The eFileCabinet 5 Desktop Getting Started Training Guide provides comprehensive steps for capturing, managing, and protecting files and data using the eFileCabinet software. Users are guided on how to set up groups, users, profiles, libraries, cabinets, and drawers, as well as methods for document capture including scanning, dragging and dropping, printing, and integration with other software. Additionally, the guide includes instructions for utilizing built-in security features and customizing the software for specific needs.

1. [Type text]
eFileCabinet
5 Desktop
Basic Getting Started
Training Guide
5.1.190

2. Copyright
The information contained herein is subject to change without notice. No part of this
document may be reproduced, photocopied or translated into another language without
written consent of eFileCabinet.
eFileCabinet, Inc
2989 W. Maple Loop Drive, Suite 300
Lehi, UT 84043 USA
Toll Free 877-574-5505
Local 801-374-5505
Fax 801-374-5506
Email info@efilecabinet.com
Copyright © 2011 eFileCabinet, Inc. All rights reserved.
The information contained herein is subject to change without notice.

3. Comments / Feedback
If you have comments about the technical accuracy, content, or organization of this publication,
contact:
eFileCabinet Technical Support
Phone 801-374-5565
Fax 801-374-5506
Email support@efilecabinet.com
Additional Help
eFileCabinet Technical Support offers assistance in a variety of ways.
Live 801-374-5565
Email support@efilecabinet.com
Online www.efilecabinet.com

4. eFileCabinet 5 Desktop: Basic Getting Started Training Guide
Welcome to the eFileCabinet 5 Desktop Getting Started Training Guide! eFileCabinet 5 desktop
is the easy and efficient way to capture, manage and protect your files and data. This basic
getting started training guide will provide you with some basic information for customizing and
using your eFileCabinet 5 desktop software.
Capture
eFileCabinet v5.0 desktop allows you to capture your files and data in any of the following
ways:
■Document Scanner eFileScanner Utility
■Drag and Drop
■Store Option
■Print to eFileCabinet 5 Printer
■eFileCabinet 5 Integration with Microsoft Office
■eFileCabinet 5 Integration with QuickBooks
Manage
Manage and organize your files through the use of cabinets, drawers, templates, predefined file
names and more.
Protect
Protect your files and data with built-in security features at the cabinet, drawer and file levels
as well as the use of RBAC (Role Based Access Controls) and encryption.

5. Where do I Begin?
As a new eFileCabinet 5 desktop customer, you will want to take some time to setup and
customize your eFileCabinet 5 desktop software. You may need to create Groups and Users,
Profiles and Profile Items, Libraries and Templates, Cabinets, and Drawers.
This getting started guide will cover the following in detail:
■Create Groups and Users
■Create Profiles and Profile Items
■Create Libraries and Templates
■Create Cabinets
■Create Drawers
■Create Groups and Users
Start by creating Groups and Users. Groups and Users help you manage who has access to
various features and items in your eFileCabinet 5 desktop. Examples of Groups would be an
Admin Group for all users who have full administrative rights and access, an HR Group for those
users who would need access to an HR Cabinet, or a Guest Users Group, for those such as
auditors who may need to be restricted to view only permissions.
To create a Group:
1. Click on the Administration tab
2. Click on the Manage Users icon.
3. Click on the New Group icon. A window will open.

6. 4. Enter a Name for this New Group.
5. Click on the Permissions Tab to set the default Permissions for this new group.
6. Repeat steps 3 through 5 to create as many Groups as you'd like.
7. Click the OK button in the lower right corner.
To create a User:
1. Click on the Administration tab
2. Click on the Manage Users icon.
3. Click on the New User icon. A window will open.

7. 4. Enter a username in the Name field.
Usernames can be whatever you want
them to be. Typically the username will be
either the first name or first initial last
name.
5. Enter a password and then reenter the password to confirm it.
6. Click on the Membership tab and assign
this new user to be a member of whichever
group they need to be included in. Click on
a group from the list on the right side and
move it to the left side to assign this new
user to that user group.
7. If need be, click on the Permissions tab
to adjust the user permissions.
8. Click the OK button.

