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Preparing FileHold for the Addition of Documents - Tutorial Video Series

 

The ‘Preparing FileHold for the Addition of Documents - Tutorial Video Series’ is designed to provide users with the background information they need to configure the FileHold library with document metadata and tagging collection standards. These activities are required before documents can be added to the FileHold server.

This video series is designed to be watched in order as each video builds on the topics or exercises covered in the previous video.

1

FileHold Document Tagging Overview (5:13)

This presentation provides an overview of the document tagging and metadata standards in FileHold. This video provides background information for the remaining activities you will complete in the remainder of this video series.

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2

Designing a Document Tagging Standard - A Best Practices Guide (9:31)

This presentation focuses on the best practices for defining the document tagging standards that you can use when implementing FileHold software. At the end of the exercises described in this video you should be ready to implement your metadata and document tagging standards in FileHold.

This video will cover the following topics;

  1. The different areas in FileHold that are infulenced by the document tagging standards
  2. How to identify which Document Types and Metadata fields should be tracked
  3. How to select metadata field types for fast & accurate tagging
  4. Best practices when preparing to implement your tagging standards


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3

Implementing your Document Tagging Standard (12:35)

This demonstration focuses on how to quickly implement the document tagging standard you have created as a result of the exercises outlined in the “designing a tagging standard best practices video”. At the end of this exercise the FileHold library will be configured to the point where you will be able to test the addition and tagging of documents.

This video will walk you through the following tasks on a live version of FileHold server;

  1. The addition and configuration of sample Metadata Fields
  2. The addition and configuration of sample Document Types (schemas)
  3. The Association of metadata fields with document types


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4

Testing your Document Tagging Standard (7:31)

This demonstration focuses on how to test the tagging standard you have implemented as a result of the exercises outlined in the implementing a tagging standard video. At the end of the exercises outlined in this video you will have tested the FileHold tagging standards you have implemented by adding and searching for documents.

This video will walk you through the following tasks on a live version of FileHold server;

  1. The addition of a test cabinet, drawer, category and folder to the Library
  2. Testing the addition and tagging of documents using the tagging standard
  3. Testing the searching for documents using the tagging standard


    Click Here to Watch This Video