Document Management >> Software >> Installation & Training

Fixed Fee Installation, Assistance & Training

Installation

Installation and configuration of software can be a substantial part of the Total Cost of Ownership of a software acquisition. FileHold document management software is an off-the-shelf solution (COTS) that ships pre-configured with user roles and an intuitive and friendly file structure. FileHold can be installed by your internal IT department or by a knowledgeable Microsoft consultant in 1 to 2 hours.

 

FileHold document management software installation is fast and easy compared to “platform” based products that can require consultation and IT resources that will be measured in weeks not hours.

FileHold software is so easy to install and configure that a “fixed fee” remote installation program is guaranteed by FileHold and included in every price quotation. The installation support process starts with a FileHold engineer walking your IT advisor through the Microsoft server configurations process.  Once the needed Microsoft components are installed the FileHold engineer will actually take remote control of your server and complete the installation including thorough testing of components such as version control and workflow.

 

The FileScan Bridge, that provides an easy way to connect your document scanners or multi function centers to FileHold, is standard and ships with a full set of video tutorials that allow even non technical people to start converting your mountains of paper into an organized electronic library.

Training

Included with the purchase of FileHold licensing are training, consulting and support services that ensure the best use of FileHold software. Our consultants provide “best practices” advice based on years of experience on how to configure your users and Document Management processes for your industry.

The following training is included with a FileHold purchase;

Phase 1 - This training is for FileHold System and Library Administrators and includes;

• Administrator Training - The general management of user accounts, access permissions and general server settings. 
• Library Administration – The FileHold trainer, with the customer, will examine and review the typical documents to be stored in the system. The trainer will than work with the customer to establish best practices when managing the document library. This include, defining a controlled metadata vocabulary for document classification and how to streamline importation of legacy documents.

Phase 2 – This, follow up training, provides further assistance for the administration of FileHold covering in more detail the topics from the first training session and answering any questions that may have arisen since then. More administration training and configuration assistance can be provided at any time.

 

FileHold Support Materials

Additional support materials are included with a FileHold Document Management Softwarepurchase;

• PowerPoint training materials – Learn how to use FileHold at your own pace by following a detailed PowerPoint with illustrated screen shots and configuration examples.
• FileHold Overview Videos & Help system - FileHold has created several video tours that are excellent for introducing users to document repository software. These videos are available for unlimited use and cover topics such as system administration, library administration, document workflow, document management essentials, scanning & imaging integration and more.  Use the following link to Sign Up for the FileHold Videos.
• FileHold HELP System - FileHold has created a comprehensive on line help system that lets users understand and work with document filing software. To view the help visit: FileHold Online Help System .
• Hardware Recommendations - Can be provided to you or the IT department on matters such as server configuration, security and other infrastructure requirements.
• Web Site - FileHold goes to market via the web so our web site is a rich source of information on document management software ranging from case studies, technology articles and ideas on best practices in document management.