8. ■Create Profiles and Profile Items
Profiles allow you to enter information you would like to attach to a drawer, folder, or file.
Profiles are made up of Profile Items. Profile Items are sometimes referred to as metadata
which once entered can then be used by the Search feature in locating and retrieving drawers,
folders, and files. An example of a Profile may be an Invoice Profile with Profile Items for
Invoice number, Amount, Date, Company Name, etc…
To Create a New Profile with Profile Fields:
1. Click on the Administration Tab.
2. Click on the Manage Profiles icon.
3. Click on the New Profile icon. A window will open.

9. 4. Click in the Profile Name field and enter a name for the profile.
5. Click on New button located near the bottom center of the window. A window will open.
6. Enter a field name in the Name field.
7. Select the Item Type from the drop down menu. Your choices are Text, Number, Date, or List.
8. Check the Required Field check box if you’d like to require data to be entered for this Profile
Field.
9. Click the OK button. Your new profile field will be added to the profile fields list on the left.
10. Repeat steps 3 through 9 to create as many Profile Fields as you’d like.
11. You can also choose from the built in profile fields rom the list of All Fields on the right. Click
on a Profile field to select it

10. 12. Click the arrow button pointing to the left to include that Profile Item in your Profile.
13. Repeat steps 11 and 12 until you have selected all Profile Items you’d like for this Profile.
You can click on a profile Field on the left and then use the up and down arrow buttons to
adjust the order in which the profile Fields will appear in your new profile.
14. Once you have created / selected all your Profile Fields, click the OK button. Your new
profile will appear in the list of Profiles.
To Create a Profile Field:
1. Click on the Administration Tab.
2. Click on the Manage Fields icon. A window will open listing your current Profile Fields.
3. Click on the Add button in the lower left corner.

11. 4. Enter a field name in the Name field.
6. Select a Type from the drop down list. Your
choices are Text, Number, Date or List.
7. Check the Required Field check box if you’d
like to require data to be entered for this Profile
Field.
8. Click the OK button
9. Repeat steps 3 through 8 to create as many Profile Fields as you’d like
10. Click the Close button in the lower right corner.
To Create a New Profile:
1. Click on the Administration Tab
2. Click on the Manage Profiles icon
3. Click on the New Profile icon in the top left corner.
4. Click into the Profile Name field and enter a name for the profile.
5. From the list of All Fields on the right, click on a Profile Field to select it.
6. Click the arrow button pointing to the left to include that Profile Field in your new Profile.
7. Repeat steps 5 and 6 until you have selected all Profile Items you’d like for this Profile. You
can click on a Profile Field on the left and then use the up and down arrow buttons to adjust the
order in which the Profile Fields will appear in your new profile.
8. Once you have selected all your Profile Fields, click the OK button. Your new profile will
appear in the list of Profiles.
9. Click the close button in the lower right corner

12. ■Create Libraries and Templates
Libraries allow you to keep your templates organized in groups of related templates. For
example, you may have an Accounting Library with templates for Accounts Payable, Accounts
Receivable, Quarterlies, Tax, or Write Ups. Another example would be a Human Resources
Library with templates for New Hire, Benefits, Payroll, or Personnel Records. Templates allow
you to create a folder structure with predefined document names that can be applied to
Drawers. Templates help you keep your files organized and your filing system consistent from
one drawer to the next.
To Create a Library:
1. Click on the Administration Tab.
2. Click on the Manage Templates icon. A window will open.
3. Right click in the white space and select Add
Library. A window will open.
4. Enter a name for your new Library.
5. Click the Save button.

13. To Create a New Template:
1. Click on the Administration Tab.
2. Click on the Manage Templates icon
3. Right click on the Library where you want the
template to appear and select New Template. A
window will open.
4. Right click in the white space and select Add
Folder.
5. Enter the name for the new folder.
6. To add a subfolder, right click on a folder and then
select Add Folder.
7. Enter a name for the subfolder. You can add as
many folders and subfolders as you’d like; however,
we recommend you keep your templates simple. The
more folders and subfolder you have, the longer it
will take to apply the template and the longer it will
take to display.

14. 8. To add Predefined Names, right click on a folder or subfolder and select Add Predefined
Name.
9. Enter a filename. You can add as many Predefined Names as you’d like.
10. Once you have added all folders, subfolders, and predefine names, click on the Save as
button.
11. Enter a name for your new template.
12. Click the Save button in the lower right corner.
13. Click the OK button.
14. Click the Cancel button to close the window.

