Folderit

Open your workspace and treat Folderit like a command center for files you use every day. Start by mapping a folder structure that mirrors how your team operates—by project, client, or department. Import existing folders, pull in documents from Microsoft 365, and set default permissions that cascade down; override them at the item level when exceptions are needed. Assign precise roles so people only see what they need: viewer, editor, or approver. Share a single file or an entire folder with teammates or external partners, and co‑edit Word, Excel, and PowerPoint online without juggling downloads or email attachments.

When you need to capture information fast, upload scans, PDFs, and screenshots; Folderit extracts text so everything becomes searchable. Create metadata templates per workflow—like Vendor, Invoice Date, and Amount for finance, or Client, Matter, and Status for legal—then tag files as you go or in bulk. Later, find what you need by querying names, tags, properties, or the actual contents of files—even inside images and PDFs. Save frequent queries as filters for recurring tasks, pin favorites, and keep mission‑critical items available offline so field teams can keep working without a connection.

For reviews and sign‑offs, build approval routes that match how your organization works. Choose a simple single‑step check, a sequence where each person acts in turn, or parallel approvals to speed things up on tight timelines. Add e‑signatures when a binding confirmation is required. Participants receive instant notifications for submissions, comments, and status changes, and every decision is recorded with names and timestamps. Each update creates a new version you can restore at any time, so you can experiment freely without losing a clean baseline.

Protect your information with strong encryption, strict password rules, and redundant cloud backups stored in separate locations. Track every action—uploads, edits, deletions—with audit logs and change alerts, then apply retention rules to archive or dispose of records on schedule. If something goes wrong, restore earlier copies or recover deleted items. Convert formats on the fly, assemble documents from templates, and align with regulatory requirements using built‑in compliance tracking. Whether you’re drafting content, planning sprints, shipping code, or finalizing contracts, Folderit gives you a repeatable way to store, find, review, and deliver work.