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
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
FUNCTIONALITY
5
Reviewed September 2023
Excellent product
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.
CONSThe 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
OVERALL RATING:
4
EASE OF USE
4
FUNCTIONALITY
3
Reviewed September 2023
Easy to use
It is a good document management e-system
PROSEasy to drag and drop files and just save an image as a print image
CONSNot simple to print a document - Volume was easier
Natasha
Financial Services, 2-10 employees
Used daily for less than 2 years
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.
PROSIs has an easy to navigate feel and is much like a paper file which suited our advisers. Support ([sensitive content hidden] ) is great,
CONSIt 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
OVERALL RATING:
4
EASE OF USE
3
FUNCTIONALITY
4
Reviewed September 2023
Overall: A good piece of software
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.
CONSMy 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
OVERALL RATING:
5
EASE OF USE
4
FUNCTIONALITY
5
Reviewed September 2023
Jack McClure Review
Very Easy Layout. Easy to set up new clientsVery intuitive settings and controls
CONSThe 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
OVERALL RATING:
3
EASE OF USE
3
CUSTOMER SUPPORT
1
FUNCTIONALITY
3
Reviewed September 2023
Papercloud User
Clear files and cabinets easy to find a document if your know the client but difficult if trying to search for one.
CONSFind 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
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.
PROSThe 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.
CONSThere 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
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
PROSEasy 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
CONSIt 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
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.
PROSPapercloud 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!
CONSThere 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
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.
PROSIt is a high functioning online filing cabinet that is easy to use and navigate around
CONSIf 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
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
PROSsearching for risk, documentation and logging new business
CONShaving 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
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.
PROSIt was easy to get used to after coming over from Volume, due to many similarities.
CONSThe 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
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.
PROSEasy 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.
CONSFile 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
OVERALL RATING:
4
EASE OF USE
4
FUNCTIONALITY
4
Reviewed September 2023
Papercloud
The easy open layout of files in each of the cabinet style filing system makes organising straightforward and easy to follow
CONSI 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
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.
PROSStraightforward to use. Simple solution, without unnecessary features.
CONSSearch 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
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.
PROSEase 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.
CONSOnly 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
OVERALL RATING:
4
EASE OF USE
5
FUNCTIONALITY
4
Reviewed January 2024
Paper Cloud
The ease with which you can load and save documents
CONSOnce 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
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2023
Hamnett Wealth Management
excellent
PROSso easy to usecan be customizedeasy to set up and archive clients
CONSinability 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
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2023
Papercloud
Easy client file management and back up
CONSSearch for 2nd client not possible . Have to search 1st client to access
Timelle
Insurance, 11-50 employees
Used daily for less than 2 years
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
PROSI use it on a daily basis to file documents for a claim file. It has different boxes for ease of reference
CONSi constantly have issues with connection
Susie
Financial Services, 1,001-5,000 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
FUNCTIONALITY
4
Reviewed October 2023
Review
Very easy to use. Easy to navigate. It provides great functionality and resource to our company.
CONSThere are no features that I like least about the product.
Henry
Financial Services, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
5
Reviewed October 2023
Quick and easy
Easy to use, very quick and responsive , easy to learn.
CONSSearch function needs improving as partners first name can't be searched for.
Wendy
Insurance, 51-200 employees
Used daily for less than 6 months
OVERALL RATING:
3
EASE OF USE
3
FUNCTIONALITY
2
Reviewed September 2023
Papercloud
It takes a lot more of our time using this
PROSCan find records easily, can mark up favourite files
CONSHave 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
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.
PROSAccessing 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.
CONSAt 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
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2024
Kyle Astall Paper cloud review
It is an easy, efficient way to store data. It is also quick which helps me to get through my workloads much quicker
CONSCan be quite a few glitches and sometimes is slow.