15. ■Create Cabinets
Cabinets allow you to organize your documents according to categories or departments. For
example, you may want a Clients cabinet with a drawer for each client or an HR cabinet with a
drawer for each employee. You can create as many cabinets as you’d like. Creating a new
cabinet must be done at the eFileCabinet server computer using the eFileCabinet Client
software.
To Create a Cabinet:
1. Login to the eFileCabinet 5 Client installed on your eFileCabinet 5 server machine.
2. Click on the Administration Tab.
3. Click on the New Cabinet icon. A window will open.
4. Enter a File Cabinet Name.
5. If need be, you can change the Root File Cabinet Path.
6. If you have purchased the OCR Add On feature, you can select to Enable OCR for documents
in this cabinet.

16. 7. Click on the Security Tab. By default, the only user granted access to a newly created cabinet
is the default Administrator user. This means you will need to allow access by moving User
Groups or Individual Users from the right side (Available Users) to the left side (Users
associated). We recommend using User Groups for this.
8. If you have purchased the Document Retention Add On feature, you can click on the
Retention Tab to apply and select your specified retention settings.
9. Click the Save button.

17. ■Create Drawers
Just as with a physical file cabinet, your eFileCabinet 5 desktop will also have drawers. The
Drawers are the folder level directly under the cabinet level. Drawers are indicated with a blue
file box icon. Your cabinets can have as many or as few drawers as you’d like to create. You can
create drawers one at a time, or if you prefer, for a nominal fee, eFileCabinet Technical Support
can create the drawers in your file cabinets for you from a client list that you provide.
To Create a Single New Drawer using the Home > New Drawer icon:
1. Click on the cabinet to select it in the tree view panel on the left.
2. Click on the Home menu tab.
3. Click on the New Drawer icon. A window will open.
4. Enter the name for your drawer.
5. Select a Profile and enter the profile data.
6. Click the Save button in the lower right
corner.

18. 7. You may be prompted to apply a Template. Click Yes if you’d like to apply a template to the
new drawer. Click No if you do not want to apply a template. If you click Yes, the Apply
Template window will open.
8. Select the Template from the
upper right corner and click the
Apply button. A preview window
may appear.
9. Click the Apply button. Your
template will be applied to the
new drawer.

19. To Create a Single New Drawer using the Right Click Option:
1. Click on the cabinet to select it in the tree view
panel on the left.
2. Right click and select New Drawer. A window will
open.
3. Enter the name for your drawer.
4. Select a Profile and enter the
profile data.
5. Click the Save button in the
lower right corner.

20. 6. You may be prompted to apply a Template. Click Yes if you’d like to apply a template to the
new drawer. Click No if you do not want to apply a template. If you click Yes, the Apply
Template window will open.
7. Select the Template from the upper right
corner and click the Apply button. A preview
window may appear.
8. Click the Apply button. Your template will be
applied to the new drawer.
To Create Multiple Drawers using the Import from CSV Feature:
Note: If you prefer, for a nominal fee, eFileCabinet Technical Support can create the drawers in
your file cabinets for you from a client list that you provide. In order for Technical Support to
create a drawer for each client, they will need a list of your client information in either an Excel
spreadsheet or a CSV file format. Many programs will allow you to export a list of your clients.
Contact Support if you would like to send a client list for converting.

21. Capture Documents
How do I get files into eFileCabinet 5 desktop?
There are several easy ways to capture your documents and store them to eFileCabinet 5
desktop. You can use any of the following eFileCabinet 5 desktop features:
■Document Scanner eFileScanner Utility
■Drag and Drop
■Store Option
■Print to eFileCabinet 5 Printer
■eFileCabinet 5 Integration with Microsoft Office
■eFileCabinet 5 Integration with QuickBooks
Document Scanner eFileScanner Utility
The eFileScanner utility works with the eFileCabinet program to streamline the process of
scanning documents for storing into eFileCabinet. The eFileCabinet Scanner utility allows you to
preview your scanned document prior to storing them. You can also rotate pages, add
bookmarks, and delete blank pages. From the preview, you have the option for creating a single
file or multiple files. You can use the eFileCabinet Scanner utility to scan documents and store
them directly into your eFileCabinet. The eFileScanner utility is installed as part of the
additional features after the client software is installed.
Note: Make certain that your scanner is TWAIN compliant.
To Scan a Document:
1. Open the eFileScanner Utility by either clicking on the eFileScanner shortcut on your
desktop, or logging into your eFileCabinet 5 and on the Home Tab click the Scan icon.

