Importing Data
You can upload files and folders into the system in several ways. To send files from a scanner into the system, use the import over email function (for low volumes) or sFTP (for high volumes).
You can upload files and folders into the system in several ways. To send files from a scanner into the system, use the import over email function (for low volumes) or sFTP (for high volumes).
Duplication of any files and folders (with sub-folders) in the system is available. This is an easy way to work with document templates or replicate the same folder structures in different locations. Duplicating Files For file duplication, you can choose between three options: 1. Select the file(s) in the list view with check-mark and choose […]
You can add a link (URL) as an item stored in Folderit. The link can be opened in a new tab or within a preview window (iFrame) inside the system. It can be shared like any other resource. To add a link, click on the arrow next to the ‘Upload’ button to open the menu […]
You can create and edit Word (.docx), Excel (.xlsx) and PowerPoint (.pptx) files in Folderit. This feature requires you to have an active Microsoft 365 for Business subscription and that your browser has “Prevent cross-site tracking” turned off. Creating New Word, Excel and PowerPoint Files To create an MS Office document, click on the arrow […]
There are two search modes in Folderit: Live Search and Deep Search (with OCR and more). LIVE SEARCH gives you quick live results as you type something to the search input field, without clicking on the Search button. Only the results that are found in file and folder name and metadata will be displayed as […]
After you have uploaded a file to Folderit, the background process starts to generate a preview file of it which can be seen in-system without the need to download the file first. Preview is generated for PDF, JPG, PNG, GIF, Doc, Docx files among others. Preview generation can take some time, depending also on the […]
You can easily keep several versions of the same file neatly organized and with unified metadata. Just add new version(s) in the file detail view and a new segment ‘Other Versions’ appears. To add a new version of an existing file: The file is then automatically uploaded and becomes the current version instead of the […]
To make sure the document you have downloaded to work with on your local device is clearly marked as such and others are unable to make accidental changes at the same time, you can Lock the document. ‘Lock File’ button only appears if the resource is shared out to someone with Editor permissions, i.e. there […]
If you need to link a file, a folder or an external link with another resource, making a clear connection/relation between them, use the RELATE ITEMS feature. To link other items with one: Alternatively you can use the Document ID to paste in the field to make the connection. Now you can see in file […]
Columns that by default display Name, Tags and Date information in the folder list view can be configured to display any metadata (including your own custom fields) that you choose. You can also display more than 3 columns. You can switch between sorting A-Z / Z-A when clicking on the ‘Name’ column label and by […]