user reviews
USER SATISFACTION 100%
OUR SCORE 9.0

What is eFileCabinet?

eFileCabinet is one of today’s most secure document management systems with an impressive capacity to help companies get rid of paperwork, and please customers with faster and more reliable service. It won our Expert’s Choice Award for 2019 and it’s currently one of the best document management systems in our review base.

The primary target group for this product is small and developing businesses, while big enterprises can still make great use of it with the special enterprise plan, which gives you 5 TB data storage and a wide range of other useful features. Because of the flexible pricing model and excellent management capabilities, eFileCabinet is definitely a tool most businesses can benefit from.

What can eFileCabinet do for your company?

eFileCabinet is one of the most reasonable investments companies can make to get rid of paperwork and save both time and maintenance resources. It is a one-stop-shop document management solution which covers a variety of delivery modules, allows for easy and fast upload, and simplifies data migration thanks to its numerous integrations. Manual labor is driven to the lowest possible level, which makes it possible to minimize the risk of human error and losing valuable corporate data. Together with its friendly interface, eFileCabinet offers out-of-the-box security coverage, meaning that files are encrypted and permissions are managed according to your own rules.

What makes eFileCabinet so popular?

eFileCabinet offers a rare and very flexible deployment scenario where companies get to choose whether they want to use it in the cloud or on-premise. All of eFileCabinet’s plans are billed annually. Meanwhile, users can purchase a 3-month short-term license as add-ons to a full-year license. Both the cloud-based and on-premise deployments have a three-user minimum requirement. Other reasons why so many firms choose to operate with this software are the open APIs, thanks to which they can connect their document manager to literally every third-party system or application.

Why choose eFileCabinet?

In scenarios where deployment is not such an important criterion, the question of why choosing eFileCabinet simply imposes itself: the market is full of document management solutions, and the difference between some of them is almost irrelevant. So, why exactly eFileCabinet?

If our experts were to answer this question, they’d emphasize the role of eFileCabinet in remote workforce teams. This system simply stands out from the pool of functional document managers with its universal data access and robust feature suite.

eFileCabinet is one of the rare systems to be tapped in any device without compromising its functionality. It doesn’t require configuration, and it uses an open API technology to connect with all apps and systems you’re currently using or are about to use. For remote teams that need uncompromising mobile functionality, this is just the right system to save time and resources.

Together with the essential features expected from a classic document manager, eFileCabinet allows you to photograph documents, mark and tag files for improved searching, or save searches in a classic and HTML 5 view. At the same time, it preserves the traditional cabinet structure which ensures even the least savvy members of the team will be able to use it.

Overview of eFileCabinet Benefits

There are many benefits to consider when it comes to eFileCabinet, and diverse deployment is only one of them. Let’s see what this software can do for you:

In-Cloud and On-Premise Deployment

You can choose to download eFileCabinet and configure it to your needs, or simply use it in-cloud and preserve the same functionality without handling any updates and maintenance. There is also no difference in pricing, hence, users can confidently choose which deployment suits their needs best.

User-Friendly Interface

What users love the most about eFileCabinet is that it is easy to use, and doesn’t require the team to surpass cumbersome learning curves in order to manage documents online. Using the system in the cloud, you will narrow administrative processes to minimal configuration, and skip all technical difficulties that burdened your IT team. The way this system is designed, it categorizes files in a traditional folder-based library, from where you can research them easily, or save the ones you’re using the most.

Mobile Optimization

As we mentioned, eFileCabinet is a mobile-friendly system, designed to let you access your data from literally every device you’re using. Unlike many products that offer such capacity but fail to deliver the same output, eFileCabinet has an impeccable uptime record, and a list of users to confirm there is no difference between desktop and mobile usage quality. This year, the company released a new HTML 5 view which makes sure the system fits every screen where it is being displayed.

Unique Features

In terms of features, eFileCabinet has small and medium businesses completely covered: the admin, manager, or the team sets up the permissions for accessing and editing files, and the journey begins. The most important thing to remember in this aspect is that eFileCabinet doesn’t only let you share and manage existent files, but also create your own using a pre-made template containing all necessary company information. Another valuable feature is the Zonal OCR tool, thanks to which the system can recognize recently used files, route them to the recipient, and then save them into the most appropriate cabinet/drawer without requiring any human interaction. At the same time, we advise you to check their SideKick feature. This is an instant access icon that eliminates the need for toggling between different programs. Instead, you can drag-and-drop files conveniently right from the computer into the system.

Open API

eFileCabinet is another follower of the smartest software integration approach: instead of selecting needed integrations, the developers of this system decided to make APIs publicly accessible, so that users themselves can connect it to whatever software architecture they’re using at the moment. eFileCabinet is agnostic, hence, any program with a ‘print to’ function can upload directly to the platform as if it’s a printer.

Moderate Pricing

eFileCabinet offers four scalable pricing plans: Basic, Advantage, Business, and Enterprise. The plans are priced per user and billed annually. Users can conveniently choose a plan that suits their needs best based on deployment, storage, and included features. There is also a free demo that you can use to see how the software works.

