Sharing is caring, so we’ve made it easy. Easily collaborate by sharing documents, folders, sections or even the whole account. Whether you are keeping it cosy, or your team is as busy as Bondi, it’s easy to set permissions to control different levels of access. Create user groups to share to a groups of people at once. And activate public links when needed. Collaborating has never been easier and you can set automatic expiry to any access!
Maintain efficiency and clarity with the Folderit Approval Workflow feature. Invite users to approve documents electronically and add their comments. Documents can be shared, approved and returned in a jiffy, with the click of a button, and are trackable in real-time. Learn more about Approval Workflow! And you can set a retention period to any file or folder!
At times, finding documents can be like finding a needle in a haystack. Solution? We’ve got the most powerful document search system to locate your files by name, metadata, like keywords, signers and file content. Optical Character Recognition engine, or OCR, converts documents into editable and searchable data, making all your scanned documents completely searchable. Don’t waste hours fossicking for files again!
When you have multiple users, even the most organised systems can go pear shaped. Our meta-data feature enables you to filter, group, and sort documents, as well as adding your own data fields to customize the process for your business. You can also relate documents in different folder structures by linking files. We save your systems from going completely cactus.
Have you ever saved a file and realised you just wiped out some really important info? We know that feeling. That’s why Folderit allows you to add new versions of your documents, while retaining metadata and keeping a history of your previous versions on file. Retrieve your files easily by recovering previous versions with a single click. And on top of that, you can collaborate safely with our document check-in/check-out feature, so you can lock docs from being edited by other users while you are working on them.
Create an alert to stay updated when documents, folders or sections change or are deleted. Set your notification frequency to alert you at the moment of change, or as a group notification arriving daily or weekly. Your notification will tell you what changes were made, by whom, and when.
Sometimes things get a little crazy. When you are busier than a bare-foot centipede on a barbecue plate, use Folderit to set unlimited reminders to your documents, so you don’t miss any due dates. And forward email notifications to any email address you choose.
Each sub-account is allocated a dedicated email address. So anyone can ping you an email with attachment at that address and the attachment with sender, subject and content will arrive in your Folderit inbox.
With Folderit, you can control the level of access that users have to your data, by creating unlimited sub-accounts under your primary account role. Restrict access to keep some people out of unauthorised areas, or to stop accidental changes to files. An additional 5 sub.accounts are allocated to your account, so you can use these for different divisions, groups, or for your own personal needs too. So there’s plenty to go around!
The Folderit online document management is accessible from every PC, Mac, tablet or smartphone with an internet connection. So whether you are at work, having a cuppa in a café, or on the beach in Bali, you can access your data anytime, anywhere.
Folderit cloud storage always keeps your documents safe and secure. However, if you like dot your i’s and cross your t’s, you can keep your files backed up locally too. It’s easy to download your entire account data, or individual files and folders, to your hard-drive as often as you like.
We treat your data like gold. Our bank-level data security keeps your account with Folderit DMS safe. Your documents are transferred via SSL, and continuous backups and 256-bit data encryption protect and secure your documents online. Plus, you can set custom password policies!
You can share documents, folders, sections or account with your team, in one central place.
Share, approve, and return, at the click of a button, and track project status in real-time. We don’t like to big-note ourselves, but our approval process is super-efficient!
We’ll send you a note when documents are added, changed or deleted, or for any other event in your system if you want to.
You can use default and custom metadata, to easily filter, group, and sort documents, and link documents in separate folders with file linking. No more mayhem!