Folderit DMS

Folderit DMS

Folderit
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About

Folderit is a user-friendly, secure, and affordable document management system built for teams that need more than just file storage. With OCR search, metadata, audit trails, version control, reminders, previews, workflows, e-signing, retention automation, and enterprise access control, Folderit helps organizations keep documents searchable, controlled, and audit-ready. It also supports API integrations, Office 365, SSO, eForms, and flexible deployment options including Single-Tenant and On-Premises.

About

Ideagen Collaboration Portal is document collaboration software that replaces scattered email chains, shared drives and disconnected platforms with secure workspaces. Teams can work with external partners using configurable permissions and controlled access expiration. Built-in version control and real-time collaborative editing keep one current version, with histories showing who changed what and when. Document-specific comment streams keep conversations next to the files they concern, and a mobile app and dashboards keep progress visible. A full audit trail captures every edit and approval, and compliance reports can be generated on demand. File requests let you collect multiple files at once and track submission status, with recipients dragging and dropping files without special software. Part of the connected Ideagen platform for quality, EHS, compliance and risk.

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Small and Medium Businesses, Enterprises

Audience

Teams that collaborate on documents with external partners and need a secure audit trail.

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$50.00/month per team
Free Version Not Supported
Free Trial Supported

Pricing

$11.00/month/user
Starting at $10 per user per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 4.9 / 5
ease 4.9 / 5
features 4.6 / 5
design 4.8 / 5
support 4.8 / 5

Pros & Cons from Real Users

Pros

  • File organization was intuitive. API integration within Salesforce. Notes and activities are transparent. Drag and drop uploading of files.
  • We apply a very high-performance self-management document process to encourage stewardship and preservation of resources. I like Huddle because I can edit, archive, share and disseminate files as needed. I like it very much; it is a more efficient software in the whole document network development.
  • I love that Huddle is intuitive and easy to use; it provides an environment where I can work on individual tasks or with my team very quickly and effectively. It has features and resources that promote internal and external collaboration; it helps us sync our tasks and projects.
  • Makes previous versions of your files available. Usability is excellent, and there are no support or interface error problems. Manages email documents very well; no room for inbox clutter. It works perfectly, and I have no issues whatsoever.
  • Huddle works great for collaboration for teams. It is secure and seems to work efficiently as well. I would recommend it.

Cons

  • The UI is a ‘busy’ and I can see that being overwhelming for a new user.
  • The price of Huddle is the only problem; it is not suitable for small companies because of its high cost.
  • So far, I haven't had any dislikes using this tool; I love how much it supports our task, project, and file management. It is excellent for organizing assignments and keeping work teams productive within the same platform. Its functions and proper operation make everything easier for teams to ensure success in their work.
  • It is outstanding and works well for competitive performance. It works very well with operating systems.
  • No cons to Huddle that I can see. Seems to work fine.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Folderit
Founded: 2014
Estonia
www.folderit.com

Company Information

Ideagen
Founded: 1993
United Kingdom
www.ideagen.com/solutions/compliance/document-collaboration-portal

Alternatives

docEdge DMS

docEdge DMS

Pericent

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INOVEM Ltd (trading as Kahootz)
ZUNBEEL

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SynaMan

SynaMan

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Diliforce

Diliforce

Diliforce (Formerly ContractZen)

Categories

Categories

Content Collaboration Features

Client Portal Not Supported
Cloud Storage Supported
Digital Asset Management Supported
Document Creation / Editing Supported
Document Management Supported
Electronic Signature Supported
Feedback Management Supported
File Sharing Supported
Messaging / Discussion Not Supported
Real-Time / Interactive Editing Supported
Roles / Permissions Supported
Search Supported
Version Control Supported
Video / Image Editing Not Supported
Workflow / Approval Process Supported

Document Collaboration Features

Access Control / Permissions Supported
Autosave Supported
Chat / Messaging Not Supported
Cloud Storage Supported
Comments / Annotations Supported
Edit / Change Tracking Supported
Electronic Signature Supported
Multiple File Formats Supported
Pre-made Templates Supported
Search Supported
User Tagging Not Supported
Version Control Supported
Workflow / Approval Process Supported

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Supported
Document Capture Supported
Document Conversion Supported
Document Delivery Supported
Document Indexing Supported
Document Retention Supported
Electronic Signature Supported
Email Management Supported
File Recovery Supported
File Type Conversion Supported
Forms Management Supported
Full Text Search Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Not Supported
Version Control Supported

