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Share documents, folders, sections or even the whole account with different permissions (Previewer, Viewer, Editor, Upload-only) to anyone you like. 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 and send documents to e-signing workflows.
A powerful live-search function is built into our cloud document management software so you can search documents not only by the file name and metadata, like keywords but also the content of the files thanks to Optical Character Recognition (OCR) technology. PDFs, Docx files or even screenshots and scans of documents are now thoroughly searchable!
Does an invoice, vacation application or another document need to be approved by one or several people before the next step? Not a problem! Invite people to approve and add their comments. In fixed order or all at once. It's never been easier to get and track approvals! Learn more about Approval Workflow! Or maybe you just need to send a document for someone's acknowledgement? There's a workflow for that too!
You can also set an optional retention period for any of the folders and files -- in days, weeks, months or years!
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.
Add tags, notes, date and due date to help organize your documents. You can easily add your own metadata fields of different types like lists, checkboxes and much more! You can also link files to create relations between documents in different folder structures. Metadata templates can be defined on folder-level too.
You can upload a new version of a document and preserve the existing metadata and all earlier versions of the file -- which are always easily recoverable with just one click! A document check-in/check-out feature allows you to lock a document for others while you are editing it on your computer. And each version of a document can be independently approved.
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.
Every folder has a dedicated e-mail address. Just send/forward an e-mail to that address and the attached file will end up in chosen folder with sender, subject and content info intact. It couldn't be any simpler, and it's perfect to store documents on the go or for sending them into your DMS from a scanner.
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.
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.
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. Or use our Sync App for Windows
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).