22. 2. Select your scan settings from the scan settings bar. The default settings are single side,
300dpi, B/W, letter, and feeder. Adjust the settings as needed. If you’d like, you can click
Save Settings to save your selections for the next time you launch the eFileScanner.
3. Place your papers on the scanner.
4. Click the Scan button in the upper left corner of the eFileScanner on your screen. The
eFileScanner will initialize your scanner and a preview of the scanned documents will
appear on screen.
5.

23. Storing Scanned Images
The eFileScanner gives you the option of storing the scanned pages as one file or as multiple
files.
Storing the Scanned Preview as One File
1. To store the scanned images as one file, click the Store button (Or click on the File Menu and
select Store Document into eFileCabinet.)

24. 2. If prompted, enter your username and password. The eFileCabinet Store Document window
will open.
3. Select the cabinet, drawer and or folder where you want to store the file. Enter a document
name for the file. You also have the option to apply a profile to the document.
4. Click the Save button.

25. Storing the Scanned Preview as Multiple Files
1. To store the scanned pages as multiple files, click the Batch button (Or click on the File menu
and select Batch Process…). The Batch Process acquired Images window will open.
2. Enter the number of pages to combine per document. (This will be the number of pages to
include in the first file you want to store.)
3. Click the Allow changing the number of pages per document while processing checkbox.
4. Click OK to begin batch processing. The Batch Processing bar with the Store Document
button will appear just above the previewed image, and the number of pages you specified will
be selected.

26. 5. Click the Store Document button on the Batch Processing bar.
1. If prompted, enter your username and password. The
eFileCabinet Store Document window will open.
7. Select the cabinet, drawer and
or folder where you want to store
the file. Enter a document name
for the file. You also have the
option to apply a profile to the
document.
Once you have stored the file,
repeat the above steps until all
previewed pages have been
stored.

27. Drag and Drop
You can use the Drag and Drop feature to quickly store your files to eFileCabinet 5 Desktop.
To store a file using Drag and Drop:
1. In eFileCabinet 5 desktop, browse to the location (Cabinet, Drawer, Folder, and / or
subfolder) where you want the file stored.
2. On your computer, locate the file that you want to store.
3. Click on the file icon and drag it
onto the location in eFileCabinet 5
desktop. Release the mouse
button to drop it into eFileCabinet
5 Desktop location. A window will
open.
4. You have the option of changing the filename. To change the filename, simply click on the
Name field and make any changes needed.
5 You may also have an option of applying a profile. Select a Profile from the drop down list.
Enter the data for the Profile Fields.
6. Click the Save button to store your file.

28. Store Option
Another way to store files to eFileCabinet 5 Desktop is to use the Store Icon located on the
Home Tab. This feature allows you to store multiple files as well.
To store a document using the Store Icon:
1. Click on the Home Tab located in the upper left corner.
2. Click on the Store Icon. A window will open.
3. Browse to the file you want to store.
4. Click on the file to select it. You may select multiple files from the same directory by using
either the shift key or the control key.
5. Click Open. An eFileCabinet Store Document window will open.

29. 6. Select a storage location (cabinet, drawer, folder and/or subfolder) from the tree view in the
upper left.
7. You have the option of changing the Document Name and applying a profile for the file you
are storing.
8. You also have the check box option to Delete file on store. When checked, the file will be
deleted from its location in Windows after it has been stored to eFileCabinet 5 desktop.
9. Click the Save button to store your file.

30. Print to eFileCabinet 5 Printer
The eFileCabinet 5 Printer is a virtual PDF printer. Using the eFileCabinet 5 Printer, you can
create a PDF file from any Windows application and store it in your file cabinet.
To Print to eFileCabinet 5
1. From the toolbar menu of any Windows application, choose File and select Print.
2. On the Print dialog window, select the eFileCabinet 5 Printer.
3. Click OK or Print.
4. Once the document has been printed,
eFileCabinet will open. If prompted, enter your
username and password. The eFileCabinet Store
Document window will open.

