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How can we help?
Getting Started
DEMO VIDEOS
Registration of the Main Account
Importing Data
Migration
How Much Does it Cost?
How Approving Documents Works?
Which Integrations are Available?
Security, Hosting
How Secure is Folderit?
Does Folderit have OCR?
Does Folderit Have On-Premises Solution?
Watermarking
Integrations
Folderit Forms WordPress Plugin
Folderit Embed Files for WordPress
API
Does Folderit Have a Mobile App?
Desktop App
Connect Folderit to Zapier
Files & Folders
Folders and views
Configuring Folder Views
Managing the Main Sections
#Team Section
Inbox
Folder Message Markdown Guide
Common file and folder actions
Moving and Rearranging Items
Download files and folders
Duplicating
Find and organize
Previewing Files
Searching
Linking / Relating Items
Manage External Links
Document Editing & Versioning
Creating & Editing Microsoft Office Documents
Document Check-in / Check-out
Versioning / File History
Workflows & Automation
Workflow Methods
Folderit eSign
Approval Workflows
Acknowledgement Workflows
DocuSign
eID Electronic Signatures
Custom Workflow Methods
Fill Fields Workflows
Workflow Setup
Workflow Designer
Workflow Templates
Document automations
Document and Form Record Numbering
Retention Period Automation
Import Files Over Email
Generate PDF and DOCX Documents
Notifications & Reminders
Reminders
Watch a File or Folder for Changes
Automated Reminders for Form Records
Metadata & Forms
Metadata fields and tags
Add and Edit Metadata
Custom Metadata Fields and Folder Templates
Managing Tags in Folderit
Forms and records
eForms (Form templates)
Linked Forms: Create a Record Using Existing Data
Bulk Copy Field Values in Form Records
Document and Form Record Numbering
Automated Reminders for Form Records
Document generation
Generate PDF and DOCX Documents
Ready-to-Use Document Templates
Admin Tools
Overview & Management of All Shared Resources
Recycle Bin
Setting Security Policy
Access Management
Sharing Files, Folders, and Other Resources
Access Permission Levels
Custom Permission
Sharing with Public Links
Setting Access Expiration
Sending Files as Email Attachments
SSO & Provisioning
Microsoft Entra ID (Active Directory) SSO setup
Google SAML setup guide
OKTA SCIM setup guide
OKTA SAML setup guide
Users & Profiles
Adding Users
Adding Administrators / Granting Account-Level Access
Removing a User
Editing User's Profile
User Groups
Collaborator Limit Reached
User-level Tools
Personal Dashboard: Tasks & Requests
Name, Password, Language, 2FA & Time Zone
Personal Notification Settings
Resetting a Lost Password
Assigning a Deputy
Business-level Tools
Multiple Business Sub-Accounts
Changing OCR language
Renaming Accounts
Managing Organization Notifications
Downloading All Your Files
Subscription Management
Where to Find Subscription Invoices
Reports
Dashboard and Reports
Document and Folder Audit Trails
Folder Content Report
Global Audit Trail
Creating custom metadata fields
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