Effective October 10, 2026
A shared understanding of the work.
Folder and Form provides the document work described in your accepted written scope. A price calculation or inquiry alone does not book work, authorize processing or start a subscription.
Scope and authority.
You must have authority to share the material and approve the work. The written scope identifies inputs, deliverable, checks, exclusions, destination, price and schedule. Access to a file does not authorize unrelated processing. Keep your original records and disclose any handling restrictions before work begins.
Prices, acceptance and payment.
Prices are service subtotals in USD. Written quotes remain valid for 7 days unless the quote specifies otherwise. Standard prices depend on the declared eligible source and quantities; custom work requires review. Applicable tax and any agreed additional charges are disclosed before payment. Small standard jobs are paid after scope acceptance and before processing; larger projects may use written milestones. Online checkout is currently disabled.
Changed scope and delivery.
If sources differ from the declaration, we pause and agree any revised scope, price or cancellation before continuing. There are no automatic changed-scope charges. Standard digital work targets 3–5 business days after usable material, scope and payment are confirmed. Routine Document Desk filing targets 3 business days. Your written agreement confirms actual working days, capacity, holidays and any time waiting for answers; these targets are not unconditional delivery guarantees.
Corrections.
Tell us about an error in our agreed work within 30 days of delivery and we will correct it without an extra charge. New material, changed requirements and additional revisions need a separate agreement. Unreadable or uncertain source information is flagged rather than invented.
Cancellation and refunds.
Email support@folderandform.com to cancel. If processing has not started, we refund the amount paid for that work. If work has started, you pay only for the completed portion as defined in the written agreement and we refund the unused balance. We explain the completed work and refund amount. Payment-provider processing can affect when a refund reaches your account. These terms do not limit rights that applicable law does not allow to be waived.
Monthly Document Desk.
Fit review and setup come before an agreed activation date; recurring billing does not start while setup is pending. The pilot includes 75 standard documents of up to 10 pages each, up to 3 active projects and 1 final destination, for naming and filing under agreed rules. The page limit does not include extraction of every field. The price is $199 per month plus $99 for one simple setup and test batch. Additional standard documents are $2.50 each only with prior approval and available capacity. There is no rollover, automatic overage billing or annual lock-in. Historical backlog, complex data entry and translation are separate.
Ending monthly renewal.
Cancel by emailing support@folderandform.com before your next billing date to stop the next renewal. The current paid period remains available under its agreed scope. We arrange a handoff to your approved destination; your access to finished records does not depend on continuing the service. A request to end renewal does not by itself authorize destruction of records. The cancellation/refund rules above apply to any unperformed work defined in your agreement.
Handling and service limits.
A separate private upload arrangement must be ready before we accept documents. Our privacy policy describes retention of working copies and business records. Deleting your originals or destroying physical material always needs separate explicit authority. Physical pickup, scanning, translation and shredding require confirmed arrangements and are not currently part of ordinary self-service intake. Especially sensitive or regulated records, certified translation, and professional legal, tax or accounting decisions are outside the initial scope.
Contact and service questions.
For scope questions, a correction, cancellation or complaint, email support@folderandform.com. Business contact: Folder and Form, 106 S Federal Hwy, N204, Fort Lauderdale, FL 33301. Do not mail source documents or plan a walk-in visit without a separate arrangement.