Folderit document management software for SMB

What is Folderit DMS

FolderIT Document Management software is a cloud-based application with useful features. It includes many features that can help SMB users to manage files within the organization. 

Features of Folderit DMS

Some of the main features of Folderit DMS are as follows:

Powerful Search With Multilingual OCR

In the Folderit DMS, you can search documents not only by the file name or metadata information but also by the content of the files. You can search all content of the scanned type of PDFs, Docx, and images thanks to Optical Character Recognition (OCR) plugin.

Integrations

Previewer, Viewer, Editor, and Upload-only, are permissions levels of Folderit DMS.

You can also create groups and share files with many people at once. With Folderit DMS you can integrate with the Office 365 apps. With the integration of the DocuSign software, you can send a document through the workflow for e-signature approval.

Best Document Management Software for SMB

Approval Workflow

With the FolderIT DMS, you can submit to single or several people to approve documents within the workflow.

You can set up any folder with approval or e-signing workflow automation. This will help to start a workflow automatically as soon as you upload documents in the configured folders.

File Linking

You can add tags, notes, dates, and due dates for easy-to-find and organize files.

With the dynamic metadata fields, you can add different types of input fields such as lists, checkboxes, dropdown menus, etc.

You can also link the files from the different folders with similar relations.

Document Numbering

Utilize automatic document numbering based on the schemes you define. 

If you need to assign a customized numbering scheme to documents in any folder or account, with a click you can set up automated file numbering for document control! 

This feature is included in the Gold plan and above.

Reminders and notifications

With the FolderIT DMS, you can set up a reminder when you need a notification at a certain date and time.

There is no limitation for the reminders in the DMS, and also you can choose a different email address to notify each of them.

Import Documents Over E-mail

FolderIT folders have a dedicated email address. By sending an email the attachments will be automatically organized into the folders with the sender, subject, and content. This feature will speed up the time you need to scan a document and submit it via email to the relevant authority.

User-friendly

Many users praised how easy-to-use FolderIT is, and that they were able to begin using the software immediately. They enjoyed how intuitive and simple it is, and that it helped them streamline their document management system. 

Safe and Secure

All your data is triple backed up and bank-level encrypted in the FolderIT cloud document management system where it’s safely stored and is transferred via a secure SSL layer. You can also customize the password policy (including 2FA) for your team members, so they can only choose extra long passwords and need to change their password as often as you wish.

Devices support

FolderIT supports the following:

• Cloud, SaaS, Web-Based

Budget information

There is a free 30-day trial offered by PandaDoc so that you can get a feel for the software and see if it’s a good fit for your team.

Price plans: