All features · Foldr

Every backend that matters

Storage

OneDrive (yours, shared or both), SharePoint (a site, one library or all of them) and Teams, including the Education flavour
Google Drive and Google Workspace shared drives
Amazon S3 and anything S3-compatible, Azure Blob Storage, and Backblaze B2 through its S3 interface (you’ll need an application key, not the master key)
Box, Dropbox
SMB / CIFS file servers, with the option to read and enforce your NTFS permissions
The Edge agent: a small Windows or Linux program beside a file server that connects out to Foldr, so you open no inbound ports. It’s how a file server behind your firewall joins Foldr Cloud, and it has no licence key and no plan of its own
WebDAV, FTP / SFTP
Group Drives (browse a group’s personal storage in each person’s own context) and shortcut folders (Foldr’s Pointer Containers: a folder of shortcuts to other shares)
Foldr Storage (Foldr Cloud): storage we host, with version history, for trials and evaluation. Every trial starts with a 10 GB share already set up
Your storage can still say no: on SMB a signed-in person opens the share with their own credentials, a share can also filter every file by its ACLs, and a link only ever carries what its creator could see
On Foldr Cloud a server needs a public address or the Edge agent; on an appliance Foldr reaches whatever your appliance can
Connect and disconnect in minutes; your files stay where they are (unless you chose to keep them in Foldr Storage, and you can copy those out first)

The core, every plan

Files

Browse, link, move, copy, rename across every backend
Inline preview for PDFs, Office documents, images, video, audio
Edit-in-place: open a file in any app, save back where it lives
Custom fields on any backend, any file
PDF annotation: highlight, text, ink, stamps
Secure PDF redaction: content actually removed, not painted over (Business and Enterprise, always on appliance)
Version history and restore, on Foldr Storage and in each Bureau editor
Deleting tells you what your storage will do with the file: bin, last shadow copy, or gone for good
Bookmarks and recent files
Mobile capture from any device
Bulk actions across selections

Documents, sheets, slides, editors in beta

Bureau

Word, Excel and PowerPoint viewers that render in the browser, with nothing sent to Microsoft or Google for the formats Bureau draws itself (your IT team can switch off the online viewer that handles the rest)
OpenDocument (.odt, .ods, .odp) and CSV opened and saved natively, never converted on the way
Text and code viewer with syntax colouring, and Markdown rendered beside its source
PDF (with find), TIFF, .ppsx slide shows and OpenDocument templates in the viewer
Editors for documents, spreadsheets, presentations and text (beta), switched on per format by your IT team
Non-destructive saves: the parts of a file nobody edited come back exactly as they went in
Tracked changes in the document editor, written back as real Word revisions
Redaction mode in Word and OpenDocument documents (Business and Enterprise) that checks its own result, and isn’t offered while someone else is co-editing the file
“@” chips in documents for people, files, field values and dates
Spreadsheet editing with formula recalculation, sheet add, rename, hide and delete, and find and replace with regular expressions
Pivot tables, charts you create and edit, conditional formatting, dropdown lists, named ranges and Excel tables
XLOOKUP, FILTER, UNIQUE, SORT and the other newer functions, with results that spill
FOLDR.FIELD, FOLDR.SEARCH and FOLDR.LOOKUP worksheet functions that read from Foldr
Slide editing with shape move and resize, text editing, charts, tables, cropping, gradients, and slide reorder, duplicate and delete
Full-screen Present mode that plays the deck’s own transitions and animations, and animations you add
Present to a link (beta): anyone you send it to follows along live in their own browser, slide by slide, and it works on an appliance with no route to the internet
Approvals inside the document and spreadsheet editors on shares that require sign-off (Reviews and approvals, Enterprise), with the changed paragraphs or cells shown to the approver
Ctrl+K command palette and a simple mode in every editor
Co-editing in the browser for Word and OpenDocument text documents, Excel, PowerPoint and text, per format and per share
Desktop Word co-authoring in the same session as the browser editor
Falls back to the configured external viewer for anything Bureau cannot render; the old .doc, .xls and .ppt formats open in your desktop apps instead

Reports, dashboards, governed files

Bureau Insights (beta)

