Document Workflow and Approval
Document workflow software and approval software improves operations by automating business processes such as Accounts Payable approvals and Contract collaboration. The FileHold Workflow module is for complex internal workflow activities. FileHold Courier provides secure access to documents in FileHold to anyone with an email address. Workflow is applied to documents needing to pass through reviewers and approvers before they are ready for general distribution. Document workflow provides instant reports on the status of documents in the review process.
FileHold Workflow software has a graphic design tool that gives users the ability to create pre-defined workflow templates consisting of document review and / or approval activities. Each activity can be pre-configured to define task descriptions, due dates, and reviewers or approvers that have to complete specific workflow tasks.
When workflow is combined with electronic forms (e-forms) paper can be totally eliminated from the information collection process.
Information Governance: Records Archiving and Disposition
Organizations have both active working documents and long term records that are kept for research or compliance. FileHold records management software manages both electronic documents and electronic records including rules and reports for archiving and disposition dates.
Disposition reports can be generated as required and are based on the document type, associated metadata, document age and archive policies. Documents are automatically designated as either active or inactive (records). Inactive documents may be automatically archived by FileHold software. Documents can be scheduled for automatic deletion based on easy to configure disposition rules.
Records may only be deleted from the library in accordance with their retention/disposition schedules or by a designated corporate records manager.
Document Scanning, Imaging and OCR Text Capture
Implementing document management and scanning software is not just a "green" initiative to save trees and be environmentally responsible - it is also good businesses. FileHold software ships with scanning software that supports workstation scanners or Multi Function Center types. Document scanning is a way for organizations to become more efficient and to save money. It is estimated that the cost of processing paper (copying, printing, postage, disposal, recycling and storing) can be as much as 31 times the purchase cost of the paper.
FileHold Document scanning software gives customers the ability to turn cabinets of paper into a secure, version controlled, and compliant document management system.
Typed documents can be Optically Character Recognized (OCR’d) and tagged / indexed to make them easily found using the FileHold full text search capability. A big business scanning solution is provided at a small business price. "Go Paperless - Go Green"
FileHold Express and Enterprise
FileHold Express is the entry point to the paperless office for up to 20 users. It is priced for; small organizations, departments, or big organizations who want to start small with a Proof of Concept (POC) installation. FileHold Express Ships with a mobile client, web access, Microsoft Office integration, document scanning software and 6 months of free support. FileHold Express is easily upgraded to Enterprise.
FileHold Enterprise is for larger organizations with more than 20 users. It is built on the Microsoft Service Oriented Architecture and can scale to support large numbers of users and millions of documents. Pricing is based on the number of registered users accessing FileHold concurrently. View the FileHold software features.
Courier is a feature in FileHold that allows users to securely transmit a link, to anyone with an email address, to documents in the FileHold library. This feature allows organizations to communicate documents to Customers, Suppliers and Partners.