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Document Management Integrations

Cabinet SAFE and SAFE CLOUD integrate with leading third-party applications.The Cabinet SAFE and SAFE CLOUD content management solutions don’t exist in a vacuum. That’s why we’ve taken strides to provide tight integrations with other parts of businesses’ IT ecosystems.

Integration between SAFE/SAFE CLOUD and third-party systems is accomplished through a variety of methods. These include a number of configurable integration tools, purpose-built connectors and custom development tools.

Configurable Integration Tools

Cabinet Synchronizer: Integrate Data from Outside Software

Cabinet Synchronizer automatically syncs Cabinet repositories with outside systems of record. Changes made in third-party applications and databases – a new account in a CRM or a change of address – are automatically made in SAFE/SAFE CLOUD.

Cabinet Retriever: Access SAFE Documents from Other Applications

Cabinet Retriever opens your Cabinet document repository to third-party Windows applications. With Retriever, you can access and use your documents from your ERP, CRM or other mission-critical system – while maintaining SAFE’s famous audit trail, version control and security functionality.

Purpose-Built Connectors

Cabinet Salesforce App: Access Cabinet Documents Within the World’s No. 1 CRM

The Cabinet Salesforce app creates a real-time sync between Cabinet document repositories and Salesforce Account and Contact records. Links to documents appear in configurable custom objects within the CRM, where they can be checked out or checked in. Full security rules, role-based permissions and audit trails remain in force.

Cabinet Books: Direct Document Management-Accounting Integration

Cabinet Books lets users streamline the entry of data and filing of documents into QuickBooks and QuickBooks Enterprise accounting software. Transactions are created automatically, and supporting documentation is appended to an invoice for easy access.

Development Tools

Cabinet API: Totally Open Integration Capabilities

Cabinet’s Open API gives developers full access to integrate any third-party system or application with SAFE or SAFE CLOUD. Built on the .NET platform, Cabinet API offers program methods, classes, aids and sample code to streamline development and speed ROI.

Supported Applications

The following is a partial list of applications that integrate with Cabinet SAFE and SAFE CLOUD. Integration capabilities vary depending on the tool or methodology used, security requirements and myriad other factors. Contact us or your Cabinet Authorized Dealer to discuss your specific document management integration needs.