FOLDERIT Cloud Document Management System
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!
File Versions
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.
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.