Workflow automationAutomate workflows, data comparison, document edits, and the movement of documents from one department to another. The possibilities are infinite given the flexibility and configurability of the workflow engine to streamline the flow of paper and approvals inside your business.
Shared web portalEmpower 3PLs, carriers, partners, and customers to view their essential documents from multiple origin systems using one cross-device web application—and firewall document visibility permissions behind roles and users to ensure that each interested party and stakeholder have access to only their documents. Folio is not only a document visibility platform for your enterprise but also across your entire external business network.
Logical document groupingFolio leverages embedded intelligence and AI to automatically link related documents (such as a Bill of Lading, Commercial Invoice, Packing List, and Driver's License) into organized sets for rapid retrieval and processing through our document induction process.
Data comparison and manipulationLean on Folio’s data comparison engine to compare multiple data fields on a single document, or data fields across documents, to progress a workflow. Folio can also add additional information and data fields conditionally to a document to automate manual edits performed on physical documents from mathematical calculations or stamp overlays. The automation and time-saving possibilities are extensive.
Rich search capabilitiesStop losing files in archaic directory-based manual document repositories such as DropBox. Folio manages all document filing natively and allows you to search for your documents the same way you search for content on the internet, via an intelligent and intuitive search bar that operates just like the best online search engines.
Digital signature capture
Folio's built-in flexible signature capture allows anyone within the workflow to sign, approve, and complete documents via their phone, a tablet, laptops, and other mediums to ensure that documents quickly progress through their workflow.
Electronic document archive
Store, share, and search for bills of lading and other vital documents across your supply chain without the pain of paper records. Folio also takes in metadata (e.g., master shipment numbers, bill of lading numbers, etc.) and determines it on-the-fly with every new file to ensure accurate classification.
Enable operators to capture signatures and ensure delivery accuracy on any tablet, smartphone, and web-enabled device. The result is real-time visibility across your enterprise and with external partners.