Folderit DMS

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About Folderit DMS

Deep Dive with Clara AI

Folderit is a secure and user-friendly document management system for organizations that need better control over business documents, workflows, approvals, signatures, metadata, versions, and compliance-related processes. With Folderit, teams can store, organize, search, share, approve, sign, and manage documents in one central system instead of relying on scattered folders, shared drives, email attachments, or manual tracking. The platform includes advanced OCR search, custom metadata, version control, role-based permissions, audit trails, document numbering, reminders, retention policies, reports, and secure file sharing. Folderit also includes built-in workflows for approvals, reviews, acknowledgements, and signing. Companies can route documents to the right people, collect decisions, track progress, send reminders, and keep a clear history of who approved, reviewed, acknowledged, or signed each document. Folderit eSign allows users to sign documents directly inside the system, while DocuSign integration is available for organizations that prefer or require DocuSign. The system is suitable for SMEs, enterprises, government organizations, manufacturers, engineering companies, construction firms, healthcare providers, education institutions, HR teams, quality managers, and other organizations that need secure, structured, and easy-to-use document management. Folderit is designed to be simple for everyday users while still offering powerful document control features for regulated and process-driven environments. It is available as a cloud-based service and also as an on-premises solution for larger enterprise and government projects.

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Pricing

Free Trial Available
Starts at $55.00.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

88%
Reviews

60%
Momentum

67%
Popularity

67%

Platforms Supported

Browser Based (Cloud)
Desktop App (Windows, Mac)

Organization Types Supported

All (Small, Medium, Large)
Freelancers

API Support

Available

Modes of Support

24/7 (Live rep), Online

Folderit DMS Awards

# 5 Fastest Growing Software Document Management Software
Q4 2021

Folderit DMS Features

Show Feature Explanation

Show Missing Features

Document Management Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

88%

Optical Character Recognition - OCR

Helps in converting scanned paper documents into editable files

Offline Access

Allows users to access files and documents in offline mode

File Recovery

Helps in recovering lost, inaccessible, damaged or deleted files from a hard drive or disk

e-Signature

Electronic Signatures help users to sign their digital documents remotely

Document Retention

Helps in deleting automatically confidential files at a certain point of time, transfer file to new folders or to specified people to avoid misuse of vital information

Document Indexing

Allows tagging documents with separate search-friendly terms to make them easily accessible.

Document Archiving

Helps in storing documents which have become obsolete but is important as historical data

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Version Control

It gives the team the ability to recall specific versions of a document, code, content, file, or folder that records changes over time.

File Type Conversion

Helps in converting one file type into another without compromising the data quality and visibility

Document Assembly

Helps in creating a document on an automated basis

Compliance Tracking

Helps in tracking and monitoring and auditing all the regulatory compliance requirements

Workflow Automation Features

Workflow Configuration

Configures flow of work in a systematic manner

Business Process Automation

Allows automatic handling of business processes

Third-party Integration

Offers synchronization with third-party applications

Mobile Access

Allows accessing the software and product/service related information from a mobile device

Task Management

Task management is the process of managing a task through its life cycle, including planning, testing, tracking, and reporting.

Access Control

Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role

Calendar Management

Helps viewing deadlines, upcoming events, handle or add new appointments, etc

Compliance Tracking

Helps in tracking and monitoring and auditing all the regulatory compliance requirements

Workflow Management Features

Performance Tracking

Integration with Business Systems

Approval & Routing Rules

Workflow Design & Automation

Reporting & Analytics

Process Modeling

Allows to create visual workflow design with drag-and-drop builders for business processes

Task Management

Task management is the process of managing a task through its life cycle, including planning, testing, tracking, and reporting.

GDPR Compliance Features

Multi-user Support

Multi-user support helps a team to collaborate by signing in simultaneously and accessing share each other's work.

Consent Management

It refers to the process where the company collects the personal details of the user through cookies.

White Labeling

To rebrand using customized name, logo and digital impressions

Incident Management

Helps in identifying, analyzing and rectifying a bad incident or issues to ensure it does not reoccur in future

Policy Management

Helps to design, maintain, update and report on compliance rules, regulations and policy status electronically so that it is easily accessible

Multi-language Support

Available in multiple languages to support global customers

Guided Process

The process offers helpful hints and explanations to website owners wherever needed.

Offline Viewing

The offline viewing process helps in viewing the cookie policy when offline.

PIA

Privacy Impact Assessment (PIA) is a tool aims to identify and assess privacy risks throughout a program's development life cycle.

Sensitive Data Identification

Inspects the sensitive data (PII, PCI, PHI) in file contents and classifies the files, folders, and data based on vulnerability

DPIA

DPIA (Data Protection Impact Assessment) is a process to identify and access how data privacy might be affected by specific actions or activities.

