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features
design
support

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Write a Review

Description

Folderit helps organizations keep documents searchable, controlled, and audit-ready. The platform combines OCR search, metadata, version control, audit trails, reminders, previews, and secure access with workflows for approvals, acknowledgements, reviews, and e-signing. For more advanced use cases, Folderit supports retention automation, document numbering, API integrations, eForms, SSO, and granular access management. It is designed for companies that want structured document control without sacrificing usability, and it also supports Single-Tenant and On-Premises deployment options for stronger governance needs. Folderit’s current trust and compliance positioning includes ISO 27001 certification, Cyber Essentials certification, and logical tenant segregation in its shared cloud environment.

Description

Conduct your business operations from anywhere with a comprehensive platform that encompasses document collaboration, e-signatures, web conferencing, and ID verification. Boost your conversion rates by facilitating agent-assisted, real-time deal closures during the final stages of transactions. Ensure compliance with the standards of in-person meetings by providing essential tools that empower your agents to perform effectively from a distance. Enable your customers to operate autonomously while also having the option to request live video support for document and e-signature collaboration from an agent, ensuring seamless transaction completion. Streamline the execution of intricate business processes by allowing users to participate in various phases, whether in self-service or live interaction modes. Are you prepared to enhance the performance of your entire sales team? Simplify your remote client engagements through the REACH platform. Additionally, increase the value provided to IT departments and various business lines, including Sales, HR, legal, and procurement, as they navigate their unique challenges. By integrating these tools, you can optimize productivity across the board.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Deloitte Compliance Suite No 
Docusign Yes 
Make Yes 
Microsoft 365 Yes 
Microsoft Entra ID Yes 
Microsoft Outlook Yes 
Okta Yes 
PwC Check-In No 

Integrations

Deloitte Compliance Suite Yes 
Docusign No 
Make No 
Microsoft 365 No 
Microsoft Entra ID No 
Microsoft Outlook No 
Okta No 
PwC Check-In Yes 

Pricing Details

$50.00/month per team
Free Trial Yes 
Free Version No 

Pricing Details

$40 per user per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Folderit

Founded

2014

Country

Estonia

Website

www.folderit.com

Vendor Details

Company Name

REACH

Founded

2015

Country

United States

Website

www.reachhq.com/static/index.html

Product Features

Cloud Storage

Access Control Yes 
Archiving & Retention Yes 
Backup Yes 
Data Migration Yes 
Data Synchronization Yes 
Encryption Yes 
File Sharing Yes 
Version Control Yes 

Content Collaboration

Client Portal No 
Cloud Storage Yes 
Digital Asset Management Yes 
Document Creation / Editing Yes 
Document Management Yes 
Electronic Signature Yes 
Feedback Management Yes 
File Sharing Yes 
Messaging / Discussion No 
Real-Time / Interactive Editing Yes 
Roles / Permissions Yes 
Search Yes 
Version Control Yes 
Video / Image Editing No 
Workflow / Approval Process Yes 

Document Collaboration

Access Control / Permissions Yes 
Autosave Yes 
Chat / Messaging No 
Cloud Storage Yes 
Comments / Annotations Yes 
Edit / Change Tracking Yes 
Electronic Signature Yes 
Multiple File Formats Yes 
Pre-made Templates Yes 
Search Yes 
User Tagging No 
Version Control Yes 
Workflow / Approval Process Yes 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture Yes 
Document Conversion Yes 
Document Delivery Yes 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature Yes 
Email Management Yes 
File Recovery Yes 
File Type Conversion Yes 
Forms Management Yes 
Full Text Search Yes 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management No 
Version Control Yes 

Product Features

Content Collaboration

Client Portal No 
Cloud Storage No 
Digital Asset Management No 
Document Creation / Editing No 
Document Management No 
Electronic Signature No 
Feedback Management No 
File Sharing No 
Messaging / Discussion No 
Real-Time / Interactive Editing No 
Roles / Permissions No 
Search No 
Version Control No 
Video / Image Editing No 
Workflow / Approval Process No 

Digital Signature

Audit Trail No 
Authentication No 
Auto Reminders No 
Customizable Templates No 
Document Analytics No 
Mobile Signature No 
Multi-Party Signing No 
Progress Tracking No 
Task Progress Tracking No 

Document Collaboration

Access Control / Permissions No 
Autosave No 
Chat / Messaging No 
Cloud Storage No 
Comments / Annotations No 
Edit / Change Tracking No 
Electronic Signature No 
Multiple File Formats No 
Pre-made Templates No 
Search No 
User Tagging No 
Version Control No 
Workflow / Approval Process No 

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools No 
Compliance Tracking No 
Document Archiving No 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing No 
Document Retention No 
Electronic Signature No 
Email Management No 
File Recovery No 
File Type Conversion No 
Forms Management No 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control No 

Remote Work

Collaboration No 
Credential Management No 
Electronic Signature No 
Employee Monitoring No 
Live Chat No 
Meeting Management No 
Project Management No 
Remote Access No 
Remote Support No 
Screen Sharing No 
Softphone No 
Task Management No 
Time Zone Tracking No 
Video Chat No 
Web Conferencing No 

Video Conferencing

Electronic Hand Raising No 
Mobile Access No 
On-Demand Webcasting No 
Presentation Streaming No 
Presentation Tools No 
Private Chat No 
Real-Time Chat No 
Record & Playback Ability No 
Screen Sharing No 
Two-Way Audio & Video No 
Video Conferencing No 
Whiteboard No 

Web Conferencing

Electronic Hand Raising No 
Mobile Access No 
On-Demand Webcasting No 
Presentation Streaming No 
Presentation Tools No 
Private Chat No 
Real-Time Chat No 
Record & Playback Ability No 
Screen Sharing No 
Two-Way Audio & Video No 
Video Conferencing No 
Whiteboard No 

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