eFileCabinet


eFileCabinet Logo

 

703 Bewertungen (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
Unterstützte Betriebssysteme:
Windows 7, Windows Vista, Windows XP, Mac OS, Webbrowser (OS-agnostisch), Windows 2000, Window 8

703 Bewertungen über eFileCabinet

 

Deborah F. Branche: Buchhaltung Anzahl der Mitarbeiter:  13-50 Mitarbeiter Mitarbeiteranzahl:  13-50 Mitarbeiter

14.6.2019

14.6.2019

Quelle der Bewertung: Capterra

EfileCabinet Document Management System

Übersetzen nach: Deutsch
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No issues. We are very happy.

Vorteile

Very easy to use. Always works. Competitive Pricing.

Nachteile

I wish I could pdf from lacerte into efilecabinet, but its not that big of a deal to just pdf to my desktop and then drag and drop into efilecabinet.

Übersetzen nach: Deutsch

Antwort: eFileCabinet 20.6.2019

It is excellent to hear that your business is happy with eFIleCabinet. We strive to provide the best in value and support for our customers! Thanks for taking the time to leave us this review!

Lisa C. Branche: Non-Profit-Organisation Management Anzahl der Mitarbeiter:  51-200 Mitarbeiter Mitarbeiteranzahl:  51-200 Mitarbeiter

11.3.2020

11.3.2020

Quelle der Bewertung: Capterra

Worth it!

Übersetzen nach: Deutsch
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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.

Vorteile

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.

Nachteile

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!

Übersetzen nach: Deutsch

Antwort: eFileCabinet 12.3.2020

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!

Alison S. Branche: Finanzdienstleistungen Anzahl der Mitarbeiter:  2-10 Mitarbeiter Mitarbeiteranzahl:  2-10 Mitarbeiter

3.12.2019

3.12.2019

Quelle der Bewertung: Capterra

eFile Review

Übersetzen nach: Deutsch
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For the most part efile is easy to use and is helpful in keeping our files organized. I wish that the customer service was a little more helpful in fixing the one major problem that we keep running into, but overall we will continue to use this product in the future.

Vorteile

When changing over our computers a few years ago, we moved all client files and office operation files from our computers to this cloud based efile system. The move over was easy and did not take long to upload. It is easy to organize and create new drawers and files. Also, the efile buddy is helpful and easy to download onto anyone's desktop.

Nachteile

We have had problems of files being deleted. When calling to efile customer service, no one has been able to help us. This has been going on for a while and no one seems to be able to give us an answer. It doesn't happen often, but when it does it is random and has deleted all kinds of files including PDFs, Word documents and Excels.

Übersetzen nach: Deutsch

Antwort: eFileCabinet 13.12.2019

Thank you so much for your feedback, we really appreciate the review. We want to ensure the best experience possible for your business and will have your account manager reach out to you regarding some of the issues you have mentioned. Thanks for taking the time to leave us this review!

Michael C. Branche: Buchhaltung Anzahl der Mitarbeiter:  2-10 Mitarbeiter Mitarbeiteranzahl:  2-10 Mitarbeiter

9.12.2016

9.12.2016

Quelle der Bewertung: Capterra

Please contact me to explain if your software will improve

Übersetzen nach: Deutsch
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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.

Vorteile

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

Nachteile

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.

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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)

Linda E. Branche: Bildungsmanagement Anzahl der Mitarbeiter:  51-200 Mitarbeiter Mitarbeiteranzahl:  51-200 Mitarbeiter

5.12.2019

5.12.2019

Quelle der Bewertung: Capterra

eFileCabinet is a great answer to document storage!

Übersetzen nach: Deutsch
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I now have at my fingertips all the documents I could possibly need! Instead of having to go to a different office to look in a file or go downstairs to the archives to find a document - I simply go to my cabinets and quickly pull it up! This saves me a lot of time and effort!

Vorteile

I have set up my cabinets and draws just as if they were sitting in my office. It's logical and easy to use. Since I keep student records I have one cabinet that has all the transcripts from the time the school opened until the present. Then I have individual cabinets for each graduating year with students in alpha order with the documents that we must keep forever. It's soooo easy to quickly find a student or a specific document.

Nachteile

When it has been a few days since I went into my eFileCabinet I find that it takes a bit for it to get 'warmed up'. Navigating between cabinets, drawers or documents can be very slow. If I'm uploading a new document, it can act as though I didn't drop and drag the document and instead of immediately showing me that the document is there, I sit and wait and wait. Then, I'll try to upload again and find that now I have two of the document and must delete one. Other than that - it works great for me!

Übersetzen nach: Deutsch

Antwort: eFileCabinet 13.12.2019

It's great to hear how you have been able to set up eFileCabinet to work exactly the way you need it to for your business, thanks for taking the time to leave us this review!