All Papercloud Reviews

1-25 of 90 Reviews

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Tomos

Financial Services, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

FUNCTIONALITY

5

Reviewed September 2023

Excellent product

PROS

The integration was seamless from using Volume beforehand. The search function is intuitive and easy to navigate. Also being able to print to Papercloud makes uploading documents really quick and easy.

CONS

The lack of ability to search for rows. You can search for individual boxes and client files but often I am searching for a document without full knowledge on what its saved title is. An ability to search for the row or tab would be an improvement I would make.

Nick

Insurance, 501-1,000 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

FUNCTIONALITY

3

Reviewed September 2023

Easy to use

It is a good document management e-system

PROS

Easy to drag and drop files and just save an image as a print image

CONS

Not simple to print a document - Volume was easier

Natasha

Financial Services, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

3

EASE OF USE

4

VALUE FOR MONEY

3

CUSTOMER SUPPORT

5

FUNCTIONALITY

2

Reviewed October 2023

Papercloud for financial services

We like the idea, we have a back log of paper files which will take a long time to work through. We think a few small changed could make it easier to use. It does often run slow.

PROS

Is has an easy to navigate feel and is much like a paper file which suited our advisers. Support ([sensitive content hidden] ) is great,

CONS

It can be slow and glitchy. We have also asked about a few features which seem like key ways to make it better but have never heard anything

Reason for choosing Papercloud

We liked the look and feel of it. The ease of use and the ability to flip through like a paper file.

George

Insurance, 501-1,000 employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

3

FUNCTIONALITY

4

Reviewed September 2023

Overall: A good piece of software

PROS

Overall Papercloud is a good piece of software with lots of positives. The speed of the system is very efficient, which is a massive plus on a day to day basis. The system is very easy to use meaning training isn't required.

CONS

My only real issue with Papercloud is that it is still fairly 'clunky,' connectivity occasionally drops with no way to save your files. Eventually this rectifies itself and I'd assume it's just an early teething problem.

Jack

Insurance, 51-200 employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

FUNCTIONALITY

5

Reviewed September 2023

Jack McClure Review

PROS

Very Easy Layout. Easy to set up new clientsVery intuitive settings and controls

CONS

The save function can be buggy at times. Any time I move a file I have to save before I can finish making my amendments. Would be much easier if I could make all my changes to the client file and then save as opposed to saving every few minutes

Jill

Financial Services, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

3

EASE OF USE

3

CUSTOMER SUPPORT

1

FUNCTIONALITY

3

Reviewed September 2023

Papercloud User

PROS

Clear files and cabinets easy to find a document if your know the client but difficult if trying to search for one.

CONS

Find the search facility hard to use. The preview screen at the bottom is too small to read without opening the whole document and it takes an age to save things when you're wanting to move on to the next task and you're having to wait while it saves.

Reasons for switching to Papercloud

The company made the decision

Lucy

Financial Services, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

3

FUNCTIONALITY

3

Reviewed September 2023

Does what it says on the tin

It is a decent system, but a few small changes could make this system even better and bring it into the 21st century.

PROS

The product is pretty self-explanatory and easy to use, they include the use of colour to code your different documents and allow for live documents to be stored on the cloud too.

CONS

There is so much that could be done to finesse and make the overall user experience better. But my main one would be too find a way that the live document instantly saves so you don't have to wait 5 minutes for the system to release that its been saved, as you can move away from the client page too quickly, you will lose the data you have saved.

Teresa

Financial Services, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed September 2023

Papercloud review

Overall experience has been good I have never had any ongoing issues, on the two occasions I have had to call Papercloud I received good service and my query was answered professionally

PROS

Easy to use Option to colour the boxes Option to name boxes Being able to add and delete rows and tabsRetrieve deleted itemsAbility to upload directly from documents and outlook

CONS

It often disconnects and the red plug appears Can often run slow Sometimes it can be hard to place boxes in a row that already has multiple boxes

Adrian

Transportation/Trucking/Railroad, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed September 2023

Easy offsite digital document storage for a a small business

It does everything I need it to do and is easy to use.

PROS

Papercloud has a filing structure that can be tailored to match a physical filing solution, so it has a familiar feel and is logical to use. It links to my scanner easily and allows quick recovery or printing of stored files. Even my accountant is impressed!

CONS

There is no go back page function. If looking for one supplier and then another I have to go back to file manager. The watermark drivers can be problematic.

Faye

Financial Services, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed September 2023

An Online Filing Cabinet

Overall it has been a postive experience as there have not been many flaws.

