Most popular features of all Collaboration apps
Requires iOS 7.0 or later. Compatible with iPhone, iPad, and iPod touch.
25 reviewers had the following to say about eFileCabinet's features:
eFileCabinet, Inc. offers a suite of document management software (DMS) products and services that help businesses and individuals work quicker, smarter and more collaboratively.
The securedrawer and rightsignature integrations are have worked flawlessly.
Pros
The document management solution.
Cons
none
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
Recommendations to others considering eFileCabinet
the securedrawer and rightsignature integrations work great.
Pros
Fairly simple solution for secure document storage and management.
Cons
Depending on your organizations needs and compliance requirements you made not find all
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
Thanks so much for taking the time to leave us a review. We're glad to hear that we've been able to help your business with a solution for managing documents.
Currently we have 115GB of data made up of 143K+ files in 425K+ folders and 6.7K+ drawers.
Pros
Excellent search capability allows misfiled/"lost" documents to be quickly located.
Cons
Despite our repeated requests over the last 5 years, Intuit, owner of Lacerte, has not provided the needed API (interface) that third parties like EFC require to integrate.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
Wow, what a wonderful review! Thank you for taking the time to leave us your feedback, it's great to hear how eFileCabinet has been able to faithfully improve the efficiency of your business. Thank you for being our customer, we look forward to providing your business with continued support!
Pros
It helps managing documents easily and sync with the Mobile apps as well.
Cons
eFileCabinet helps with managing the user permissions when we need to assign documents to several people.
Rating breakdown
Time used: 1-2 years
Frequency of use: Daily
Likelihood to recommend
No complaints.
Pros
Retention settings. Security. Can't go wrong.
Cons
It's expensive and budget conscious customers might choke on the cost.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
We're excited to hear that you are happy with eFileCabinet and that you have found the security features helpful. Thank you so much for leaving us a review.
A few colleagues had recommended I give it a try, my practice doesn't require such large volumes of data so as to require a unique tool for its management. I see the appeal, but it wasn't for me.
Pros
I have not had the need to test it, but I imagine this tool would be very useful in heavy discovery matters.
Cons
Limited ability to control permissions beyond document access.
Rating breakdown
Time used: Free Trial
Frequency of use: Occasionally
Likelihood to recommend
Thank you so much for your feedback. We wish you the best in your business endeavors and hope to be part of a solution that works well for your business at some point in the future as we adapt and grow.
Pros
Integration with Salesforce has provided this software good value.
Cons
This is more than just a document management system.
Rating breakdown
Time used: 6-12 months
Likelihood to recommend
Recommendations to others considering eFileCabinet
If you are a salesforce user, then trying this one is good. You would be able to manage your data and files really well.
We were able to customize eFileCabinet to be better than any package tailored for our industry.
Pros
Able to use the API to automate filling procedures.
Cons
Works like to be able to drag and drop from various email servers and file systems...
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
Thank you so much for taking the time to leave us this review! We look forward to providing you with continued support for the success of your business and really appreciate your feedback.
It is very intuitive software to use and very robust revision control on the files stored in it.
Pros
We use it as an engineering document management system to store revision controlled engineering documents and it does a great job.
Cons
There are not any workflow actions in the Toolbox that address our unique use of this software so we need to have a process outside of eFile Cabinet to manage the approval process of making a change to a document.
Rating breakdown
Time used: 2+ years
Frequency of use: Weekly
Likelihood to recommend
It's great to hear that you find the eFileCabinet platform intuitive! We're excited for some new features coming soon that are going to improve the user experience even more, and we can't wait to help support the future success of your business. Thanks for taking the time to leave us this review!
E-File Cabinet is a great Software Company who excels in providing a document management service, You can choose a in your office system that stays indoor office, or an online version, and store all your documents in their filing system.
Very happy with the product and level of customer service.
Pros
File management is very easy with this software.
Cons
Sharing an employee file with authorized personnel (i.e. the employee or legal counsel) is cumbersome as there is no easy way to do so.
Rating breakdown
Time used: 1-2 years
Frequency of use: Daily
Likelihood to recommend
Thank you so much for taking the time to leave us this review, we love to connect with you and support your business, and it's great to hear you are happy with the product and customer service. We look forward to providing you with continued success for the support of your business!
Unfortunately, it is sometimes easier to print the files to paper before sorting 30-70 files.
