Product/Service

etfile Electronic Document Management Solutions

etfile's comprehensive electronic document management solutions give you immediate access to your business' files from any desktop in your organization and with your current database management software.

etfile's comprehensive electronic document management solutions give you immediate access to your business' files. Working from any desktop in your organization and with your current database management software, etfile electronic document management solution enables you to easily scan, label, classify and store all your company's data electronically – including paper documents, photos, e-mails and more – then search, find, verify, retrieve and share them even faster. etfile significantly increases your workplace efficiency and workflows.

Flexible and responsive, the open architecture of etfile lets everyone get to work right away, yet lets you custom tailor the system as you go.

etfile features and benefits:

  • seamless integration with your legacy systems, including Microsoft Office, TAM, AMS, ACT!, Doris, Nationwide and proprietary systems. No need to "rip and replace" all your other investments.

    With Microsoft Office, etfile buttons in our Office Suite enables users to save documents created in MS Office. A workflow automatically associates the document with the right client data, making it effortless to find critical information. Goodbye frustration, trying to figure out where documents are stored.

  • intuitive front-end and back-end scanning flexibility
    • Front-end: As new documents arrive in your mailroom, they are scanned into etfile there and routed automatically to user folders in the etfile Workflow Console to await processing. Data is touched once and is in the system, distributed, and ready for staff action – as well as auditing by supervisors.
    • Back-end: For batching and scanning your current archive of paper data by unique barcode. The barcode technology links each item in the batch to specific customers, policies, claims or activities. Document descriptions are entered and electronically tagged for quick and easy searching. Migrate from paper to paperless without disruption in your workflow.
  • automatic e-mail content capture as it arrives in your inbox. etfile Mail Archive (optional) then routes each e-mail to the client, vendor or colleague who needs it. Pertinent information within e-mails can be easily shared – or available for search by keyword.
  • easy, drag-and-drop creation of documents and files with etfile Workspace. Assemble a document easily, stacking and unstacking from multiple sources, then save your newly created file. The new file can be faxed, e-mailed, and even permanently assigned to a contact. Capabilities also include annotation, redacting sensitive data, and adding sticky notes. Communication is efficient and extraordinarily effective.
  • built-in, high-level security with user access settings you customize. Your administrator creates user groups and assigns individual rights, capabilities, and limitations in accessing files in the etfile system. Even control who may print or attach files, or create "file cabinets."
  • full-text OCR search engine capability. Find documents simply by typing keywords into a search box, just as you would an Internet search engine. The etfile optical character recognition (OCR) engine creates searchable indexes from text found on your stored documents. Instantly access what you want when you want it.
  • preservation of document integrity. Unique advanced encryption standard (AES) algorithms built into etfile protect the veracity of your data. Always meet government compliance regulations because you can always prove your documents have not been altered.