Empower your people. Empower your business.

Shipping and receiving clerks

Automate entire processes around shipping, receiving, QA, and compliance documents. Capture signatures digitally, automatically email completed copies of executed documents to stakeholders, and progress document sets between owners based on configurable workflow alerts, approvals, and steps.

Delivery drivers

Delivery Drivers can verify multiple documents with a single signature on Folio’s intuitive mobile interface—thus clearing the yard faster and reducing wait times to get you back on the road. Copies of documents can be emailed and shared with the driver and the driver’s carrier, ensuring that all parties have access to the document immediately.

Customer service representatives

Customer Service Representatives can view and share all signed documents in Folio’s shared digital repository with a single click—ending the need for paper storage, speeding document access for key users and end customers, and eliminating the risk of losing an important file.

Facility managers

Facility managers can create configurable workflows so that each document requiring multiple approvals undergoes an automated process that is streamlined and exceedingly fast.


Carriers can be granted access to Folio so they may track all documents executed, en route, or even already delivered—spanning trailers, containers, air, sea, and any other transportation medium. The reach and scope of Folio’s document digitization and automation is limitless.

End customers

Provide customers access to their specific documents to enhance all-around visibility. Additionally, Folio can email copies of documents to customers at configurable workflow exit points to ensure they have the information they need on time, in real time.

Quality manager

Store all compliance driven documentation in a single online repository that tracks and manages edits, approvals, completion of documents. Upload pictures of product, trailers, or other ad-hoc notes, to workflows as needed to ensure your organization has the perfect digital paper trail to substantiate every process, workflow, and exception—even during an audit.


Eliminate the need for off-site storage and paper disposal, while eliminating risk and improving the speed and success of audits. Additionally, lean on Folio to organize and manage vendor and supplier invoices. With its configurable workflow and data manipulation capabilities, Folio automates manual validation steps, breakdown of a single bill against multiple GL codes, and multi-approval workflow defined per unique document type. Folio can handle all your financial document needs.

Eliminate wasted labor cost

Cut out the hidden labor cost from associated printing, sorting, filing, and managing paper throughout its lifecycle at your organization.

Reduce risk

Never lose or damage a physical document again, or fail an audit, as Folio stores all documents in a secure cloud-based repository where they can be searched against, viewed, printed, and emailed at the touch of a button.

Reduce paper cost

Eliminate the cost of paper, printing, toner, and on-site/off-site storage for all documents, as they are securely and safely stored in your Folio document repository. Only print when you need to provide an external party with a paper copy.

Workflow speed

Configure workflows that allow document approvals and alerts to drive the progression of single documents or a collection that needs orchestration between multiple departments for completion. Track each step of the way and know exactly where each document or document set is within the workflow.

Enhance visibility

Provide all internal and external stakeholders with access to their documents, based on configurable roles and permissions. This means everyone gets access to the documents they need on any mobile device and nothing more.