Blog Archive
For smaller companies and departments.
FREE
Live Software Webinars
A 45 minute, no obligation presentation on how to start your journey to becoming a "Paperless Office". Live webinars are held the 1st and 3rd Wednesday of every month.
For medium sized companies and large organizations.
2011 Filehold Blog
2011
Are your valuable documents secure in the event of a natural disaster?
 |
Kevin McArthur serves as FileHold’s VP of Sales for the US. Kevin is a Certified Document Imaging Architect (CDIA+) and brings over 11 years of document management experience in helping customers make important purchase decisions on complex document management software. Contact him at kmcarthur@filehold.com or visit our main site at www.filehold.com. |
This past September, disaster came a little too close for comfort here in Texas. After months of record drought and triple digit...
FileHold 12 is Here!
Officially as of November 17, 2011, FileHold 12 has been released!
Read our Press Release.
Read our New Features page or download the Release Guide.
Cameron Siguenza, VP of Services, Global Support and Implementation will be contacting all of our customers to schedule the upgrade. Be on the lookout for his email!
We would like to thank our development team, QA team, management team as well as all of our customers who have provided valuable feedback to us so we can create a truly feature-rich, low-cost document management software system...
Exporting and Importing Documents in FileHold 12
In FileHold 12, you can export all documents from a cabinet, drawer, folder groups, or folders using the Export option. You can also export one or more documents from within a folder. Once the Export command is selected, you can select where you want to export the documents on your local machine or network.
When documents are exported, they are exported with a XML file and a "Documents" folder containing all of the exported documents in their native format. The XML file stores the metadata and location of all the selected documents in a FileHold compatible format. This allows for the importation of the documents back into...
Document Workflow Enhancements in FileHold 12
Several enhancements have been made to the document workflow software functionality in FileHold 12.
Library Administrator Workflow Status Report
The Library Administrator's Document Workflow Status report is now accessible in the FileHold Desktop Application (FDA); it is still accessible in the Web Client.
It is possible to search by additional workflow statuses. The workflow search status can equal: In progress, Completed, Cancelled, Not Approved, Approved, and Pending Approval.
Once the report has been run, the results can be printed or exported to CSV or HTML format.
Greater...
New Document PDF/Image Viewer in FileHold 12 Software
A new viewer, called the PDF/Image viewer, is available in FileHold 12. All NEW purchases and upgrades to FileHold 12 receive two PDF/Image viewer licenses for FREE! Both the traditional Brava viewer and the PDF/Image viewer are available for purchase with FileHold 12. If the Brava viewer is purchased, customers receive the PDF/Image viewer at no additional cost.
The PDF/Image Viewer supports the following file formats:
-
PDF
-
TIFF (single or multi-page)
-
Image files (jpg, png, gif, bmp)
If a viewer license is assigned to a user, the Document Viewer function is used with both the Brava viewer and the PDF/Image viewer in the FileHold Desktop Application (FDA).
If a user...
Setting the Default Start-Up Screen in FileHold 12
In FileHold 12 you can set the screen you want to see after logging into the FileHold Desktop Application (FDA) opens.
You can set one of the following screens to be the default screen at start-up in the Advanced tab of User Preferences:
- Blank
- Simple Search
- Advanced Search
- Inbox
- My Tasks
- Calendar
We love setting the default screen to the Calendar so we can see all of our due tasks and events for the day!
So you want to go paperless? Should you scan new documents or the old ones first?
 |
Kevin McArthur serves as FileHold’s VP of Sales for the US. Kevin is a Certified Document Imaging Architect (CDIA+) and brings over 11 years of document management experience in helping customers make important purchase decisions on complex document management software. Contact him at kmcarthur@filehold.com. |
This is a common question we get at FileHold and for good reason. Deciding what approach you should take when starting a document management project can be daunting.
On...
Sharing Imports and Inboxes in FileHold 12
There are several enhancements to the Manage Imports tool in the document management system.
-
Sharing Imports and Inboxes – Shares imports of documents and the contents of the FileHold Inbox between users with differing Windows user accounts.
-
Moving imported files – Files that have been imported can be moved to another location on your computer or network.
Shared Imports
Shared Imports can be used when two or more users share a local computer and have differing Windows user accounts. When Shared Imports and Shared Inboxes are enabled, any documents that are imported into FileHold will be “shared” between the Inbox of all users. This allows different users to file the documents after they have been...
Automatically Extracting Metadata Values from Content Controls in Microsoft Word Documents (e-Forms) in FileHold 12
In FileHold 12, you can now create a “XML Node Extraction Rule” for a Microsoft Word document (or e-Form) that has content controls. After the document has been properly configured, the values in the content controls can be extracted into the metadata fields when the e-Form is added to FileHold.
Using Microsoft Word 2007 or higher, you can create forms using the content controls available in Microsoft Word developer mode. FileHold will be offering form creation as a professional service for a charge when FileHold 12 is released.
Once a Word form has been created, the XML nodes mapped, and the extraction rule in FileHold added, the form can be used as a template available for download in FileHold. Users will get a copy of the form, fill out the form, save the...
Automatically Extracting Metadata from the Document Properties of any Document Type in FileHold
The document properties of a document can be automatically extracted into metadata fields for a defined schema when an extraction rule for that file type is configured. Since all document types have properties, you can extract metadata from any type of document. This is useful for file types such as images where you can extract information such as the size of the picture, the camera type, exposure time, resolution, and so on directly from the file.
The document properties are taken from the Details tab of the document properties which can be viewed from Microsoft Windows Explorer. These properties may vary for each document type and in operating systems such as Windows XP or Windows 7. The example below shows some of the document properties of an image in Windows Explorer...
