Edi is a document management system that helps our clients:
- Standardize their organization
- Automate manual processes
- Secure their digital assets
- Work and manipulate digital documents
-
Request and share files with their clients*
Standardized Organization
Have you ever wondered how many instances there have been where crucial client files were saved? Perhaps your colleague stored that vital document for the client in their personal folder? You're not alone in facing such situations. Edi takes pride in its standardized organizational structure, which ensures consistency throughout the company's organization. Say goodbye to lost files.
How we standardize:
- Record Categories
- Pre-defined folder structure
- Folder templates
Automation
Our clients often spend valuable time on mundane tasks that could be easily automated. At Edi, we have placed great emphasis on automating these tasks, resulting in significant resource conservation for your company and facilitating a more efficient and streamlined operation.
How we automate:
- Folder structures
- File templates
- Automated reminders for file requests*
Security
At CEGsoft, we are in compliance with SOC 2 Type 2 standards. Furthermore, within Edi we understand the confidential and sensitive nature of the data our client's handle. To safeguard these documents, we have implemented various roles and access levels. We have tailored roles available for everyone, ensuring appropriate access and security for all individuals within your organization.
How we keep your data safe:
- SOC 2 Type 2
- User Roles
- Access Levels
Manipulate Documents
Our clients are accustomed to paying for multiple applications to edit and manipulate documents. However, at Edi, we offer a comprehensive suite of tools that eliminate the need for these unnecessary subscriptions. By utilizing Edi, you gain access to all the essential editing and document manipulation functionalities in one platform, saving you both costs and the hassle of managing multiple subscriptions.
- PDF Web Editor
- Office Web - Office Desktop application is in process*
- Split documents
- Merge documents
- Compress PDFs
- Convert files to PDF
- Signature requests to your client*
- Email "Send to"
Client Sharing Portal*
The client sharing portal is a centralized platform for document sharing, real-time interaction, and secure data exchange. This eliminates the need for physical meetings and reduces reliance on email. This user-friendly tool enhances transparency, streamlines information retrieval, and contributes to improved client satisfaction, ultimately strengthening business-client relationships.
Client Sharing Portal:
- File Requests
- File Sharing
- E-Signature Requests
*Will be available in mid 2024