eFileCabinet

Cloud based electronic document management

4,4 /5 (799 reviews) Write a Review!

eFileCabinet Overview

What is eFileCabinet?

eFileCabinet is a document management solution for SMBs or departments of enterprises that are highly paper intensive with distributed workforce across multiple office locations. The solution offers cloud and on-premise deployment methods that are named as eFileCabinet Online and eFileCabinet Desktop. It is designed to cater to the needs of businesses in various industries including oil & gas, retail stores, healthcare, financial services, transportation, government and education.

eFileCabinet solutions assist users in maximizing office productivity by capturing, storing, managing and sharing files for businesses. The product can be accessed by mobile apps available for tablet and smartphone users that allow them to click and upload pictures of documents. It also helps in managing the document security and access by assigning role-based permissions to users that let only specified users to edit & set-up files in eFileCabinet Online.

eFileCabinet has Zonal optical character recognition that allows individuals to convert paper documents into digital files through document scanning and editing. This eliminates the need of repetitive typing and creates easy text searches for document retrieval. eFileCabinet also offers a SecureDrawer product the allows users to securely share documents with coworkers or clients.

eFileCabinet solutions are fully compliant with HIPAA, SEC, FINRA and NASD regulations. It employs SSL/TLS encryption on data transmission between data servers and users computer to maximize the security of data. Some of the key clients of eFileCabinet are Coca-Cola, H&R Block, Comcast, JPL, and more.

eFileCabinet Overview

Pricing

Starting from
US$15,00/month

Pricing options

Free Trial
Subscription
Value for money

Basic: $15/month/user

Advantage: $30/month/user

Business: $55/month/user

All plans billed annually.

Enterprise: contact eFileCabinet


eFileCabinet Features

Devices
Business size
S M L
Markets
United States
Supported Languages
English

Media

eFileCabinet video eFileCabinet video eFileCabinet screenshot: eFileCabinet screenshot: eFileCabinet screenshot: eFileCabinet screenshot: eFileCabinet screenshot: eFileCabinet screenshot: eFileCabinet screenshot:

eFileCabinet Reviews

eFileCabinet Reviews

Overall rating
4,4
/
5
Excellent
458

Very good
246

Average
70

Poor
16

Terrible
9

Value for Money
4,3
Features
4,2
Ease of Use
4,3
Customer Support
4,4
88% recommended this app
Kathryn f. B.

Better Than Others With Room for Improvement

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.


Lisa C.

Worth it!

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.


Jessica Y.

Good for the price but, be wary of version updates.


Michael C.

Please contact me to explain if your software will improve

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.


Patrick C.

eFileCabinet

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


Kathryn f. B.
Industry: Law Practice
Company size: 2-10 Employees

Better Than Others With Room for Improvement

Used Daily for 1-5 months
Reviewed on 2020/07/23
Review Source: Capterra

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.

Pros

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

Cons

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)

Response from eFileCabinet

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!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Lisa C.
Industry: Nonprofit Organization Management
Company size: 51-200 Employees

Worth it!

Used Daily for 6-12 months
Reviewed on 2020/03/11
Review Source: Capterra

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.

Pros

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.

Cons

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!

Response from eFileCabinet

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!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Jessica Y.
Industry: Accounting
Company size: 2-10 Employees

Good for the price but, be wary of version updates.

Used Daily for 1+ year
Reviewed on 2020/08/24
Review Source: Capterra

Pros

The ability to create a template and mass apply said template to multiple clients eliminated much of the tedium of having to do so one-by-one. I also liked the ease in which we were able to sync to the Secure File exchange portal online from within the desktop application as well.

Cons

Despite numerous updates, we were never able to drag/drop documents from the software to our desktop or to emails. The searching of text in the software, while it worked initially, stopped working for us after new versions were released and installed. We stopped being able to search anything (such an important feature) not long after purchase in the search bar. The workflow feature would also have been nice to use but, proved to be very basic. Next, even though I set up naming conventions, when these were available to use depended on how you saved the document instead of being available all the time.

Response from eFileCabinet

Thank you so much for this feedback, it's great to learn more about how you use eFileCabinet. We want to provide you with the best possible support to help you with some of the search issues you have experienced and will have your account manager reach out to you to discuss this in further detail. Thank you for taking the time to leave us this review!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

Michael C.
Industry: Accounting
Company size: 2-10 Employees

Please contact me to explain if your software will improve

Used Daily for 1+ year
Reviewed on 2016/12/09
Review Source: Capterra

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.

