Tag Archives: Jim True

Cabinet MOBILE iPad app is the latest way to leverage document management on the popular tablet

Posted on November 20, 2012 by in Software, Technology

In a press release today, Cabinet, a provider of document management software, announced the release of its own app for iPad called Cabinet MOBILE.

View the Cabinet MOBILE listing in iTunes ($9.99).

Cabinet joins other document management providers like Laserfiche, Worldox, and NetDocuments in the trend of providing customers access to their electronic documents through a native mobile application.

More than read only

What’s really powerful is that Cabinet MOBILE is not just an app for read-only access to documents. Files can be checked out of the repository, edited, and checked back in, all from the iPad.

To demonstrate many of the core features of Cabinet MOBILE, Jim True, vice president of product management for Cabinet recently visited FPPad headquarters to give me a one-on-one demo of the app.

(click here to watch on YouTube)

PODCAST: Cabinet President Andrew Bailey discusses secure file sharing, iPad app

Posted on September 6, 2012 by in Software

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Document management software provider facilitates secure file sharing between advisers and clients; iPad app releasing soon

For today’s podcast, I was joined by Andrew Bailey, president of document management software provider Cabinet, to learn more about his company’s solution for financial advisers.

Cabinet President Andrew Bailey

Readers likely recognize Cabinet as CabinetNG, but last month the company dropped “NG” from its name in a new branding campaign (NG stood for Next Generation, a label Bailey feels the company has since transcended).

Bailey and I spoke about Cabinet’s flagship product called SAFE, and how they’ve added features useful to financial advisers, such as a private cloud hosting option to eliminate the need for a local server to run the software.

Also, Bailey hinted at the upcoming release of Cabinet’s app for iPad, something I was able to see early versions of during a visit with vice president Jim True several weeks ago. Bailey anticipates the Cabinet iPad app will be released in Q4 this year.

You can learn more information on Cabinet at www.cabinetpaperless.com.

[photo: Cabinet – Flickr]