Knowledge Base

For smaller companies and departments.

FREE
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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

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

Installing the FileHold Desktop Application (FDA)

Best Practices for Installing the FDA

Copy or extract the FDA installer and Brava viewer executables onto the computer that you are installing on. Do not run the Installer file from inside a zip archive, nor should the installer be stored in a temp or user temp directory.

Disable Anti-virus temporarily (this should always be done when installing any kind of application).

Make sure all Microsoft Office applications are exited and not running. This includes Word, Excel, Visio, PowerPoint, OneNote, and Outlook. You can check in the Task Manager to ensure no programs are running.

To install the FDA

Launch the FDA Installer Application by right clicking on the executable file and selecting Run As Administrator.
Click Next in the Welcome Screen.
Read the terms in the License Agreement, select I accept the terms in the license agreement and click Next.

If you select I do not accept the terms in the license agreement, this will cancel the installation.

Choose how you want the application installed. Anyone who uses this computer (all users) is recommended in case of the possibility of other users logging into your PC with a windows\domain account to use FileHold. Click Next.
Select the features that you want to install: FileHold Microsoft Office Add-In and Application Shortcuts. All features are installed by default. If you do not want the feature installed, select This feature will not be available from the drop down list. Click Next.
If you have purchased Brava Viewer licenses you will need to install the Brava viewer using the FDA installer. You CANNOT install the Brava viewer separately as a stand-alone program – it needs to be installed with the FDA installer. Keep the default Install FileHold Document Viewer check box selected to install the Brava viewer. Click Next.
Specify the location of the Brava viewer executable file by clicking Browse and locating the directory where the file resides. The executable file is called BravaDesktop.exe. Click Next.
Click Install to start the installation. This will take a few minutes.
Launch the Desktop application. Go to File > Connection Options and enter your user name, password and the FileHold Server URL. The Server URL follows this pattern: http: //SERVERNAME/FH/FileHold/. Click Test URL and Test Logon to ensure your login will be sucessful.
Congratulations, the install is complete: You can now use FileHold.