Folderit is a cloud-based document management system (DMS) tailored for small to medium-sized businesses looking for a secure, intuitive, and compliant platform to organize, collaborate on, and automate document-related processes. Trusted by organizations in over 80 countries, Folderit blends simplicity with powerful features to ensure data security, workflow efficiency, and regulatory compliance.

What are the main features of Folderit?

Secure and Compliant Document Storage

Folderit ensures the safe storage of documents with strong protection and regulatory compliance:

• 256-bit AES encryption

• Two-factor authentication (2FA)

• SSL connections for secure data transfer

• Triple backups in geographically separate data centers

• Compliance with ISO 27001, GDPR, and HIPAA

Granular Access Management

Access permissions can be precisely configured across all levels of the system—files, folders, sections, and accounts:

• Roles such as preview-only, upload-only, edit, and custom permission sets

• Access grants to individuals, groups, or via public links

• Automated access expiration timers for temporary sharing

Advanced Search and Metadata Management

Folderit’s search capabilities make it easy to retrieve any document:

• Multilingual OCR for full-text search within files

• Advanced filters by date, file type, and metadata

• Custom metadata fields for structured data

• Linking related documents to each other

Automated Document Workflows

To boost productivity and ensure process consistency, Folderit includes:

• Approval workflows (serial and parallel)

• Acknowledgement tracking for document review

• Integrated electronic signatures (Folderit eSign and DocuSign)

• Automatic document numbering with custom schemes

• Scheduled data retention and deletion policies

• Reminder notifications for users and groups

Integrations and Productivity Tools

Folderit fits seamlessly into existing IT ecosystems with:

• Microsoft Office 365 integration for real-time document editing

• Outlook Add-in for archiving emails into the DMS

• SSO support for MS Entra ID, Okta, and Google accounts

• Mobile, tablet, and desktop access

• Embeddable links and external resource management

Why choose Folderit?

• Exceptionally easy to use: Ideal for teams without extensive IT training, Folderit is intuitive and quick to implement.

• Enterprise-grade security: Protects sensitive data while meeting international compliance standards.

• Highly customizable access control: Flexible permissions allow for precise user role management.

• Efficient and reliable automation: Reduces manual work with powerful workflows and scheduled tasks.

• Seamless integration: Connects easily to your most-used platforms to centralize work.