Resources

For smaller companies and departments.

FREE
Live Software Webinars

A 45 minute, no obligation presentation on how to start your journey to becoming a "Paperless Office". Live webinars are held the 1st and 3rd Wednesday of every month.

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 Management Software Screenshots

Document management software should be intuitive and easy to use for everyone. A good design and a simple user interface are key in gaining user acceptance. The document management software has a friendly "Microsoft" look and feel and features standard functionality like "drag and drop".

Document Management Software Screenshots

The following are sample screenshots of various areas of functionality taken from the user clients: Desktop Application and Web Client. The clients are included with every end user license of the document management software.

	The Library Tree When users first logon to the document management software the library tree appears on the left side. The library tree provides user access to the different personal search, workflow and main views of the library.

	Microsoft Office Application Integration Users are able to access the document management software from the toolbar or file menu from within Microsoft Office applications (Word, Excel, Outlook, PowerPoint and Visio). This screenshot shows the dialog box that appears when users browse to select a document from within the document system.

	Document View - Desktop Application In this screenshot you can see a close up view of a folder in the document management software. For each document you can see information such as the version number (Ver), the number of files the document is linked to and the status of the document (i.e. if it is checked out of the library or not).
	Document View - Web Client The following screenshot show the same view as described above but using the Web Client instead of the desktop application.

	Document Tags (Metadata) View This screenshot shows the metadata associated with the highlighted file stored in the document management software. How a document is classified using metadata is customizable based on how the company has configured the file system to track documents.

	Document Viewer with Open CAD File This screenshot shows a CAD file opened in the document viewer. CAD is just one of the many file formats supported by the document viewer. The user is also able to un-dock the viewer for easier viewing.

	Advanced Search using Metadata (tags) Advanced search and full-text search features both come standard with the document management software . The metadata fields the user can search from are customizable based on how the company has configured the software to track different types of documents.

	Document Viewer - Redaction and Security options The Document Viewer allows users to automatically find and redact all instances of a word in a document. To ensure the redacted areas cannot be viewed when the document is distributed simply save the document in Content Sealed File format with security rights applied. In other words, it is possible to password protect the document and set it to automatically expire on a fixed date. .

	Publish Documents into Other Formats You can publish documents into PDF, TIFF, DWF, or CSF files. When publishing as a PDF Adobe Acrobat needs to be installed on the computer. This feature works with all file formats supported by the document viewer including engineering and CAD formats.

	Document Workflow Tasks You can view a list of Workflow tasks that have been assigned from the Library Tree. For each task, the document Workflow details are displayed.

	Document Workflow Status Report View the Workflow Status Report for all workflows that the user has either; initiated, is a participant or an observer. See the status of each task and activity in each document workflow.

	SharePoint Integration as a Web Part The document filing system can be tightly integrated with Microsoft SharePoint. Users can move documents between applications or use a federated search to find documents in either repository.

	Language Localization The ability to localize in any language is a feature of the software.