Category Archives: Industry-Automotive

How to Properly Scan RO’s

After watching this video you will be able to: 

  • Describe what the Inbox is in etfile
  • Discuss the difference between a Cabinet in the File room and the Inbox
  • Scan Sales Deals to the Inbox
  • Attach and Move the Deals from the Inbox to the Cabinets
  • Find the Sales Deal in etfile Fileroom

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Auto Dealers Scanning and Searching Repair Orders Training Reference Guide

The purpose of this section is to scan Repair Order Document(s) into etfile. When you scan a Repair Order you will select the custom OCR Zone Template that will extract data from AutoMate related to the RO and attach data to the document in etfile for the purpose of easily searching and finding the information at a later time. The document will be scanned into etfile with the associated AutoMate data as well as scanned directly into the customer folder created in the etfile Fileroom.

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Auto Dealers Scanning and Searching Sales Deals Training Reference Guide

The purpose of this section is to scan your paper Sales Deals documents into etfile. There are two methods for scanning Sales Deal Documents in the Workflow Console. One method is to scan paper Sales Deals directly into your Inbox in etfile and then file the Sales Deal manually with the associated Auto/Mate Data linked to the file for searching in the future. The other method is to use a Barcode Coversheet on top of the Sales Deals you scan into etfile. The Barcode will contain data from Automate related to the Stock or Deal number and then route the scanned document to the correct Cabinet. Both methods are described below.

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Exceptions Report for Auto/Mate Users

Learn the functionalities of the Exceptions Report in this webinar:

etfile version 4.8.0.9 or later is needed to run this Auto/Mate Exceptions Report. This report will allow you to view a list of Auto/Mate deals and repair orders not scanned into etfile and also those scanned in with details of corresponding documents.

You can run this report via custom date ranges (day, week or month) to easily audit document archives to ensure everything has been filed.  Not only does this give you an overview of what has been accomplished or not, but also provides specific information on which repair or deal documents were scanned for complete and easy tracking.
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All Things Deleting

Do you think you know everything there is to know about deleting in etfile?

Test your knowledge by viewing our webinar where we covered All Things Deleting. Topics covered include deleting from a user mailbox and from a cabinet, the RECYCLE user, permissions associated with deleting, safety nets built in for your protection and even some information about what happens on the Windows side when you delete.

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Explore the New etfile Help Center

etfile is proud to announce our updated Help Center!

We made changes to sort information into the different industries that we serve and to give you better searching tools with shortcuts to key information. In this short webinar we will show you what we have changed for the better and how to get the most out of the your new Help Center.

Train and learn etfile more effectively!

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Auto/Mate-etfile Direct Integration

etfile is proud to announce that we now have available direct integration between Automate and etfile that will simplify your scanning process and increases the functionality between the two systems.

In this webinar we covered:

  • RO and sales deal scanning.
  • Creation of barcodes.
  • Easy searching in etfile.
  • All of the import windows that have been upgraded with the new integration.

Important Bookmarks:

  • 2:29: How we integrate with AutoMate
  • 9:21: Scanning Deals and Printing Barcodes
  • 13:44: Scanning Deals and RO’s Differences
  • 17:31: Advanced Search
  • 22:20: Search by Description
  • 25:33: Printing a document to etfile
  • 31:26: Send to etfile

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