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Full Range Document Management
Document Management Overview
Our Document management (DM) software encompasses a wide range of features and functionalities, many of which are critical to effectively running a business. Many small to midsize businesses (SMBs), such as legal firms, creative firms, or media and publishing organizations, aim to go paperless and are looking for the right tool to do so. Businesses generate a lot of data regardless, so choosing a reliable and scalable DM system is key to streamlining and automating workflows.
BENEFITS WITH OUR SERVICE
Keeping your paperless office documents only on your computer or local server poses the risks of hard drive failure, fire, flood or burglary. And what if you want to access one of those important files away from the office? Our document management system is made for for small, medium and large businesses and organizations, user-friendly DMS which is not bulked up with features real people never need. So, you can find the documents you need much more easily!
The benefits and solutions a document management system has are just some of the reasons organizations are going paperless through document management solutions at unprecedented rates.
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Why our customers choose us
How our solutions can help
Document Numbering, Notifications & Audit Trails
Utilize automatic document numbering based on the schemes you define. Set and get automatic notifications for changes in documents, folders or sections as often as you choose -- at the moment of the change or as a grouped notification once a day or week. Whenever someone adds a file, deletes something, etc. you will know who did what, and when.
Associate Files & Add Metadata
Signers, notes, date and due date to help organise your documents. You can easily add your own metadata fields! You can also associate files to create relations between documents in different folder structures that belong together. It's easy in Folderit cloud document management software.
You can upload a new version of a document and preserve the existing metadata and all earlier versions of the file -- which are always easily recoverable with just one click! A document check-in/check-out feature allows you to lock a document for others while you are editing it on your computer.
Whenever you need a notification at a certain date and time, just set up a reminder! You can add as many reminders as you like and choose a different e-mail address for notification on each of them.
For each of your account roles you receive a dedicated e-mail address. Just send/forward an e-mail to that address and the attached file will end up in your Folderit Inbox. It couldn't be any simpler, and it's perfect to store documents on the go!
Roles or Sub-Accounts
Although you can create unlimited hierarchy under your primary account role, you can actually add up to 5 additional roles! So, you can have one for your company or its divisions, others for you personal needs, clubs or whatever to share with the relevant people!
Mobile Friendly DMS
Your documents in the Folderit online document management system are accessible to you from every PC, Mac, tablet or smartphone with an internet connection. All over the world.
Local Backup Too
Your documents are stored in a secure cloud and are perfectly safe, yet if you wish, you can easily download the whole account or individual files/folders to your hard-drive as often as you like for your local backup. Folderit Sync is a Windows desktop application that allows easy data syncing!
Safe & 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 sent via secure SSL layer. You can also customize password policy for your team members, so they can only choose extra long passwords and need to change their password as often as you wish.