Customer Support

Using eFileCabinet, you will have access to an experienced team of document management experts which you can contact either by phone, email, ticket, or use the live chat support option on the product’s website. According to customers, the team is knowledgeable and very responsive and will be there to assist you with whatever you need. Other types of support offered are daily live training upon request, on-demand training webinars, live onboarding, in-software support as well as online documentation.

Overview of eFileCabinet Features

  • Robust delivery models
  • In-Cloud deployment
  • On-Premise deployment
  • Mobile optimization
  • Intuitive software integrations
  • Drag-and-Drop
  • Digital signature integration
  • SideKick
  • Simplified data migration
  • Fast retrieval of files
  • Default and favorites content pinning
  • Rapid uploading (50 Files at once)
  • Built-in security 
  • Recurring 24-hour backup 
  • 256-bit, bank-grade encryption 
  • SecureDrawer for file-sharing
  • Role-Based user permissions
  • File versioning
  • Digital cabinets
  • Audit trails

What Problems Will eFileCabinet Solve?

Problem # 1: Steep Operating Expenses

Small to mid-sized businesses need to streamline operations and reduce OPEX to stay afloat and compete with larger players in their respective industries. Going paperless helps companies accomplish this by eliminating the time spent searching for files in physical filing cabinets, walking to the printer and walking to the fax machine, and re-creating “lost” documents that just couldn’t be found. For instance, Lori Wurzel of NC Financial Group/Straxclinic Inc. saves $19,875 in operating expenses annually by relying on eFileCabinet, and Carlene Patterson of Ascension Financial Group saves $4,600 each year on reduced operating expenses.

Features used: Workflow, file versioning, SecureDrawer, role-based user permissions, automated retention scheduling

Problem # 2:  Storage Space Costs

Going paperless with eFileCabinet’s document management software helps small to mid-sized organizations, or even departments within larger organizations, reduce the storage space (and therefore money) they would have otherwise spent on filing cabinets. For instance, the reduced clutter eFileCabinet gave Corey Kendall of DON Services Inc. resulted in regaining 700 square feet in workspace. Additionally, Patrick Ballard of Ballard & Company was able to eliminate 17 filing cabinets from his office, and Larry Boyd of Oak Bridge Financial estimates that he saves $10,000 annually in freed up storage space within his office.

Features used: File versioning, digital cabinets, digital drawers, DocuSign integration, automated retention scheduling

Problem # 3: Limited Manpower

Going paperless through eFileCabinet document management software removes the manual labor from office and clinic work in the insurance, healthcare, manufacturing, accounting, and financial services industries—optimizing the profitability of small to mid-sized organization’s labor. For instance, Deanna Hancock, a contract nurse, subtracted 20 steps from her workflow process. Jonathan Felt of UST Manufacturing LLC saves 80 hours of paid labor per week with eFileCabinet, and Ryan Utecht of New York Life Insurance Company spends under 20 minutes per week finding and filing appropriate items, whereas it used to take him hours.

Features used: Workflow, DocuSign integration, SecureDrawer, Automated data backup

Awards & Quality Certificates

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eFileCabinet Position In Our Categories

Position of eFileCabinet in our main categories:

10

eFileCabinet is one of the top 10 Virtual Data Room Softwareproducts

10

eFileCabinet is one of the 10
Virtual Data Room Software products


eFileCabinet is also listed in the following subcategories:

Category:Position:Category:Position:
Document Management Software#2 File Sharing & Document Management Software#3
Category:Position:
Document Management Software#2
File Sharing & Document Management Software#3

Every enterprise has its own characteristics, and might need a particular type of Document Management Software solution that will be adjusted to their company size, type of customers and staff and even particular niche they cater to. You should not count on getting an ideal services that will work for every business no matter what their background is. It may be a good idea to read a few eFileCabinet reviews first and even then you should keep in mind what the solution is supposed to do for your business and your staff. Do you need an easy and straightforward service with just essential functions? Will you really make use of the advanced functionalities required by pros and large enterprises? Are there any specific tools that are especially beneficial for the industry you work in? If you ask yourself these questions it will be much easier to get a trustworthy software that will match your budget.

How Much Does eFileCabinet Cost?

eFileCabinet Pricing Plans:
Free trial
Basic
$15/month/user
Advantage
$30/month/user
Business
$55/month/user
Enterprise
Contact vendor

eFileCabinet offers four enterprise pricing plans. In addition to its free product demo, you can sign up for a 14-day free trial after demo completion. Here’s an overview of eFileCabinet’s plans:

Basic – $15/month/user (billed annually)

  • Priced per user
  • 25 GB storage
  • Secure file sharing

Advantage – $30/month/user (billed annually)

  • Minimum 3 users
  • 1 TB storage
  • eFileCabinet DMS
  • Secure file sharing
  • SideKick
  • Retention (governance)
  • Custom & ready-made templates
  • Check-in/out
  • Profile tagging
  • 2-Factor authentication
  • Individualized security settings
  • Compliance tools
  • Store any file-type
  • e-Signature Integration
  • MS Office integration
  • API integration access
  • Audit trail
  • Support service
  • Mobile access

Business – $55/month/user (billed annually)

  • Priced per usage
  • 5TB storage
  • eFileCabinet DMS
  • Secure file sharing
  • SideKick
  • Retention (governance)
  • Custom & ready-made templates
  • Check-in/out
  • Full text search/OCR
  • Profile tagging
  • 2-Factor authentication
  • Individualized security settings
  • Compliance tools
  • Store any file-type
  • e-Signature Integration
  • MS Office integration
  • API integration access
  • Audit trail
  • Support service
  • Mobile access
  • Business process automation
  • Zoned OCR capture
  • WorkFlow automation (Beta)
  • WorkFlow designer (Beta)
  • Automation libraries
  • Onboarding tools
  • Approvals
  • Timeframe process
  • Priority process auto escalation
  • Data specific file routing
  • Auto file naming/storing

Enterprise – by quote

  • Site license
  • 5TB+ storage
  • eFileCabinet DMS
  • Secure file sharing
  • SideKick
  • Retention (governance)
  • Custom & ready-made templates
  • Check-in/out
  • Full text search/OCR
  • Profile tagging
  • 2-Factor authentication
  • Individualized security settings
  • Compliance tools
  • Store any file-type
  • e-Signature Integration
  • MS Office integration
  • API integration access
  • Audit trail
  • Support service
  • Mobile access
  • Business process automation
  • Zoned OCR capture
  • WorkFlow automation (Beta)
  • WorkFlow designer (Beta)
  • Automation libraries
  • Onboarding tools
  • Approvals
  • Timeframe process
  • Priority process auto escalation
  • Data specific file routing
  • Auto file naming/storing

User Satisfaction

We realize that when you make a decision to buy Document Management Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and eFileCabinet reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with eFileCabinet. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

POSITIVE SOCIAL MENTIONS

41

NEGATIVE SOCIAL MENTIONS

0

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Technical details

Devices Supported
  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • English
Pricing Model
  • Annual Subscription
  • Quote-based
Customer Types
  • Small Business
  • Medium Business
Deployment
  • Cloud Hosted
  • On Premise
  • Open API

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE
  • LIVE SUPPORT
  • TRAINING
  • TICKETS

What are eFileCabinet pricing details?

eFileCabinet Pricing Plans:
Free trial
Basic
$15/month/user
Advantage
$30/month/user
Business
$55/month/user
Enterprise
Contact vendor

eFileCabinet offers four enterprise pricing plans. In addition to its free product demo, you can sign up for a 14-day free trial after demo completion. Here’s an overview of eFileCabinet’s plans:

Basic – $15/month/user (billed annually)

  • Priced per user
  • 25 GB storage
  • Secure file sharing

Advantage – $30/month/user (billed annually)

  • Minimum 3 users
  • 1 TB storage
  • eFileCabinet DMS
  • Secure file sharing
  • SideKick
  • Retention (governance)
  • Custom & ready-made templates
  • Check-in/out
  • Profile tagging
  • 2-Factor authentication
  • Individualized security settings
  • Compliance tools
  • Store any file-type
  • e-Signature Integration
  • MS Office integration
  • API integration access
  • Audit trail
  • Support service
  • Mobile access

Business – $55/month/user (billed annually)

  • Priced per usage
  • 5TB storage
  • eFileCabinet DMS
  • Secure file sharing
  • SideKick
  • Retention (governance)
  • Custom & ready-made templates
  • Check-in/out
  • Full text search/OCR
  • Profile tagging
  • 2-Factor authentication
  • Individualized security settings
  • Compliance tools
  • Store any file-type
  • e-Signature Integration
  • MS Office integration
  • API integration access
  • Audit trail
  • Support service
  • Mobile access
  • Business process automation
  • Zoned OCR capture
  • WorkFlow automation (Beta)
  • WorkFlow designer (Beta)
  • Automation libraries
  • Onboarding tools
  • Approvals
  • Timeframe process
  • Priority process auto escalation
  • Data specific file routing
  • Auto file naming/storing

Enterprise – by quote

  • Site license
  • 5TB+ storage
  • eFileCabinet DMS
  • Secure file sharing
  • SideKick
  • Retention (governance)
  • Custom & ready-made templates
  • Check-in/out
  • Full text search/OCR
  • Profile tagging
  • 2-Factor authentication
  • Individualized security settings
  • Compliance tools
  • Store any file-type
  • e-Signature Integration
  • MS Office integration
  • API integration access
  • Audit trail
  • Support service
  • Mobile access
  • Business process automation
  • Zoned OCR capture
  • WorkFlow automation (Beta)
  • WorkFlow designer (Beta)
  • Automation libraries
  • Onboarding tools
  • Approvals
  • Timeframe process
  • Priority process auto escalation
  • Data specific file routing
  • Auto file naming/storing

What integrations are available for eFileCabinet?

eFileCabinet’s open API allows users to integrate this product with a variety of third-party apps, and help it blend with their software infrastructure for extended functionality. In addition, the company offers several pre-made integrations for business users:

  • DocuSign
  • Salesforce
  • Foxit
  • RightSignature
  • MS Office
  • CASELLE
  • Simplifile

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