Data Mapping

A process to map source data fields to their related target data fields.

Interactive Dashboard

It provides easy visualization of data

Electronic Signature Features

Document Analytics

Helps to know the complete insights of a document like who, when and how it is used.

Regulatory Compliance

Ensures the document signing is compliant with globally recognized eIDAS and ESign Act

Timestamp

Helps in encoding the time, location, date and etc, to identify an event.

Document Expiry

Facility to set an expiry date to digital/electronic documents

Multi-user Signing

Sends a document for multiple users to collect signatures

Sequential Signing

Ensures the document recipients sign in a specified order

Document Audit Trail

Tracks the document signature history and timestamp for legal attestation

Bank Level Security

Documents are protected with the relevant state of the art security levels like AES, SSL, SSAE, ISO and etc.

Multi-factor Authentication (MFA)

Uses more than one method to verify a user's identity for a login

Progress Tracking

Helps in tracking and measuring the progress and developments of a task assigned

Customizable Branding

This feature enables the customization of brand marketing to meet specific requirements and preferences.

Reminders

Sends important reminders through email to attendees

Access Control

Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role

Quality Management Systems (QMS) Features

Change Control Management

CAPA (Corrective & Preventive Actions)

Document Control & Management

Compliance & Regulatory Management

Reporting & Analytics

Audit Management

Allows to complete audits and inspections on time

Risk Management

Monitors and manages financial risks such as foreign exchange, interest rate, counterparty and liquidity risks.

Training Management

Automates the documenting processes involved in training management and records the performance of employees during training sessions

Enterprise Content Management (ECM) Features

Integration with Enterprise Systems

Compliance, Audit Trail & Governance

Collaboration & Content Sharing

Access Control & Security Management

Records Management & Retention Policies

Workflow Automation & Business Process Management

Version Control & Document Lifecycle Management

Metadata Management & Advanced Search

Centralized Document Repository & Storage

Document & Content Capture

Folderit DMS Pricing

Free Trial

Available

No Credit Card Required, Get Started for Free

Pricing Options

Premium Plans ( Subscription / Quotation Based )

MONTHLY YEARLY

Mini $515.00 $55.00 per month

Includes:

5 users
150 GB storage
Secure cloud document storage
Access management
OCR content search
Version control
Audit trails
File previews
Related documents
Reminders
Reports
External links
Import files via email
Microsoft 365 integration for creating and editing Word, Excel, and PowerPoint files

Best for: small teams that need secure document storage, controlled access, searchable files, version history, and light collaboration without complex setup.

Start Free Trial

Medium $1,073.00 $99.00 per month

Includes everything in Mini, plus:

10 users
500 GB storage
Simple workflows
Approval workflows
Acknowledgement workflows
DocuSign integration
Automated retention policies
Document numbering system
Custom metadata

Best for: active teams that need structured document management, approval processes, metadata, document numbering, retention control, and more storage for growing business needs.

Start Free Trial

Tailor $1,160.00 $107.00 per month

Includes everything in Medium, plus:

Custom number of users
Custom storage starting from 0.5 TB
Workflow Designer
Unlimited Folderit eSign
eForms and custom records
Granular permissions
Single Sign-On (Microsoft Entra ID, Okta)
API access
Priority support
Scalable configuration for growing teams and larger organizations

Best for: organizations that need controlled document processes, advanced workflows, eSignatures, integrations, SSO, API access, scalable users and storage, and stronger control over permissions and compliance-related document management.

Start Free Trial

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 14/12/2021 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Folderit DMS Pricing

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Folderit DMS FAQs

What is Folderit used for?

Folderit is used to store, organize, search, share, approve, sign, and control business documents in one secure document management system.

Organizations use Folderit to replace scattered folders, shared drives, email attachments, and manual approval tracking with a structured system that includes OCR search, metadata, version control, audit trails, access rights, document numbering, retention policies, workflows, and eSignatures.

Does Folderit support eSignatures?

Yes. Folderit includes Folderit eSign for signing documents directly inside the system. Folderit also supports DocuSign integration for organizations that prefer or require DocuSign for electronic signatures.

Does Folderit provide API?

Yes. Folderit provides API access, allowing organizations to connect Folderit with other business systems, portals, websites, automation tools, and custom workflows.

The API can be used to build integrations, automate document-related processes, upload and retrieve files, work with metadata, and extend Folderit for customer-specific use cases.

Is Folderit suitable for compliance and quality management?

Yes. Folderit supports compliance and quality management processes with features such as controlled access, audit trails, version history, metadata, document numbering, workflows, retention policies, due dates, reports, and secure document storage.

Does Folderit support document workflows?

Yes. Folderit supports approval, review, acknowledgement, and signing workflows. Teams can route documents to the right people, collect decisions, send reminders, track progress, and keep a clear audit trail of every workflow action.