Document Management
System Software

Award-winning DMS for secure, efficient digital document management, e-signatures, and easy compliance.
Try for Free! Overview Video!
Key features:
  • Central Source of Truth
  • Automate Reliably
  • Manage Access
  • Find Easily
Greener & More Sustainable
Folderit Document Management System Software
Features See the Features
When Security, Sustainability, and User-Friendliness Count
Store Securely
Securely store any file type in Folderit, up to 50 GB per file, with ISO 27001, GDPR, and HIPAA compliance!
Highlights
  • 256-bit Encryption
    This secures your data by converting it into a code that only authorized users can decipher, ensuring it is safe from unauthorized access. For example, this level of security is used by banks to protect financial information.
    s 256-bit Encryption
  • Two-Factor Authentication
    2FA enhances your security by requiring a verification code from an authentication app, in addition to your password.
    s Two-Factor Authentication
  • SSL-connections
    Secure Sockets Layer connections encrypt the data transmitted between your browser and our datacenter, ensuring that your information remains private and protected from interception.
    s SSL-connections
  • Custom password policy
    Administrators can enforce custom password policies by defining rules for length, complexity, and expiration. Additionally, they can mandate the use of two-factor authentication to enhance security.
    s Custom password policy
  • Triple Backups
    This ensures your data is redundantly stored across multiple locations, at least 100 km apart, for maximum safety and reliability. Even in the unlikely event of a failure at one site, your data remains secure and accessible.
    s Triple Backups
  • Recycle Bin only visible to account administrators
    This ensures that even if a user with delete permissions removes a file, it can still be reviewed and restored if needed. This adds an extra layer of security for all deleted data.
    s Recycle Bin only visible to account administrators
  • MS Entra ID, Okta & Google SSO integration
    This integration allows for centralized identity management, Single Sign-On, and robust security policies, ensuring that users can easily and securely access resources while administrators maintain control over user permissions and data protection.
    s MS Entra ID, Okta & Google SSO integration
Manage Access
It’s easy to share resources on any level to individuals, user groups or with a publicly accessible link.
PERMISSION LEVELS
  • Preview-only
    This ermission level allows users to view documents in-system without the ability to print, download, edit, or even select and copy text.
    s Preview-only
  • Upload-only
    This permission level allows users to add new files to a designated location without the ability to view existing content. This feature is perfect for scenarios where document submissions are required without granting access to other sensitive files.
    s Upload-only
  • Preview & download
    This permission level allows users to view documents, as well as print and download them.
    s Preview & download
  • Editor
    This permission level grants users full control over the shared resource, including the ability to view, edit, delete, and manage files and settings.
    s Editor
  • Custom / Granular
    This allows precise control over user actions, such as toggling audit trail visibility, enabling online editing only, and restricting downloads or other activities. This flexibility ensures that each user’s access aligns perfectly with their role and the security needs of the shared resource.
    s Custom / Granular
Find Easily
Use enterprise search to find content within files, add your custom metadata, and link related files together.
HIGHLIGHTS
  • OCR content indexing
    Content indexing enables the conversion of scanned documents and images into searchable text. You can find documents based on their content, not just file name!
    s OCR content indexing
  • Advanced filtering
    Use the powerful filtering tools to refine your searches using metadata filters, custom metadata fields, date ranges, due dates, and more. This enables you to quickly locate relevant files based on specific criteria like project status, document type, or key deadlines.
    s Advanced filtering
  • Custom metadata
    This enables you to define various types of metadata fields, such as text, numbers, dates, and dropdown lists, for each document. This flexibility allows you to tailor data attributes to your specific needs, enhancing the organization, searchability, and management of your files.
    s Custom metadata
  • Linking / relating resources
    Relating resources allows you to connect files, folders, and external links within the system, creating a network of related documents and resources.
    s Linking / relating resources
  • Unlimited version history
    Versioning ensures that every change made to a document is automatically saved, with no limit on the number of versions stored. When using Office 365 integration, versioning happens automatically.
    s Unlimited version history
Automate Reliably
Save time and work more efficiently by letting the system work for you.
HIGHLIGHTS
  • Approval workflows
    Automates document review and approval with customizable workflows. Tasks can be assigned to team members, who can delegate if needed. Once the workflow is complete, the system generates a summary PDF, including the original document as the final page.
    s Approval workflows
  • eSign workflows
