Fold & File is a virtual, interactive filing cabinet. It allows you to store and categorise your documents as you would in a physical filing cabinet at home, with the ability to easily find your files from anywhere using our mobile and web applications. Some features include:- Structure and categorisation of all your files- Use the Entity field to file your documents against specific people, properties, vehicles, businesses or pets in your household.- OCR capabilities to minimise your data input- Different Document type templates allowing you to upload and capture relevant information for Important documents, Bills & Payments and Receipts & Warranties.- Dashboard view for quick capture of current state- Capture payment details such as Payment Date and Receipt number for each bill- Part payment data capture capabilities- Mark Bills, Important Documents or Receipts to include in Tax Returns at the end of the financial year- Receipts & Warranty file type to allow you to store and manage any big (or small) purchase documentation and associated warranty information. - Warranty workflow so that you can clearly see if an item is still under warranty or even nearing the end of warranty- Notifications and reminders- Smart Search - Quick filter to help retrieve a file or a group of files quickly and efficientlyAdvanced Filter to then provide even more granular detail to the list of files you are looking to find
Fold & File
