Document Management
System Software
Award-winning DMS for secure, efficient digital document management, e-signatures, and easy compliance.
Try for Free! Overview Video!Key features:
- Central Source of Truth
- Automate Reliably
- Manage Access
- Find Easily
Greener & More Sustainable
Features
See the Features
When Security, Sustainability, and User-Friendliness Count
Store Securely
Securely store any file type in Folderit, up to 50 GB per file, with ISO 27001, GDPR, and HIPAA compliance!
Highlights
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s 256-bit Encryption256-bit EncryptionThis secures your data by converting it into a code that only authorized users can decipher, ensuring it is safe from unauthorized access. For example, this level of security is used by banks to protect financial information.
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s Two-Factor AuthenticationTwo-Factor Authentication2FA enhances your security by requiring a verification code from an authentication app, in addition to your password.
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s SSL-connectionsSSL-connectionsSecure Sockets Layer connections encrypt the data transmitted between your browser and our datacenter, ensuring that your information remains private and protected from interception.
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s Custom password policyCustom password policyAdministrators can enforce custom password policies by defining rules for length, complexity, and expiration. Additionally, they can mandate the use of two-factor authentication to enhance security.
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s Triple BackupsTriple BackupsThis ensures your data is redundantly stored across multiple locations, at least 100 km apart, for maximum safety and reliability. Even in the unlikely event of a failure at one site, your data remains secure and accessible.
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s Recycle Bin only visible to account administratorsRecycle Bin only visible to account administratorsThis ensures that even if a user with delete permissions removes a file, it can still be reviewed and restored if needed. This adds an extra layer of security for all deleted data.
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s MS Entra ID, Okta & Google SSO integrationMS Entra ID, Okta & Google SSO integrationThis integration allows for centralized identity management, Single Sign-On, and robust security policies, ensuring that users can easily and securely access resources while administrators maintain control over user permissions and data protection.
Manage Access
It’s easy to share resources on any level to individuals, user groups or with a publicly accessible link.
PERMISSION LEVELS
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s Preview-onlyPreview-onlyThis ermission level allows users to view documents in-system without the ability to print, download, edit, or even select and copy text.
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s Upload-onlyUpload-onlyThis permission level allows users to add new files to a designated location without the ability to view existing content. This feature is perfect for scenarios where document submissions are required without granting access to other sensitive files.
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s Preview & downloadPreview & downloadThis permission level allows users to view documents, as well as print and download them.
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s EditorEditorThis permission level grants users full control over the shared resource, including the ability to view, edit, delete, and manage files and settings.
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s Custom / GranularCustom / GranularThis allows precise control over user actions, such as toggling audit trail visibility, enabling online editing only, and restricting downloads or other activities. This flexibility ensures that each user’s access aligns perfectly with their role and the security needs of the shared resource.
Find Easily
Use enterprise search to find content within files, add your custom metadata, and link related files together.
HIGHLIGHTS
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s OCR content indexingOCR content indexingContent indexing enables the conversion of scanned documents and images into searchable text. You can find documents based on their content, not just file name!
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s Advanced filteringAdvanced filteringUse the powerful filtering tools to refine your searches using metadata filters, custom metadata fields, date ranges, due dates, and more. This enables you to quickly locate relevant files based on specific criteria like project status, document type, or key deadlines.
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s Custom metadataCustom metadataThis enables you to define various types of metadata fields, such as text, numbers, dates, and dropdown lists, for each document. This flexibility allows you to tailor data attributes to your specific needs, enhancing the organization, searchability, and management of your files.
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s Linking / relating resourcesLinking / relating resourcesRelating resources allows you to connect files, folders, and external links within the system, creating a network of related documents and resources.
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s Unlimited version historyUnlimited version historyVersioning ensures that every change made to a document is automatically saved, with no limit on the number of versions stored. When using Office 365 integration, versioning happens automatically.
Automate Reliably
Save time and work more efficiently by letting the system work for you.
HIGHLIGHTS
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s Approval workflowsApproval workflowsAutomates document review and approval with customizable workflows. Tasks can be assigned to team members, who can delegate if needed. Once the workflow is complete, the system generates a summary PDF, including the original document as the final page.
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s eSign workflowseSign workflowsThe Tailor plan offers unlimited native e-signing capabilities with Folderit eSign. Both the Medium and Tailor plans seamlessly integrate with DocuSign for broader compatibility and support eID formats such as XAdES and ASIC-E for advanced digital identity verification.
