FAQs

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

Getting Started

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

Admin Tools

• Audit Trail / Audit Log of all account events
• Dashboard and Reports
• Adding Administrators / Granting Account-Level Access
• 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

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

File-level Tools

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

Sharing Resources / Granting Access

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

User Profile Tools

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

Account-level Tools

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