"The ease of use and implementation were key to our decision to move ahead with FileHold."
- Engineering Customer
The Document Tray
The document tray is a utility of the FileHold document management solution that allows users to collect and perform actions on documents that are filed in various folders throughout the records management system.
The document tray behaves much like a shopping cart in an ecommerce application in that it provides a temporary holding bin for documents that users wish to perform actions on.
Document Tray Functions
The document tray helps users perform the same actions on documents that are stored in different folders. All actions available on the FileHold document management system toolbar and right click commmands are supported in the document tray including get copy, check out, move/copy, email, link and delete.
Opening the Document Tray
Click on the Document Tray button at the top of the file structure of the FileHold document management system to open the document tray. Once open click the close button to close the tray.
Top Menu FDA
Icon on lower right FDA
Adding Documents to the Document Tray
There are multiple ways to send documents to the FileHold to the Document Tray
- Go to the folder location. Select the document you wish to add to the document tray.
- Right click on the file that is to be sent to the document tray and select Send to > Document Tray
Note: Users may select multiple documents and send them to the document tray en masse.
- Drag and Drop documents from one or more locations in the document management system
- Select document(s) from one or more folders and then drag and drop them to the document tray
- Users can also open the document tray first. Click on the document tray icon located in the lower right of the FileHold Desktop Application interface
- Select the documents to move and then drag and drop the documents into the document tray

Removing files from the Document Tray
Select the documents you wish to remove from the tray and click the Clear button located in the top right of the document tray
Note: Documents that are added to the tray are not copied or moved. The document tray is only making reference to the documents located elsewhere in the document management system.

