eFileCabinet: Document Management Software Review
eFileCabinet offers you complete automation for your back office as it eliminates busy work, drives growth, and empowers your IT team with its Rubex platform. Additionally, you can utilize its system to automate work across HR, Finance, Legal departments, and more. Continue reading our full eFileCabinet review to know everything it can offer your business.
Pros
Cons
Quick Stats
About eFileCabinet
eFileCabinet, Inc. offers an advanced document management system that both businesses and individuals can benefit from. The company has been delivering a great document management system since its foundation in 2001. The Better Business Bureau accredits eFileCabinet with an A+ rating.
Rubex by eFileCabinet Features
Rubex is the new platform developed by eFileCabinet that offers an all-in-one document management software solution for businesses to increase their operational efficiency and productivity with automation and workflows. Rubex's top features are the following:
Smart Automation
Rubex will automatically recognize and smartly organize, name, and store files using information contained in the files themselves.
Workflow
Rubex allows you to set up workflows according to your department's operations and review snapshots of ongoing workflows for a detailed look at how such processes play out in your business.
Templates
You can create multiple templates for your folder structures that you want to standardize throughout your system.
Smart, Secure Sharing
You can easily share files from the software's interface to grant guest access for recipients to download the files over a secure connection. You can set the recipient's permissions, file/folder expiration, and the notification you want to get regarding the shared files.
File Requests
Rubex allows you to send file requests to clients and other outside parties and grants them guest access to automatically rename and upload specific files to a directory you choose.
Governance
Rubex offers you a set of tools to help you stay compliant by setting governance tools for individual documents as well as entire folders and cabinets. You can set retention dates and permissions for these documents.
eSignature with KBA & OTP
The platform allows you to send secure signature requests to anyone for any document. You can save and secure your signed documents anywhere in your system with a separate audit trail document. This is one of the safest and most compliant forms of electronic signature. You can secure signature transactions with Knowledge-based Authentication (KBA) or One Time Passcodes (OTP).
Email Imports
You can integrate your email inbox into your software and map a location for the software to automatically import your email messages and attachments from your email account inbox. Rubex integrates with Microsoft OneDrive and Google Drive.
Forms
Rubex allows you to create and design your own fillable forms to collect data from your clients, colleagues, or partners.
eFileCabinet Plans & Prices
eFileCabinet offers three subscription plans for its document management system:
Advantage: $55 per user per month, billed annually
This plan offers you the following features:
- Secure File Sharing
- eSignature Integration
- Unlimited Guest Users
- File Versioning
- File Requests
- Email File
- Instant Sign-in
- Governance
- Custom Templates
- Audit Logging
- eFC eSignature
- 1 TB Storage amount
- Access Links
Business: $99 per user per month, billed annually
This plan will provide you with everything from the Advanced plan, in addition to:
- Dual Screen Preview
- Custom Branding
- Missing Item Search
- API Integration Access
- 5 TB Storage Amount
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Unlimited: $199/user/month, billed annually
This plan is the fully-featured package, and it includes everything from the previous plans, plus:
- Custom Annotations
- Salesforce Integration
- Sso
- Premium Support
- Workflow
- Zonal OCR
- Hero Program
- Guest User/Preview Search
- Email Import Integration
- Temporary Licenses
- Concurrent Licensing
- Unlimited Storage Account
Customer Support
You can reach eFileCabinet by live chat from its website or by phone at +1 801-374-5505. You can also find several resources on its website that include videos and training, webinars, frequently asked questions, blogs, and case studies.
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Final Thoughts
eFileCabinet offers a great and easy-to-use document management system for all business departments. Its new Rubex platform is intuitive and offers comprehensive solutions and features that can transform the way businesses do their everyday operations.