Sistema de gestion documental
DMS galardonado para un almacenamiento, gestión y aprobación seguros y más sostenibles de documentos digitales.
Empezar! Ver vídeo!Características principales:
- Fuente única de la verdad
- Automatizar de forma fiable
- Gestionar el acceso
- Encontrar fácilmente
Más ecológico y sostenible
Características
See the Features
Cuando la Seguridad, la Sostenibilidad y la Facilidad de Uso Importan
Almacene de forma segura
Puede almacenar de forma segura cualquier tipo de archivo en Folderit. ¡Hasta 50 GB por archivo!
PUNTOS DESTACADOS
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s Cifrado de 256 bitsCifrado de 256 bits256-bit encryption 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.
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s Autenticación de dos factoresAutenticación de dos factoresTwo-Factor Authentication (2FA) enhances your security by requiring a verification code from an authentication app, in addition to your password.
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s Conexiones SSLConexiones SSLSSL (Secure Sockets Layer) connections encrypt the data transmitted between your browser and our servers, ensuring that your information remains private and protected from interception.
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s Política de contraseñas personalizadaPolítica de contraseñas personalizadaCustom password policies allow you to define specific rules for creating secure passwords, such as length, complexity, and expiration.
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s Copias de seguridad triplesCopias de seguridad triplesTriple Backups ensure that your data is redundantly stored across multiple locations for maximum safety and reliability. This means even in the unlikely event of a failure at one site, your data remains secure and accessible.
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s Papelera de reciclaje sólo visible para los administradores de cuentasPapelera de reciclaje sólo visible para los administradores de cuentasThe Recycle Bin, visible only to account administrators, ensures that deleted files can be reviewed and restored if needed.
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Gestionar el acceso
Es muy fácil compartir recursos a cualquier nivel con personas, grupos de usuarios o con un enlace de acceso público.
NIVELES DE PERMISO
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s Sólo vista previaSólo vista previaThe Preview-Only permission level allows users to view documents without the ability to print, download, edit, or even select and copy text.
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s Sólo para subirSólo para subirThe Upload-Only permission level allows users to add new files to a designated location without the ability to view, download, or modify existing content. This feature is perfect for scenarios where document submissions are required without granting access to other sensitive files.
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s Vista previa y descargaVista previa y descargaThis permission level allows users to view documents, as well as print and download them.
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s EditorEditorThe Editor permission level grants users full control over the shared resource, including the ability to view, edit, delete, and manage files and settings.
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s Custom / GranularCustom / GranularCustom Permissions allow 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.
Encontrar fácilmente
Realice búsquedas a partir del contenido de los archivos, añada sus metadatos personalizados y relacione los archivos que van juntos.
PUNTOS DESTACADOS
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s Indexación de contenidos OCRIndexación de contenidos OCROCR (Optical Character Recognition) 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!
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s Filtrado avanzadoFiltrado avanzadoAdvanced Filtering offers powerful 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.
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s Vinculación de archivosVinculación de archivosLinking and relating resources allows you to connect files, folders, and external links within the system, creating a network of related documents and resources.
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s Metadatos personalizadosMetadatos personalizadosCustom Metadata 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.
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s Historial de archivos ilimitadoHistorial de archivos ilimitadoVersion History 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.
Automatizar de forma fiable
Ahorre tiempo y trabaje de forma más eficaz dejando que el sistema trabaje por usted.
PUNTOS DESTACADOS
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s Automatización de la retenciónAutomatización de la retenciónRetention Time Automation allows you to 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.
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s Flujos de trabajo de aprobaciónFlujos de trabajo de aprobaciónApproval Workflows automate the review and approval process for documents, allowing you to set customized pathways and assign tasks to team members. After the workflow is completed, the system generates a summary PDF that includes the document sent for approval and appends it as the final page.
