Detailed Full Review of eFileCabinet (Rever): All you need to know (2024)

What is eFileCabinet?

eFileCabinet helps you organize your projects by organizing and current activities by streamlining your entire document library.

eFileCabinet, a solution of electronic document management (EDM) makes it easier to switch to a digital storage solution and frees you up for more productive tasks.

It is an all-in-one digital document management system, which allows users to easily archive their documents and migrate their data, while ensuring efficient and simple ongoing maintenance.

Users of eFileCabinet

eFileCabinet has found its niche in small and growing businesses. Businesses, which often don't have implementation teams or big budgets, are drawn to its reasonable pricing, ease of installation, and flexible storage options.

But big businesses are also involved and are using the 5TB of storage offered under the Enterprise plan.

If you are a small business and need to keep your documents safe and confidential, and to make them easily accessible, eFileCabinet may be right for you.

Features

The eFileCabinet software has an impressive range of features. Its offerings are smart and tailored to what makes it easy to manage businesses, documents, and websites through an online filing cabinet.

1. Open API

eFileCabinet understands the importance of interfacing with other software and has made its APIs (application programming interfaces) public.

Instead of offering a few backend integrations, the eFileCabinet API allows users to connect eFileCabinet to almost any software they use.

For example, any program that has a “print to” function can download content directly into eFileCabinet. This is similar to how you can save a document as a PDF from your word processor, using the print option.

2. Create documents

While uploading existing documents is convenient and saves time, you can also create documents directly in the program. You can share and manage them using an extensive library of pre-built templates that already contain the information fields you need.

3. Sidekick

Sidekick saves you time by giving you instant access to programs without having to switch between programs. It uses a clickable icon to show programs, like a picture in a picture or a “last view.”

You can then drag and drop files directly from any program on your computer into the application itself and instantly click to expand account access, document management, searchability, and more.

Sidekick also has a desktop application feature that syncs your eFileCabinet account with your desktop in real time, allowing you to access files stored online without using a browser.

The Sidekick app opens a folder and a desktop app to sync files.

4. Mobile applications

You can organize, consult and share your files on the go, thanks to eFileCabinet's mobile applications, available for Android and iOS. You can even download documents from your photo roll or mobile scans.

The mobile app makes it easy to access and download files in your organization from anywhere.

5. Audit capacity

The multiplicity of users introduces the possibility of a manipulation error. To avoid this, eFileCabinet allows you to audit the files, in order to obtain a complete history of the documents and to know who made the changes.

Audit access allows you to verify author information and document history.

6. Direct software integrations

In addition to its open API, eFileCabinet integrates right from the start with Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, DocuSign, etc.

Rates

eFileCabinet uses a tiered pricing model. The four price levels, Basic, Advantage, Business, and Enterprise, offer an option for any business budget.

Pricing is based on the number of users and starts at $15/month when billed annually for a plan that offers 25GB of storage, but that's only for file sharing and not for document management functionality.

The next tier, Advantage, costs $30 per month per user with 1TB of storage. It includes access to the document management system, document creation templates, QuickBooks integration, and secure file sharing. The Advantage tier requires a minimum of three users.

At $55 per month per user, the Business tier doesn't require a minimum user, making it more cost effective than two or three users at the Advantage tier.

This plan offers all the features of the Advantage tier, plus business process automation, automatic file naming conventions, and zonal OCR functionality.

For larger organizations, the Enterprise tier is available, with a price based on required licenses and desired features.

Customer Support

Industry-experienced document management specialists form the core of the eFileCabinet support team. They provide a quick response and are available by phone, email, ticket office, or even live chat.

You also get daily live training on demand, useful webinars, a live representative to help with integration, and an extensive library of support resources.

eFileCabinet offers a range of resources whose new content is highlighted as it is uploaded.

Security

eFileCabinet hosts your documents in the cloud and takes security seriously. All files are encrypted at rest and your cloud connection is encrypted with SSL. Two-factor authentication upon login is also a standard feature.

Additionally, administrators have significant control over the software. You can set password complexity requirements, whitelist IP addresses, or limit login times. Administrators also have access to comprehensive activity logs for all users.

eFileCabinet allows you to set permissions and expiration dates for shared files (Photo credit: eFileCabinet)

The only security feature we lacked was the ability to set download limits for shared files. eFileCabinet also offers quick access URLs to documents, which, while convenient, are not very secure.

FAQs

Is sensitive data secure?

eFileCabinet offers ready-to-use security coverage, which means your files are encrypted. eFileCabinet allows you to create authorization rules tailored to your needs.

Can you use eFileCabinet for free?

They don't offer long-term free plans, but they do offer a free trial period so you can make sure they're right for you. For small businesses, they offer plans starting at $15/month per user.

How much data can you store?

Storage amounts vary by plan, with the lowest tier giving you 25GB of storage up to 1TB or more.