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Description

Folderit helps organizations keep documents searchable, controlled, and audit-ready. The platform combines OCR search, metadata, version control, audit trails, reminders, previews, and secure access with workflows for approvals, acknowledgements, reviews, and e-signing. For more advanced use cases, Folderit supports retention automation, document numbering, API integrations, eForms, SSO, and granular access management. It is designed for companies that want structured document control without sacrificing usability, and it also supports Single-Tenant and On-Premises deployment options for stronger governance needs. Folderit’s current trust and compliance positioning includes ISO 27001 certification, Cyber Essentials certification, and logical tenant segregation in its shared cloud environment.

Description

Moxtra's Client Interaction Platform was developed in partnership with some of the most prestigious financial institutions around the world. These institutions use the platform to power their digital businesses. The platform is subject to strict compliance, security and auditability. Moxtra allows seamless extension of business processes. The solution can be deployed in a private cloud, shared multitenant cloud, or on premise. This will increase security. Moxtra's interactions are recorded and self-documented. Moxtra keeps track of every interaction and records the time, location, device, as well as the time. Moxtra was designed to meet the stringent security needs of regulated industries. It uses encryption and has the ability to support each business's best practices.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Okta Yes 
Bitbucket No 
Desktop.com No 
Docusign Yes 
Google Drive No 
Mailchimp No 
Make Yes 
Microsoft 365 Yes 
Microsoft Entra ID Yes 
Microsoft Outlook Yes 
PagerDuty No 
PayPal No 
Stackreaction No 
Stripe No 
Trello No 
Wufoo No 
Zapier No 
Zendesk No 

Integrations

Okta Yes 
Bitbucket Yes 
Desktop.com Yes 
Docusign No 
Google Drive Yes 
Mailchimp Yes 
Make No 
Microsoft 365 No 
Microsoft Entra ID No 
Microsoft Outlook No 
PagerDuty Yes 
PayPal Yes 
Stackreaction Yes 
Stripe Yes 
Trello Yes 
Wufoo Yes 
Zapier Yes 
Zendesk Yes 

Pricing Details

$50.00/month per team
Free Trial Yes 
Free Version No 

Pricing Details

$120 per month
+ $300 one-time setup fee
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook Yes 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Folderit

Founded

2014

Country

Estonia

Website

www.folderit.com

Vendor Details

Company Name

Moxtra

Founded

2012

Country

United States

Website

moxtra.com

Product Features

Cloud Storage

Access Control Yes 
Archiving & Retention Yes 
Backup Yes 
Data Migration Yes 
Data Synchronization Yes 
Encryption Yes 
File Sharing Yes 
Version Control Yes 

Content Collaboration

Client Portal No 
Cloud Storage Yes 
Digital Asset Management Yes 
Document Creation / Editing Yes 
Document Management Yes 
Electronic Signature Yes 
Feedback Management Yes 
File Sharing Yes 
Messaging / Discussion No 
Real-Time / Interactive Editing Yes 
Roles / Permissions Yes 
Search Yes 
Version Control Yes 
Video / Image Editing No 
Workflow / Approval Process Yes 

Document Collaboration

Access Control / Permissions Yes 
Autosave Yes 
Chat / Messaging No 
Cloud Storage Yes 
Comments / Annotations Yes 
Edit / Change Tracking Yes 
Electronic Signature Yes 
Multiple File Formats Yes 
Pre-made Templates Yes 
Search Yes 
User Tagging No 
Version Control Yes 
Workflow / Approval Process Yes 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture Yes 
Document Conversion Yes 
Document Delivery Yes 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature Yes 
Email Management Yes 
File Recovery Yes 
File Type Conversion Yes 
Forms Management Yes 
Full Text Search Yes 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management No 
Version Control Yes 

Product Features

Collaboration

Brainstorming Yes 
Calendar Management Yes 
Chat / Messaging Yes 
Contact Management Yes 
Content Management Yes 
Document Management Yes 
Project Management Yes 
Real Time Editing Yes 
Task Management Yes 
Version Control No 
Video Conferencing Yes 

Content Collaboration

Client Portal No 
Cloud Storage No 
Digital Asset Management No 
Document Creation / Editing No 
Document Management No 
Electronic Signature No 
Feedback Management No 
File Sharing No 
Messaging / Discussion No 
Real-Time / Interactive Editing No 
Roles / Permissions No 
Search No 
Version Control No 
Video / Image Editing No 
Workflow / Approval Process No 

Customer Experience

Action Management No 
Analytics No 
Customer Segmentation No 
Dashboard No 
Feedback Management No 
Knowledge Management Yes 
Multi-Channel Collection No 
Sentiment Analysis No 
Survey Management No 
Text Analysis No 
Trend Analysis No 

Digital Signature

Audit Trail No 
Authentication No 
Auto Reminders No 
Customizable Templates No 
Document Analytics No 
Mobile Signature No 
Multi-Party Signing No 
Progress Tracking No 
Task Progress Tracking No 

Sales Content Management

Audio / Video Recording No 
Audio File Management No 
Branded Sales Content No 
Centralized Sales Content Repository No 
Collaboration Tools No 
Content Recommendations No 
Email Management No 
Engagement Analytics No 
Interaction Tracking No 
Personalization No 
Sales Partner Management No 
Sales Training / Onboarding No 
Video File Management No 

Sales Enablement

Collaboration No 
Contact Management No 
Content Management No 
Document Management No 
Goals / Quota Management No 
Lead Management No 
Meeting Management No 
Performance Management No 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

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