FAQs

• Is There a Demo Video?
• How Secure is Folderit?
• How Much Does it Cost?
• Does Folderit have OCR?
• Which Integrations are Available?
• Does Folderit Have an API?
• How Approving Documents Works?
• Does Folderit Have a Desktop App?
• Does Folderit Have a Mobile App?
• Does Folderit Have On-Premises Solution?

Getting Started

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

Admin Tools

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

• User Management

  • Active Directory (Azure AD) SSO setup
  • Adding Users
  • Editing User's Profile
  • Removing a User
  • Setting Password / 2FA 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

• Audit Log on Folder Level
• Automated Approval & e-Sign Workflows
• Configuring Columns
• Deleting
• Document Numbering
• Downloading
• Duplicating Folders
• Metadata Templating on Folder-level
• Retention Automation
• Store and embed URLs
• Thumbnail view

File-level Tools

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

Access & Permission Management

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

User Profile Tools

• Name, Password, Language, 2FA & Time Zone
• Notifications
• Subscription Management
• Where to Find Subscription Invoices

Account-level Tools

• Changing OCR language
• Downloading All Your Files
• Multiple Business Sub-Accounts
• Renaming Accounts