EzDocFiler Registration
Welcome to the EzDocFiler Document Management System
Organize your documents with EzDocFiler.
Save time – Save money – Access Anywhere
NOTE: If you just purchased EzDocFiler User accounts on Stripe, please use this Registration form to add the master account (Admin). If you are already registered and want to add additional users, see the Add More Users tab for help.
To add additional users or need some basic assistance, please review the Help tabs below.
- If you just purchased EzDocFiler, thanks. The first user you register should be a master Admin. Typically the Owner or one person designated who will have access to ALL the content.
- To add additional users: download the sample spreadsheet, complete, and upload using the Add Users in Bulk form. See Add More Users tab for more info.
- Consider your Permission Levels when adding new users. See Permission Help for more info.
- Unsure, no problem? We will assist you during the initial onboarding.
Various Permission levels can be assigned to subsequent users. Here are some scenarios to help you decide.
Admin: access to everything.
Private: User has access to their content only. This is also a good option if you want to grant access to individuals or clients (great retention tool or option to sell to your client and make $$$).
Departmental Head: The Sales Director wants to keep confidential files on commissions and such, but also wants access to his staff’s content. Yet, each Sales agent want to keep their content and their client data separate from other Sales agents. In this case, should a sales agent leave, their content can be reallocated by the Sales Director.
Departmental: HR dept staff can access their confidential content only. All HR staff can use the same user login. Closing Dept or Business Development teams want their own shared folders.
Advanced Permissions
Clients that purchase the Web Portal and Permission option have additional permission flexibility to include which users can:
- Create Direct or Shared links outside of EzDocFiler users
- Files or Folders options (Who can Create, Rename, Move, Copy or Delete)
- Edit File Descriptions (improve file searches)
- Collaborate with Office documents (typically Word or Excel files
Several options:
- Register new user from another computer.
- Logout as the current user (Client Portal > Logout)
- Download and complete the spreadsheet below and upload to us using the form on this page.
Follow these instructions to add additional users in bulk.
- Download this sample spreadsheet and complete with your new user credentials.
- Passwords will be established with the welcome email.
- Add any additional info in the last column (permission level)
- Upload the completed spreadsheet using the form below. An Account activation email will be sent to the new user when the account is activated (typically 1 business day).
- Need more help – we will provide all the assistance you need during the onboarding session