31. 5. Select a storage location (cabinet, drawer, folder and/or subfolder) from the tree view in the
upper left.
6. Enter a Document Name. You have the option of applying a profile for the file you are
storing.
7. Click the Save button to store your file.

32. eFileCabinet 5 Integration with Microsoft Office
The eFileCabinet 5 Office Integration works with Office 2003, 2007, and 2010. The eFileCabinet
5 Office Add-In creates a Send to EFC toolbar button in Microsoft Office Excel, Outlook, Word
and PowerPoint. The Send to EFC button allows you to quickly save your Office files to
eFileCabinet, keeping the files in their native file format.
How to Install the eFileCabinet 5 Office Add-In
1. Make certain you have closed out of all of your Office programs.
2. From the eFileCabinet 5 Client, click on the eFileCabinet folder icon in the upper left corner
and select Install/Uninstall Features. The Install/Uninstall Features window will open.
3. Check the box to the right of eFileCabinet Office Add-In.

33. 4. Click the Apply button in the lower right corner.
5. Once the installation completes, click the OK button.
6. Click the Close button in the lower left corner.
How to Save a New Excel file to eFileCabinet 5
1. Open Excel and create a new workbook.
2. Enter some text or data into the workbook.
3. On the Home tab menu bar, click on the Send to EFC icon to save the file to eFileCabinet 5.
The eFileCabinet Store Document window will open.

34. 4. In the eFileCabinet Store Document window, select the location (cabinet, drawer, and/or
folder) where you want the file stored.
5. By default, the document name may appear as Book1.xlsx or something similar. You can
change the document name.
6. You have the option of applying a document profile and entering profile information.
7. Click the Save button to store the file
NOTE: You may continue working in the Excel file. When you have completed your work, simply
click the Send to EFC button and in the eFileCabinet Store Document window, browse to and
select the Excel file in the upper right corner. This will populate the document name field with
the same file name. Click Save and then on the window that appears, select Overwrite existing
file. Click the OK button to save your changes.

35. How to Edit an Excel File that is Stored in eFileCabinet 5
1. Locate the Excel file in your eFileCabinet 5 Client.
2. Right click on the file and select Check Out. The file will open in Excel.
3. Make any updates or changes to the file needed.
4. Click the X for Close Window in the upper right corner to close the file.
5. On the Microsoft Excel prompt to save the changes, click the Save button.

36. 6. On the Check-in Files window, click on the filename to select it, then click the Yes button.
You do have the option to check in the file as a new version. This option will save the file as
a new file with an _v1 appended to the filename. You can also check the box to remember
this action.
How to Save an Outlook Email to eFileCabinet 5
1. In Outlook, click on the email you want to save to eFileCabinet to select it.
2. On the Home tab menu bar, click on the Send to EFC button. The selected email including
any attachments will be sent to eFileCabinet. The eFileCabinet Store Document window will
open.

37. 3. In the Store Document window, select the location (cabinet, drawer, and/or folder) where
you want the file stored.
4. The subject line of the email will be the default document name. You can change the
document name if you would like.
5. You have the option of applying a document profile and entering profile information.
6. Click the Save button to store the email. If the email has any attachments, they will also be
saved with the original email.

38. How to Attach a File to a New Outlook Email
1. In eFileCabinet 5, locate the file you want to attach to a new email.
2. Right click on the filename and select Email. If the file is a PDF, a PDF Encryption Options
window will open allowing you to set a password on the file.
3. To encrypt the file attachment, on the PDF Encryption Options window, enter a password,
confirm the password, and select the disallow options you’d like. (The Encrypt checkbox is
checked by default. So, if you do not want to password protect the PDF, you will need to
uncheck the Encrypt checkbox.)
4. Click the OK button. The file will be attached to a new email message.

39. 5. On the new email message, enter the email address, subject line, and text for the email. You
may also need to insert your custom email signature.
6. Click the Send button. If you chose to put a password on the file, you will need to supply
that password to the email recipient either in a separate email or over the phone.
How to Attach a File to an Outlook Email Reply or Forward
1. Locate the file stored in eFileCabinet 5.
2. Click on the file and drag it to your desktop or other Windows directory location. This will
create an unencrypted copy of the file.