Ask Grace about a spreadsheet and she totals, counts and groups it on the server (up to a quarter of a million rows), and shows her working
Reports and dashboards where every figure comes from a query, carries where it came from and how many rows sit behind it, and is sealed so a changed number shows
Readers drill down to the rows under their own access, and dashboards can email the right people when a figure crosses a line
Scheduled workbooks filled into your own template, with charts and pivots intact
Approval before publishing: until a reviewer signs off, everyone but the author keeps seeing the last approved version (Enterprise, on storage that keeps a version for every save)
Grace and reports come with Business and Enterprise; approval is part of Reviews and approvals on Enterprise. On an appliance the same pieces are licence keys
The honest limits: no slicers or click-to-filter, no forecasts, hourly refresh at best, and data from other systems arrives through an approved script rather than a one-click connector

Public links, hand-in, inbox, every plan

Public links with passwords, time-based expiry and expire-on-download
Slug-based memorable URLs (foldr.acme.co/project-x) or compact hashes, and your own domain for links (Foldr Cloud Enterprise)
Multiple recipients per link, each with their own permissions and deadlines (a link is either a password link or shared with named outside people, never both)
Read-only, upload, and manage permission tiers per recipient
Per-recipient deadlines: soft, hard, or final
Custom field collection: before download, after upload, or write-protect for consent gates
Hand-in mode: auto folder-per-student on first upload, deadline enforcement
Inbox: give a folder its own email address, attachments auto-saved with sender details (Business and Enterprise)
Sharing that asks first: some shares can need a second pair of eyes before a link goes out (Reviews and approvals, Enterprise)
Embed report links in a website (Foldr Cloud); on an appliance an administrator can also allow your own website to frame a folder
Read receipts and per-link activity log
Email notifications on access, upload and field submission (configurable per link)

Collect, filed in place, Business and Enterprise

Forms

Typed fields: text, paragraph, email, phone, URL, number, date and time, choice, rating, slider, consent, file upload, signature
A table of repeating rows for line items, people picked from your directory, and sections laid out in columns, with a small gallery of starter forms
Publish a public link, or send to named people and groups from your directory
Per-recipient magic-links, tracked from invited through viewed to submitted
Conditional logic: show and hide questions, require-when, computed answers, validate-before-submit, page branching
Every response materialises as a file (PDF, Word, Markdown, plain text or JSON) in the share and folder you choose, with uploads filed alongside it
Answers mapped to custom fields on the filed response, indexed for search the moment it lands
Response caps, open and close windows, per-recipient deadlines (soft, hard, final)
Choose who can fill it in: anyone with the link, signed-in colleagues, or a named group, with a password if you want one
Run an automation the moment a response lands, from the ones your admin has approved
On-submit notifications to the owner and a receipt to the responder, even an anonymous one
Send for signature on submit: with Foldr Sign (Enterprise, or an add-on on Business) the submitter signs the result on the spot, or the finished PDF routes to named signers
Supporting documents: link a file you’ve already shared into the form to read or download
Save and resume a part-finished response

E-signature, in place, Enterprise

Sign

Send any PDF for signature from the share it already lives in, no upload to a third party and no per-document fees (it has to be a PDF, so save a Word file as one first)
Signature, initials, date and text fields placed on the page and assigned per recipient; signers can type or draw a signature and adopt it once
Recipients from your directory: internal users via your IdP, a group (each member gets their own copy, expanded when you send), external signers by email
External signers use a magic link, with no account to create; where the sender requires a second factor they use the authenticator or passkey they’ve enrolled
Templates save the recipients, fields and signing order for repeat work, with approver and cc roles, in order or all at once
Reminders on a schedule you set, and hard-deadline expiry that voids the envelope
What you send is what gets signed: if the file changes on the share after you’ve sent it, the envelope stops
Signed PDF saved back in the original folder with a certificate of completion added
Tamper-evident audit trail: timestamp, IP and device per action, plus a SHA-256 of the signed PDF recorded when it’s sealed, so an altered copy can be spotted
Track every envelope: outstanding, waiting on whom, resend one, void the lot, download completed PDFs in a bundle
Simple Electronic Signature under eIDAS, the UK Electronic Communications Act 2000 and US ESIGN / UETA (Advanced Electronic Signature on the roadmap)
Enterprise on Foldr Cloud, an add-on on Business, and a licence key on an appliance

Portal for clients and partners

Folio

External users sign in and see only what you shared, with no full Foldr account and no per-seat licence
No org tree and no admin screens: just their own Shared-with-me, in your organisation’s branding
Inherits the full sharing surface per recipient: read-only, upload, custom-field collection, deadlines (signing is Foldr Sign, through the same portal)
Live files, not attachments: update the source and the client sees the latest, with no version-N+1 emails
Simple sign-in by email, or wire external users through your IdP
Per-client audit trail: every open, download, upload and field submission
Included with Foldr Enterprise and with a self-hosted Business licence (since September 2026); an add-on on Foldr Cloud Business

