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Average Ratings 2 Ratings

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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

In the corporate world, the daily tasks heavily depend on documents and emails for seamless operations. Fileplan instills confidence within your organization by ensuring systematic filing along with robust document management and collaboration capabilities. Teams that are constantly on the go require efficient access to their documents, allowing them to swiftly locate what they need without the hassle of sifting through duplicates or determining which version is the most current. With fileplan, your team can enjoy the flexibility of remote access, facilitating effective collaboration from anywhere while maintaining strict oversight of project-related documents. Certain documents, especially those outlining your company's contractual commitments or ISO-certified procedures, are critical and necessitate meticulous control over time. Fileplan adeptly oversees the entire lifecycle of each controlled document, guaranteeing that nothing is more paramount than safeguarding the security and integrity of your documents and emails. This comprehensive approach not only promotes operational efficiency but also fosters a culture of accountability within the organization.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Docusign Yes 
Make Yes 
Microsoft 365 Yes 
Microsoft Entra ID Yes 
Microsoft Outlook Yes 
Okta Yes 

Integrations

Docusign No 
Make No 
Microsoft 365 No 
Microsoft Entra ID No 
Microsoft Outlook No 
Okta No 

Pricing Details

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

Pricing Details

$40 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) No 
In Person No 

Vendor Details

Company Name

Folderit

Founded

2014

Country

Estonia

Website

www.folderit.com

Vendor Details

Company Name

Radix Software

Founded

2010

Country

Australia

Website

www.fileplan.com

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 

Document Management

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

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