40. 3. Click on the copy of the file and drag it onto your reply or forward email to attach it, or use
the attach file button and browse to the location of the file.
How to Save an Email Attachment to eFileCabinet 5
1. From your email message, click on the attachment and drag it to your desktop. This will
create a copy of the attachment that you can then store to eFileCabinet 5.
2. Open your eFileCabinet 5 and browse to the location (drawer or folder) where you would
like the email attachment stored.

41. 3. From your desktop, click on the file and drag it onto the eFileCabinet 5 location you selected
in step 2. A window will open where you can change the filename and apply a profile if
desired.
4. Click the Save button.
How to Save a New Word Document to eFileCabinet 5
1. Open Word and create a new document.
2. Enter some text into the document.

42. 3. On the Home tab menu bar, click on the Send to EFC icon to save the file to eFileCabinet 5.
The eFileCabinet Store Document window will open.
4. In the eFileCabinet Store Document window, select the location (cabinet, drawer, and/or
folder) where you want the file stored.
5. By default, the document name may appear as Document1.docx or something similar. You
can change the document name.
6. You have the option of applying a document profile and entering profile information.
7. Click the Save button to store the file.
NOTE: You may continue working in the Word file. When you have completed your work,
simply click the Send to EFC button and in the eFileCabinet Store Document window, browse to
and select the Word file in the upper right corner. This will populate the document name field
with the same file name. Click Save and then on the window that appears, select Overwrite
existing file. Click the OK button to save your changes.

43. How to Edit a Word File that is Stored in eFileCabinet 5
1. Locate the Word file in your eFileCabinet 5 Client.
2. Right click on the file and select Check Out. The file will open in Word.
3. Make any updates or changes to the file needed.
4. Click the X for Close in the upper right corner to close the file.
5. On the Microsoft Word prompt to save the changes, click the Save button.

44. 6. On the Check-in Files window, click on the filename to select it, then click the Yes button.
You have the option to check in the file as a new version. This option will save the file as a
new file with an _v1 appended to the filename. You can also check the box to remember
this action.
How to Save a New PowerPoint presentation to eFileCabinet 5
1. Open PowerPoint and create a new presentation.
2. Enter some text or slides into the presentation.
3. Save the file to either your desktop or some other Windows directory, such as My
Documents. You must save the file prior to clicking the Send to EFC button. If you fail to
save the file beforehand, you will be prompted to do so.

45. 4. On the Home tab menu bar, click on the Send to EFC icon to save the file to eFileCabinet 5.
The eFileCabinet Store Document window will open.
5. In the eFileCabinet Store Document window, select the location (cabinet, drawer, and/or
folder) where you want the file stored.
6. If need be, you can change the document name.
7. You have the option of applying a document profile and entering profile information.
8. Click the Save button to store the file
NOTE: You may continue working in the PowerPoint presentation file. When you have
completed your work, simply click the Send to EFC button and in the eFileCabinet Store
Document window, browse to and select the Excel file in the upper right corner. This will
populate the document name field with the same file name. Click Save and then on the window
that appears, select Overwrite existing file. Click the OK button to save your changes.

46. How to Edit a PowerPoint File that is Stored in eFileCabinet 5
1. Locate the PowerPoint file in your eFileCabinet 5 Client.
2. Right click on the file and select Check Out. The file will open in PowerPoint.
3. Make any updates or changes to the file needed.
4. Click the X for Close in the upper right corner to close the file.

47. 5. On the Microsoft PowerPoint prompt to save the changes, click the Save button.
6. On the Check-in Files window, click on the filename to select it, then click the Yes button.
You have the option to check in the file as a new version. This option will save the file as a
new file with an _v1 appended to the filename. You can also check the box to remember
this action.

48. eFileCabinet 5 Integration with QuickBooks
The eFileCabinet 5 Integration with QuickBooks allows you to capture documents using the Link
QuickBooks to eFileCabinet and the Attach Additional Documents features. eFileCabinet 5
desktop integrates with QuickBooks version 2010 and newer. In order to use the QuickBooks
integration, you must purchase, download and install the QuickBooks Add-on.
To install the QuickBooks Add-on:
1. Login to your eFileCabinet 5 Client software.
2. Click on the eFileCabinet folder icon in the top left corner. A
menu will appear.
3 Click on the Install / Uninstall Features option. A window
will open.
4. Check the box to the right of QuickBooks
Integration.
5. Click the Apply button. Follow the
prompts.
6. Once the install is complete, click the Close
button in the lower left corner of the Install /
Uninstall Features window.

