Document Workflows

Automate approvals, reviews, acknowledgements, and signatures with Folderit — the most user-friendly document management system in the world.

Fastest Task Completion Time of Any DMS

According to a Gartner test, Folderit offers the fastest workflow task completion in its class. Whether it’s a document for review, approval, signing, or acknowledgement, Folderit makes it happen — fast.

What You Can Do with Folderit Workflows

• Approval Workflows — Get formal approvals from individuals or groups — ideal for contracts, policies, and more.
• Review Workflows — Have documents reviewed before further processing. Perfect for quality control and compliance.
• Acknowledgement Workflows — Request confirmation that a document has been read and understood.
• eSign Workflows (Folderit eSign) — Unlimited electronic signatures included in your plan. Need to use DocuSign? No problem — we support that too.

Smart, Flexible Setup Options

Start a workflow:

• 📄 Directly on any file with a click.
• 📁 On a folder — all new documents added will trigger workflows automatically.

(You can even email documents straight into these folders, nowing the folder address.)

Choose Your Workflow Type

• Parallel – All participants are invited at the same time.
• Serial – Each participant is invited only after the previous one completes their task.

Share Full Context with Invitees

• Show document metadata like deadlines, categories, or project info if you choose.
• Show related items (supporting documents, references) for better decisions if you choose.

Anyone Can Participate

Whether inside or outside your organization:

• ✅ Registered users get full dashboard access to track, manage, and review all tasks.
• ✅ Non-registered users can participate securely via email.
• ✅ All workflow history is logged and auditable.

For Admins: Total Workflow Oversight

• See all pending workflows across your organization.
• Instantly know where and why something is stuck, and when it began.

Document Status Always Visible

Every document shows its current workflow status in folder view — with clear icons:

A document can go through all of them in one flow. This for example is both signed and acknowledged:

Smart Workflow Summaries

Rejected or approved files become PDFs with workflow summaries. The original document stays untouched.

• Add updated versions to restart the flow if something is rejected.
• Summary pages include:
  • Timestamped decisions
  • Comments
  • Delegations
• Download:
  • Full document + summary pages
  • Just the summaries
  • Or the original file only

Delegation & Vacation Mode

• Not the right person for the task? Delegate it to someone else.
• Going on vacation? Set your away period and assign a workflow deputy from your profile.

Ready to streamline your document workflows?

👉 Try Folderit — with unlimited built-in approval and eSigning, the fastest task completion, and zero frustration.