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Curtis Nash

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  • Rubex - Permissions (Read, Write, Delete, Admin): What do they indicate?

    Permissions that are applied to a user for a drawer, folder, etc. in SecureDrawer are displayed as Read, Write, Delete, and Admin. Each permission serves a different purpose for a drawer/folder/doc...

  • Rubex - How to Install the Microsoft Office Addins

    Rubex allows you to store directly from your MS Office programs into your eFileCabinet database. These addins will give you a "Send to eFileCabinet" button in MS WORD, MS EXCEL, MS OUTLOOK, and MS ...

  • Rubex - How to use eSignature - FAQ, Troubleshooting, and Data Sheet

    eSignature is a feature in Rubex that allows users to request electronic signatures, initials, and other approvals from any individuals on specified documents. This can be used for documents that r...

  • Rubex - How to use eSignature - Checking the Status of a Signature Request

    eSignature is a feature in Rubex that allows users to request electronic signatures, initials, and other approvals from any individuals on specified documents. This can be used for documents that r...

  • eFileCabinet Online Auditor Feature Instructions

    The eFileCabinet Online Auditor feature allows New York Life Auditors to view documents in Agents’ eFileCabinet Online document management system. The feature allows the Auditor to perform audits f...

  • Rubex - How to use eSignature - Preparing a Document and Sending the Request

    eSignature is a feature in Rubex that allows users to request electronic signatures, initials, and other approvals from any individuals on specified documents. This can be used for documents that r...

  • Rubex - How to view Available Storage and Account Settings.

    Your Rubex account has a data limit, this is a limit on the amount of data that you can store to your Rubex account workspace. You can find this limit, and view your current data usage in the "Acco...

  • Rubex - How to Purge Deleted Items

    In Rubex when you delete an item, you can recover or purge that item from your Deleted Items bin, or "Recycle bin." This is a built-in feature to protect you from accidentally purging data, and it ...

  • Rubex - How to Restore Deleted Items.

    In Rubex when you delete an item, you can recover that item from your Deleted Items bin, or "Recycle bin." This is a built-in feature to protect you from accidentally purging data, and it will act ...

  • Rubex - Email Imports setup guide and data sheet

    Attached to this article is the Email Imports Data Sheet The Email Imports feature in Rubex is a new file-storing method that allows users to integrate their email accounts to automatically, and co...