You can upload folders and folder structures with files directly or as a ZIP file. It is also possible to upload empty folders (explained in Option 3). Read how to duplicate folder structures. OPTION 1: Click on the arrow next to the ‘Upload’ button and choose ‘Upload a Folder’. OPTION 2: Compress the structure into […]
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 […]
There are three ways of rearranging files in Folderit. Drag-and-drop and with folder selection. 1 – If you hover your mouse pointer over any file or folder in the list view, a dotted drag handle appears. Click and hold your left mouse button on it. The possible destinations where you can drag your file/folder are […]
You can upload any file to Folderit, what ever is its format — and up to 50 GB per single file is accepted. Here are the different ways you can onboard your data: The e-mail (for low volumes) and SFTP (for high volumes) are good ways to get scanned files from scanner to the system. […]
Main Sections are the top-level folders displayed on the left side of the system. They include a few special sections like Inbox and #team. All other sections are there by default to give you an idea how you could structure your DMS. But they are merely suggestions and can be deleted, renamed and reordered while […]
#Team folder is the only Main Section that is by default visible (but can be truned off) to the people you add as your team members. So they would have at least one resource they can see when they log into your system. You can keep it empty if you want, or put a file […]
Inbox is the first of the Main Sections. All folders that you have or create in Folderit have an email address. This is a folder which celebrates it however — its email address is visible when you click on the Inbox section. Sending an email with an attachment (or several) to this address will result […]
You have two types of folders in Folderit. The very highest level of folders is called Main Sections — the main folders that are always visible for you on the left side. More about Sections here. Under the Main Sections you can create almost unlimited folder structure — folders within folders within folders. Just click […]
You can register for a free 30 day trial here: https://my.folderit.com/signup The e-mail address you use as your user name will be the owner and the (first) administrator of the account. It is recommended to use a generic email address (info@…. , accounting@… etc) for the master account user name, so it will not be […]
