Knowledge Base

FAQs

• Registration of the Main Account
• DEMO VIDEOS
• How Secure is Folderit?
• Which Integrations are Available?
• Does Folderit Have an API?
• Does Folderit have OCR?
• Does Folderit Have On-Premises Solution?
• How Approving Documents Works?
• How Much Does it Cost?
• Does Folderit Have a Desktop App?
• Does Folderit Have a Mobile App?

Base Functions

• Importing Data
• Configuring Folder Views
• Creating & Editing Microsoft Office Documents
• Document Check-in / Check-out
• Downloading
• Duplicating
• Linking / Relating Items
• Manage External Links
• Managing the Main Sections
• Moving and Rearranging Items
• Previewing Files
• Searching
• Versioning / File History

Automations

• E-Signing Workflows
• Approval Workflows
• Acknowledgement Workflows
• Document Numbering
• Import Files Over Email
• Metadata
• Reminders
• Retention Period Automation
• Watermarking
• Watch a File or Folder for Changes

Admin Tools

• Adding Administrators / Granting Account-Level Access
• Adding Users
• Editing User's Profile
• Manage all custom metadata fields
• Google SAML setup guide
• Microsoft Entra ID (Active Directory) SSO setup
• OKTA SAML setup guide
• OKTA SCIM setup guide
• Overview & Management of All Shared Resources
• Recycle Bin
• Removing a User
• Setting Password / 2FA Policy
• User Groups

Access Management

• Sharing Files and Folders
• Differences in Access Permissions
• Granting Access Via a Public Link
• Setting Automatic Access Expiration
• Custom permission

User-level Tools

• Personal Dashboard: Tasks & Requests
• Name, Password, Language, 2FA & Time Zone
• Personal Notification Settings
• Reset lost password
• Assigning a Deputy

Business-level Tools

• Multiple Business Sub-Accounts
• Changing OCR language
• Renaming Accounts
• Managing Organization Notifications
• Downloading All Your Files
• Subscription Management
• Where to Find Subscription Invoices

Reports

• Dashboard and Reports
• Document and Folder Audit Trails
• Folder Content Report
• Global Audit Trail