FAQs

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

Getting Started

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

Admin Tools

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

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

Folder-level Tools

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

File-level Tools

• Associating a File With Another
• Default Metadata Fields
• Custom Metadata Fields
• Document Approval Workflow
• Document Check-in / Check-out
• Versioning / File History
• Setting Up Reminders

Sharing Resources / Granting Access

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

User Profile Tools

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

Account-level Tools

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