Folderit Overview

Folderit addresses the challenge of managing documents securely and efficiently. As a cloud-based and on-premises electronic document management system (EDMS), it provides a user-friendly interface that simplifies document storage, retrieval, and sharing. Businesses benefit from its robust security features, ensuring sensitive information remains protected. Folderit supports diverse industry needs by offering customizable access controls, audit trails, and automated workflows. This system is particularly valuable for organizations seeking to enhance compliance and streamline document-related processes. Its adaptability to various business environments makes it a versatile choice for companies aiming to improve document management practices.

Use Cases

Customers recommend Workflow Management, Collaboration, Content Sharing, as the business use cases that they have been most satisfied with while using Folderit.

Other use cases:

  • Document Sharing
  • Onboarding
  • Sending & Publishing Communications
  • Contract Management
See all use cases See less use cases

Business Priorities

Scale Best Practices and Enter New Markets Internationally Or Locally are the most popular business priorities that customers and associates have achieved using Folderit.

Folderit Use-Cases and Business Priorities: Customer Satisfaction Data

Folderit's features include Alerts: Popups & Notifications. and Folderit support capabilities include 24/7 Support, Email Support, AI Powered, etc. also Folderit analytics capabilities include Custom Reports, and Analytics.

Reviews

"...Key features include document sharing, approval workflows, document change notifications, metadata editing and version control...." Peer review

Peer review evidence (same sources as the product rating summary)

"...Affordable and easy-to-use: SSL/Encryption, OCR Search, Approval Workflows, Reminders, Versioning, Granulated Sharing (including Preview-only), Audit Logs and more...." Peer review from FOLDERIT
"...After thorough collaboration, we have reached an agreement to grant Upstream exclusivity in Australian market, said Kent Raju, the Chief Marketing Officer of Folderit. ..." Folderit Cloud-Based Document Management System Comes To Australia Thanks to Partnership with Upstream Solutions
"...From the cloud, digital documents can be shared and managed without complications...." Folderit Cloud-Based Document Management System Comes To Australia Thanks to Partnership with Upstream Solutions

Folderit offers a user-friendly, secure document management system for going paperless. A free trial is available.

Popular Business Setting

for Folderit

Top Industries

  • Information Technology and Services
  • Non-Profit Organization Management

Popular in

  • Small Business
  • Large Enterprise

Folderit is popular in Information Technology And Services, and Non-Profit Organization Management, and is widely used by Small Business, and Large Enterprise,

Folderit Customer wins, Customer success stories, Case studies

What makes Folderit ideal for Workflow Management?

What solutions does Folderit provide for Collaboration?

How does Folderit address your Content Sharing Challenges?

What makes Folderit ideal for Document Sharing?

11 buyers and buying teams have used Cuspera to assess how well Folderit solved their business needs. Cuspera uses 139 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific business needs.

lightning

Peers used Folderit for workflow management and collaboration

Folderit Features

  • Low
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  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

2.73/5

Read Reviews (4)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

2.73/5

Read Reviews (4)

Software Failure Risk Guidance

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for Folderit

Top Failure Risks for Folderit

Folderit News

Product

Send Documents by Email Directly from Folderit

Folderit introduces a new feature allowing users to send documents directly via email from within the system. This integration streamlines document delivery by eliminating the need to download files before emailing them. Users can manage, approve, and send documents like contracts or reports seamlessly, enhancing workflow efficiency and maintaining document control.

Product

Folderit Forms for WordPress: Send E-Forms to Folderit DMS

Folderit has introduced a WordPress plugin that integrates WordPress forms directly with Folderit's Document Management System (DMS). This integration allows organizations to streamline document collection by automatically transferring form submissions and attachments into specific Folderit folders, enhancing efficiency in processes like supplier onboarding and client intake. The plugin supports various use cases, including HR processes and incident reporting, by organizing data into structured records.

Product

Folderit Turns 12: Still Making Document Management Easier, Safer and More Human

Folderit celebrates its 12th anniversary, highlighting its evolution into a comprehensive document management system. Recent developments include the introduction of eForms, allowing structured records within the system, enhancing usability and security. Folderit emphasizes customer-driven innovation, focusing on practical improvements like granular permissions and workflow options. The company remains committed to making document management intuitive and secure, with future plans for more automation and AI integration.

Product

Automated Document Routing in Folderit DMS: Move Files Fast

Folderit has introduced automated document routing in its Document Management System (DMS), allowing files to be automatically moved through lifecycle folders based on predefined triggers. This feature aims to streamline document management by reducing manual filing errors and ensuring documents are consistently placed in the correct folders. Key triggers include new version uploads, metadata changes, and tag updates, enhancing workflow efficiency and accuracy.

Folderit Profile

Company Name

Folderit

Company Website

https://www.folderit.com/

HQ Location

8 King Street East, Toronto, Ontario M5C 1B5, CA

Employees

11-50

Social

Financials

PRIVATE