"The ease of use and implementation were key to our decision to move ahead with FileHold."
- Engineering Customer
FileHold Customers that have Gone Paperless
Across a spectrum of business types, our customers have chosen FileHold's feature rich but affordable document management, records management, and scanning solution.
Representative customers include:
Introduction to the Paperless Office
The following Glossary is a resource of Industry Terms. FileHold makes document management software affordable and easy to use. Learn more about document management features or to learn more about document management software, attend a document management software webinar.
Glossary of Document Management terms
Acrobat - Acrobat is a program from Adobe that lets you capture a document and then view it in its original format and appearance. Acrobat is ideal for making documents or brochures that were designed for the print medium viewable electronically and capable of being shared with others on the Internet. To view an Acrobat document, which is called a Portable Document Format (PDF) file, you need Acrobat Reader. The Reader is free and can be downloaded from Adobe. You can use it as a standalone reader or as a plug-in in a Web browser.
Active Directory - Active Directory is Microsoft's trademarked directory service, an integral part of the Windows architecture. Like other directory services, such as LDAP or NT Domain, Active Directory is a centralized and standardized system that automates network management of user data, security, and distributed resources, and enables inter operation with other directories. Active Directory is designed especially for distributed networking environments.
Compound document - Compound document features provide the ability to create document-to-document relationships that quickly organize documents into logical groups. This allows you to link related documents together that would not be stored in the same folder.
Document Management - Document management describes the systems and strategies in place for the management of electronic and paper-based documents. Document management resources strive to create systems that can handle paper and electronic documents together, using tools such as document imaging software and Optical Character Recognition (OCR) alongside categorization, indexing, full text search, records management and archival tools.
Document Profiling / Indexing - The process by which metadata is associated with a document.
Document Usage Logs - Document usage logging is provided by the system to log and track all access and usage of documents stored within a document management system. This allows administrators to track usage for audit purposes, and end users to use it for collaborative purposes.
Document Scanning/Imaging - Is the process by which print and film documents are fed into a scanner and converted into electronic documents. During the scanning process documents can be OCR'd and indexed to insure quick retrieval at a later date. In document imaging, the emphasis is on capturing, storing, and retrieving information from the images (which are often mainly images of text).
Electronic Document Management (EDM) - An EDM system allows an enterprise and its users to create a document or capture a hard copy in electronic form, store, edit, print, process, and otherwise manage documents in image, video, and audio, as well as in text form. An EDM system may include scanners for document capture, printers for creating hard copy, storage devices and computer server and server programs for managing the databases that contains the documents.
Extranets - An Intranet that is partially accessible to authorized outsiders. Where an Intranet resides behind a firewall and is accessible only to people who are members of the same company or organization, an extranet provides various levels of accessibility to others outside the company. Extranets are becoming a very popular means for businesses and their partners to exchange corporate information.
File Folder Hierarchy - The hierarchy is the file and folder tree structure which a company's documents reside in. Each node / branch (folder) in the tree can contain child objects (files / documents) or other nodes / branches (folders).
Full Text Search (FTS) / Retrieval - is a capability that enables you to search for documents stored in a database based on the text contained in the documents. It can be used in conjunction with Metadata-based searching which relies on a description of the document entered by a scan operator.
Intranets /Corporate Portals - A network based on TCP/IP protocols belonging to an organization accessible only by the organization's members, employees, or others with authorization. An intranet site often looks and acts just like an Internet site, but firewall's, virtual private networking access and other secure remote access tools safeguard it from unauthorized access. Intranet's that have developed into large-scale sites, sometimes including knowledge management and Customer Relationship Management tools, are often known as 'corporate portals'.
Knowledge Management - Knowledge management is the name of a concept in which an enterprise consciously and comprehensively gathers, organizes, shares, and analysis its internal knowledge in terms of resources, documents, and people skills.
Mass Document Import Utility - Mass Document Import Utilities are able to quickly and easily index (profile) and import legacy files and folders into FileHold document management software.
Metadata - Meta is a prefix that in most information technology usages means 'an underlying definition or description.' Thus, Document metadata - as it relates to document management - is a definition or description of the document it relates to. When using document management software this information is typically entered by a end user or a scanning operator.
The Metadata Information can include physical location information (e.g., where the document is stored) and document identification information (e.g., date archived, creator, and contents).
Named User Licensing - Named user licensing provides each individual user with a unique license to a document management system or other software application.
Optical Character Recognition (OCR) - OCR is the recognition of printed or written text characters by a computer. This involves photo scanning of the text character-by-character, analysis of the scanned-in image, and then translation of the character image into character codes, such as ASCII, commonly used in data processing. In OCR processing, the scanned-in image or bitmap is analyzed for light and dark areas in order to identify each alphabetic letter or numeric digit. When a character is recognized, it is converted into an ASCII code.
OCR is being used by libraries to digitize and preserve their holdings. OCR is also used to process checks and credit card slips and sort the mail.
Personalization - Content can be personalized by country, publication date, subject or even user. Personalization tools can use web registration information, email address of IP to make intelligent choices when serving content to a web page to make the browsing experience more valuable.
PDF (Portable Document Format) - PDF (Portable Document Format) is a file format that has captured all the elements of a printed document as an electronic image that you can view, navigate, print, or forward to someone else. PDF files are created using Adobe Acrobat, Acrobat Capture, or similar products. To view and use the files, you need the free Acrobat Reader, which you can easily download. Once you've downloaded the Reader, it will start automatically whenever you want to look at a PDF file.
Records Management - Purchase orders, timesheets and other accounting and HR information is often collected on paper-based media. Records management automates that process, sometimes by the conversion of paper records to digital, often by the use of web forms on intranets and extranets.
Repository/Database/Storage - Digital data that is being created, converted, syndicated or scanned needs a repository to reside in so it can be accessed by a content management system and served to a user. These database systems must be secure, reliable and expandable to create a stable environment for the storage of content. This can often only be guaranteed through the implementation of a dedicated storage environment.
Roles Based Security - Users are placed into groups that are then authorized to access to different modules in a document management application. The group provide rights from Read only to Delete privileges. Users can access documents and can do various tasks based on their group memberships and the subsequent authorization, and access control the group membership provides.
Scanning Integration - Scanning Integration allows for the seamless connection of scanning / imaging systems to a document management system. For more information on scanning or imaging see Document Scanning / Imaging above.
Subscriptions - Within FileHold document management software, you can subscribe to a document or folder to be notified by email when there is an updated document.
TIFF (Tagged Image File Format) - TIFF is a common format for exchanging raster graphics (bitmap) images between application programs, including those used for scanner images. A TIFF file can be identified as a file with a '.tiff' or '.tif' file name suffix. The TIFF format was developed in 1986 by an industry committee chaired by the Aldus Corporation (now part of Adobe Software). Microsoft and Hewlett-Packard were among the contributors to the format. One of the most common graphic image formats, TIFF files are commonly used in desk top publishing, faxing, 3-D applications, and medical imaging applications.
Version Control - Version control allows you to manage the lifecycle of a document from conception to final copy. FileHold includes the ability to roll back versions and track usage within all versions. Only one person at a time can check out a document or file from the library, although people can access the current version and get a copy of the latest version if required. However, once the person updates the document and checks it back in, a new version is then created.