Easy way to get familiar with EzDocFiler
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.
The Adobe Scan scanner mobile app turns your device into a powerful portable scanner that recognizes text automatically (OCR) and allows you to save to multiple files formats including PDF and JPEG. Scan anything — receipts, notes, documents, photos, business cards, whiteboards — with text you can reuse from each PDF and photo scan. Then share document to your EzDocFiler dedicated email address. Free trial then $9.99/mo
EzDoc Filer Support Documentation (printable)
We don’t want you to miss out! Check out the EzDocFiler Lite live demo to see for yourself why it is the right DMS solution for your business. You can thank us later!