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Foldr as a Document Management tool


As some of you may already know from our fortune-telling crystal ball (the webinar)… Foldr has had an upgrade! The clever folks at Foldr have added Document Management features to the latest update of Foldr. This will help our resellers offer a product that resolves the objections to conventional doc management systems.



Foldr Document Management

Want an NFR version of Foldr?

 

Get your Foldr NFR

What Document Management features have been added to Foldr?

Some of the features are existing. However, when combined with the new features, makes Foldr an excellent entry-level, or simple DM solution, for those who don’t require a full DM solution.

Document Management features:

  • Powerful search functionality
  • File routing rules
  • File indexing
  • Advanced reporting

 

Benefits:

  • Cost-effective – use existing infrastructure
  • No need to move files into a new archiving system
  • Pre-configured – with options to customise to your needs

Document Management search function in Foldr

Search for files

Foldr searches all of your storage accounts and the returned results show you where documents are stored. The document viewer also allows you to view the document in place with the highlighted results in the file.


Refining search in Foldr

Refined search queries

Add additional search conditions to help users narrow down their files, useful for companies with large file systems.

Searches Google Drive better than Google!

I know, it’s a bold statement, but Google’s OCR function isn’t the best. With Foldr’s refined search functions, you can look for files that are similar to the search query to counteract those dodgy OCR conversions. Pretty neat!

Foldr document management search highlighting

Search the contents of your files

Not sure what you named your file? Search for what’s inside your document instead. Not sure what the invoice number was but need to find a bank transaction? You could try a search by an invoice’s value!

Index your existing file storage

No need to move files into an archiving tool to index documents. Clients can take advantage of their current storage, be it on-premise or cloud-based. There’s no requirement for you to move years of documents, just index in place.

Granular user control

Protect documents that you don’t want certain users to see; you can set permissions for specific files structures and folders Share files from your windows SMB share, using the share files function.

Detailed reporting features

See where users are accessing files from, including: browsers and location; what storage they accessed; and the type of activity that took place, such as items downloaded, deleted or saved, or editing using online editing suites like Office or G Suite and item duplication.

Create folders to receive emails

With Foldr, you can automatically route files and emails into specified folders in your network, allowing you to save invoices and PDFs into specified folders, saving users’ time.


What else is cool that you can do in Foldr?

Branding

Customise Foldr to your own, or your customer’s, branding by adding logos and colour schemes.

There’s an app for that

Unlike some more traditional DM solutions, Foldr has Android and iOS apps that have the same functionality as the desktop and browser versions.

Connect your existing storage accounts

OneDrive, G Drive, SharePoint, DropBox, AWS and more.

Apps for any platform

The Mac and Windows clients show you all of your files across all of your accounts (including those listed above, all in one place, and sync straight to your computer).


Why should you care about Foldr’s Document Management features?

This is an excellent option for businesses who don’t yet require a complex document management system as they can take advantage of their existing infrastructure to keep costs down.

However, if you need something a little more traditional, we also have Square 9, or Capture & Share

If you’d like to discuss what Document Management solutions would suit your customer’s requirements, then get in touch with the team below.

Get an NFR version of Foldr


You can find release notes on the Foldr update here.

Learn more about Document Management:

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