F
Folderit DMS - Create PDF, Word, Excel Documents
Folderit DMS works with Documentero by watching for new files added to your chosen folders and then passing that data into custom templates. This makes it easy to generate documents like contracts, invoices, or reports in .docx, .pdf, or .xlsx formats. The integration can be set up through API or Make, allowing you to connect your document storage with automated document creation.
Folderit DMS
Documentero
Triggers
Watch Files in a Folder — Triggers when new files are added to the selected folder.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Folderit DMS using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Folderit DMS using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from new files in Folderit
Create Word contracts when client data is uploaded to Folderit
Export Excel summaries from raw data stored in Folderit
Generate employee onboarding packs from documents in Folderit
Create customized proposals when project files are added to Folderit
Automatically generate signed agreements from uploaded templates in Folderit
Export formatted invoices from spreadsheets saved in Folderit
Create compliance documents when audit files are uploaded to Folderit
Generate training manuals from materials stored in Folderit
Export financial statements from accounting files placed in Folderit
How you can use Folderit DMS + Documentero
Create invoices from uploaded spreadsheets
When a new spreadsheet is added to a Folderit folder, Documentero can use it to generate a formatted invoice PDF.
Generate contracts from client details
Upload client information into Folderit and trigger Documentero to create a ready-to-send contract document.
Produce monthly reports
Save raw data files into a Folderit folder and let Documentero turn them into polished monthly reports.
Prepare HR onboarding documents
Add new employee files to Folderit and automatically generate onboarding forms and agreements with Documentero.
Build project summaries
Drop project notes into Folderit and trigger Documentero to create a formatted project summary document.
Setup Guides
Make Tutorial: Integrate Folderit DMS with Documentero
- Create a new scenario in Make.
- Add Folderit DMS to the scenario and choose one of the triggers (Watch Files in a Folder). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Folderit DMS trigger.
- Run or schedule your scenario and verify the output.
