FolioDoc
Provides a controlled document collection workflow with checklists, deadlines, secure magic links, escalating reminders, tracking and audit trails
The product is a document collection workflow that lets senders create a checklist and deadline and share a secure link for recipients to upload files without an account or app. It solves chasing submissions through escalating reminders, submission tracking, and a full audit trail. It is for operations, legal, accounting, HR and property management teams in businesses that collect sensitive documents from clients or third parties. It is delivered as a SaaS with EU-hosted, GDPR-compliant storage, TLS encryption and automated file validation and malware scanning.
Key features
- Secure magic link uploads no account required
- Escalating automated reminders
- Real-time progress dashboard
- Full audit trail logging
- 5-layer file validation
- Antivirus malware scanning
- Bulk ZIP download and CSV export
- Configurable retention 14 to 365 days
- TLS 1.2+ encryption
- EU-hosted on Hetzner Germany
- GDPR compliance with DPA
- Optional two-factor authentication
- No social media activity within the last 30 days
GTM channels
- Blog
- Partner program
- API
ICP
- Operations teams
- Legal teams
- Finance accounting teams