Document Management Made Easy

Joseph Merritt & Company is an authorized reseller and system integrator for eFileCabinet. This state-of-the-art cloud-based platform allows you to securely archive and retrieve all your documents in one easy to use portal.

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Whether you work for a small school district or large university, you understand the paper processing challenges that face educational institutions at all levels, and these challenges are why contemporary educators need Document Management Software: Budgets are a constant concern, storage space is at a premium and school administrators expect campus offices to function at maximum efficiency in providing timely service to staff and students.

We have hundreds of schools, school districts, and universities who have successfully reduced their paperwork in the classroom, offices, and other departments. We know you are paper-heavy with file rooms full of documents and other data required to operate a school, Merritt eFileCabinet can help!

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Tax Assessor, Public Works Documents, Land Evidence Cards, Water Records and are just the tip of the iceberg when it comes to never-ending paperwork that you face as a government worker. A considerable amount of the work you do on a daily basis can be automated and organized with the help of Merritt eFileCabinet, a trustworthy document management system, effortlessly in just a few simple steps.

Setting the bar in government document management software, eFileCabinet for Government has helped state and local government offices increase efficiency, reduce costs and enhance customer service by managing their paper processes with our innovative technology. EDM solutions produce positive results in any government department including public administration, citizen services, accounting and human resources.

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Working in the healthcare industry can present some complex document management problems. You probably have mountains of insurance forms, patient histories, and dosage reports on hand right now, cluttering up your workspace.

Storing, accessing, and protecting all of this information can pose some logistical problems. You’ve probably already tried storing all your documents in filing cabinets, and discovered the usual problems. Filing cabinets are bulky, and if some document is put in the wrong place, finding it quickly can be a challenge. Filing cabinets aren’t secure, either; just about anyone can take documents as they please.

How much valuable space is taken up, either in the hospital or doctor’s office where you work, by filing cabinets? Could that space be used for other, more important things?

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Human Resource departments are tasked with managing countless documents involved in recruiting, onboarding, performance reviews and more. Yet HR professionals often get stuck waiting on completed onboarding paperwork, watching the expiration dates of employees’ licenses and certifications, and documenting performance reviews.

You can put all of these challenges behind you. We don’t just help you easily store and locate documents, but also to automate repetitive processes and eliminate the important but time-consuming work of HR documentation. Merritt eFileCabinet can give you back the hours spent collecting and organizing paperwork, so you can focus on the people that matter most.

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Our software is the construction industry’s best bet to securely automate, organize, and mobilize information management. You collect and manage a monster load of data every day: supplying quotes, client information, marketing data, payroll notifications, employee HR information, building specs, and land details. Your paper-heavy job field could use a makeover from Merritt eFileCabinet.

Rather than tying users to a computer, the use of completely cloud-based online storage allows Merritt eFileCabinet users to access documents absolutely anywhere while onsite. Becoming freed from the attachment to physical documentation allows construction professionals to become more efficient and organized in keeping up with the various documentation necessary over the course of a project.

Whether your construction business is large or small, eFileCabinet delivers a robust, effective system to electronically capture, manage and protect business-critical data in a flexible yet controlled way.

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As an accountant, your office is likely overflowing with filing cabinets to keep your clients’ tax information safe. Knowing the best method for tracking all these documents is probably a challenge that you’ve faced throughout your career.

Accounting departments in the modern world face far more challenges than tabulating accounts receivable and accounts payable columns, so why rely on a business medium (paper documents) allowing your accounting department to do only those two things efficiently?

With Merritt eFileCabinet, you can keep everything in one place and automate the processes that bog you down.

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As an insurance professional, you likely have an office that is overcrowded with filing cabinets. Your work is cut out for you when filing any new insurance claim. Every aspect of your redundant work can be simplified and automated when you use Merritt eFileCabinet as your document management tool.

Want to build your client list as an insurance professional? You’ll need the insurance tools that’ll help you outpace the competition. One of those tools is insurance document management software.

