Folderit DMS

Folderit DMS

Folderit
+
+

Related Products

  • Proton Drive
    3,602 Ratings
    Visit Website
  • pCloud Business
    189 Ratings
    Visit Website
  • ONLYOFFICE Docs
    715 Ratings
    Visit Website
  • LogicalDOC
    150 Ratings
    Visit Website
  • Files.com
    338 Ratings
    Visit Website
  • Google Workspace
    69,271 Ratings
    Visit Website
  • Paligo
    104 Ratings
    Visit Website
  • Nutrient SDK
    113 Ratings
    Visit Website
  • Apryse PDF SDK
    172 Ratings
    Visit Website
  • UnForm
    19 Ratings
    Visit Website

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

SmartVault is the easiest and most secure way to optimize how you, your staff, and your clients gather, store, share, and eSign documents in the cloud. Streamline how you work, collaborate with clients more easily, and reduce costs — through one integrated document management and client portal solution.

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 Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Small and Medium Businesses, Enterprises

Audience

Accounting, Tax, Bookkeeping, Business, SME

Support

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

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

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

Pricing

$20.00/month/user
https://www.smartvault.com/pricing/
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

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 4.7 / 5
ease 4.6 / 5
features 4.6 / 5
design 4.3 / 5
support 4.4 / 5

Pros & Cons from Real Users

Pros

  • Secure database, short upload times, good search features to find past uploaded documents, easy to use once certain functions are enabled, download notifications to see who has received the items requested/uploaded.
  • From file storage to file sharing SmartVault provides a secured and seamless platform for business. I liked its collaboration features. It's easy to transfer files around anywhere. The interface is also easy to understand.
  • It provides cloud storage of documents so we can access them from anywhere. It saves the file in encrypted for for absolute security. Features like eSign, version control and scan integration helps a lot.
  • The product is good, not too complicated, and not expensive especially compared to some of the bigger names.
  • It's an easy product to learn. And even easier to walk a client through how to set up their access. All I have to do is send and email, then the client takes a few steps to set up their log in information, and with a few clicks they are ready to send and receive sensitive information through a secure portal!

Cons

  • Difficult to navigate between folders in an account from an non-administrative end, upload process can be confusing when trying to upload to specific folders, pinning folders to Home Screen is not intuitive and using pinned folders is confusing because the "Add" button does not mean upload but means add another pinned folder.
  • There's no downside I experienced on this platform.
  • The app user interface is very simple which makes it easy to use and understand. The app has no cons.
  • I wish there was an app for clients to use on their phone.
  • Nothing that I dislike enough to mention. Sometimes the search bar takes a few seconds to catch up, but that could also be my computer with several other large programs running.

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

SmartVault
Founded: 2008
United States
smartvault.com/

Alternatives

docEdge DMS

docEdge DMS

Pericent

Alternatives

ZUNBEEL

ZUNBEEL

Zaavia
ShareFile

ShareFile

Progress Software
Assembly

Assembly

Assembly.com

Categories

Categories

File Sharing Supported
Portal Supported

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 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 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 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 Not Supported
Full Text Search Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Not Supported
Version Control Supported

File Sharing Features

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

Portal Features

Chat Not Supported
Collaboration Not Supported
Content Management Not Supported
Document Management Supported
File Sharing Supported
Search Supported

Integrations

Docusign Supported
Microsoft Outlook Supported
ATX Not Supported
Acctivate Inventory Software Not Supported
CCH Axcess Tax Not Supported
Drake Tax Not Supported
Emburse Nexonia Not Supported
Emburse Tallie Not Supported
FileThis Not Supported
Intuit ProSeries Tax Not Supported
Ledgersync Not Supported
Method:CRM Not Supported
Microsoft 365 Supported
Okta Supported
QuickBooks Online Not Supported
Rightworks Not Supported
Salesforce Not Supported
TaxWise Not Supported
UltraTax CS Not Supported
Xero Not Supported

Integrations

Docusign Supported
Microsoft Outlook Supported
ATX Supported
Acctivate Inventory Software Supported
CCH Axcess Tax Supported
Drake Tax Supported
Emburse Nexonia Supported
Emburse Tallie Supported
FileThis Supported
Intuit ProSeries Tax Supported
Ledgersync Supported
Method:CRM Supported
Microsoft 365 Not Supported
Okta Not Supported
QuickBooks Online Supported
Rightworks Supported
Salesforce Supported
TaxWise Supported
UltraTax CS Supported
Xero Supported
Claim Folderit DMS and update features and information
Claim Folderit DMS and update features and information
Claim SmartVault and update features and information
Claim SmartVault and update features and information