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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 Invu Document Management?

Managing document storage can present a number of challenges. It's essential to not only protect documents but also to enable the appropriate users to access them swiftly. These complexities are compounded by the increasing influx of critical business emails, which can lead to vital information becoming lost or improperly managed within individual users' inboxes. Invu Document Management software addresses these issues by offering indexing and storage capabilities for a wide variety of document types, all while being customizable, compliant, and fully searchable by text. This software serves as an excellent solution for handling the substantial volume of documentation within your organization, while also minimizing reliance on paper records. Additionally, Invu Document Management provides a versatile approach that seamlessly integrates with your current Microsoft applications and other business software. Through Microsoft Office, users can easily import documents electronically and quickly scan emails with attachments or physical documents, enhancing overall efficiency. Moreover, this integration streamlines workflows, ensuring that document management becomes more intuitive and effective for all users involved.

Media

Media

Integrations Supported

Microsoft 365
Microsoft Office 2021
Microsoft Outlook
Microsoft SharePoint

Integrations Supported

Microsoft 365
Microsoft Office 2021
Microsoft Outlook
Microsoft SharePoint

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

Agilico

Company Location

United Kingdom

Company Website

www.agilico.co.uk/invu-document-management/

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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