Find your fit
Who it is for
Teams replacing shared drives can use Folderit to put files under access controls, version history and searchable metadata. Start with a representative folder and check whether staff can find a scanned file and identify its current version.
Policy or quality teams needing formal sign-off can test Medium approval and acknowledgement on one controlled document, then check what the audit trail records for reviewers and recipients.
Organizations needing conditional, multi-step routing or identity integration should evaluate Tailor specifically, because its designer, SSO and API are not listed in the lower-tier summaries.
The work it supports
Core capabilities
Capture and find. Folderit can import attachments by emailing a folder and retain sender and message details as metadata. OCR indexing and metadata filters help find files by their content as well as name; test scans in the formats you actually receive.
Control revisions. The vendor describes automatic version history, including changes through the Microsoft 365 integration. A practical pilot should check whether users can identify the approved version after several edits.
Share and audit. Access management, active-link review and audit trails support controlled internal and external sharing. Check a sample recipient’s actual access and whether a revoked link stops working.
Approve and acknowledge. Medium adds simple workflows, document approval and acknowledgement; Folderit says acknowledgements can record receipt, viewing and confirmation. Tailor adds the visual workflow designer for more complex serial or parallel steps.
Retain and number. Medium lists automated retention policies and document numbering. Configure a safe test rule first, especially where records must be kept or held, before allowing automatic archival or deletion.
Sign and integrate. Medium lists DocuSign integration. Tailor lists unlimited Folderit eSign, eForms, Microsoft Entra ID or Okta single sign-on, and API access. Confirm the needed signature and identity workflow in the selected tier.
Understand the offer
Pricing and getting started
Folderit says plans are priced for an included user and storage allocation rather than per user. The page served to this Canadian request showed Mini at CA$75 monthly or CA$790 yearly for 5 users and 150 GB, with “+VAT” displayed. Confirm the current local quote and tax treatment.
The same page showed Medium at CA$140 monthly or CA$1490 yearly for 10 users and 500 GB, with “+VAT” displayed. Confirm whether the listed capacity covers the planned rollout and ask about the price of any expansion.
Tailor displayed CA$179 monthly or CA$1941 yearly before configuring its user and storage quantities, with “+VAT” displayed. Request a configured quote before comparing total cost.
Look a little closer
Before you choose
Match the plan to the actual document route. Mini covers storage, search, access, versioning and audit basics; Medium adds approvals, acknowledgements and retention; Tailor adds the advanced designer and identity/API controls. Verify entitlements in the account you are evaluating.
For regulated records, test one document from intake through revision, approval, acknowledgement, retention and eventual export. Review the resulting audit trail and involve the organization’s records owner before enabling deletion rules.
This profile uses direct public vendor pages. No Folderit tenant, document upload, approval, signature, retention event, trial signup or purchase was operated.
2 distinct sources behind this profile. Research observed Oct 18, 2026. Features and offers can change.
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