Latest Product Updates and Feature Enhancements on Folderit

 

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.

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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 coll...ection 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.

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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 recor...ds 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.

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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 featu...re 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.

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Document Workflow Builder: Design Approval & Routing Flows With a Visual Workflow Designer

Folderit has introduced a new Document Workflow Builder integrated into its Document Management System (DMS). This tool allows users to design visual workflows for document approvals and routing, enh...ancing document control and traceability. It features event-based triggers, practical conditions, and downstream steps like approval and signing, making document processes more reliable and efficient.

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Immutable Archives for Ransomware & Compliance: WORM, S3 Object Lock and Retention Done Right

Folderit introduces an Immutable Archive solution leveraging WORM and S3 Object Lock for enhanced ransomware protection and compliance. This system ensures non-erasable records, robust audit trails, ...and legal holds, crucial for regulatory adherence and data security. It integrates with SSO for access control and offers a trial with a blueprint for implementing series-based retention and audit-trail exports.

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