etfile document & data management solutions
etfile document & data management solutions
etfile document & data management solutions
etfile document & data management solutions
etfile document & data management solutions
etfile document & data management solutions
etfile document & data management solutions
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everything on demand: etfile - electronic document management solutions 

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 and e-mails – then search, find, verify, retrieve and share them even faster. From now on, etfile's document management solution will help you keep your workflow more efficient than ever.

Integrating paper documents into your business process workflows and having all of your electronic data in one system gives you many benefits and is especially valuable in document-intensive businesses where paper documents complement a digital workflow. Electronically captured information from paper documents leads to more accessible information and reduced time and cost to complete critical business processes.

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


etfile features:

  • 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 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 un-stacking 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, form typing and adding sticky notes. Communication is efficient and extraordinarily practical.
     
  • collaboration workspace allows multiple users to share access to a workspace to build documents using stacking and un-stacking.

  • 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". Also allows security standards to be set on user passwords.
     
  • version control provides the ability to maintain different versions of a document within etfile. Documents are checked out, modified and checked back in as a new version - all while maintaining the original file and giving you the ability to view the version history.

  • 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 accuracy of your data. Always meet government compliance regulations because you can always prove your documents have not been altered.

Need to see for yourself, download the etfile ROI Calculator and get an idea of what kind of savings etfile can help you achieve.

etfile is a Preferred Document Imaging Vendor for Nationwide Insurance Agents, please click here to find out more.

Your start to becoming a paperless office begins with etfile.

   
   
   
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Compliance and Document Management

Take a look at our article
"Developing a Return on Investment (ROI) for a Document Management System"

etfile ROI calculator
or feel free to
Download the etfile ROI Calculator


 


etfile document management brochure


“etfile has allowed our agency to operate far more efficiently. No more lost files, no more lost paper, no more file cabinets. A lot of time is saved by our CSR’s and Sales people having all of the client information at their finger tips”.

Ron Keats - The Keats Agency
Floral Park, NY

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