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s Acknowledgement workflowsAcknowledgement workflowsPerfect for distributing documents such as safety regulations and policies that require user confirmation, ensuring compliance with ISO standards and other regulatory requirements. This feature tracks who has read and acknowledged each document, providing a clear record for audits and demonstrating compliance effectively.
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s Automated document numberingAutomated document numberingThis allows you to set up custom numbering schemes for your files, integrating even dynamic elements like custom metadata fields into the numbering system. This feature helps in maintaining a structured and consistent document management process.
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s RemindersRemindersReminders can be set for both users and groups, allowing you to schedule notifications with a custom message and a link to the relevant resource. Simply pick a date and time to ensure that everyone stays informed and on track with important tasks and deadlines, such as document reviews or policy updates.
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s Retention Time AutomationRetention Time AutomationSet automated schedules for how long files or folders should be kept before being archived or deleted. This can be customized on a per-file or per-folder basis, ensuring compliance with retention policies.
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s Import over emailImport over emailEach folder in Folderit can be assigned a unique email address. Send attachments directly to the chosen folder via email, saving the sender’s details, subject, and email content as metadata for easy organization and retrieval. Perfect for workflows like scanning to email, or when you need to quickly and securely store documents.
Have an Overview
Have a complete overview or any action taken by anyone in your DMS. And of all shared resources.
HIGHLIGHTS
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s Dashboards & reporting toolsDashboards & reporting toolsThese tools offer a comprehensive admin dashboard with organization-wide lists, including duplicate reports, documents pending decisions in any workflow, retention time ending reports, and due or upcoming due documents. Additionally, it provides a detailed overview of all files. All exportable to Excel, PDF, CSV and more. Each user also has a personal dashboard with their tasks.
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s Full audit trailsFull audit trailsAudit trails log every action taken on files, folders, and across the entire organization, whether by users or external parties. Each action is timestamped for precise tracking. This data can be exported in various formats, including Excel, CSV, and PDF, for comprehensive reporting, compliance, and monitoring purposes.
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s Overview of all shared resourcesOverview of all shared resourcesThis provides a centralized list of all documents and folders shared with users and non-users, including those shared via public links. This feature allows you to easily monitor and control access, ensuring that you can manage permissions and revoke access at any time to maintain security and confidentiality.
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s NotificationsNotificationsCustomizable notifications allow users to select which alerts and how often they want to receive, including updates on shared documents, approval requests, and signature requests.
Do More
Take things to a next level with integrations and multiple platform support.
HIGHLIGHTS
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s Support for branch companiesSupport for branch companiesCreate and manage separate sub-accounts for different business entities, each with its own team members, user groups, and even admins. Easily switch between them under a single user account.
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s Microsoft Office 365 integrationMicrosoft Office 365 integrationThis built-in integration enables your users to create and edit Word, Excel, and PowerPoint files directly within the Folderit system.
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s Outlook Add-inOutlook Add-inThis Add-In allows you to send selected emails directly from Outlook to any chosen folder in Folderit.
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s DocuSign integrationDocuSign integrationStart DocuSign workflows directly within Folderit and automatically receive signed documents back into the system.
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s Mobile and tablet friendlyMobile and tablet friendlyFolderit DMS is fully optimized for mobile and tablet use, providing a seamless experience across devices. Whether you’re managing documents, getting approvals done or accessing reports, you can enjoy intuitive navigation and full functionality on the go.
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s Desktop appDesktop appFolderit Sync is a desktop app that syncs your files across your PCs, ensuring you have access to the latest documents both online and offline. It allows easy management of your files directly from your desktop, keeping your data synchronized and secure.
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s Store & Embed URLsStore & Embed URLsStore and embed external URLs within Folderit, allowing you to open them in an iframe or a separate tab. These URLs can be linked to other items, include metadata, and be managed like any other document.
More sustainable and greener solution for document management.
We use Amazon Web Services as our cloud platform which is on track to become 100% powered on green energy by 2025.
See what else we do within our Corporate Social Responsibility program.
Waste Less Time Managing Documents
Folderit is the Most User-Friendly DMS in The World. Saving You Time and Money.
We care deeply about our customers and work very hard every day to deliver a DMS software that is different in all the right ways. Folderit is built for people like you who value security and privacy.
Our award-winning intuitive user interface makes working in Folderit faster. In fact you get things done faster than with any other comparable software!
Try for Free! Customer testimonials
Trusted and Loved.
❤️ Worldwide.
Folderit DMS is easy-to-use, secure and affordable. This, in combination with our outstanding support team is exactly what our customers seek!
You’re in a good company.
Join thousands of organizations on Folderit.
Companies and organizations from 83 countries have made paperless document management an easy part of everyday business by choosing Folderit.