EasyFile® Content Management & Workflow Automation
Ideal solution to unlock the full potential of your workforce in the office or remotely
EasyFile is a secure, cloud-based content management solution that gives your team the power to digitize, store and manage all your essential business information – anywhere, anytime, on any device.
You can import virtually any type of information in its native format – including scanned documents, MS Office documents, email, video, voicemail, digital photography, and other vital business records. You can also automate your essential business processes including invoice workflow and more. EasyFile is an ideal solution for remote teams to operate at full productivity.
Key Features & Benefits
Securely Archive Critical Business Documents
Say goodbye to all that paper taking up valuable office space, slowing information flow and putting your company at risk of data loss. With EasyFile, your Invoices, vendor contracts, employee applications and other critical business documents are converted into fully organized and easily accessible digital files.
With essential digital information at your fingertips, you can easily:
Achieve a Paperless Office
Save valuable space, time, money and risk.
Ace Your Audits
with simplified audit preparation and delivery.
Meet Regulatory Compliance
with easy policy and procedure management that ensure compliance in a timely manner.
Prevent Data Loss
with secure archiving that supports disaster recovery.
With workflow automation, you can easily:
Increase Productivity
by eliminating unnecessary emails and the need to update information in multiple tools.
Speed Approvals
by setting business rules for routing invoices and automating approvals and handling exceptions.
Catch Early Payment Discounts
by setting invoices to process before they’re due. Improve your standing to negotiate future pricing and discounts.
Reduce Errors
by setting invoices to process before they’re due. Improve your standing to negotiate future pricing and discounts.
Fully Automate Your Business Process
Leverage configured workflows for approval routing and payment processing. Streamline AP invoice workflow, work orders, new account onboarding, and more..
Expand your System with Integration
Make EasyFile the centerpiece of your business process with its ability to seamlessly integrate with other essential business applications. CDM offers a comprehensive suite of integration tools that connect your EasyFile system with leading platforms such as SalesForce, DocuSign, Netsuite, and many others. By leveraging our integration tools, you can maximize the benefits of EasyFile and create a streamlined and efficient business workflow.
DocuSign Integration
Transform the way you manage your documents with the powerful integration between DocuSign and EasyFile. By seamlessly importing millions of DocuSign envelopes directly into EasyFile, our clients have improved their document management processes and saved valuable time. With this integration, you can streamline your operations, increase efficiency, and run your business better.
ERP Integration
Our ERP integration solution, developed in partnership with Artsyl, offers a proven way to reduce the time and cost required to implement your AP Workflow solution. By providing proprietary integration connectors for both on-premise and cloud-hosted ERPs, CASO enables seamless connectivity and intelligent document processing of a wide range of transaction and source documents within the ERP environment.
Salesforce Integration
Enhance your team’s ability to attract and retain customers by combining the power of EasyFile and Salesforce. By integrating with Salesforce, you can optimize your business processes, people, and technology to provide the most effective customer experience. With our Salesforce integration, you can seamlessly push records from Salesforce to EasyFile and send data both ways, providing your team with a holistic view of customer information.
Your Digital Transformation Begins Here
Learn how you can prepare for a paperless office now and leverage AI-Powered EasyFile to enhance business processes, culture and customer experiences:
HR Departments Going Paperless
Elevate Your Document Management with AI-Powered EasyFile
Introducing EasyFile’s Scanning Solution
Case Study: Solving Abrahealth’s Records Challenge with RPA
Case Study: Digitize and Extract Data from Old Land Leases
Case Study: New York Government Agency EasyFile Case Study
Case Study: AI-Powered Efficiency with EasyFile Capture
Case Study: Streamline Business Operations with EasyFile
Simplify Your Core Business Processes
EasyFile helps you manage your essential business processes with ease:
Invoice processing
Eliminate manual steps with digital invoices designed for easy search and accelerated workflow.
Human resources
Centralize and secure employee records to easily manage recruiting, annual reviews, and more.
Secure document archiving
Ensure your critical business documents are secure and accessible by authorized users.
EasyFile for Financial Services
Financial Services firms, including banking, securities and investments, mortgage, real estate and insurance trust EasyFile to securely manage their content and workflow. Not only does EasyFile streamline their core business processes, but it also simplifies the ever increasing regulatory requirements faced by legal, compliance, and audit departments. With EasyFile, you get fast, secure and flexible financial document management that improves efficiency and reduces cost throughout your organization.
Overcome paper paralysis
The sheer volume of financial services paperwork makes it nearly impossible to effectively classify, file, process and share critical business information at the speed of business. With EasyFile, your paper headaches are eliminated and replaced with a central digital repository – allowing you to easily access and manage all your essential business information at the touch of a button.
Simplify Regulatory Compliance
Organizing and enforcing compliance in the financial services industry is an ongoing challenge for those still relying on paper. There is simply too much to manage, including a multitude of credit and insurance-related documents, approvals, the need to respond quickly to audits and urgent credit requests. EasyFile gives you the power to enforce HIPAA, Sarbanes-Oxley, GDPR and other requirement standards with integrity.
