Which platform do you need help with?
eFileCabinet Online/Cloud
Training videos
Structure of eFileCabinet
Role based security
Full text searching
SideKick
Store buttons, drag & drop, Microsoft office integration
Print to eFileCabinet with SideKick
Scanning & storing with SideKick
SideKick storage location tools
Download, check out with SideKick
Versioning, tag, email, send to SecureDrawer
Favorites
Creating drawers, applying templates, and profiles
Retention
Creating users and granting permissions
Create templates
Create profiles
Create a cabinet
Create drawer(s)
Delete, restore, purge
File sessions-Manage retention
OCR queue
Audit logs
Manuals & Training
Full user Guide
Quick Start Guide
SideKick Quick Start Guide
Mobile App User Guide
Workflow User Guide
Role Based Permissions User Guide
CSV Profile Export User Guide
HTML Previewer User Guide
Enterprise Access End User Guide
Failed File Upload Dialog Box User Guide
Foxit Phantom PDF User Guide
eFileCabinet Desktop/On-premise
Training Videos
Structure of eFileCabinet
Role based security
Profiles
Searching
Storing documents
Scan
Store button and send to SecureDrawer
Drag and drop
Microsoft Office integration
Print to eFileCabinet
Creating drawers and applying templates, profiles, retention and SideKick
Tagging files
SideKick
Manage users, groups, and permissions
Create templates
Create profiles
Create a cabinet
Create drawer(s)
Delete, restore, purge
File sessions, manage retention
Watched folder imports
OCR settings and queue
Audit logs
SecureDrawer
Setup & Installation
Frequently asked questions
Customer support
Meet your success team
Our legendary and dedicated customer support team is here to help you implement the software and set up the most effective processes for your organization.
Need training?
Click here to register for an eFileCabinet training today