Across everything, contents from Business

Search

Full-text indexing of every connected backend (Business and Enterprise; Essentials searches names and metadata)
Semantic search: find files by meaning, not just the exact words they contain (Enterprise)
Hybrid ranking: keyword and vector (meaning) results fused into a single list, with keyword-only fallback
Opt-in per share, with an embeddings model you bring: any OpenAI-compatible endpoint, or a local model on a self-hosted appliance to keep embeddings on-premises
OCR for scans, photos and image-only PDFs: Foldr’s own OCR service on Foldr Cloud, your own cloud OCR account, or Tesseract on a self-hosted appliance
Search what was said: switch on transcription for a share and its recordings are searched like documents, and a hit opens the player at the moment the words were spoken (Business and Enterprise; an appliance brings its own provider; the Trust Centre says where it runs)
Permission-aware results: filtered by the shares you can reach, and by per-file permissions on SMB (with ACL crawling on) and Microsoft 365, as of the last crawl
Custom field filters combined with full-text in a single query
Group and count by field, by month or year, or by number band, counted over every match; find files within a distance of a place
Barcode lookup, when barcode reading is switched on for the share
Date, type, size, share, modified-by filters
Snippets and page-level hit highlighting in the PDF viewer

Intelligent extraction, Enterprise

Captur

Intelligent extraction: describe the fields, Captur finds them on every document, no template required
Text-based PDFs read directly from their text layer, no OCR overhead
OCR fallback for scans and image-only PDFs: Foldr’s own OCR service, your own cloud OCR account, or Tesseract on a self-hosted appliance
Templates for high-volume identical layouts when you want zones pinned
Smart fields: text, dates, amounts, references
Barcode reading
Capture from a scanner, a PDF dropped in, your Foldr inbox, or any share Foldr crawls
Extracted values land as editable custom fields, checked and corrected in place
Routes the result via MaSH to the share, system or person that needs it
Enterprise on Foldr Cloud (5,000 pages a month) and a licence key on an appliance

Reviews, approvals, audit, Enterprise

Governance

Field changes routed for approval before they land: a user proposes an edit, a reviewer signs it off, and only then does it commit
Multi-step approval workflows: sequential steps, each cleared by any one reviewer, everyone, or a quorum of N
Routing rules matched by trigger and priority: a document’s classification, a specific custom-field change, or any change on a share
Reviewer pools per share, split by job: who approves field changes and who approves classification routing, assigned independently
Deadlines and escalation: give a rule a deadline and name who else to ask, and when it passes they’re brought in alongside the original reviewers, once. A request is never rejected for lack of an answer
On-approve and on-reject actions: set a custom field, notify people, run a MaSH automation or publish the approved version
Requesters can’t approve their own changes; every step records who decided, when and why
Approvals waiting on you surface in Shared with me, with a record of every request, step and decision in the activity log
A label that does something: a sensitivity label can stop a file being downloaded, copied to another share or emailed out by a script
Reviews and approvals comes with Enterprise; Governance (classification and labelling) is an add-on on top and includes Disclose. On an appliance these are licence keys

Subject access and FOI, comes with Governance

Disclose

Subject access and FOI requests run as cases, with the UK statutory clocks built in: a calendar month to the corresponding date for subject access
Stop-the-clock while the requester’s identity is verified; extensions need a recorded justification and have a hard ceiling
Estate search across every share that’s indexed, file servers and NAS boxes included; the manifest lists any share it couldn’t search and why
Scanned paper counts too, once it’s been through OCR (on a big scanned estate that’s the slow part)
Mailbox collection from Microsoft 365 and Gmail, restricted to an administrator-controlled allow-list, with every search audited
A search manifest recording what was searched, what matched, and which locations returned nothing
Review in one table or in the viewer: keep, exclude, record the reason, sign off before release
Redaction on a converted copy with the underlying text removed and metadata scrubbed; if your organisation has switched AI suggestions on, Grace proposes candidates and a person approves every one
Disclosure bundles with a manifest of what went out and what was withheld; an FOI preset frames exemptions that way
Delivery over Foldr’s secure links to a named recipient, not a password ZIP over email
Comes with Governance