49. Link QuickBooks to eFileCabinet
1. In QuickBooks, when you create a new transaction (such as an invoice, bill, purchase order,
etc…), you will be prompted to Link QuickBooks to eFileCabinet. When you click save on the
new transaction the following window will open:
2. In the Link QuickBooks to eFileCabinet
window, you can see the QuickBooks data
that will appear as profile information on the
document you attach.
3. Select the file you want to attach. You have
three options for selecting a file to attach:
Scan, Search your Windows Directory, or
Search your eFileCabinet 5 desktop. Note: You
can select multiple files if needed.
4. Click the Save to eFileCabinet button to store
the file to eFileCabinet 5 desktop. An
eFileCabinet Store Document window will
open.

50. 5. Select the drawer, folder and document name for the file.
6. The Profile will be auto selected and the Profile Fields will be auto populated with the
information you entered in QuickBooks.
7. Click the Save button.

51. Attach Additional Documents
1. In QuickBooks, open the record that you want to attach additional documents to in
eFileCabinet 5.
2. Click on the File menu and select eFileCabinet > Attach Additional Documents. A window will
open.
3. In the Link QuickBooks to eFileCabinet
window, you can see the QuickBooks data that
will appear as profile information on the
document you attach.
4. Select the file you want to attach. You have
three options for Selecting a File to Attach: Scan,
Search your Windows Directory, or Search your
eFileCabinet Online. Note: You can select
multiple files if needed.

52. 5. Click the Save to eFileCabinet button to
store the file to eFileCabinet 5 desktop. An
eFileCabinet Store Document window will open.
6. The Profile will be auto selected and the Profile Fields will be auto populated with the
information you entered in QuickBooks.
7. Click the Save button.

53. Manage Documents
What can I do with my files in eFileCabinet 5 desktop?
Once you have captured your files and stored them to your eFileCabinet 5 desktop, there are several
things you can do with those files. Right Click on a file to see a menu list of options. For files, the
following options are available: Check In/Check Out, Tag/Untag, Email, Print, Send to SecureDrawer,
Cut/Copy/Paste, Edit, Delete, and Refresh. Similar options are available for folders and drawers as well.
You can also view add comments to your file that have been stored.
Check In/Check Out – Allows you to access a file in order to edit or modify that file. While you have a file
checked out, others can still view the file, but they will not be able to edit the file until you have checked
in the file.
Tag/Untag – Allows you to select multiple files and then go to Tagged Items to perform an action, such
as email, on the tagged files.
Email – Allows you to attach the file to a new email. If the file is a PDF, you will have the option to
encrypt it with a password.
Print – Allows you to print the file.
Send to SecureDrawer – Allows you to upload a copy of the file to SecureDrawer.
Cut/Copy/Paste – Allows you to move files to a new location using either Cut/Copy and Paste.
Edit – Allows you to edit the filename and Profile information.
Delete - Allows you to delete the file. Once a file is deleted in eFileCabinet 6, it is no longer visible. The
file is moved to Deleted Items where an Admin has the ability to either Restore the file or Purge 9shred)
the file which permanently removes it from the system.
Protect Documents
How does eFileCabinet 5 desktop protect my files?
eFileCabinet 5 desktop provides a secure way to capture, manage and protect the files in your
office so you can rest assured your files are safe. Security measures such as role-based
permissions and audit logs keep your critical data safe. You can set up the role-based security
within eFileCabinet by creating user groups and individual users with pre-set access rights. The
role-based security in eFileCabinet can be placed on every level: file cabinet, drawer, folder and
document. In addition, eFileCabinet 5 desktop is the most secure product in the EFC document
management suite. All files are stored using 256bit encryption. If your hard drive or data is
stolen, eFileCabinet data cannot be accessed without your password. This also prevents network
users from stumbling (whether intentionally or unintentionally) onto sensitive data contained in
eFileCabinet.