Key Capabilities
✓ Easily capture, store, manage, process, share and track documents.
✓ Control access, task lists, email notifications and more.
EasyFile has numerous advantages for financial services companies:
Productivity
- Access and collaborate on documents
- Reclaim office space
- Automate invoice workflow
- Integrate with your other software systems
Security
- Control document access
- Encrypt data, documents and online communication
Compliance
- Meet HIPAA, Sarbanes-Oxley, GDPR, and other compliance requirements
- Enforce retention schedules
Future Readiness
- Leverage flexible solutions that meet the needs of multiple departments within your organization.
- With EasyFile Cloud, save money on hardware and IT costs
- Protect against natural disasters
EasyFile for Government Agencies
EasyFile makes document management for state and local government agencies easier than ever. Teams from multiple agencies and departments can collaborate in a secure, shared environment from wherever they are. EasyFile is fully compliant with current GDPR requirements (including the storage of personnel files). Whether securing vital public records, coordinating tasks or facilitating your review and approval process, you’ll find EasyFile to be the fast, flexible and secure document management solution you’ve been looking for.
Overcome paper paralysis
Agencies operating on paper are notoriously slow. From manual filing to finding and routing documents by hand, valuable time and money is wasted that could be spent better serving the community. With EasyFile, your paper headaches are eliminated and replaced with a central digital repository – allowing you to easily access and manage all your essential business information at the touch of a button.
Easily adapt to change
Unlike most legacy systems, EasyFile provides you with a secure, flexible platform to manage documents and workflows from wherever you are. EasyFile is designed to be future-proof, so you can evolve and grow your content management system as needed – all while meeting HIPAA, Sarbanes-Oxley, GDPR and other requirement standards. With EasyFile, you have the power to do more, faster and more cost-effectively than ever.
Key Capabilities
✓ Easily capture, store, manage, process, share and track documents.
✓ Control access, task lists, email notifications and more.
EasyFile has numerous advantages for state and local government agencies:
Productivity
- Access and collaborate on documents
- Reclaim office space
- Automate invoice workflow
- Integrate with your other software systems
Security
- Control document access
- Encrypt data, documents and online communication
Compliance
- Meet HIPAA, Sarbanes-Oxley, GDPR, and other compliance requirements
- Enforce retention schedules
- Counter cyberthreats
Future Readiness
- Leverage flexible solutions that meet the needs of multiple departments within your organization.
- With EasyFile Cloud, save money on hardware and IT costs
- Protect against natural disasters
EasyFile for Education
EasyFile supports all K-12 and higher education learning environments with industry leading document management and automated workflow. Whether managing documents for admissions, financial aid, student records, human resources, facilities management, or other essential business, you’ll find EasyFile to be the fast, flexible and secure document management solution you’ve been looking for.
Streamline administration
EasyFile makes academic and administrative department management easier than ever. Whether working with enrollment forms, transcripts, invoices, alumni correspondence, or other essential documents, your staff and faculty have all the information they need to create a better student experience at the touch of a button.
With EasyFile, you not only have a central repository to share and collaborate on documents, you also have the power to automate such processes as tuition, financial aid, accounts payable and receivable, grants management, student enrollment, transcript management, alumni involvement, and more.
Key Capabilities
✓ Easily capture, store, manage, process, share and track documents.
✓ Control access, task lists, email notifications and more.
EasyFile has numerous advantages for schools and colleges:
Productivity
- Digitize and collaborate on documents; easily exchange information between administrative staff, teachers and students.
- Leverage Eforms for student applications, financial aid forms, transcripts and more.
- Integrate documents with your other software systems
Security
- Control document access; protect student privacy
- Encrypt data, documents and online communication
- Prove regulatory compliance with FERPA, HIPAA, and other requirements: enforce retention schedules
- Counter cyberthreats
Compliance
- Meet HIPAA, Sarbanes-Oxley, GDPR, and other compliance requirements
- Enforce retention schedules
- Counter cyberthreats
Future Readiness
- Leverage flexible solutions that meet the needs of multiple departments within your organization.
- With EasyFile Cloud, save money on hardware and IT costs
- Protect against natural disasters
DocBuild Plus
PDF Software Built for Enterprise Content Management
DocBuild Plus™ is a powerful workflow companion to EasyFile Content Management – extending all of your document related tasks into one easy to use application. With its numerous integrations and applications, DocBuild Plus can help you be more productive than ever.
Here are some benefits that you can instantly enjoy using DocBuild Plus:
Password Protect PDFs
One button EasyFile Import
Built-in DocuSign Integration
Create PDFs & Store Anywhere
“CDM’s Digital Mail Workflow has given us the ability to not only serve our clients during these unprecedented times, but also to empower us to deliver our renowned services with unmatched speed, accuracy and security.”
Gregory Lawler, CIO of GPM Life
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