- Secure Cloud Storage: Store any file type with 256-bit encryption, SSL/TLS protection, and triple data backups across geographically separate locations.
- Role-Based Access Control (RBAC): Assign granular permissions such as preview-only, upload-only, editor, or fully customized access at user and group levels.
- OCR Full-Text Search: Convert scanned documents and images into searchable text, enabling content-based search beyond file names.
- Custom Metadata & Filters: Create tailored metadata fields (text, date, dropdown, numeric) and filter documents by project status, deadlines, or categories.
- Unlimited Version History: Automatically track and store every document revision, with seamless versioning when integrated with Office 365.
- Automated Workflows: Set up approval, review, and acknowledgement workflows to enforce document control and compliance processes.
- Advanced Security Controls: Enable two-factor authentication, SSO (Entra ID, Okta, Google), IP restrictions, and custom password policies.
- Audit Trails & Activity Logs: Maintain detailed logs of document actions to support regulatory audits and internal accountability.
- Secure Sharing & Links: Share files and folders via secure links with precise download, preview, and editing restrictions.
Folderit
Secure, user-friendly document management with OCR, workflows, and compliance controls
Updated March 20, 2026
Folderit Overview
Folderit Document Management System (DMS) is a cloud-based document management software built for secure storage, access control, and structured document workflows. It combines strong security standards with an intuitive interface, making it suitable for small businesses and enterprises alike.
With OCR search, granular permissions, version control, and compliance support (GDPR, HIPAA, ISO 27001), Folderit focuses on controlled, audit-ready document management.
Key Features
Pricing
| Plan | Price | Key Features |
|---|---|---|
| Mini | $55 (Billed Monthly) / $515 (Billed Yearly) | 150 GB storage; Up to 5 collaborators; Approval & e-Sign Workflows |
| Medium | $98 (Billed Monthly) / $1058 (Billed Yearly) | 500 GB storage; Up to 10 collaborators; DocuSign Integration |
| Tailor | $130 (Billed Monthly) / $1407 (Billed Yearly) | Custom users & TB storage; Unlimited Folderit eSign; DocuSign Integration |
Price details: https://www.folderit.com/pricing/
Pros
Competitor |
Pros |
|---|---|
| M-Files | Folderit offers a simpler interface and faster onboarding for small and mid-sized teams. While M-Files focuses heavily on metadata-driven architecture, Folderit delivers structured document control without complex configuration. Pricing is generally more accessible, making it appealing for organizations that need compliance and versioning without enterprise-level implementation costs. |
| DocuWare | Compared to DocuWare, Folderit provides a more straightforward setup and easier folder-based structure, which many smaller teams prefer. It avoids lengthy deployments and heavy customization. Businesses seeking secure storage, OCR search, and access control often find Folderit quicker to implement and more budget-friendly. |
| SharePoint | Folderit requires less administrative overhead than SharePoint and doesn’t demand deep Microsoft ecosystem knowledge. Permission management and audit trails are easier to configure for non-IT administrators. For organizations that want structured document control without complex site architecture, Folderit can be more approachable and cost-predictable. |
| OpenText Content Suite | OpenText targets large enterprises with complex infrastructure needs, while Folderit delivers core DMS features in a leaner, cloud-native package. Implementation is significantly lighter, and teams can begin managing documents quickly. It suits organizations that need compliance and security without enterprise-scale customization. |
| eFileCabinet | Folderit emphasizes granular permission levels, unlimited version history, and structured access control in a clean interface. Compared to eFileCabinet, it offers more detailed role-based permissions and flexible metadata configuration, helping teams enforce document governance with clearer control over previews, downloads, and edits. |
Cons
Competitor |
Cons |
|---|---|
| M-Files | M-Files provides more advanced AI-driven classification and automated metadata suggestions. Folderit relies more on manual structure and predefined metadata fields, which may require additional setup effort for large-scale, highly dynamic environments. |
| DocuWare | DocuWare offers deeper process automation and integrations tailored to finance and HR workflows. Folderit focuses on core document control and compliance, so organizations seeking highly specialized workflow automation may find DocuWare more feature-rich. |
| SharePoint | SharePoint integrates natively across the Microsoft 365 ecosystem with extensive collaboration tools. Folderit, while supporting Office integration, does not match the breadth of collaboration, intranet, and app ecosystem features available within SharePoint. |
| OpenText Content Suite | OpenText delivers enterprise-grade scalability and advanced records management for highly regulated global corporations. Folderit may not offer the same depth of enterprise customization, legacy system integration, or large-scale governance capabilities. |
| eFileCabinet | eFileCabinet includes built-in document request tools and certain client-facing features that may feel more tailored for accounting firms. Folderit focuses more on internal control and structured permissions, which may require additional configuration for external client collaboration scenarios. |
Reviews
- Capterra Review (Rating: 4.8/5): The application feels straightforward, with simple file selection and uploading. The ability to create folders and organize documents into a clear structure makes day‑to‑day document management easier.
- technologyevaluation.com Review: Many directors, project managers, lawyers, and CEOs describe Folderit as intuitive and easy to start using right away, with strong feedback on creating folders and subfolders and quickly uploading files. Several long-term users praise the email-based customer support for timely replies and highlight security as stronger than previous systems they used. Some disagree on the interface, a few report occasional slowness, and one reviewer notes it does not suit organizations with 10,000+ users.
- G2 Review (Rating: 4.3/5): Uploading files feels very easy, and there is no limitation on creating folders and sub-folders, which helps teams manage data without running into structural limits.
- Crozdesk Review (Rating: 4.3/5): One review calls Folderit DMS “the most user-friendly document management system in the world,” highlighting a strong focus on ease of use.
- TrustRadius Review: Users highlight Folderit’s safety, speed, and feature set, along with its ease of use, and say it works well for organizing and managing company documents.