Document Management System & Software | Folderit EDMS Demo & Tutorial скачать в хорошем качестве

Document Management System & Software | Folderit EDMS Demo & Tutorial

Document management system and document management software from Folderit helps you securely store, organize, approve, sign, and share documents with ease. Perfect for businesses that value both security and user-friendliness. Learn more: https://www.folderit.com In this video, we walk through the key features of Folderit’s DMS platform: ✅ Full-featured admin dashboard for complete document control and real-time oversight ✅ Granular user permissions & groups to manage access securely at file, folder, or account level ✅ Custom metadata & automated document numbering for easy organization and compliance tracking ✅ Approval, review, acknowledgement, and e-sign workflows to streamline contract and document approvals ✅ Version history & audit trails to maintain compliance and track every change ✅ Retention policies and automation to manage document lifecycle and meet legal requirements ✅ Microsoft Office integration & Outlook add-in for seamless document creation and email-to-folder filing ✅ Secure file sharing via public links and tags with view-only and expiring access options ✅ OCR-powered full-text search (multi-language) for instant document retrieval, even in scanned PDFs and images ✅ Integration-ready via API for connecting with ERP, CRM, or custom business applications ✅ Dynamic watermarking to protect sensitive documents during preview or download ✅ Single Sign-On (SSO) with Microsoft Entra ID, Google Workspace, and Okta for secure, easy login Whether you’re managing HR files, legal contracts, invoices, engineering drawings, or compliance documents, Folderit adapts to your needs—with support for metadata templates, secure previews, dynamic watermarking, and SSO (Microsoft Entra ID, Google Workspace, Okta). 00:27 Customizing folder views 00:57 List and Thumbnail views 01:01 In-system document preview 01:12 Means of importing or creating documents in the system (Office 365 integration) 01:24 Email documents to the system 01:53 Document's detail view: Custom Metadata, Versioning, Related items, Audit trail and more 02:27 Editing Office files in-system 02:37 Reminders 02:46 Data Retention Policies 02:59 Check-out / Check-in 03:09 Workflows: Approval, Acknowledgement, Review, e-Signing 04:05 Personal Dashboard and Task list 04:18 Using Folderit eSign 05:12 Admin Dashboard: Company-wide reports 05:33 User Management 05:50 User Groups 06:02 Permission Management 07:19 Tag-based (role, document type) access management 07:29 Watch files/folders 07:40 Recycle Bin to recover data 07:48 Global audit trail: custom reports and exporting 08:01 Document Numbering Schemes 08:22 Advanced Search (OCR, metadata) #DocumentManagement #DMS #EDMS #Folderit #DocumentControl #WorkflowAutomation #eSign #MetadataManagement #OCRsearch #SecureFileSharing