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eFileBasic is a comprehensive, professional filing and tickler
system for any size job. It emulates and eliminates your bulky filing
cabinets. If you file, eFileBasic simplifies. The main features:
Simplify Your Filing Cabinets:
With eFileBasic, you create a
file folder number, give it a name and add filing item names and
descriptions from your filing cabinet. Print folder labels and even item stamp labels
directly from the program. Generate file item lists by folder, item
name, category or keywords.
Simplify Record Keeping: If you
are filing paper documents in a manila folder or in a box in the closet, you
transfer that monthly filing activity into the information management
system of eFileBasic. Utility
bills, credit card statements, mortgage statements, insurance
polices -- any recurring statements you think you might need in the
future can be noted or recorded (scanned into PDF files) into eFileBasic
and be available when you need them. Organize and classify filing chores
into neat, orderly list
from which you can retrieve information instantly. Using
eFileBasic in the workplace
opens endless possibilities. With the network version, everybody has access to
filing information right at
their fingertips. No more checking from cabinet to cabinet, paper-stack
to paper-stack looking for
last year's Financial Report documents. You will know exactly where to
find them.
See illustration below.
Digitize Your Paper Records:
eFileBasic optimizes eDocument acquisition by allowing you to use
your scanner to scan documents into PDF format and store them in your
eFileBasic filing system using the same filing procedures you would use for the
paper. Create a folder for your utility bills or mortgage statements.
Scan and shred the paper if you want. Better yet, create a folder and scan your most
valuable documents such as birth certificates, school records, photo IDs
and business licenses and store the PDF files in a pin or jump drive. This is
information management designed to cover routine as well as
extraordinary circumstances.
Download
Trial Version: eFileBasic
Physical Filing
eFileBasic Computer Filing
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1) Create a file
folder on the computer which will represent the filing cabinet
2) Within the file folder, create a category which will
represent the manila folder |
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3) Ready to add or input
items into the category. Each saved item will become a data
record stored in a database. Records can be viewed, printed,
sorted, searched and retrieved anytime. Each paper document is
considered an item in eFileBasic. An item can be a mortgage
statement, an invoice, a utility bill, a cooking recipe, an
employee record or a sales record.
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eFileBasic Create Folder screen shot
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