Introducing the world’s most user-friendly Cloud DMS
Upstream has partnered with Folderit to bring you easy storage, sharing, managing approval of all your digital documents, anywhere, anytime
Want to keep up with smart businesses going paperless, but worried about storing all your documents on a local drive exposing your business to the risks of hardware failure, fire, flood or robbery? Want to be able to access important documents when you leave the office and are on the go? Upstream have partnered with Folderit to bring you the most user-friendly document management system for small businesses. Find your documents anywhere, anytime, every time!
Easy Group Sharing
You can now work collaboratively in Office 365 apps and share documents, folders, sections or even entire projects with our user friendly cloud DMS. It’s also easy to set permissions (Previewer, Viewer, Editor, Upload only) to control different levels of access. Even set optional retention periods for any document for even more control.
OCR Search Enabled
Utilising the power of Optical Character Recognition (OCR) technology, find your documents easier than ever before. No longer limited to file names or locations, live-search documents with keywords and file contents too! Even screenshots and photos of documents are now thoroughly searchable!
Create workflows for document review, editing and approval . Invite people to add their comments or approve documents or make leave applications in set hierarchies or all at once. Plus, undertake predefined e-signing workflows thanks to our ability to integrate seamlessly with DocuSign Archiving and tracking approvals has never been easier!
Get complete visibility over your documents with automatic notifications alerting you of changes, immediately or in a grouped message as often as you choose. Know whenever a file, folder or section has been added, edited or deleted, by who and when.
Organise your documents with key metadata such as author, date and due date with the added capability of easily adding your own data fields customisable automatic document numbering! Create links between related files from different folder structures that belong together – finding your documents is a breeze!
File Version Control
Lock documents for others while you are working on them with the check-in/check-out feature, and upload new document versions while still preserving existing metadata. Rest assured, all previous versions are easily recoverable at the touch of a button!
Want to be prompted to complete certain tasks? Set up as many reminders as you like for a certain date and time, and send these to whoever you like too! Managing your workload or team is simple with Folderit cloud document management software.
Receive a dedicated e-mail address for each of your account roles. When you send or forward an e-mail to that address and the attached file will automatically end up in your Folderit Inbox making it the perfect place to store documents on the go!
Multi Role & Sub-Folder Creation
While you can create unlimited hierarchy under your primary account role, you can also add up to 5 additional roles! For example, you can have one for your company and its divisions, making it easier to share with the relevant people!
Mobily Accessibility Anywhere, Anytime
Access any of your documents in the Folderit online DMS on the go across any platform; PC, Mac, tablet or mobile, all you need is an internet connection!
Triple backed up with bank-level encryption and sent via secure SSL layer, your documents are safe and sound in the Folderit cloud DMS. Customise the password length and frequency team members must change it to as often as you wish to suit your password policy.
Still want a local backup for your own security? Sure thing! Easily download whole accounts or individual files and folders to your hard-drive, whenever you like.
See for yourself why Folderit was voted the
Most User Friendly Cloud DMS in the World
Trusted and Loved.
Those companies worldwide who have chosen Folderit enjoy paperless document management as a clear and easy part of everyday business.