Implementation appointment to upgrade existing eFileCabinet Desktop installations to eFileCabinet 2016. Customer MUST be on subscription and currently using v5 or newer.
Additional Users (30 min)
Add-on implementation service for customers who have purchased the option to have eFileCabinet installed on additional workstations.
Data Migration (30 min)
Add-on implementation service for customers who require assistance exporting/migrating existing data into eFileCabinet.
Data Transfer Analysis (30 min)
This is for us to determine the best course of action and be able to approximate about how long the transfer will take to complete. If we can accomplish this within this time, it will be completed If not, we will reschedule to get this taken care of.
Desktop (1 hr 30 min)
Implementation appointment for customers who have purchased the Desktop version of eFileCabinet.
Enterprise (1 hr)
Add-on implementation service for customers who have purchased the Enterprise package for eFileCabinet. (An implementation consultation is suggested before scheduling this service).
Farm Bureau Financial Services
eFileCabinet Online for Farm Bureau Financial Services Agents.
eFileCabinet for HDVest Advisors.
Implementation Follow up (30 min)
Additional appointment to wrap up work that may not have been completed due to migration, data import, etc.
Implementation Kick-Off (15 min)
Appointment with Implementation Manager to confirm order and schedule implementation appointment.