Like your customers, you deserve peace of mind, financial security, and savings. Merritt eFileCabinet gives insurance professionals all three. If you want to keep all your documents in one place and manage them securely, eFileCabinet is the best insurance document management solution for you, whether you’re a captive agent, independent agent, broker, or broker-agent.

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Financial professionals work in one of the most complicated and demanding industries. The information security demands are stricter than ever on both the part of regulating authorities and consumers. You’re expected to have comprehensive knowledge about the latest financial strategies and products, as well as insurance, annuities, asset allocation, and investments, all while keeping client information completely secure and compliant. If you want a way to simplify your own financial records management system, Merritt eFileCabinet is it.

Being a financial advisor isn’t easy—but managing your files and information can be! Merritt eFileCabinet’s comprehensive Document Management System (DMS) can revolutionize and simplify your Financial Advisory services.

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How much cost and effort is involved in maintaining your law firm or department’s data room? What about securely sharing legal files?

In addition to streamlining your workflow and increasing productivity, Merritt eFileCabinet is also very secure. We’re familiar with both the ethical and practical concerns of practicing law and legal document management. Our bank-grade security infrastructure was designed to safeguard your data, comply with regulations, and ensure that your confidentiality issues are effectively addressed.

No longer worry about digital rights management, audit trails, and the complicated security requirements involved in housing a data room. Using. eFileCabinet Document Management Software to take care of all your document needs will streamline your legal firm and simplify your work life.

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Merritt eFileCabinet’s secure file-sharing feature is a highly encrypted alternative to breach-susceptible email. In addition to bank-grade, 256-bit AES and SSL information security, eFileCabinet lets you share large file sets without having to remove the information from the portal—drastically reducing the possibility that sensitive data is compromised.

As a point of contact for those you work with, Merritt eFileCabinet also offers the opportunity for custom branding, letting you tailor this file-sharing feature to your brand’s colors while simultaneously leveraging a custom URL to drive more traffic (and brand recognition) to your website.

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  • Customizable Security

    Many industries often work with confidential information. To stay compliant, Merritt eFileCabinet has customizable security. You can require a user to change their password after a specified amount of time or require two-factor authentication.

  • File Versioning

    Versioning saves all versions of a document in one accessible location. If an administrator or auditor needs to see an earlier version of a file, they can access them with ease.

  • Role-based Permissions

    Administrators of a system can set up access permissions based on user groups, making it easier to grant access to locations only to authorized users. Permissions ensure the only people allowed to access certain documents are the ones who are authorized.

  • Audit Trails

    Audits have never been as stress-free as they are with Merritt eFileCabinet. You can effortlessly see who viewed, edited, or downloaded a document so you never have to spend hours preparing for an audit again.

  • Encrypted

    When sharing files with parties outside the organization, many compliance standards require some level of encryption during transfer. eFileCabinet utilizes bank-level 256-bit AES and SSL/TLS encryption standards.

  • Governance

    Set the rules regarding the lifespan of individual documents or groups. Retention rules allow you to determine what happens when its retention deadline is met. Documents that require levels of indelibility and integrity can be locked from deletion or editing.

  • Full Text Search

    The average filing cabinet holds thousands of papers. Instead of sifting through files, use a full-text search to find the exact phrase that you are looking for with just a few keystrokes.

  • Terabytes of Storage

    Merritt eFileCabinet has enough storage space to store millions of documents. Even the largest organizations won’t run out of space. (And if you still think that’s not enough, we can work with you).

  • HIPAA Compliant

    Our audit tracking and role-based user permissions help maintain compliance with all major personnel and human resources regulations, including HIPAA, eSign, Department of Labor, IRS, and Homeland Security.

  • Document Request

    Send a document request to clients that contains a clear upload location. Once uploaded, the document is automatically filed to its proper location.

  • Zonal OCR

    Instead of manually filing scanned documents or attachments that new hires have sent you, Zonal OCR recognizes pertinent information, then files the documents based on your current file structure.

  • Easy Access

    Merritt eFileCabinet is a cloud-based platform which allows you to access your documents whenever and wherever you need.

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