Record Changes to Documents
Document Locator
• The mobile access option allows staff and other authorized users to view and retrieve files from a tablet or smart phone.
• Users can version documents, and record every change ever made in previous versions.
• The Document Preview function lets the viewer see what’s inside files before they are open.
• The optional cloud hosting service stores everything in a hosted cloud environment built by Microsoft. The on premise alternative uses Microsoft Azure technology.
• Users can create electronic forms of all types, from the simple to the sophisticated. Information is received direct from users, eliminating all need for manual data entry or scanning forms later on.
• Users can set document reminders and manage document policies.
What Users Say
“Before using Document Locator, each person in the department spent approximately two hours a day dealing with issues related to paper files— pulling paperwork, typing, copying, refiling,” said Shannon Puaokalani, manager at Pacific Northwest Collections. “That works out to about $2,000 a month in associated costs to the company and its employees that we can now save.”
Document Locator | ColumbiaSoft
documentlocator.com | 800-298-1172eFileCabinet Online/On-Premise
Integrates With Microsoft Office
eFileCabinet Online/On-Premise
• Automatically synchronize files with FileSync’s constant upload and/or download syncing of all designated files.
• Stores documents in a central repository, accessible by multiple users simultaneously.
• View documents instantly with page-specific rendering. Includes zooming, panning, auto-resizing, and page selection text search.
• Provides document level indexing and full text search (OCR).
• Utilizes role-based permission groups and audit tracking to meet regulatory requirements such as HIPAA, SEC, and FINRA.
• Integrates seamlessly with Microsoft Office, including Word, Excel, PowerPoint, and Outlook, as well as third-party software such as Sales- Force, QuickBooks, and Simplifile.
What Users Say
“There have been many benefits of using eFileCabinet, said Joel Mirmelstein, president at Brandywine Accounts Management. We scan all of our contracts and service agreements with all of our clients. We save time when someone calls and needs records such as data service that occurred on a particular date, or if they request a copy of their invoice. Rather than going back to the client, we have it, readily accessible, and can mail it out to the customer.”
eFileCabinet Online/On-Premise | eFileCabinet
efilecabinet.com | 877-574-5505