Document Management System Software Demo (DMS/EDMS): Version Control, Workflows, OCR | Folderit

Описание: Document Management System (DMS/EDMS) demo: secure document control with workflows, eSign, OCR full-text search, metadata, retention, audit trail, and granular access control.
See Folderit: https://www.folderit.com

Folderit helps teams store, organize, approve, sign, and securely share documents — with strong security and an interface built for everyday use.

What you’ll see in this DMS walkthrough
✅ Admin dashboard with organization-wide oversight and reports
✅ Granular permissions & groups (file/folder/section/account-level access control)
✅ Custom metadata templates + automated document numbering
✅ Document workflows: approval, acknowledgement, review, and e-signing (Folderit eSign + DocuSign integration)
✅ Version history + full audit trail of user/system activity
✅ Retention policies & automations for lifecycle management and compliance
✅ Microsoft 365 integration + Outlook add-in (email-to-folder filing)
✅ Secure sharing: public links, preview-only access, expiring access options
✅ OCR-powered full-text search (multi-language) for scanned PDFs/images
✅ API-ready integrations (ERP/CRM/custom apps)
✅ Dynamic watermarking for previews and downloads
✅ SSO: Microsoft Entra ID, Google Workspace, Okta

Whether you manage HR files, legal contracts, invoices, engineering drawings, or compliance documentation, this covers the core capabilities modern organizations expect from a DMS/EDMS.

Chapters
00:27 Customizing folder views
00:57 List and Thumbnail views
01:01 In-system document preview
01:12 Importing or creating documents (Microsoft 365 integration)
01:24 Email documents to the system
01:38 Form templates (eForms)
02:20 Document detail view: metadata, versioning, related items, audit trail
02:54 Editing Office files in-system
03:02 Reminders
03:11 Data retention policies
03:24 Check-out / Check-in
03:33 Workflows: approval, acknowledgement, review, e-signing
04:42 Personal dashboard and task list
04:55 Using Folderit eSign
05:49 Admin dashboard: company-wide reports
06:09 User management
06:27 User groups
06:38 Permission management
07:55 Tag-based access management
08:05 Watch files/folders
08:18 Recycle bin
08:25 Global audit trail: reports and exporting
08:37 Document numbering schemes
08:59 Advanced search (OCR, metadata)

#DocumentManagement #DMS #EDMS #DocumentControl #WorkflowAutomation #OCR #eSign #AccessControl