AI agent, Business and Enterprise

Grace

Natural-language questions over your files
Stays inside the user’s permissions on every query, and asks before anything you can’t undo
Reads custom fields, full-text content and Captur output
Reconcile, summarise, locate, search
On the Search page, changes the search you have open: say “only the PDFs, grouped by supplier” and she does it, shows what moved, and lets you undo it
Drafts an automation, tries its first check against your real files, and shows you what it will do before it’s switched on
Answers only from the shares you’ve chosen to index, and only from files each person is allowed to read
A monthly allowance that grows with your seats on Foldr Cloud; on an appliance you switch her on in Settings. Where each request goes is on the Trust Centre

AI assistants over MCP, Business and Enterprise

Connected Apps

An AI assistant that speaks MCP can search Foldr and read your files, with no copy of them made anywhere new
Standard OAuth 2.1 with PKCE, and the assistant registers itself, so there are no keys to paste
Reading only by default: list shares and folders, search names and contents, read a file or its indexed text, file details, custom fields, bookmarks, your activity, and what you shared or were shared
Every call runs as the signed-in person, with exactly their permissions
Anything that changes a file needs a policy an administrator agrees for that app, and sharing goes through approval
Nothing destructive is offered to an assistant
Each person sees their own connected apps, can disconnect them, and is emailed when one connects
Off until an administrator switches it on; on an appliance there is no licence key to buy

Visual workflow editor, Business and Enterprise

Mashup

Drag-and-drop block editor for building automations
Every block is a real MaSH instruction; switch to script or back at any time
Trigger, action, loop, conditional, variable, property and Grace blocks
A handful of starting points to build from; save your own as blueprints
Same engine as MaSH and Grace; the same scripts run on Foldr Cloud and on an appliance, with Cloud keeping limits on run time, mail volume and which hosts a script can call

Scripting and automation, Business and Enterprise

MaSH

Plain-text scripts with a version history and a diff built in, and a Flow bundle you can keep in git if you like
Object types for files, shares, fields, search, Captur, HTTP, SMTP, PDF, Office docs, barcodes, AI, crypto
Cron schedules and event triggers (file arrived, share changed, Captur done)
Cross-share queries and aggregations
The same scripts run on Foldr Cloud and on your own appliance; Cloud keeps sensible limits since the workers are shared, and on an appliance you set them yourself

Packaging, in Settings

Flow

Bundle shares, custom fields, Captur templates, saved searches, forms, Sign templates and mashlets into one .foldr-flow file
Import it on another Foldr and see exactly what will be created, renamed or skipped before anything is written
Accounts for the storage aren’t in the file (you point each share at its own credentials), and anything the new Foldr isn’t licensed for is left out and listed
Distribute across your own sites or out to MSP clients, one import at a time
Versioning and recovery on the roadmap

Identity

SSO and security

SAML 2.0 (including Google Workspace) and Microsoft Entra, on Foldr Cloud and on an appliance
LDAP and Active Directory with group sync (Foldr appliance only)
Kerberos for AD-joined desktops (Foldr appliance only)
One address, one account: sign-in tries your directory, then outside accounts, then local ones, and stops at the first match
Local accounts for service users
TOTP authenticator apps and Duo push
WebAuthn / FIDO2 passkeys
Trusted devices and sudo mode for admin actions
IP allow-lists for the whole site, or attached to a single permission grant so they scope one share, one person, or signing in at all, plus trusted networks for two-factor prompts

Surfaces

Apps

Web app, the primary surface
Mac and Windows desktop apps that mount as a drive
iOS and Android mobile apps
System-level file picker integration on mobile
Office, Adobe and any local app open Foldr-hosted files in place

Foldr Cloud or self-hosted

Deploy

Foldr Cloud: hosted, managed, kept current, with UK and EU data residency, on Drive, Essentials, Business and Enterprise plans
Foldr Appliance: self-hosted on your hardware or your cloud, with features switched on by licence key
The same Foldr Next on either. A few things follow the deployment, and we tell you which before you choose
Appliance only: Active Directory over LDAP, Kerberos, and the built-in Tesseract OCR engine
Foldr Cloud only: Foldr Storage, and custom domains for your links (Enterprise)
A file server behind your firewall: the Edge agent connects it to Foldr Cloud outbound-only; the appliance still wins if it must be air-gapped
Activity log CSV export

Operations

Admin

Multi-customer aware: one Foldr instance can serve many isolated organisations
Per-customer feature gates and tier limits
Per-share settings: defaults, retention, capture rules, link policies
Activity log per share and per user
License and user reporting
Settings moved between Foldrs with a Flow when you want them shared

Everything Foldr does, in one list.