Document Management Software Installation

FileHold is an infinitely scalable, enterprise grade software product that takes full advantage of the Microsoft technology environment.  Customers with Microsoft Server configuration skills, Microsoft SQL knowledge and General IT infrastructure experience who carefully follow the detailed Server Preparation and Installation guides can install the software with minimal technical assistance (Bronze implementation package).  

Steps in the Software Installation

No matter which implementation package is chosen the document management software is so easy to install and configure that a "fixed fee installation package" is quoted by your sale consultant in every price quotation.

1. Server Preparation - The installation support process starts with a engineer providing a detailed server preparation guide and walking your IT adviser through the Microsoft server configurations process.
2. Document management software Install - Once the Microsoft components are installed our engineer will give access to a FTP site that contains the filing software for download. Once ready the engineer will actually take remote control of your server and complete the installation.
3. Testing - Once install is complete our engineer will issue the software license key and run a thorough testing of components such as version control and workflow.
4. Training - Included with the purchase of the document management software licensing are training, consulting and support services that ensure the best use of archiving software. Our consultants provide "best practices" advice based on years of experience on how to configure your users and Document Management processes and workflow for your industry. The following training is included with the document management software purchase;

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

• Administrator Training - The general management of user accounts, access permissions and general server settings.

• Library Administration - Our 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 phase is considered as follow up training which provides further assistance for the administration of the document management software 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.

Software Installation Support Materials

A variety of support materials are included with the Document Management Software purchase:

• PowerPoint training materials - Learn how to use the document management software at your own pace by following a detailed PowerPoint with illustrated screen shots and configuration examples.

• Document management software Overview Videos and Help system - We provide 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 and imaging integration and more.

• The document management software online help system - has created a comprehensive on line help system that lets users understand and work with document filing software.

• Hardware Recommendations - Can be provided to you or the IT department on matters such as server configuration, security and other infrastructure requirements.

• Web Site - 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.