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OnBase vs eFileCabinet Comparison
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Overview
Automate & integrate the management and control of documents, business processes & records using one application
eFileCabinet is a paperless office and document management solution designed to meet the needs of multiple industries through...
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
No videos yet
Pricing
Starting from
25000
- Free trial available
- Credit cardless trial
- Free account
- Subscription based
Starting from
1200
Per year
- Free trial available
- Credit cardless trial
- Free account
- Subscription based
User reviews
Pros
The best of similar document management products. Amazing support and gave us the flexibility for storing and searching of documents that we required.
First of all its a straight forward set up which is very easy to use and i personally happy with its UI. We can back up all the transactions and invoice generated or sale-purchase orders.
Like how you can store all your files and documents in one spot with ease. Easy to retrieve information and documents.
Pros
It has been a positive experience and have so appreciated the great customer service.
The ease in which to drag and drop files is convenient. I love the ability to organize the files to my needs as well as the ability to locate files.
We have had a great experience. I like that I can access my documents from anywhere.
Cons
I guess if I had to say anything negative it is that I have not had formal training in using OnBase and could learn more about its newer features (so user error or lack of learning more on my part).
What I don't like about the software is that it is hard to navigate. Getting from different screens can have you lost and unsure of how to get back to your original location.
The only issue I have with OnBase is a minor annoyance.
Stephen B.
Cons
I had a desktop version before moving to the cloud and had several major problems with that version as it corrupted on my computer several times and did not automatically index to a cloud backup.
Terrible enough that I tried for 2 months to cancel my subscription to which the customer service agents wouldn’t let me.
Everything is all jumbled up in the customers folder making almost impossible to find what you are looking for without wasting time and causing more stress to the day.
Key features
- Total features49
- API
- Access Controls/Permissions
- Active Directory Integration
- Alerts/Notifications
- Alumni Management
- Approval Process Control
- Archiving & Retention
- Audit Management
- Audit Trail
- Authentication
- Automatic Backup
- Batch Processing
- Billing & Invoicing
- Business Process Automation
- Calendar Management
- Collaboration Tools
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Content Library
- Content Management
- Contract/License Management
- Customizable Branding
- Customizable Dashboard
- Customizable Templates
- Data Aggregation and Publishing
- Data Security
- Data Synchronization
- Deployment Management
- Digital Asset Management
- Digital Signature
- Document Analytics
- Document Capture
- Document Check-in / Check-out
- Document Classification
- Document Generation
- Document Management
- Document Review
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Signature
- Email Management
- Encryption
- File Conversion
- File Recovery
- File Sharing
- Financial Aid Management
- Forms Management
- Full Text Search
- Graphical Workflow Editor
- HIPAA Compliant
- Indexing
- Information Governance
- Integrations Management
- Invoice Processing
- Medical History Records
- Messaging
- Metadata Extraction
- Metadata Management
- Mobile Access
- Mobile Capture
- Mobile Signature Capture
- Multi-Party Signing
- Offline Access
- Optical Character Recognition
- Patient Management
- Patient Records Management
- Reminders
- Remote Access/Control
- Revision History
- Risk Management
- Role-Based Permissions
- SSL Security
- Search/Filter
- Secure Data Storage
- Student Information/Records
- Tagging
- Task Management
- Task Progress Tracking
- Template Management
- Third Party Integrations
- Two-Factor Authentication
- Vendor Management
- Version Control
- Visual Modeling
- Workflow Configuration
- Workflow Management
- Total features59
- API
- Access Controls/Permissions
- Active Directory Integration
- Alerts/Notifications
- Alumni Management
- Approval Process Control
- Archiving & Retention
- Audit Management
- Audit Trail
- Authentication
- Automatic Backup
- Batch Processing
- Billing & Invoicing
- Business Process Automation
- Calendar Management
- Collaboration Tools
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Content Library
- Content Management
- Contract/License Management
- Customizable Branding
- Customizable Dashboard
- Customizable Templates
- Data Aggregation and Publishing
- Data Security
- Data Synchronization
- Deployment Management
- Digital Asset Management
- Digital Signature
- Document Analytics
- Document Capture
- Document Check-in / Check-out
- Document Classification
- Document Generation
- Document Management
- Document Review
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Signature
- Email Management
- Encryption
- File Conversion
- File Recovery
- File Sharing
- Financial Aid Management
- Forms Management
- Full Text Search
- Graphical Workflow Editor
- HIPAA Compliant
- Indexing
- Information Governance
- Integrations Management
- Invoice Processing
- Medical History Records
- Messaging
- Metadata Extraction
- Metadata Management
- Mobile Access
- Mobile Capture
- Mobile Signature Capture
- Multi-Party Signing
- Offline Access
- Optical Character Recognition
- Patient Management
- Patient Records Management
- Reminders
- Remote Access/Control
- Revision History
- Risk Management
- Role-Based Permissions
- SSL Security
- Search/Filter
- Secure Data Storage
- Student Information/Records
- Tagging
- Task Management
- Task Progress Tracking
- Template Management
- Third Party Integrations
- Two-Factor Authentication
- Vendor Management
- Version Control
- Visual Modeling
- Workflow Configuration
- Workflow Management
Integrations
- Total integrations7
- Adobe Commerce
- Dropbox Business
- Google Calendar
- Google Drive
- Mailchimp
- Microsoft 365
- Microsoft Excel
- Microsoft Outlook
- NetSuite
- PayPal
- QuickBooks Online Advanced
- Quickbooks Online
- SAP Business One
- Salesforce Sales Cloud
- Shopify
- Slack
- Stripe
- WooCommerce
- Xero
- Zapier
- Total integrations14
- Adobe Commerce
- Dropbox Business
- Google Calendar
- Google Drive
- Mailchimp
- Microsoft 365
- Microsoft Excel
- Microsoft Outlook
- NetSuite
- PayPal
- QuickBooks Online Advanced
- Quickbooks Online
- SAP Business One
- Salesforce Sales Cloud
- Shopify
- Slack
- Stripe
- WooCommerce
- Xero
- Zapier
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