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Description
The document management system designed to streamline your focus on essential tasks by ensuring your documents are organized correctly from the outset. With EDi Web Lite, you can access and download your files anytime and anywhere through its online platform. All your digital files can be neatly categorized into departmental cabinets with customizable folder structures, ensuring that no document goes missing again. You'll never have to question whether your team is working on the most current version of a file, as EDi simplifies collaboration and tracks all versions created. You can set specific permissions for cabinets, records, and documents, enabling you to monitor who accesses your information and what actions they take. The robust search engine allows you to locate both your documents and their content effortlessly. EDi also offers the convenience of merging multiple documents into a single PDF or splitting a PDF by selecting specific pages with just one click, enhancing your document management experience even further. This comprehensive system not only saves time but also boosts productivity by reducing the chances of errors during collaboration.
Description
The insurance sector relies heavily on an abundance of documentation, which can consume precious office space with overflowing file cabinets. In addition, emails often accumulate in inboxes, while physical papers are shuffled around offices, leading to potential chaos. The most troubling outcome is the risk of losing or misplacing essential documents needed for compliance with regulatory and privacy standards. Fortunately, etfile addresses these challenges with tailored content management solutions specifically for the insurance industry. With cutting-edge scanning techniques, it fulfills a range of paperless requirements and streamlines workflows. Furthermore, our platform allows for seamless integration of indexing and data management. This ensures that your clients maintain complete and secure control over document access and permissions, enhancing overall efficiency and security within the organization.
API Access
Has API
API Access
Has API
Integrations
SmartOffice
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
CEGsoft
Country
United States
Website
www.goedi.com
Vendor Details
Company Name
etfile
Founded
1996
Country
United States
Website
www.etfile.com
Product 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
Product 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
