Knowledge Base

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.

Read our blog!

All the latest news, tips, and insights into FileHold.

Take me to the FileHold document management software blog.

For medium sized companies and large organizations.

"The ease of use and implementation were key to our decision to move ahead with FileHold."
- Engineering Customer

"I am a convert to Filehold - the power is not in the file structure but the ease in which you can find what you are looking for."
-Biotech Company

"The ability to which you are able to cutomize FileHold is very impressive."
-Wholesale Trade Industry customer

"I think the search speed makes the greatest impression, but ease of use in general goes a long way."
- Manufacturing Customer

"I really appreciate all the help FileHold has given me during the launch of our scanning and document management project."
- Oil and Natural Gas Customer

"I like working with FileHold, you know what you're doing product and business wise. Your team has been great to work with."
– FileHold Business Partner

"The help that I received from FileHold was hands down some of the best support I have seen with a software package".
- Document Management Consultant

"I want to tell you how much everyone is enjoying our new FileHold installation. My users give me unsolicited comments on how well FileHold is working."
- Manufacturing Customer

"I want to express my gratitude for the guidance we received from your customer service team during our initial FileHold build and the subsequent technical encounters."
- Government Customer

Wow, you guys at FileHold really understand customer service!
Thank you very much!
- Integrated Canadian Forest Products Company

I wanted to express my thanks of how flexible and responsive you have been as an organization and wanted to let you know that I would be more than happy to act as a reference should you need one.The harsh reality is that the FileHold “valued customer experience’ has fallen by the wayside with many other vendors and is very refreshing when you come across it!

-Telecommunications Customer

"I have once again been VERY impressed with the level of service you as a company provide and have provided in the past. I have said it before but I will say it again it is MUCH appreciated and VERY refreshing receiving this level and quality of service!"
- Telecommunications Customer

FileHold has to be THE, if not, one of the easiest, most user-friendly, document management systems available on the market today. We are now able to save time, space, headaches and stress looking through HUNDREDS of storage boxes for one piece of paper. FileHold is ideal for ANY company, and will definitely be a valued asset within ANY company that has it. Referring to FileHold as ‘Highly Recommended’ would be like calling a 757 jet a ‘paper plane’…….. COMPLETE UNDERSTATEMENT.

- Educational Services Customer

It is refreshing to find a company as responsive as FileHold these days.

- FileHold Reseller

Document Management Software Knowledge Base

Can't find what you're looking for? The support team is here to help support@filehold.com!

This Document Management Knowledge Base Provides:

General user information for Web Client, Desktop Client, Searching, MS Office integration and more.
Library Administration and System Adminstration.
Developer and API Information.
Technical troubleshooting and installation information.

Document Management Software Product Guides in PDF Format

Version 9

Version 12

User Guide
Library Administration Guide
System Administration Guide
NEW! Library Administration Download Package - includes Library Administration Guide, Best Practices, and Sample Planning Guide.
NEW! EMC Captiva QuickScan Pro Import Driver Tutorial

Online Help

In both FDA and the Web Client, click the ? (question mark) found throughout the product to access the context sensitive help in our Knowedge Base.

In FDA, press F1 to access the online help section of the FileHold website. If the window has context sensitive help, that page will open in a web browser. If there is no context-sensitive help for that window, then the FileHold help home page will open www.filehold.com/help/home.

Other Software Training and Support Resources

Online Videos are provided at our instructional training / tour site. These are freely available to all prospective and current document management software customers.
Web Conference - We provide training to administrators using web conferencing software and the telephone with each sale of the document management software. Please click the following link to contact support@filehold.com to set up a meeting.
In house trials - Learn about how you can try FileHold document management software free before you buy.

How to get Document Management Software Support

Register a support request / ticket. Don't have a user name and password for the document management software support and customer service portal? Contact sales@filehold.com for an account.
Please provide your name, company and full contact details in this request. Valid resellers and customers will be given access to the support portal.
Visit our support center.
Learn more about our FileCare Support program.