The power of a platform often lies in its ability to integrate seamlessly with other tools. Folderit, your leading Document Management System (DMS), has recognized this and offers a suite of integrations that can supercharge your document management experience. Let’s dive into each of these integrations, exploring their nuances and understanding how they can elevate your Folderit experience.
1. Microsoft Office 365 Integration
What is it?
Microsoft Office 365 is Microsoft’s flagship suite of office productivity tools, encompassing applications like Word, Excel, PowerPoint, and more. These tools are used by millions worldwide for tasks ranging from document creation to complex data analysis.
How does it integrate with Folderit?
Folderit’s integration with Office 365 is all about streamlining your document management process:
- Direct Editing: No need to download a document, edit it in an Office application, and then re-upload. With this integration, you can directly open and edit documents in their respective Office applications right from Folderit.
- Collaboration: Multiple users can collaborate on a single document in real-time. Whether it’s co-authoring a Word document or working together on an Excel spreadsheet, the changes are reflected in real-time in Folderit.
- Version Control: Every time you save an edited document, Folderit maintains versions. This ensures you can always revert to a previous state if needed.
Benefits:
- Efficiency: Save time by eliminating the download-edit-upload cycle.
- Collaboration: Work together on documents without the fear of overwriting someone else’s changes.
- Safety: With version control, you’re always assured that no data is lost.
2. Okta SAML / SCIM Integration
What is it?
Okta is a renowned identity and access management service, providing solutions like Single Sign-On (SSO) and user provisioning.
How does it integrate with Folderit?
- Single Sign-On (SSO) with SAML: SSO simplifies the login process. Instead of remembering multiple passwords for different platforms, users can access Folderit using their Okta credentials. This not only enhances user convenience but also adds an extra layer of security.
- User Management with SCIM: System for Cross-domain Identity Management (SCIM) is a standard that automates the exchange of user identity information. With SCIM, any changes in user roles or access in Okta are automatically reflected in Folderit.
Benefits:
- Enhanced Security: SSO reduces the risk of password-related breaches.
- Automated User Management: SCIM ensures that user data is always synchronized between Okta and Folderit, reducing administrative overhead.
3. DocuSign Integration
What is it?
DocuSign is the leading electronic signature solution, allowing users to sign documents digitally, ensuring faster approvals and legal compliance.
How does it integrate with Folderit?
- Direct Sending: Documents stored in Folderit can be sent directly to DocuSign for signatures. Whether it’s a contract, an agreement, or any other document, it can be digitally signed without leaving the Folderit environment.
- Status Tracking: Once a document is sent for signature, you can track its status in Folderit. You’ll know when it’s viewed, signed, or if it’s still pending.
- Automatic Storage: After obtaining the necessary signatures, the signed document is automatically saved back to Folderit, ensuring all your documents remain in one centralized location.
Benefits:
- Speed: Digital signatures drastically reduce the time taken for approvals.
- Legally Binding: DocuSign’s electronic signatures are legally binding in most countries, ensuring compliance.
- Centralization: All signed documents are stored back in Folderit, ensuring you don’t have to juggle between platforms.
4. Microsoft Entra ID (formerly Azure Active Directory)
What is it?
Microsoft Entra ID, previously known as Azure Active Directory, is Microsoft’s solution for identity services and access management in the cloud.
How does it integrate with Folderit?
- Centralized User Management: With Azure AD, organizations can manage users centrally. When integrated with Folderit, this means that users can be added, modified, or removed in Azure AD, and these changes are automatically reflected in Folderit.
- Seamless Access: Users can access Folderit using their Azure AD credentials, ensuring they don’t have to remember multiple passwords.
Benefits:
- Unified Identity: One identity across all platforms ensures simplicity and security.
- Automatic Sync: Any changes in user data or permissions in Azure AD are automatically updated in Folderit.
5. eID Integration
What is eID?
eID is a government-issued electronic identification system, providing a cryptographic proof of one’s identity. It’s based on an ID card with a chip, used in conjunction with PIN codes. The signature standard used by eID (and Mobile-ID) is ASIC-e, conforming to the eIDAS regulation.
How does it integrate with Folderit for Digital Signatures?
eID integration with Folderit is specifically designed for digital signatures. Here’s how it works:
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Signature Request: When you receive a signature request over Folderit, you can choose to sign it using one of three options: eID, Mobile-ID or Smart ID.
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If you chose Mobile ID or Smart ID: A signature request will be pushed to your phone.
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Input PIN: You input your PIN 2 on your phone.
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Cryptographic Signature: The document is cryptographically signed on your Folderit account using eID or Mobile-ID.
This process ensures a secure and verified digital signature, providing an encrypted proof of identity.
Benefits of eID Integration with Folderit
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Enhanced Security: eID offers a secure method of signing documents, minimizing the risk of unauthorized access or identity fraud.
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Streamlined Process: The integration streamlines the signing process with verified digitals ignatures, allowing users to quickly sign documents using eID or Mobile-ID directly through Folderit.
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Regulatory Compliance: eID integration ensures compliance with stringent regulations like eIDAS, protecting businesses from potential legal issues.
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User Trust: Knowing that Folderit uses eID for digital signatures instills confidence in users, assuring them of the platform’s commitment to security and privacy.
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Cost-Efficient: eID integration reduces the need for additional security measures, leading to long-term cost savings.
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Environmentally Friendly: eID promotes sustainability by reducing the need for physicallu signing documents.
6. Make (formerly Integromat) Integration
What is it?
Make, previously known as Integromat, is a platform that allows users to connect multiple apps and automate workflows.
How does it integrate with Folderit?
- Automated Workflows: With Make, Folderit users can set up triggers and actions. For instance, when a new document is added to Folderit, an automated workflow could send a notification to a team member or even create a task in a project management tool.
- App Connections: Make supports thousands of apps. This means Folderit can be integrated with CRM systems, email platforms, communication tools, and more.
Benefits:
- Efficiency: Automate repetitive tasks, ensuring consistency and saving time.
- Integration: Connect Folderit with almost any app you use, ensuring a seamless flow of data and processes.
7. Public API for Custom Integrations
What is it?
An API (Application Programming Interface) allows different software solutions to communicate with each other.
How does it integrate with Folderit?
Folderit’s public API is a gateway for developers. They can use this API to create custom integrations, ensuring Folderit communicates seamlessly with other platforms or tools they use.
Benefits:
- Flexibility: The API ensures Folderit can be molded to fit any unique business requirement.
- Customization: Developers can tailor integrations to ensure data flows exactly as needed.
