eFileCabinet Document Management Software

With more than 15 years in the document management industry, eFileCabinet is an advanced document management (ADMS) platform for optimizing business processes with a highly configurable solution for workflow automation, intelligent document capture, advanced searching, secure sharing, collaboration, email notification and e-signature that help organizations drive business value and make timely informed decisions. eFileCabinet combines document and content management functionality with automatically triggered or manual, one-click workflows that automate business processes (BPM), security and auditing, content lifecycle and retention, a web portal and state of the art document capture and processing. Also included are bi-directional integrations for a seamless user experience with Microsoft Office including Outlook, Salesforce, Caselle, Simplifile, ShareFile, Foxit, DocuSign and RightSignature.

In addition is the ability to save and store PDF documents with ANY application via the print function which can trigger workflows. Integration with OneDrive and GoogleDocs. eFileCabinet’s Workflow Management System (WMS) include rule-based actions for automatically creating entire folder structures, auto-naming of files, setting document permissions, automatic email notifications, e-signature.

Workflows can be created in minutes using a drag and drop workflow designer. Status of each of each workflow can be easily monitored in the workflow dashboard. Tasks are routed appropriately through the organization with custom messages attached containing instructions or request specifics. Finally, workflows can be triggered using conditions such as when a new file is added or new structure is created.