Knowledge Base

For smaller companies and departments.

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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

Document Archive Software - Archiving Documents

The document Archive is the area in the software where documents that are no longer in use but still need to be kept for historical record purposes are kept. Users with appropriate roles and permissions can move electronic documents from the Library into the Document Archive. Electronic Documents can also be moved automatically into the document archive software if using a scheduled event.

You may need to enable event functionality in Web Client > System Administrator > Genera Settings - the documentation page is found here.

Document Archiving Overview

When documents are sent using the document archive software, the cabinet/drawer/folder group/folder structures is automatically duplicated. There is no need to recreate the structure.

To send a document or folder into the document archive

Right-click on a folder and select Archive Folder or document and select Send to > Library Archive.
The documents and/or folders are sent to th document Archive and the Cabinet/Drawer/Folder Group/Folder structure is copied as well.

Document Archive Software

To move archived documents or folders back to the Library archive

In the Library Archive, select the document or folder and select Copy or Move.
Select the Move files to a new location in the Library option and click Next.
Select the destination in the Library for the documents or folder and click OK.
At the alert message click OK. The documents and/or folder are moved back to the Library.

Removing Documents from the Document Archive

Documents that have been placed in the document Archives section of the document management system can be:

Left in the document Archives indefinitely.
Deleted from the document Archives using an Events Schedule.
Moved back into the Library should the need arise.