Welcome

eFileCabinet 2014 Desktop Training

James Blaylock, CPA, CITPPaul ConterioCorporate Presenter Trainer

eFileCabinet

2

Based in Lehi, Utah

LegalSales

Cabinets

Folders

Documents

Drawers

AccountingCustomersClientsExecutiveHuman ResourcesPersonalProperty

Adams, TomBarton, CraigBringhurst, Scott

InsurancePatients

Cook, MattCratchit, BobJensen, SteveMartin, MarySantoro, JosephTaylor, Paula

BenefitsCorrespondenceAcceptance Letter

PayrollPersonal Time OffPermanent

Subfolders

EvaluationGrievanceResumeWarningSS Card

SS CardPermanent

Taylor, Paula

Human Resources

Cabinets

Folders

Documents

Drawers

Subfolders

Paula Taylor SS #Search

SS CardPermanent

Taylor, Paula

Human Resources

Cabinets

Folders

Documents

Drawers

Subfolders

Paula Taylor SS #

Folders

Documents

Drawers

You Can Search by Name!You Can Search by Profile!

You Can Search by Indexing & OCR!

7

Mary Martin is Vice President of Human

Resources & Accounting

Mary because of her role in the company has access to

both employee medical and financial records

The Benefit folders contain employee personal health

information (PHI)

8

Bob Cratchit is Director of Accounting and reports to

Mary Martin

Bob does not have access to the benefits folders containing employee

personal health information

9

BobDirector

MaryVice President