FAQs

• Is There a Demo Video?
• Does Folderit Have a Desktop App?
• How Secure is Folderit?
• How Much Does it Cost?
• Does Folderit Have an API?
• Does Folderit have OCR?
• Does Folderit Have On-Premise Solution?

Getting Started

• Registration
• Uploading Files
• Uploading Folders
• Previewing Files
• Searching
• Creating Folder Structure
• Rearranging Files and Folders
• Managing the Main Sections
• #Team Section
• Inbox

Admin Tools

• Granting Account-Level Access
• Audit Trail / Audit Log of all account events
• Manage all custom metadata fields
• Overview & Management of All Shared Resources
• Recycle Bin

• User Management
  • Adding Users
  • Editing User's Profile
  • Removing a User
  • Setting Password Policy
• User Groups Management
  • Adding Users to a User Group
  • Creating User Groups
  • Deleting a User Group
  • Removing Users from a User Group
  • Renaming a User Group

Folder-level Tools

• Configuring Columns
• Metadata Templating on Folder-level
• Automated Approval Workflow
• Retention Automation
• Audit Log on Folder Level
• Downloading
• Deleting

File-level Tools

• Creating & Editing Microsoft Office Documents
• Custom Metadata Fields
• Default Metadata Fields
• Document Approval Workflow
• Document Check-in / Check-out
• Linking / Associating Files
• Setting Up Reminders
• Versioning / File History

Sharing Resources / Granting Access

• Sharing Files, Folders & Sections
• Differences in Access Permissions
• Granting Access Via a Public Link
• Setting Automatic Expiration

User Profile Tools

• Subscription Management
• Name, Password, Language & Time Zone
• Where to Find Subscription Invoices
• Notifications

Account-level Tools

• Downloading All Your Files
• Multiple Business Sub-Accounts
• Renaming Accounts