Staying organized and efficient is essential for any business managing a large volume of documents. That’s why Folderit’s latest updates for February 2025 introduce two powerful features: Header Messages for Folders and Export Search Results. These enhancements are designed to streamline workflows, improve collaboration, and make document tracking more intuitive.
With Header Messages, users can add important notes, guidelines, or compliance details directly within folders, ensuring teams stay aligned. Meanwhile, the Export Search Results feature allows users to generate reports effortlessly by exporting search data, including metadata, into Excel or CSV files.
Header Messages for Folders
Managing shared folders often comes with a common challenge, lack of clear instructions. Without context, team members may struggle to understand folder structures, document retention policies, or project-specific details. Folderit’s Header Messages solve this by allowing users to add structured messages at the top of any folder.
Users can now format and structure their Header Messages using full markup support, making it easy to add important instructions for team members, include links to resources or external systems, and format text for better readability.
Key Use Cases
- Onboarding & Guidelines: New team members can instantly understand folder organization and key processes.
- Project & Task Coordination: Highlight important deadlines, updates, or reference materials directly within project folders.
- Compliance & Security Notes: Ensure document retention policies and data security guidelines are clearly visible.
Export Search Results
Managing metadata and generating reports has never been easier. With the new Export Search Results feature, users can quickly extract search results, including metadata, into Excel or CSV files. This is particularly useful for businesses that need to track documents, conduct audits, or manage compliance records.
Key Use Cases
- Regulatory Compliance & Audits: Easily generate reports for document retention tracking and legal compliance.
- Internal Record-Keeping: Maintain structured records of file metadata for better document control.
- Project Oversight: Track document changes and updates in a more accessible format.
How These Features Improve Document Management
The Header Messages for Folders and Export Search Results features bring seamless organization and efficiency to Folderit users:
- Better Team Communication: Key folder information is visible to everyone at a glance.
- Faster Workflows: No more guessing where to find information, folder headers provide instant clarity.
- Easy Reporting & Compliance: Exporting metadata saves time and ensures accurate documentation.
Together, these updates make document collaboration, compliance, and reporting easier than ever.
Getting Started with the New Features
Let’s look at how to start using these features in Folderit.
Setting Up Header Messages for Folders
Adding Header Messages is simple and can be done in just a few steps:
- Open the Folder where you want to add a message.
- Click the ‘Modify’ button in the top toolbar.
- Enter your message using markup formatting to structure the content.
- Save the message, and it will appear at the top of the folder for all users to see.
Best Practices for Header Messages
- Keep it clear and concise
- Use links wisely
- Update messages regularly
Using the Export Search Results Feature
To generate a report of your search results, follow these steps:
- Run a search in Folderit to locate specific files or metadata.
- Scroll down to the search results footer.
- Click the ‘Export’ button.
- Choose between Excel (.xlsx) or CSV format.
This will generate a downloadable report, making it easy to organize, analyze, and store key document data.
Best Practices for Exporting Search Results
- Use filters before exporting
- Standardize metadata usage
- Automate reporting
Conclusion
If you haven’t already, log in to Folderit and start using these features today! And if you have any questions, check out Folderit’s knowledge base or contact support for assistance.
