Accessing FileHold from Microsoft Office Applications

Users are able to access the Library from the toolbar or file menu from within Microsoft Office applications.

 

Document Management Software from Miicrosoft Office

You can add, checkout, browse, and send a document for review or feedback directly from Microsoft Office applications. The screen below shows how to add a document to FileHold directly from Excel.  You have the ability to view the entire library tree, the contents of a folder, and the metadata required for the file in a single view.

Click on the image below for the full screen version.

Document Management and Records Management Software System Microsoft Office Integration