Folderithat einen Beitrag geschrieben.8. August 2025 ‼️ UPDATED VIDEO: https://youtu.be/mLHLuybkYLw ‼️
Document management system and document management software from Folderit helps you securely store, organize, approve, sign, and share documents with ease. Perfect for businesses that value both security and user-friendliness. Learn more: https://www.folderit.com
In this video, we walk through the key features of Folderit’s DMS platform:
✅ Full-featured admin dashboard for complete document control and real-time oversight
✅ Granular user permissions & groups to manage access securely at file, folder, or account level
✅ Custom metadata & automated document numbering for easy organization and compliance tracking
✅ Approval, review, acknowledgement, and e-sign workflows to streamline contract and document approvals
✅ Version history & audit trails to maintain compliance and track every change
✅ Retention policies and automation to manage document lifecycle and meet legal requirements
✅ Microsoft Office integration & Outlook add-in for seamless document creation and email-to-folder filing
✅ Secure file sharing via public links and tags with view-only and expiring access options
✅ OCR-powered full-text search (multi-language) for instant document retrieval, even in scanned PDFs and images
✅ Integration-ready via API for connecting with ERP, CRM, or custom business applications
✅ Dynamic watermarking to protect sensitive documents during preview or download
✅ Single Sign-On (SSO) with Microsoft Entra ID, Google Workspace, and Okta for secure, easy login
Whether you’re managing HR files, legal contracts, invoices, engineering drawings, or compliance documents, Folderit adapts to your needs—with support for metadata templates, secure previews, dynamic watermarking, and SSO (Microsoft Entra ID, Google Workspace, Okta).
00:27 Customizing folder views
00:57 List and Thumbnail views
01:01 In-system document preview
01:12 Means of importing or creating documents in the system (Office 365 integration)
01:24 Email documents to the system
01:53 Document's detail view: Custom Metadata, Versioning, Related items, Audit trail and more
02:27 Editing Office files in-system
02:37 Reminders
02:46 Data Retention Policies
02:59 Check-out / Check-in
03:09 Workflows: Approval, Acknowledgement, Review, e-Signing
04:05 Personal Dashboard and Task list
04:18 Using Folderit eSign
05:12 Admin Dashboard: Company-wide reports
05:33 User Management
05:50 User Groups
06:02 Permission Management
07:19 Tag-based (role, document type) access management
07:29 Watch files/folders
07:40 Recycle Bin to recover data
07:48 Global audit trail: custom reports and exporting
08:01 Document Numbering Schemes
08:22 Advanced Search (OCR, metadata)
#DocumentManagement #DMS #EDMS #Folderit #DocumentControl #WorkflowAutomation #eSign #MetadataManagement #OCRsearch #SecureFileSharingyoutube.com
Folderithat einen Beitrag geschrieben.21. April 2021 Folderithat einen Beitrag geschrieben.12. Mai 2019 
