How To Access the Document Management Software

It is possible to access documents from the electronic document management software using one of three methods:

• Using a standard Web Browser via the web client interface
• Through Microsft Office Applications
• Using the FileHold Desktop Application (FDA)

Understanding the different means of accessing the document management software

Access to files managed by the electronic document management software can be gained through any of the methods mentioned above by users with a valid systems account.  The electronic records management system is web enabled, access to it can occur using LAN, WAN, an Intranet or over the Internet.

Working with files via the web client does not require installation of the document management software; however, to access the system via the Desktop Application (FDA) or Microsoft Office applications users will be required to install the software on every computer from which they wish to access the system.

Since the web client and FDA interface have nearly identical features working with one or both of them is simple. The main difference is that the FDA is designed for power users and requires additional tools (link to tools) that enable users to add and manage electronic documents to the system en masse.

To access the electronic document management software using Microsoft Office, the user must be running Office and have Microsoft Office or Visio applications installed. Some features that are available via the web client or FDA are not available when accessing the document management software using Microsoft Office.