Folderit is always finding new ways to simplify document management, and this October 2024 update is no exception. We’re still as committed to making document management smoother and more user-friendly, as we were when we started 10 years ago.
In fact, with this update we’ve brought special goodies for users who work with large design files, need more control over document reviews, or want easier access management.
1. DWG File Previews: Making Design File Management Easier
If you’re in architecture, engineering, or any field that relies on CAD software, you know how tricky DWG files can be to manage. Up until now, you had to download these files to view them, which added an unnecessary (and let’s face it annoying) extra step to the process. Folderit’s new DWG File Preview feature changes that. Now, you can preview DWG files directly in the system without the hassle of downloading or opening them in a separate application.
This means quicker access to important project files and details, regardless of whether you want to review drafts, collaborate with team members, or just need a quick glance, no more extra steps. It’s a simple feature, but for professionals working with important design files, it solves a mature pain in the glutes. No more bouncing between software just to take a look at a file, with this update just focus on keeping your workflow efficient and focused, all within Folderit.
2. Review Workflow: Fine-Tuning Your Document Validation
For businesses that deal with complex documents requiring multiple rounds of feedback, the Review Workflow is a valuable addition. While Folderit’s Approval Workflow lets you give the green light on documents, the new Review Workflow takes things a step further. It’s designed to make sure every document gets the attention it needs before approval, with all the necessary feedback incorporated.
How? Pretty simple, picture this: you’re in the middle of a project with several stakeholders, and each of them needs to review and comment on a document. The Review Workflow helps manage that entire process, allowing you to collect feedback, track revisions, and maintain that nothing slips through the cracks. It gives your team a more structured way to collaborate, making sure all input is considered before a final decision is made.
Our Review Workflow feature is perfect for industries like law, marketing, or project management etc, where thorough review cycles are crucial to getting things right. It helps avoid last-minute changes and prevents mistakes, making the approval process much more seamless. By adding this extra layer, Folderit is giving teams the tools they need to work smarter, not harder.
3. Google SSO: Streamlined Security and Access Management
Managing user access securely and efficiently is a priority for any business, and Folderit’s new Google Single Sign-On (SSO) integration makes that much easier. For companies already using Google Workspace, this update allows employees to log into Folderit using their existing Google credentials. This eliminates the need for separate usernames and passwords, making the process both more secure, and you guessed it, more user-friendly.
By adding Google SSO, Folderit now offers even more flexibility alongside existing integrations with Entra ID (Active Directory), and Okta. The integration works via SAML, an industry-standard for secure user authentication, ensuring your team’s access remains tightly controlled. IT teams will especially appreciate the simplicity of managing user access, as this system reduces password fatigue and streamlines onboarding for new employees. It’s a small change that makes a big difference in how teams handle security and workflow access.
4. Summary of All Workflows: A Clearer View of Document Workflow History
For the last update, we have one of the most useful additions to our feature set. The update is called the Summary of All Workflows feature. Previously, users had to track workflow progress across various stages separately, that is, Approval, Review, Acknowledgment, and E-signing. Now, you can download a single summary document that includes a detailed history of every workflow a file has been through.
This is especially beneficial for teams that need a clear audit trail or want to ensure compliance. Whether the goal is to prepare for an internal audit or just to keep a closer eye on how documents are being handled, this summary provides a comprehensive view in one convenient file. It also cuts down on administrative time, letting you focus on the work at hand without having to dig through multiple logs to find the information you need.
Conclusion: Better Workflows, Easier Management
This October 2024 update is all about making document management more intuitive and efficient. Whether through the ability to preview DWG files without leaving the platform, adding a Review Workflow for extra validation, simplifying login with Google SSO, or getting a complete snapshot of document progress with the workflow summary, each new feature is designed to help you work smarter.
