Folderit

What Folderit is

Folderit is a document management system for organizing business documents, finding information in files, collecting details through forms, and routing work for review and approval. OCR full-text search can locate text in scanned documents and images. Custom metadata, filters, and links between related files provide ways to structure records. Visual workflows can bring together approvals, reviews, acknowledgements, electronic signatures, form completion, and scoring. Permission settings include preview-only, upload-only, preview and download, editor, and custom granular access. Built-in integrations include Microsoft 365, Outlook, and DocuSign; Folderit also describes single sign-on with Microsoft Entra ID, Okta, and Google. Deployment choices include standard cloud, single-tenant cloud, and on-premises. Folderit describes encrypted storage and connections, two-factor authentication, IP restrictions, audit trails, and geographically separated backups. Its Trust Center lists ISO/IEC 27001:2022 and Cyber Essentials certifications and describes GDPR support and HIPAA safeguards. There is no mobile app, though the system adapts to mobile devices. Folderit Sync is a desktop app for syncing files across PCs for online and offline access. Mini costs $65 a month, billed monthly, plus VAT, for five users and 150 GB; Medium costs $110 a month, billed monthly, plus VAT, for ten users and 500 GB. Tailor costs $133 a month, billed monthly, plus VAT, with adjustable user and storage amounts. Folderit offers a 14-day trial and has no free plan.

Who it suits

Folderit suits teams that need document search, controlled access, forms, and approval or signature workflows in one system. Its cloud, single-tenant, and on-premises deployments also give larger teams and regulated environments deployment choices.

Limits

Folderit has no free plan; its trial lasts 14 days. Mini is limited to five users and 150 GB, while Medium provides ten users and 500 GB. Watermarking is a separate purchase; API access and priority support are listed among Tailor plan features.

Getting started

1. Visit the Folderit website.
2. Choose a deployment: standard cloud, single-tenant cloud, or on-premises.
3. Start the 14-day trial.
4. Select Mini, Medium, or Tailor based on user and storage needs.
5. Set access permissions and configure workflows, forms, and integrations.

Verdict

Choose Folderit if your team needs document organization, OCR search, and configurable approval and signature workflows. It offers several deployment options and integrations for business document work. Look elsewhere if a dedicated mobile app or a free plan is essential.