Help Sitemap

Document Management Help Button FileCare Help Home
Document Management Admin Overview An Overview of Administration Roles
Document Management User Documentation User Documentation
Document Management Logging In Image Logging-on to FileHold
Document Management Accessing Office Image FileHold and Microsoft Office FAQ
Document Management Accessing All Button How Can I Access the FileHold Library?
 How Do I Connect with a Web Browser?
 How Do I Connect with the Desktop App?
 Working with the Library Tree
 Library Tree Overview
 What are Read-Only Folders & Shortcuts?
 How do I Manage Cabinet Membership?
 How do I Manage Folder Access / Membership?
 What actions can I perform on Cabinets?
 What actions can I perform on Drawers?
 What actions can I perform on Folders?
 What actions can I perform on Folder Groups?
 Document Management Functions
 What is the FileHold Toolbar?
 What actions can I perform on Files?
 Document Linking FAQ
 Document Reminders FAQ
 Document Subscriptions & Notifications FAQ
 Document Version Control FAQ
 Searching For Documents
 Seaching Basics FAQ
 Full Text Searching (FTS) - FAQ
 Searching With Metadata - FAQ
 Metadata Search Operators
 FTS Document Types Supported
 Document Tray Overview
 FileHold Outbox Overview
 Library Administration
 Library Administration Overview
 Library Administration Best Practices
 Library Structure & Content Permissions FAQ
 Controlled Vocabulary Management
 Controlled Metadata Vocabulary FAQ
 What is Metadata, why is it important?
 How do I set Custom Naming for a Schema?
 Record Archive & Disposal FAQ
 Library Management Utilities
 How do I Check in Files for Other Users?
 How do I Recover Deleted documents?
 How do I set the File Deletion Schedule?
 How can I view Document Usage Log?
 What are the FTS search engine settings?
 Workflow Documentation
 Basic Workflow Concepts
Workflow Document Management Software Overview Picture Workflow Overview
Workflow Document Management Software Review Button Review Activity Overview
Workflow Document Management Software Approval Picture Approval Activity Overview
Workflow Document Management Software Initiation Button Setting up / Initiating Workflows
Workflow Document Management Software FAQ How to Start / Initiate a Workflow
Workflow Document Management Software Configuring How to Setup a Workflow - FAQ
 How to Setup a Review Activity
 How to Setup an Approval Activity
 Document Approval Activity Logic - FAQ
 How to Hide a Document Until it is Approved
 Working with Tasks & Notifications
 My Task List - Submitting Reviews / Approvals
 Personal workflow notification preferences
 Completing Tasks from MS Office Apps
 Reports, Sign-Off Sheets & Searching
 Viewing / Searching for Approved Files
 Workflow Status Report FAQ
 Workflow Administration
 Template Introduction
 Working with Templates - FAQ
 Template Schema Associations
 Managing Workflow Instances - FAQ
 System Administration
 System Administration Overview
 System Administration Best Practices
 Users / Groups Roles & Permissions FAQ
 User Management Functions
 Logon and Password Security Settings FAQ
 How do I Add a Locally Managed User?
 How Do I Enable or Disable a User Account?
 How Do I Set Guaranteed Access for a User?
 How Do I setup User Self Registration?
 How do I reset lost System Admin Account?
 User / Group Permissions
 What is a FileHold Group?
 How do I add a User to a FileHold Group?
 What are the Differerent Pre-defined User Roles?
 Global System Settings
 How Do I Update My Server Licence Key?
 How Do I Change the Server SMTP Settings?
 How Do I Change the File Storage Location?
 Active Directory User Synchronization FAQ