I'm an independent investment advisor that uses another document storage solution for my client files- Docupace Technologies. What I would like to see from Egnyte is a customized document indexing system for my industry. For example, every time a post a document for storage, I would like to index that document in the following ways:
Document Type (list)
Form Name (free form)
Document Review status (list)
Various fields for checks and security details (check #, check amount, security name, number of shares)
Date document received
Date document forwarded
Essentially, using Egnyte as a file server is great and I use it for my non-client needs. However, there is no superior way of finding documents because they are not indexed specifically. Sure I can conduct a "search". But a search is not complete. If I asked, "Let me see all of your Beneficiary Designations for all your clients for June 2010 through December 2011" I can't do it. Or, find me all documents related to account number #####. The reason I can't do this is because documents are not organized this way. This probably requires a more advanced solution than is being offered by Egnyte at this point. Just Tagging is not the solution either.