Every folder in the system can have its own unique email address. This way a document can be sent into a specific folder in the system by anyone knowing this address, be it a person, scanner or a 3rd party software. Make sure the sender uses To: or Cc: field for the email address, not […]
Every document in the system can be sent to other users for their acknowledgement. This is perfect to distribute documents like safety instructions that need to be read and acknowledged by specific people and must leave an auditable log for ISO compliance or otherwise. The invitees will receive an email notification but can also see […]
Folderit Medium and Tailor (and Trial) plans come with DocuSign electronic signing and XAdES (ASIC-E) advanced digital signature integrations built-in. It means documents stored in Folderit can be easily electronically signed. You can send documents to be signed by Folderit users and external people by adding their email address to the e-signing flow. Signing with […]
If you need to assign a customized numbering scheme to documents in any folder or account, set up automated file numbering for document control! You will find a video tutorial at the end of the article. Numbering is available in Medium and Tailor plans. To do that, go to the folder where you need that […]
Folderit DMS allows you to start a document approval workflow for a single document or automate a folder, so that anytime a file is uploaded to the pre-configured folder, an approval workflow starts automatically. You can also enable routing, so that after the document is approved by everyone, it is automatically moved to another folder […]
By default all your files are stored infinitely. But you can easily add a custom retention period for files in any folder, or for specific single files. The documents will then be automatically moved to recycle bin or permanently deleted based on your settings after they have reached a certain age.Retention period management is available […]
If you need anyone to be reminded about a document or an external link on your Folderit account, it couldn’t be easier with REMINDERS function. You can set up one, or sequence several reminders for the same item — with different dates, times, users or user groups and reminder texts. To set up a reminder […]
Folderit DMS allows you to use metadata with different data types, create templates of custom metadata fields in folders, and add metadata to files, folders, and external links stored in the system. Metadata can be seen in the file’s detail view, can be displayed in the folder list view, and can be used as search […]