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s Flujos de trabajo de firma electrónicaFlujos de trabajo de firma electrónicaFolderit eSign offers unlimited e-signing capabilities within the Tailor plan, ensuring streamlined and secure document workflows. Additionally, it integrates seamlessly with DocuSign for broader compatibility and supports eID formats like XAdES and ASIC-E for advanced digital identity verification.
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s Flujos de trabajo de acuse de reciboFlujos de trabajo de acuse de reciboAcknowledgement Workflows are 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.
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s RecordatoriosRecordatoriosReminders 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.
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s Correo electrónico para carpetasCorreo electrónico para carpetasEach 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.
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s Numeración automática de documentosNumeración automática de documentosAutomated Document Numbering allows you to set up custom numbering schemes for your files, integrating custom metadata fields into the numbering system. This feature helps in maintaining a structured and consistent document management process.
Obtenga una visión general
Obtenga una visión completa o de cualquier acción realizada por cualquier persona en su DMS. Y de todos los recursos compartidos.
PUNTOS DESTACADOS
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s Registros de auditoría completosRegistros de auditoría completosAudit 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.
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s Visión general de todos los recursos compartidosVisión general de todos los recursos compartidosThis 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.
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s NotificacionesNotificacionesCustomizable notifications allow users to select which alerts and how often they want to receive, including updates on shared documents, approval requests, and signature requests.
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s Cuadro de mandos y herramientas de informesCuadro de mandos y herramientas de informesThese tools offer comprehensive organization-wide lists for administrators, 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.
Sáquele más partido
Lleve las cosas al siguiente nivel con integraciones y compatibilidad con múltiples plataformas.
PUNTOS DESTACADOS
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s Múltiples subcuentas de empresaMúltiples subcuentas de empresaCreate and manage separate sub-accounts for different business entities, or locations, each with its own team members, user groups, and even admins. Easily switch between them under a single user account.
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s Compatible con móviles y tabletasCompatible con móviles y tabletasFolderit 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.
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s Aplicación de escritorioAplicación de escritorioFolderit 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.
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s Integración con Microsoft Office 365Integración con Microsoft Office 365Microsoft Office 365 integration is built-in, to create and edit Word, Excel, and PowerPoint files directly within the Folderit system.
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s Integración de firma electrónica DocuSignIntegración de firma electrónica DocuSignStart DocuSign workflows directly within Folderit and automatically receive signed documents back into the system.
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s Outlook Add-inOutlook Add-inThe Folderit Outlook Add-In allows you to send selected emails directly from Outlook to any chosen folder in Folderit.
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s Almacene e incruste URLAlmacene e incruste URLStore 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.
Una solución más sostenible y ecológica para la gestión de documentos.
Utilizamos Amazon Web Services como nuestra plataforma en la nube, que está en proceso de convertirse en 100% alimentada con energía verde para 2025.
Descubra qué más hacemos dentro de nuestro programa de Responsabilidad Social Corporativa.
Pierda menos tiempo gestionando documentos
Folderit es el DMS más fácil de usar del mundo. Le Ahorrará Tiempo y Dinero.
En Folderit valoramos profundamente a nuestros clientes y trabajamos muy duro cada día para ofrecerles un software DMS que sea diferente en todos los sentidos correctos. Folderit está desarrollado para personas como usted que valoran la seguridad y la privacidad.
Nuestra galardonada interfaz de usuario intuitiva hace que trabajar en Folderit sea más rápido. De hecho, ¡usted podrá trabajar más rápido que con cualquier otro software comparable!
¡Pruébelo gratis! TESTIMONIOS DE CLIENTES
De confianza y apreciados.
❤️ En todo el mundo.
Folderit DMS es fácil de usar, seguro y asequible. Esto, en combinación con nuestro excelente equipo de soporte ¡es exactamente lo que buscan nuestros clientes!
Está en buena compañía.
Únase a miles de organizaciones en Folderit.
La gestión documental sin papel es una parte fácil del día a día para muchas empresas y organizaciones de todo el mundo. Para quienes optaron por Folderit.