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What is etfile?

The insurance industry is characterized by a significant reliance on extensive documentation, which can result in overflowing file cabinets that take up valuable office space. Moreover, digital communications such as emails tend to pile up in inboxes, while physical documents are often shuffled throughout workspaces, creating a chaotic environment. The most concerning issue is the possibility of losing or misplacing crucial documents that are necessary for adhering to regulatory and privacy standards. Thankfully, etfile provides effective solutions to these problems with specialized content management systems designed exclusively for the insurance sector. Utilizing advanced scanning methods, it meets a wide array of requirements for going paperless and optimizes workflows. Additionally, our platform facilitates the smooth integration of indexing and data management, which guarantees that clients can maintain comprehensive and secure control over document access and permissions. This not only boosts efficiency but also reinforces security measures within the organization. As a result, businesses can focus more on their core operations without the distraction of document management issues.

What is EDi?

The document management system is crafted to enhance your concentration on critical tasks by guaranteeing proper organization of your documents from the beginning. With EDi Web Lite, you have the flexibility to access and download your files from anywhere at any time via its online interface. Your digital documentation can be systematically arranged into departmental cabinets with customizable folder structures, ensuring that no document is overlooked. You can rest assured knowing your team is always working with the latest version of a file, as EDi facilitates collaboration and keeps track of all versions created. Specific permissions can be established for cabinets, records, and documents, allowing you to oversee who accesses your information and the actions they undertake. The powerful search functionality makes it easy to find both your documents and their contents without hassle. Additionally, EDi provides the option to merge multiple documents into a single PDF or to split a PDF by selecting specific pages with just one click, which significantly enhances your document management experience. This all-encompassing system not only saves valuable time but also increases productivity by minimizing the risk of errors during collaborative efforts, ultimately leading to a more efficient workflow. Furthermore, the intuitive interface ensures that even users with minimal technical skills can navigate the system with ease.

Media

Media

Integrations Supported

SmartOffice

Integrations Supported

SmartOffice

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

etfile

Date Founded

1996

Company Location

United States

Company Website

www.etfile.com

Company Facts

Organization Name

CEGsoft

Company Location

United States

Company Website

www.goedi.com

Categories and Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Categories and Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

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