Cloud Storage Features

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

Document Management Features

Access Controls Supported
Archiving & Retention Not Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Not Supported
Document Capture Not Supported
Document Conversion Not Supported
Document Delivery Supported
Document Indexing Supported
Document Retention Supported
Electronic Signature Supported
Email Management Not Supported
File Recovery Supported
File Type Conversion Supported
Forms Management Supported
Full Text Search Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Not Supported
Version Control Supported

Audit Features

Alerts / Notifications Not Supported
Audit Planning Not Supported
Compliance Management Supported
Dashboard Not Supported
Exceptions Management Supported
Forms Management Not Supported
Issue Management Supported
Mobile Access Not Supported
Multi-Year Planning Not Supported
Risk Assessment Supported
Workflow Management Supported

Board Management Features

Agenda Time Management Not Supported
Approval Process Management Supported
Board Assessment Not Supported
Calendar Management Supported
Collaboration Supported
D&O Questionnaires Not Supported
Document Management Supported
Electronic Signature Supported
For Nonprofits Supported
Member Directory Supported
Minutes Management Not Supported
Polls / Voting Not Supported
Role-Based Permissions Supported
Roles and Terms Not Supported
Single Sign On Not Supported
Skills Tracking Not Supported

Collaboration Features

Brainstorming Not Supported
Calendar Management Supported
Chat / Messaging Supported
Contact Management Not Supported
Content Management Supported
Document Management Supported
Project Management Supported
Real Time Editing Supported
Task Management Supported
Version Control Supported
Video Conferencing Supported

Contract Management Features

Buy Side (Suppliers) Not Supported
Completion Tracking Supported
Compliance Tracking Not Supported
Contract Lifecycle Management Supported
Electronic Signature Supported
Full Text Search Supported
Government Contracts Supported
Pre-built Templates Supported
Sell Side (Customers) Not Supported
Specialty Contracts Not Supported
Version Control Supported
Workflow Management Supported

Customer Engagement Features

Analytics Not Supported
Churn Management Not Supported
Communication Management Supported
Community Management Supported
Content Syndication Supported
Feedback Collection Supported
Gamification Not Supported
Live Chat Not Supported
Video Content Not Supported

File Sharing Features

Audit Trail Supported
Chat / Messaging Not Supported
Collaboration Supported
Document Management Supported
Drag & Drop Supported
Electronic Signature Supported
Encryption Supported
File Synchronization Supported
Search Supported
User Management Supported
Version Control Supported
Workflow Management Not Supported

Proposal Management Features

Automatic Formatting Not Supported
Calendar Management Supported
Collaboration Supported
Contact Management Not Supported
Content Repository Supported
Document Management Supported
Electronic Signature Supported
Knowledge Library Supported
Pipeline Management Not Supported
Requirements Management Not Supported
Revision Management Supported
RFP Management Not Supported
Task Management Supported
Templates Not Supported
Version Control Supported

Virtual Data Room Features

Anonymity Management Not Supported
Audit Trail Supported
Collaboration Supported
Data Protection Supported
Data Storage Management Supported
Document Tagging Not Supported
Due Diligence Management Not Supported
Procurement Management Not Supported
Project Management Supported
Role-Based Permissions Supported
Secure Preview Supported

Integrations

Microsoft 365 Supported
Microsoft Outlook Supported
Bitium Not Supported
Causal Not Supported
Desktop.com Not Supported
Docusign Supported
Enormail Not Supported
Google Workspace Not Supported
Make Supported
Microsoft Entra ID Supported
Microsoft SharePoint Not Supported
Okta Supported
Salesforce Not Supported
Stackreaction Not Supported
Teamstack Not Supported
Tray.ai Not Supported
Upsider Not Supported
Wazoku Not Supported

Integrations

Microsoft 365 Supported
Microsoft Outlook Supported
Bitium Supported
Causal Supported
Desktop.com Supported
Docusign Not Supported
Enormail Supported
Google Workspace Supported
Make Not Supported
Microsoft Entra ID Not Supported
Microsoft SharePoint Supported
Okta Not Supported
Salesforce Supported
Stackreaction Supported
Teamstack Supported
Tray.ai Supported
Upsider Supported
Wazoku Supported
Claim Folderit DMS and update features and information
Claim Folderit DMS and update features and information
Claim Ideagen Collaboration Portal and update features and information
Claim Ideagen Collaboration Portal and update features and information