    The Tailor plan offers unlimited native e-signing capabilities with Folderit eSign. Both the Medium and Tailor plans seamlessly integrate with DocuSign for broader compatibility and support eID formats such as XAdES and ASIC-E for advanced digital identity verification.
    s eSign workflows
  • Acknowledgement workflows
    Perfect for distributing documents such as safety regulations and policies that require user confirmation, ensuring compliance with ISO standards and other regulatory requirements. This feature tracks who has read and acknowledged each document, providing a clear record for audits and demonstrating compliance effectively.
    s Acknowledgement workflows
  • Automated document numbering
    This allows you to set up custom numbering schemes for your files, integrating even dynamic elements like custom metadata fields into the numbering system. This feature helps in maintaining a structured and consistent document management process.
    s Automated document numbering
  • Reminders
    Reminders can be set for both users and groups, allowing you to schedule notifications with a custom message and a link to the relevant resource. Simply pick a date and time to ensure that everyone stays informed and on track with important tasks and deadlines, such as document reviews or policy updates.
    s Reminders
  • Retention Time Automation
    Set automated schedules for how long files or folders should be kept before being archived or deleted. This can be customized on a per-file or per-folder basis, ensuring compliance with retention policies.
    s Retention Time Automation
  • Import over email
    Each folder in Folderit can be assigned a unique email address. Send attachments directly to the chosen folder via email, saving the sender’s details, subject, and email content as metadata for easy organization and retrieval. Perfect for workflows like scanning to email, or when you need to quickly and securely store documents.
    s Import over email
Have an Overview
Have a complete overview or any action taken by anyone in your DMS. And of all shared resources.
HIGHLIGHTS
  • Dashboards & reporting tools
    These tools offer a comprehensive admin dashboard with organization-wide lists, including duplicate reports, documents pending decisions in any workflow, retention time ending reports, and due or upcoming due documents. Additionally, it provides a detailed overview of all files. All exportable to Excel, PDF, CSV and more. Each user also has a personal dashboard with their tasks.
    s Dashboards & reporting tools
  • Full audit trails
    Audit trails log every action taken on files, folders, and across the entire organization, whether by users or external parties. Each action is timestamped for precise tracking. This data can be exported in various formats, including Excel, CSV, and PDF, for comprehensive reporting, compliance, and monitoring purposes.
    s Full audit trails
  • Overview of all shared resources
    This provides a centralized list of all documents and folders shared with users and non-users, including those shared via public links. This feature allows you to easily monitor and control access, ensuring that you can manage permissions and revoke access at any time to maintain security and confidentiality.
    s Overview of all shared resources
  • Notifications
    Customizable notifications allow users to select which alerts and how often they want to receive, including updates on shared documents, approval requests, and signature requests.
    s Notifications
Do More
Take things to a next level with integrations and multiple platform support.
HIGHLIGHTS
  • Support for branch companies
    Create and manage separate sub-accounts for different business entities, each with its own team members, user groups, and even admins. Easily switch between them under a single user account.
    s Support for branch companies
  • Microsoft Office 365 integration
    This built-in integration enables your users to create and edit Word, Excel, and PowerPoint files directly within the Folderit system.
    s Microsoft Office 365 integration
  • Outlook Add-in
    This Add-In allows you to send selected emails directly from Outlook to any chosen folder in Folderit.
    s Outlook Add-in
  • DocuSign integration
    Start DocuSign workflows directly within Folderit and automatically receive signed documents back into the system.
    s DocuSign integration
  • Mobile and tablet friendly
    Folderit DMS is fully optimized for mobile and tablet use, providing a seamless experience across devices. Whether you’re managing documents, getting approvals done or accessing reports, you can enjoy intuitive navigation and full functionality on the go.
    s Mobile and tablet friendly
  • Desktop app
    Folderit Sync is a desktop app that syncs your files across your PCs, ensuring you have access to the latest documents both online and offline. It allows easy management of your files directly from your desktop, keeping your data synchronized and secure.
    s Desktop app
  • Store & Embed URLs
    Store and embed external URLs within Folderit, allowing you to open them in an iframe or a separate tab. These URLs can be linked to other items, include metadata, and be managed like any other document.
    s Store & Embed URLs
  • Watermarking
    Dynamic watermarking feature adds an extra layer of security to your documents. Watermarks with details like the viewer’s name, date, and time are automatically applied during previews and downloads, ensuring traceability and discouraging unauthorized sharing. Available as a separate purchase.
    s Watermarking

