FileHold: Training Video - Library Administration for FileHold Document Management Software

The previous post covered the training video resources for FileHold System Administration, where various types of user accounts, security groups memberships and access role permissions are assigned and managed.

Today's post will examine four Library Administration videos. Library Administration is where the document management library is given structure in terms of the Library file cabinet and folder hierarchy. In addition, system permissions, roles, and memberships created by the System Administrator(s) are used to safeguard security and provide access to file cabinets, folders and documents, records and files.

These videos supplement the direct training provided by the FileHold support and implementation team as they work directly with customers in the training and configuring of the FileHold document management software library. As always, our goal with each FileHold customer is to make their implementation a simple, pleasant and straightforward process.

Remember: FileHold's online help system is always available:

2) FileHold Library Administration and Configuration: 4 Videos

2a) FileHold Document Tagging Overview (5:13)

This presentation provides an overview of how to create and structure the FileHold library with metadata and index information. This video provides background information for the remaining activities you will complete in the remainder of this video series.

2b) Designing a Document Tagging Standard - A Best Practices Guide (9:31)

This video provides an excellent overview of the following topics.

1. How document tagging or indexing standards influence the Library structure
2. How to identify which Document Types and Metadata fields should be tracked
3. How to select metadata field types for fast and accurate tagging
4. Best practices when preparing to implement your tagging standards

2c) Implementing your Document Tagging Standard (12:35)

This demonstration focuses on how to quickly implement the document tagging standard you have created as a result of the exercises outlined in the “designing a tagging standard best practices video”. At the end of this exercise the FileHold library will be configured to the point where you will be able to test the addition and tagging of documents.

This video will walk you through the following tasks on a live version of FileHold server;

1. The addition and configuration of sample Metadata Fields
2. The addition and configuration of sample Document Types (schemas)
3. The Association of metadata fields with document types

2d) Testing your Document Tagging Standard (7:31)

This demonstration focuses on how to test and verify the tagging standard you have implemented as a result of the exercises outlined in the previous video in 2c) "implementing a tagging standard."

At the end of the exercises outlined in this video you will have tested the FileHold tagging standards by adding and searching for documents.

This video will walk you through the following tasks on a live version of FileHold server;

1. The addition of a test cabinet, drawer, category and folder to the Library
2. Testing the addition and tagging of documents using the tagging standard
3. Testing the searching for documents using the tagging standard