Introduction to Edi: Revolutionizing Document Management

Welcome to the future of document management! Meet Edi, your new best friend in the digital workspace. Edi is more than just file storage, it's revolutionizing how you handle, share, and secure your digital documents. Let’s dive into what makes Edi stand out from the crowd and why it’s the perfect solution for your business.

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Standardized Organization

Ever had that moment of panic searching for a crucial client file? Maybe your colleague saved it in their personal folder, or it got lost in the digital abyss. With Edi, those days are over. We bring order to the chaos with a standardized organizational structure that ensures consistency across your company. Say goodbye to lost files and hello to efficiency!

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How we standardize:

• Record Categories: Organize client records by type and purpose.
• Pre-defined Folder Structure: Follow a uniform folder structure for all clients.
• File Naming Conventions: Apply a standard name to similar files to ensure consistency.

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Automation

Why spend time on repetitive tasks when Edi can handle them for you? Our automation features save you valuable time and resources, letting you focus on what really matters – growing your business.

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How we automate:

• Folder Structures: Automatically generate folder setups for new clients or projects.
• File Templates: Use predefined templates for common documents.
• Automated Reminders: Send your client an automatic reminder for the files they owe you.

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Security

At CEGsoft, we take security seriously. Edi complies with SOC 2 Type 2 standards, ensuring your data is protected at all times. We offer tailored roles and access levels to maintain confidentiality and secure sensitive information.

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How we keep your data safe:

• SOC 2 Type 2 Compliance: Adherence to industry-standard security protocols.
• User Roles: Define roles to control access and permissions.
• Workspace Access Levels: Ensure appropriate access for all team members.
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Manipulate Documents

Why juggle multiple applications for editing and managing documents when Edi offers everything in one place? With Edi, you have all the tools you need to edit, split, merge, compress, and convert documents, plus request signatures – no extra subscriptions needed.

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Our tools:

• PDF Web Editor: Edit PDFs directly in your browser.
• Office Web & Desktop: Create and edit office files
• Split & Merge Documents: Easily handle document modifications.
• Compress PDFs: Reduce file sizes without compromising quality.
• Convert Files to PDF: Seamlessly convert various file types.
• Signature Requests: Request and manage e-signatures efficiently.
• Email “Send to”: Share documents directly via email.

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Client Sharing Portal

Forget about endless email chains and using Whatsapp to exchange sensitive client information. Edi’s Client Sharing Portal is your centralized platform for secure document exchange between you and your clients.  
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Client Sharing Portal:

• File Requests: Easily request necessary documents from clients.
• File Sharing: Securely share files with clients and colleagues.
• E-Signature Requests: Simplify the process of getting documents signed.
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Let’s Shape Your Digital Office Together

Edi is here to streamline your document management, enhance your productivity, and ensure your data is secure. Ready to revolutionize your digital workspace? Let's embark on this journey together!