Pros

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

Cons

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 0.0/10

Patrick C.
Industry: Financial Services
Company size: 2-10 Employees

eFileCabinet

Used Daily for 2+ years
Reviewed on 2020/07/29
Review Source: Capterra

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

Pros

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.

Cons

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.

Response from eFileCabinet

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!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
8,3/10
Based on 799 user ratings
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eFileCabinet Pricing

eFileCabinet Pricing

Starting from
US$15,00/month
Free Trial
Subscription
Value for money

Basic: $15/month/user

Advantage: $30/month/user

Business: $55/month/user

All plans billed annually.

Enterprise: contact eFileCabinet

Basic: $15/month/user

Advantage: $30/month/user

Business: $55/month/user

All plans billed annually.

Enterprise: contact eFileCabinet

Value for Money
4,3/5
Based on 799 user ratings
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eFileCabinet Features

eFileCabinet Features

API
Access Control
Activity Dashboard
Activity Tracking
Automatic Notifications
Chat
Collaboration Tools
Collaborative Workspace
Commenting
Customizable Branding
Document Management
Document Storage
Drag & Drop Interface
File Management
Permission Management
Projections
Reporting & Statistics
Search Functionality
Third Party Integration
Workflow Management
Features
4,2/5
Based on 799 user ratings
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Categories

Additional information for eFileCabinet

Additional information for eFileCabinet

Key features of eFileCabinet

  • Active directory
  • Audit trail
  • Automated alerts
  • Client sharing portal
  • Document retention
  • Drag & drop file storage
  • Full API access
  • Full-text indexes
  • Guest auditor access
  • HTML 5
  • MS Office integration
  • Mobile app for iOS and Android
  • Online backup service
  • QuickBooks integration
  • Role based permissions
  • Role-based security
  • Search documents
  • SecureDrawer web portal
  • SideKick
  • Store documents
  • Synchronizes data
  • Systematic file versioning
  • Workflow management
  • Zonal OCR
  • eSignature integration

Benefits

  • eFileCabinet allows users to create digital files that can be securely stored, transferred and searched to browse & quickly view the data.

  • For the secure transmission of files through the eFileCabinet SecureDrawer, the solution allows users to collect digital signatures of clients and coworkers.

  • eFileCabinet supports automated workflow management that allows documents to be automatically routed for approval, evaluation, revision or collaboration.

  • The solution offers multiple security features such as role-based security, document retention, audit trials and SSL security that makes it fully compliant with HIPAA laws.

  • eFileCabinet allows users to create configurable dashboards, set automatic reminders and pull reports related to the specific data points.

  • eFileCabinet FAQs

    eFileCabinet FAQs

    Below are some frequently asked questions for eFileCabinet.

    Q. What type of pricing plans does eFileCabinet offer?

    eFileCabinet offers the following pricing plans:

    Starting from: US$15,00/month

    Pricing model: Subscription

    Free Trial: Available

    Basic: $15/month/user Advantage: $30/month/user Business: $55/month/user All plans billed annually. Enterprise: contact eFileCabinet

    Q. What are the main features of eFileCabinet?

    eFileCabinet offers the following features:

    • Active directory
    • Audit trail
    • Automated alerts
    • Client sharing portal
    • Document retention
    • Drag & drop file storage
    • Full API access
    • Full-text indexes
    • Guest auditor access
    • HTML 5
    • MS Office integration
    • Mobile app for iOS and Android
    • Online backup service
    • QuickBooks integration
    • Role based permissions
    • Role-based security
    • Search documents
    • SecureDrawer web portal
    • SideKick
    • Store documents
    • Synchronizes data
    • Systematic file versioning
    • Workflow management
    • Zonal OCR
    • eSignature integration

    Q. Who are the typical users of eFileCabinet?

    eFileCabinet has the following typical customers:

    Small Business, Large Enterprises, Public Administrations, Non Profit, Mid Size Business

    Q. What languages does eFileCabinet support?

    eFileCabinet supports the following languages:

    English

    Q. What type of pricing plans does eFileCabinet offer?

    eFileCabinet has the following pricing plans:

    Subscription

    Q. Does eFileCabinet support mobile devices?

    eFileCabinet supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does eFileCabinet integrate with?

    eFileCabinet integrates with the following applications:

    DocuSign, Microsoft 365, Microsoft Excel, Microsoft Outlook, Microsoft Word, PowerPoint, RightSignature, Salesforce Sales Cloud, ShareFile, iDeals Virtual Data Room

    Q. What level of support does eFileCabinet offer?

    eFileCabinet offers the following support options:

    FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials