Fold & File Description
File & 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 efficiently
Advanced Filter to then provide even more granular detail to the list of files you are looking to find
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 efficiently
Advanced Filter to then provide even more granular detail to the list of files you are looking to find
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