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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 Print to FileHold / Send to FileHold Virtual Printer Driver

See a detailed description of Print to FileHold.

Print to FileHold / Send to FileHold

Print to FileHold is an optional feature for FileHold, that is licensed in the FileHold Server application, and then a virtual PDF printer driver (send to FileHold) is installed on each user's PC where the FileHold Desktop Client is already installed.

This virtual PDF printer then allows the FileHold user to print or convert a document to PDF format and then send it to FileHold using the FileHold Desktop Client.

This article will show you how to both install, test and use Print to FileHold.

Pre-requisites

The FileHold Desktop Client Application must be installed, and configured for the user on a supported desktop (Windows XP Pro 32 bit, Windows Vista 32/64 bit, Windows 7 32 bit, 64 bit) - see System Requirements for full details.

The FileHold Server license must have Print to FileHold / Send to FileHold enabled - you can purchase and receive the license by contacting sales@filehold.com - then applying the license sent to you by Print to FileHold to the FileHold server application by following this procedure.

Pre-Install Procedure

Download Print to FileHold using the link sent to you by the sales team - and unzip it.
Inspect the file properties of the installer MSI package to make sure the application is not blocked by your security software. Remove block if present. Click Ok.
Temporarily disable your antivirus / security suite software
Log off and quit completely from the FileHold Desktop Client
Quit MS Outlook, PowerPoint, Excel, Word, and all other MS Office applications
Close and Quit any other application that is running

(These are all standard installation procedures that should be used whenever you install software of any jind)

Install with administrator permissions by right clicking and selecting Install

The installation dialogue will appear. Click Next.

Accept the License agreement ansd click Next.

Configure the first options screen - We recommend accepting the defaults unless you wish otherwise. For example, if this is the only printer for the user - then selecting the "Send to FileHold" printer as default makes sense.

Configure the second options screen - again, we recommend using the defaults provided.

If using Vista or Windows 7 - accept the UAC pop-ups to continue with the install.

If using Vista / Windows 7 - you will see a second UAC warning - click Yes to continue. This will then install the virtual Printer driver technology used by Print to FileHold / Send to FileHold.

Another minute or two will pass - you will see a brief message that the printer driver is being installed, then you will see the InstallShield Wizard Completed page. Click Finish to complete this.

Now go to your Printer Control panel in Windows XP Pro - or Devices and Printers control panel in Windows Vista/7.

Confirm that you see Send to FileHold appear in the list of devices. You may need to reboot for this step.

Now for a quick test of functionality

Launch and login to FileHold using the Desktop Client Application.

Open up Notepad and create a text tile - then save this file

Now select the File > Print Menu in Notepad

Choose Send to FileHold - then click Print

After a brief pause, the FileHold Desktop Client will provide you the ability to choose the type of document, fill out metadata fields, and choose the destination folder.

Once all required fields are filled out, and the destination folder is selected - the Add button becomes clickable.

Click Add to send the PDF to the FileHold Library.

The PDF will then appear in the library - once it has uploaded to the FileHold server.

You can verify this by going to My FileHold > Recently added - or - navigating to the folder itself - or - searching for the document.