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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

Microsoft Office Integration with FOC

The document management software has tight integration with Microsft Word, Excel, Outlook, PowerPoint, Visio, or OneNote (2010 only) applications to provide a comfortable work environment. The FileHold Office Client (FOC) window is used when opening, browsing, checking in, attachments or approving documents in FileHold from within Microsoft Office applications.

The Desktop Application must be installed, running and a user must be logged onto the document management system in order for the FileHold Office Toolbar icons or Menus options to be active. The FileHold icons and menu options will allow users to access documents in FileHold their favorite Office application, including Outlook.

Document Management Toolbar Buttons Office 2007, 2010

Office 2003

About Icons Located in the Toolbar or Menu Options

Once a user is logged into the document management software they can simply open any supported Office application and the icons will appear in the application toolbar under the Add-Ins tab.

Note: In Microsoft Office 2003, the icons are appear under the Files menu.

See the following table for the icon descriptions.

Button/Menu Items	Description	Permissions Needed
Browse to FileHold	Opens the Get From FileHold window where you can select which document you want in the Library.	All users with access to the folder.
Send to FileHold	Opens the Add Document to FileHold window where you can select the location in the Library and enter metadata for the document.	Users with Publisher rights or higher.
Check In Document	Opens the Check Document Back Into FileHold window where you can check your document back into the Library.	Users with Publisher rights or higher.
Send Review / Approval Feedback	Allows you to select the document you are reviewing or approving and enter any comments and feedback	Users with Publisher rights or higher.
Add Attachment from FileHold	Opens the Get From FileHold window where you can select which document you want in the Library to add as an attachment to an email.	All users with access to the folder

Working with Documents using Microsoft Office Applications

The FileHold Office Client (FOC) window allows users to browse the library, get a copy of documents, check them out or into the document management system. Users can also add new files, add approvals or reviews (workflow), or add attachments to emails.

In the FOC window, the Library tree looks and performs the same as it does in the web or desktop applications. Users can also see the associated metadata. In the Get From FileHold window, you can perform various functions such as get a copy of a document, check it out, rename, delete, view version history, and open the file after it has been downloaded.

In the Add Document to FileHold window (shown below), you can select the location in the Library structure for the document, fill out the metadata, close the document before adding to the repository, delete the local copy, and email folder members to notify them that a document has been added to the folder.

To change the document name, click on the name of the document and type a new one.

Adding a Document to Document Management System From Microsoft Word