More sustainable and greener solution for document management.

We use Amazon Web Services as our cloud platform which is on track to become 100% powered on green energy by 2025.

See what else we do within our Corporate Social Responsibility program.

Sustainable document management system EDMS
Diagram of EDMS systems showing Folderit DMS has the fastest task-completion time
Waste Less Time Managing Documents

Folderit is the Most User-Friendly DMS in The World. Saving You Time and Money.

We care deeply about our customers and work very hard every day to deliver a DMS software that is different in all the right ways. Folderit is built for people like you who value security and privacy.

Our award-winning intuitive user interface makes working in Folderit faster. In fact you get things done faster than with any other comparable software!

Try for Free!
Customer testimonials

Trusted and Loved.
❤️ Worldwide.

Folderit DMS is easy-to-use, secure and affordable. This, in combination with our outstanding support team is exactly what our customers seek!

  • "We have been using Folderit for the past five years with complete satisfaction for storing documents related to our Quality Management System (QMS). Folderit is incredibly user-friendly, secure, and affordable, making our documents accessible anywhere, anytime."
    Sjoerd K. / General Manager
    MedCat / Netherlands
  • "Folderit DMS has been a game-changer for our accounts payable team. We started using it to organize our invoices and receipts, and it's made life so much easier. The metadata fields are super handy - we can tag everything with vendor names, dates, and amounts, which makes finding stuff later a breeze."
    Paul K. / Director of Operations
    Crabtree’s Carpet & Flooring / USA
  • “I have started using the trial plan over the last few days and I have to say this is one of the very best pieces of software I have ever used. Intuitive, smart and full of hidden power. Everything is just in the right place and even billing & plans are transparent.”
    PHIL B.
    United Kingdom
  • "I wanted to provide some feedback that I am always pleased with your customer service. Whenever I have had any queries you respond timely and answer my queries and provide very good assistance."
    LAURA S.
    Australia
  • "For us using Folderit was a game changer. It also was a must that being a Chilean based company we could configure the program to be in Spanish. In summary it has been an excellent productivity and organizational tool for our company."
    Christian C. / General Manager
    Santa Maria / Chile
  • "I run a small international consultancy business, and we have recently opted for Folderit as our EDM system for legal documents. Congrats on creating such a fantastic, smooth and easy to use product, for small and medium businesses. It really is fantastic."
    ROB L.
    Netherlands
  • “I am amazed at your product as well as the simplicity and great UI that your team has built.”
    HARSHVARDHAN S.
    United Kingdom
  • “This software is brilliant, so easy to use but very powerful!”
    THOMAS R.
    UK
  • "By the way, let me congratulate you for the excellent software that you have built. It convinced me at first sight :-)"
    DUARTE G. H.
    Portugal
  • "Awesome – this is an excellent service and we are VERY happy with it so far. Along with the excellent attitude of the support team of course!"
    MIKE L.
    Australia

You’re in a good company.
Join thousands of organizations on Folderit.

Companies and organizations from 83 countries have made paperless document management an easy part of everyday business by choosing Folderit.