All Foldio Features | Manage, automate, optimize

All the features you need,
in one tool

Foldio brings together in one space everything you need to organize, automate and optimize your work. Discover features designed to save you time and improve your productivity.

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File Management

File sorting and filtering system By mode, type, agency, language, status, tag, activity, collaborator or insurer.	Included in your license
Full text file search system On all structured fields of the file	Included in your license
Tracking of file status progression Pre-opening, opening, pending, closure	Included in your license
Detection of related files based on their similarity	Included in your license
Automatic generation of a file summary sheet (printable)	Included in your license
Detailed file history Complete timeline	Included in your license
Aggregation of documents and photos in directory form	Included in your license
Online preview of all standard document types PDF, Word, Excel, PowerPoint, EML, MSG, photos, videos, audio, etc.	Included in your license
Customizable additional fields to enrich file information	Included in your license
Contact address book With distinction between companies and individuals	Included in your license

Document Generation

Fully customizable document template system	Included in your license
Automatic note generation	Included in your license
Automatic email generation	Included in your license
Automatic standard document generation	Included in your license
Template generation from information already recorded in files and/or predefined fields Text, number, date, list, multiple choice, pricing table, photo gallery, signature, etc.	Included in your license
Versioning system for drafting standard documents	Included in your license
Flexible reporting system allowing the addition of external reports	Included in your license

The productivity solution for consulting offices and intervention services.

Solutions

12 solved problems 🤩

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