The Most User-Friendly Cloud DMS in the World
Keeping your paperless office documents only on your computer or local server poses the risks of hard drive failure, fire, flood or burglary. And what if you want to access one of those important files away from the office? Meet Folderit. The ultimate online document management system for small businesses and organizations, the most user-friendly DMS in the world! We didn’t bulk it up with features real people never need. So, you can find the documents you need much more easily!
Access Control & Office 365 integration
Share documents, folders, sections or even the whole account with different permissions (Previewer, Viewer, Editor) to anyone you like. Create groups of collaborators to share to many people at once! Work collaboratively in Office 365 apps. While Audit Trail logs every change and even file previewing, providing accountability
Powerful Search With OCR
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 photos of documents are now thoroughly searchable!
Approval Workflow & Automated Retention
Does an invoice, vacation application or another document needs 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!
You can also set an optional retention period for any of the folders and files — in days, weeks, months or years!
Notifications & Audit Trails
Set and get automatic notifications for changes in documents, folders or sections as often as you choose — at the moment of the change or as a grouped notification once a day or week. Whenever someone adds a file, deletes something, etc. you will know who did what, and when.
Associate Files & Add Metadata
Signers, notes, date and due date to help organise your documents. You can easily add your own metadata fields! You can also associate files to create relations between documents in different folder structures that belong together. It’s easy in Folderit cloud document management software.
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.
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.
For each of your account roles you receive a dedicated e-mail address. Just send/forward an e-mail to that address and the attached file will end up in your Folderit Inbox. It couldn’t be any simpler, and it’s perfect to store documents on the go!
Roles or Sub-Accounts
Although you can create unlimited hierarchy under your primary account role, you can actually add up to 5 additional roles! So, you can have one for your company or its divisions, others for you personal needs, clubs or whatever to share with the relevant people!
Mobile Friendly DMS
Your documents in the Folderit online document management system are accessible to you from every PC, Mac, tablet or smartphone with an internet connection. All over the world.
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. Folderit Sync is a Windows desktop application that allows easy data syncing!
Safe & Secure
All your data is triple backed up and bank-level encrypted in the Folderit cloud document management system where it’s safely stored and is sent via secure SSL layer. You can also customize password policy for your team members, so they can only choose extra long passwords and need to change their password as often as you wish.