PROS

It is a high functioning online filing cabinet that is easy to use and navigate around

CONS

If you do not remember to hit save, and you bring another file over into you 'pages to be placed' it pulls everything back into that tab and you have to start again. Also when you 'jump' from Curo to create a new client file you have to do it 2/3 times

Samantha

Insurance, 501-1,000 employees

Used daily for less than 6 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

3

FUNCTIONALITY

5

Reviewed November 2023

papercloud

7/10. It has its flaws that could make it easier to use

PROS

searching for risk, documentation and logging new business

CONS

having to save the docs everytime which is annoying. the reliability.

Reasons for switching to Papercloud

Not sure, i think maybe it was due to an upgrade.

Reece

Financial Services, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

3

EASE OF USE

4

FUNCTIONALITY

3

Reviewed September 2023

Reece - LBFP

Overall, Papercloud is easy to use and works well for it's intended use. Never had any major issues.

PROS

It was easy to get used to after coming over from Volume, due to many similarities.

CONS

The search feature - needs some work. Hard to locate files and can only search for first person on file, not second.

Michele

Financial Services, 201-500 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

FUNCTIONALITY

3

Reviewed October 2023

Good product

Being using Papercloud for 18 months a like it a lot. I hadn't used Papercloud at previous companies but wish I had been introduced to it sooner.

PROS

Easy to use and very flexible. Able to create as many sub folders as requited and also like the audit trail feature which always you to track employees who have saved or deleted items from client records.

CONS

File look and edit could be better. Would like to see functionality to edit client contact information whilst in the client record.

Matt

Financial Services, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

FUNCTIONALITY

4

Reviewed September 2023

Papercloud

PROS

The easy open layout of files in each of the cabinet style filing system makes organising straightforward and easy to follow

CONS

I struggle to search for documents effectively in the software within each client record

Stephanie

Financial Services, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed September 2023

Good simple document storage solution

Quick and easy to use and edit.

PROS

Straightforward to use. Simple solution, without unnecessary features.

CONS

Search options are quite limited, would be useful to search by something other than name more easily.

Matthew

Financial Services, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2023

10/10 - Excellent Service

10/10 - Good product, easy to navigate and use, friendly customer support.

PROS

Ease of use, friendly customer support who are always helpful on the telephone and e-mails whenever I have any queries, quick to locate files and find relevant documents.

CONS

Only wait times to get through to customer support but that has only been a few times.

Taryn

Non-Profit Organization Management, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

5

FUNCTIONALITY

4

Reviewed January 2024

Paper Cloud

PROS

The ease with which you can load and save documents

CONS

Once you forward a document, you cannot see the history of what you sent to whom you sent it.

Alex

Financial Services, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2023

Hamnett Wealth Management

excellent

PROS

so easy to usecan be customizedeasy to set up and archive clients

CONS

inability to split clients for instance when one is deceased i have the ability to see both active and archive clients but I would like to select to not be able to view archived clients all the time.

Reasons for switching to Papercloud

new version

Steve

Financial Services, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2023

Papercloud

PROS

Easy client file management and back up

CONS

Search for 2nd client not possible . Have to search 1st client to access

Timelle

Insurance, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2023

benefits of papercloud

i prefer filing on paper cloud than using physical files as it allows me to work remotely from anywhere

PROS

I use it on a daily basis to file documents for a claim file. It has different boxes for ease of reference

CONS

i constantly have issues with connection

Susie

Financial Services, 1,001-5,000 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

FUNCTIONALITY

4

Reviewed October 2023

Review

PROS

Very easy to use. Easy to navigate. It provides great functionality and resource to our company.

CONS

There are no features that I like least about the product.

Henry

Financial Services, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed October 2023

Quick and easy

PROS

Easy to use, very quick and responsive , easy to learn.

CONS

Search function needs improving as partners first name can't be searched for.

Wendy

Insurance, 51-200 employees

Used daily for less than 6 months

Review Source: Capterra

OVERALL RATING:

3

EASE OF USE

3

FUNCTIONALITY

2

Reviewed September 2023

Papercloud

It takes a lot more of our time using this

PROS

Can find records easily, can mark up favourite files

CONS

Have to save all the time, documents do not open, its slow

Reasons for switching to Papercloud

Company move

Chris

Insurance, 201-500 employees

Used daily for less than 6 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed September 2023

A good, speedy filing solution

Generally my experience of Papercloud has been extremely satisfactory. It allows us to have quick and easy access to all the files we need and the cabinet set up and templates helps to index the files to simplify use.

PROS

Accessing files is very quick and easy. Many of our individual files will contain over a hundred documents and our previous system could take several minutes to load. Papercloud though allows us to access all documents within seconds which certainly is a huge benefit to us.

CONS

At times saving documents onto Papercloud can be hit and miss. It sometimes takes two or three attempts for a document to save to a file.

kyle

Financial Services, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2024

Kyle Astall Paper cloud review

PROS

It is an easy, efficient way to store data. It is also quick which helps me to get through my workloads much quicker

CONS

Can be quite a few glitches and sometimes is slow.

Showing 1 - 25 of 90 Reviews