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Knowledge Base

  • Accessing the DM software
  • The Library Hierarchy
  • Searching
  • Workflow
  • Administration Roles - Overview
  • System Administration
  • Library Administration
    • Library Administrator - Logging In
    • Library Security
    • Creating the Library Structure
    • Document Schemas
    • General Library Settings
    • Search Engine Configuration
    • Library Utilities
      • Check-in Files for Users
      • Changing Cabinet/Folder Owner
      • Change Document Owner
      • Recovering Deleted Files
      • Document Usage Log
      • Library Audit Log
    • Extraction Rules
    • Reporting Services
  • Developer Resources
  • Scanning and Importing
  • Customizing the Appearance
  • Technical Troubleshooting and Installation Guides
 
FileHold Express

FileHold ExpressFor 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.


 

It's Here!

FileHold 12 is here! Read about the new features!

Document Management Software New Release

 

 
FileHold Enterprise

FileHold EnterpriseFor 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

Home :: Knowledge Base :: Library Administration

Library Utilities

Use the Library Utilities to:

  • Check in documents for users

  • Change document owners

  • Change Cabinet or Folder owners

  • Recover documents

  • View the Document Usage Log

  • View the Library Audit Log

 

 

See Also:

Search Engine Configuration

General Library Settings

Document Schemas

SharePoint Integration
For fast deployment as a SharePoint WebPart

Document Workflow
Automate the process of reviewing and approving documents

Document Web Access
Work with your documents securely over the internet

Microsoft Technology
Microsoft .NET Service Oriented Architecture

Records Management
Regulatory compliance with controlled disposal of documents

 

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    • Accessing the DM software
      • FileHold Desktop Application (FDA) Access
        • Desktop Client Troubleshooting
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    • The Library Hierarchy
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      • Library Administrator - Logging In
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      • Creating the Library Structure
        • Library Structure
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        • Managing Cabinets
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      • Document Schemas
        • Creating Document Schemas
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      • Library Utilities
        • Check-in Files for Users
        • Changing Cabinet/Folder Owner
        • Change Document Owner
        • Recovering Deleted Files
        • Document Usage Log
        • Library Audit Log
      • Extraction Rules
        • Automatically Extracting Metadata from Email
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        • Setting Report Security
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        • Configuring the AutofilingMembership.xml File
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    • Scanning and Importing
      • *** Installing QuickScanPro
      • *** QuickScan Pro Best Practices
      • QSP Adding a Scan Profile
      • Image Format and Naming and Image Processing
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      • Installing FileHold Desktop Application
      • Internet Explorer Troubleshooting - WebClient
      • Advanced Topic - Synchronizing AD Groups with FileHold
      • FHInstrumentation - Server Utility
        • FH Instrumentation - Document Repository Checker
        • FHInstrumentation - Change Database Instance
        • FHInstrumentation - Change FileHold Server Name
        • FHInstrumentation - Change Port - Server Name - or Protocol
        • FHInstrumentation - Change Service Account Password
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        • FHInstrumentation - Export and Import Objects - Restore ADAM LDS FHURM Instance
        • FHInstrumentation - Library Setup
      • FileHold Server Performance Tuning FAQ
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