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

Saved Searches

Saved Searches allows users to run a search of the document management system in the click of a button.

A saved search repeats a pre-defined search when invoked. Every time the search is invoked any new documents that meet the query are brought into the results view.

To save a search

After performing an advanced search, click Save as Saved Search.
In the My Saved Searches window, enter a name for the search.
If you want to make the search accessible to other users, select the Make this saved search public check box and click Next. Select the groups and/or users that can use this public Saved Search and click Add. Public saved searches can only be created by Library Adminstrators.
Click OK. The Saved Search name is now in the Library hierarchy under Search > My Saved Searches or My Public Saved Searches.

Switching a Saved Search from Public to Private

Library Administrators can switch Private saved searches to Public and back again from the Saved Search folder properties. Public Saved Searches allow all users to see and use the Search.

Using a Saved Search

To use a saved search

Click on the named of the saved search in the My Saved Search or My Public Saved Searches area.
The results of the search are displayed. You can modify the search query by adding, changing, or removing any of the filters.