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

Moxtra’s Client Interaction Platform has been built in partnership with several of the world’s leading financial institutions. These organizations use the platform to power their digital business — with rigorous compliance, privacy, security, and auditability. Moxtra enables the seamless extension of business processes. For enhanced security, the solution can be deployed as a private cloud, shared multi-tenant cloud, or on-premise service. All interactions on Moxtra are self-documented and recorded. Capture the location, device, and time for every interaction within Moxtra, and maintain visibility on all communications. Moxtra is engineered to meet the stringent security requirements of regulated industries, with encryption, and the ability to support the unique best practices of each business.

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 Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Small and Medium Businesses, Enterprises

Audience

Companies interested in a powerful portal for clients

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

$120 per month
+ $300 one-time setup fee
Free Version Not Supported
Free Trial Not 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 5.0 / 5
ease 5.0 / 5
features 4.0 / 5
design 5.0 / 5
support 3.0 / 5

Pros & Cons from Real Users

Pros

  • -Web and mobile version available -Originally designed for mobile -Easy to use -Base functionality (free) is sufficient for most non-business use

Cons

  • -No longer actively developed (for non-business) -No further integrations (for non-business) -Does not keep up with competitors like Teams

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Folderit
Founded: 2014
Estonia
www.folderit.com

Company Information

Moxtra
Founded: 2012
United States
moxtra.com

Alternatives

docEdge DMS

docEdge DMS

Pericent

Alternatives

ZUNBEEL

ZUNBEEL

Zaavia
TeamSupport

TeamSupport

TeamSupport LLC

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

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 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

Collaboration Features

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

Customer Experience Features

Action Management Not Supported
Analytics Not Supported
Customer Segmentation Not Supported
Dashboard Not Supported
Feedback Management Not Supported
Knowledge Management Supported
Multi-Channel Collection Not Supported
Sentiment Analysis Not Supported
Survey Management Not Supported
Text Analysis Not Supported
Trend Analysis Not Supported

Integrations

Okta Supported
Bitbucket Not Supported
Desktop.com Not Supported
Docusign Supported
Google Drive Not Supported
Mailchimp Not Supported
Make Supported
Microsoft 365 Supported
Microsoft Entra ID Supported
Microsoft Outlook Supported
PagerDuty Not Supported
PayPal Not Supported
Stackreaction Not Supported
Stripe Not Supported
Trello Not Supported
Wufoo Not Supported
Zapier Not Supported
Zendesk Not Supported

Integrations

Okta Supported
Bitbucket Supported
Desktop.com Supported
Docusign Not Supported
Google Drive Supported
Mailchimp Supported
Make Not Supported
Microsoft 365 Not Supported
Microsoft Entra ID Not Supported
Microsoft Outlook Not Supported
PagerDuty Supported
PayPal Supported
Stackreaction Supported
Stripe Supported
Trello Supported
Wufoo Supported
Zapier Supported
Zendesk Supported
Claim Folderit DMS and update features and information
Claim Folderit DMS and update features and information
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Claim Moxtra and update features and information