How to Create or Upload Doc in Efile Cabinet

How information technology works

Introducing a New Way to Achieve Business

eFileCabinet is the all-in-one document direction software solution that enables businesses to run their organization with more power and efficiency—from automation and workflow creation, to customizability and command.

Smart Automation

Rubex by eFileCabinet automatically recognizes, intelligently organizes, names, and stores your files using data contained in the files themselves.

Workflow

Review snapshots of ongoing workflows for an in-depth wait at how your processes play out across your business. Drill down into specific workflow stages.

Templates

Create templates for binder structures you want standardized throughout your system. Create a list of predefined document names that y'all can quick apply to files uploaded to your drawer.

File Requests

Transport file requests to clients and other outside parties, granting them invitee access to automatically rename and upload specific files directly to a binder you choose.

Governance

Rubex by eFileCabinet allows you to set governance for individual documents likewise every bit unabridged folders, drawers, and cabinets. You can use these tools to stay compliant by setting memory dates and permissions for documents.

eSignature with KBA & OTP

Send secure signature requests to anyone for whatever certificate. Save and secure your signed documents anywhere in your system along with a dissever audit trail document, making it one of the safe and compliant forms of electronic signature. Secure signature transactions with Knowledge-based Authentication (KBA) or Ane Fourth dimension Passcodes (OTP).

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Desktop Application

Rubex is attainable from both your spider web browser and a unique desktop awarding, then you tin can command your document management the way you lot prefer.

Email Imports

Map a location in your Rubex account to automatically import email messages and/or attachments from your email business relationship inbox or the folder of your choosing.

Rubex also integrates with Google Drive and Microsoft OneDrive, to transfer files directly to your organisation.

Access Links/Instant Sign In

When you need to give faster and easier access to clients or coworkers, create direct links that will give them immediate access to files and folders. Either transport a link direct to their email, or generate a URL to share over other text or instant messengers.

Dual Screen Previewer

Work on your documents the way y'all want. View different documents or document versions side-by-side to compare and pull information. Use Rubex's advanced tools while previewing documents such equally editing profile metadata, altering user permission, and setting automation rules.

Missing Particular Search

Easily cheque multiple folders or drawers for items that should exist in them. Using your templates for your near mutual folder types, run a search on which folders are missing the searched item.

Forms

Design and create your own fillable forms with your PDFs, directly from Rubex. Send to clients and colleagues to make full, and you collect the information. No more manual data entry, and fifty-fifty meliorate, use that data to automate the routing of documents for efficiency and compliance.

What Users are Saying About eFileCabinet

Amanda A.

two/13/2019

"eFileCabinet has been an absolute lifesaver to our business organisation. We started using it about ii years agone and by using information technology, we have finally dug ourselves out of all our paper! We are in the health care business which means that paper is our best friend. By utilizing eFileCabinet nosotros tin easily shop, monitor and maintain our records. In one case that form is uploaded, I know information technology's safe and it will exist piece of cake to find over again."

David A.

3/1/2019

"Organization and direction of documentation with a feature-rich suite of administrative goodies! Document versions and revisions are a breeze to navigate and collaborate. The OCR/Search function is amazing along with the automatic zonal forms. There is nothing I dislike about this software… The more than you dive into the software the more you volition discover its capabilities. You lot will be surprised to acquire that eFileCabinet team has actually idea this through."

G2 Crowd Rating

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Source: https://www.efilecabinet.com/how-it-works-2/