"The ease of use and implementation were key to our decision to move ahead with FileHold."
- Engineering Customer
Knowledge Base
- Accessing the DM software
- The Library Hierarchy
- Library Overview
- Cabinets
- Drawers
- Folder Groups
- Folders
- Documents
- Inbox
- My FileHold
- Calendar
- Access to Documents
- Adding Documents
- Document Shortcuts
- Toolbar commands in FileHold Desktop Application
- Synchronize Working Documents
- Document Tray
- Linking Documents
- Document Reminders
- Document Alerts and Subscriptions
- Emails and Sharing Documents
- Document Types
- Check Out and Check In
- Version Control and Version History
- Printing
- Viewing Documents
- Metadata Pane
- Export Grids to CSV
- Document Archiving
- Exporting Documents
- User Preferences
- View Preferences
- Alert Preferences
- Workflow Preferences
- FastFind Preferences
- Document Viewers
- Trace and Error Logs
- Searching
- Workflow
- Administration Roles - Overview
- System Administration
- Library Administration
- Developer Resources
- Scanning and Importing
- Customizing the Appearance
- Technical Troubleshooting and Installation Guides
FREE
Live Software Webinars
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.
FastFind Preferences
Users can enable certain FastFind search functions.
FastFind Preferences:
- Enable FastFind.
- Enable Mouse Search.
- Enable Selection Search.
- Enable Clipboard Search.
- Select Active FastFind templates.
- Shortcut Summary.


