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Try the most user-friendly DMS in the world free for 30 days!

Monthly Yearly, save 10%
Mini
25
270
+ taxes
Monthly
Yearly
  • 150 GB storage
  • Up to 5 users
  • Approval & e-Sign Workflows
  • Retention Automation
  • Document Numbering System
  • API
  • Priority Support
  • MS Entra ID (AD) & Okta SSO
  • Granular Access Management
Medium
75
810
+ taxes
Monthly
Yearly
  • 500 GB storage
  • Up to 10 users
  • Approval & e-Sign Workflows
  • Retention Automation
  • Document Numbering System
  • API
  • Priority Support
  • MS Entra ID (AD) & Okta SSO
  • Granular Access Management
Tailor
95
1026
+ taxes
Monthly
Yearly
  • TB storage
  • users
  • Approval & e-Sign Workflows
    Unlimited Folderit eSign Included
  • Retention Automation
  • Document Numbering System
  • API
  • Priority Support
  • MS Entra ID (AD) & Okta SSO
  • Granular Access Management
All plans include:
Access Control & Office 365

Access management on all levels with granular custom permissions. Use Okta or Microsoft Entra ID (Active Directory) for central user management. Create groups of collaborators to share to many people at once! Work collaboratively in Office 365 apps.

Powerful Search With Multilingual OCR

Our cloud document management software features an advanced live-search capability, enabling you to swiftly locate documents by file name, metadata, such as keywords, and even their content, thanks to Optical Character Recognition (OCR) technology. This means PDFs, Docx files, screenshots, and scanned documents are fully searchable, ensuring you find exactly what you need with ease.

Workflows, eSigning & Automated Retention

Effortlessly send documents for approval, acknowledgment, or electronic signatures, whether in a fixed sequence or simultaneously. Achieving and monitoring your workflows has never been simpler! Unlimited Folderit eSign electronic signatures are included in the Tailor plan for seamless in-house signing, with the option for DocuSign integration also available. Plus, customize retention periods for any folder or file—choose from days, weeks, months, or years to meet your specific needs.

Document Numbering, Notifications & Audit Trails

Utilize automatic document numbering based on the schemes you define. Set and get automatic notifications for changes in documents or folders as often as you choose. While audit trail logs every action of every user for accountability.

Custom Metadata & File Linking

Tailor your document management by adding custom metadata fields in various formats, including lists and checkboxes. Establish connections between documents across different folders by linking files, and streamline processes by setting metadata templates at the folder level for consistent data capture.

Versioning

Our platform supports comprehensive version control, allowing for the tracking of every document iteration. With the checkout and check-in feature, you can ensure that edits are made without conflict, and every version of a file can be independently approved, maintaining the integrity and accuracy of your documents throughout their lifecycle.

Reminders

Whenever you need a notification at a certain date and time, just set up a reminder! You can add as many reminders as you like and choose a different e-mail address for notification on each of them.

Import Documents Over E-mail

Each folder in our system is assigned a unique email address, streamlining the process of document submission. Simply send or forward an email to this address, and any attachments will be automatically saved in the specified folder, with the sender's details, subject, and body content preserved. This feature simplifies document storage on the go, including direct uploads from scanners. Additionally, with our convenient Outlook add-in, you can directly store emails themselves within the system.

Subsidiaries Supported

Although you can create unlimited hierarchy under your primary account role, you can add separate spaces for your branch companies! So, you can have one for each of your company or its divisions. The teams and data are kept separately, unless you want to give someone access to several of your companies. Each branch can have its own administrators, offering tailored control and oversight.

Mobile Friendly DMS

With the Folderit online document management system, you can easily access your documents from any device with an internet connection, whether it's a PC, Mac, tablet, or smartphone. This means that regardless of where you are in the world, you can securely access and manage your documents without any hassle.

Local Backup Too

Your documents are stored in a secure cloud and are perfectly safe, yet if you wish, you can easily download the whole account or individual files/folders to your hard-drive as often as you like for your local backup.

Safe & Secure

In the Folderit cloud document management system, your data is not only securely stored but also triple backed up and encrypted with bank-level security. Our platform employs secure SSL layer technology to ensure that all data transfers are conducted safely and securely. You can customize password policy, enforce 2FA for all users and use Azure Active Directory (AD) or Okta SSO.