To duplicate files, you can choose between three options: 1. Select the file(s) in the list view with check-mark and choose ‘DUPLICATE’ from the toolbar. It can also be a mix of files and folders. 2. Click on the file’s settings (gear) icon in list view and choose ‘DUPLICATE’. 3. Click on the file to […]
Folderit Gold and Platinum (and Trial) plans come with DocuSign electronic signing and XAdES (ASIC-E and BDOC) 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. […]
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 […]
If you need anyone to be reminded about a document or a link on your Foldeti 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 do […]
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: Click on the file you want to add a new version of In details […]
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 […]
Do you need to get approvals to a document before your next steps? Do you need to get invoices approved prior to payment or some vacation applications approved or company rules agreed by all employees? Use the approval workflow! There are two options for sending documents for approval in Folderit: You can do it manually file-by-file […]
In addition to seven default metadata fields you can easily add your own custom metadata fields as well. You can do so by applying the custom metadata fields on folder level, so that the same fields are automatically assigned to all files in that folder — and optionally its sub folders. You can also add […]
There are 7 default metadata fields already in place whenever you upload a file to Folderit. You can see the file’s metadata when clicking on it. The data on the fields is thoroughly searchable with as-you-type instant search. The default fields are: To fill in those metadata fields click on a file and choose ‘Modify’ […]
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 […]