Pros
The drag and drop feature to add a file works well
Cons
In order to get files from SecureDrawer I first must drag it to a folder in eFileCabinet and then onto my desktop.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
The system is is able to integrate with other softwares like sales force , one can access it using mobile phones, this is an incredible feature because an employee can access files even when outside the work place.
Pros
efile cabinet organizes important documents in a very secure way and makes it is easy to retrieve any document when need arises. our company deals with so many documents which was cumbersome before getting this software, with it, the problem is solved.
Cons
it is a bit expensive considering its features and a company cannot use it alone, it has to get other softwares to perform other functions.
Rating breakdown
Time used: 6-12 months
Frequency of use: Weekly
Likelihood to recommend
Thanks for taking the time to leave us a review. It's great to hear that we've been able to make it easy for you to organize important documents and that you enjoy using the Salesforce integration. We look forward to providing continued support for the success of your business.
I can then lookup my question with answer to resolve or chat with a rep. in a timely manner.
Pros
PDF received we can move and drop directly to efile.
Cons
Haven't experienced any cons and we've used this for years now.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
Thank you so much for taking the time to leave us this review. It's great to hear that you love the ease-of-use our features provide and that you haven't experienced any cons. We love to support your business and are excited to continue to provide support for your success.
The product is great value for the money and they have great tech support. Do not need to use it often which is great!
Pros
This is perfect for a small business that needs to go digital and have some document management options.
Cons
Some of the features are lacking in the document management that make work flows so nice, but I believe a new version just came out with it being completely updated.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
Thanks for taking the time to leave us a review. It's great to hear that our service has been a perfect solution for your business. We look forward to providing continued support to you and your team.
I use it almost everyday and save practically every document related to our clients.
Pros
It's easy to access, save and find the files I'm looking for.
Cons
What I end up having to do is to drag items to a separate folder and send from my documents folder.
Rating breakdown
Time used: 2+ years
Frequency of use: Weekly
Likelihood to recommend
Thank you so much for leaving your feedback, we're happy to hear that you find our system helpful for storing all of your client's tax documents. We will have someone from our support team contact you to discuss some solutions for the email functionality so that we can continue to support the success of your business.
But it's very easy to drop files into the folders and the customization is excellent.
We use eFileCabinet to keep track of District resolutions, connection information, easements, etc.
Pros
This is the easiest file management software I've use.
Cons
The only thing is possibly that it needs to be upgraded every year.
Rating breakdown
Time used: 2+ years
Frequency of use: Monthly
Likelihood to recommend
Thank you so much for taking the time to leave us a review! We look forward to supporting the continued success of your business.
The security of our documents has been greatly improved.
Pros
I like have all our documents in one spot with easy access. It allows standardize how we retain document.
Cons
There is problem from sending documents from two or more separate files.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
It is wonderful to hear how eFIleCabinet has been able to improve the security and accessibility of your documents. Thanks for taking the time to leave us this review!
Active Directory integration is awesome, permissions are extremely granular.
Pros
Easy to use, flexible, comprehensive, stable, secure.
Cons
Release cadence is slow, has not been ported to 64 bit, "Cloud View" backup can be fickle.
Rating breakdown
Time used: 1-2 years
Frequency of use: Daily
Likelihood to recommend
Pros
I like the balance of security and the access to documents.
Cons
I do not like you cannot access the documents to attach to emails or other software programs.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
There was a short time that we tried other programs; however, we returned to eFileCabinet because it is the best document storage program for our needs.
Pros
Allows us to scan, store and organize files logically and conveniently.
Cons
Since implementation of permission, privacy, and tracking, the software is slower than before.
Rating breakdown
Time used: 2+ years
Frequency of use: Weekly
Likelihood to recommend
We love that we're able to help your business with your needs and look forward to providing your company with continued support! Thank you for taking the time to leave us this review!
Pros
Fairly simple use and management Update process is truly point and click Storage schema is easy to understand
Cons
Advanced automation is gated behind a larger license As far as I know Storage location cannot be automated by meta tag
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
Thank you so much for taking the time to leave us this review. We are honored to be supporting your business.
I never have to worry that my coworkers are using the older files of what I've worked on and information is always correct.
Pros
What I like most about this software is the ease for document managing and organizing.
Cons
What I like least about this software is that not file extensions are offered when you'd like to download a document.
Rating breakdown
Time used: 1-2 years
Frequency of use: Weekly
Likelihood to recommend
