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. 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.
Records Management 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 and Imaging
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 Deployment Options
FileHold software can be installed on a physical or virtual server, a private cloud or on the FileHold Cloud where all IT functions are fully delivered by the FileHold team.
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 and document scanning software. FileHold Express can be upgraded to Enterprise without effort.
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. View the FileHold software features.
Courier is a feature in FileHold that allows users to securely transmit a document link, in FileHold to anyone with an email address. Communicate documents to Customers, Suppliers and Partners.
FileHold is an easy to use, scalable, client-server document management software system that can manage tens of thousands or millions of documents. It can store practically any type of file and directly integrate with the Microsoft Office suite of products or Microsoft SharePoint. The "smart" scanning solution that comes with FileHold can turn cabinets and boxes of paper into electronic information that can be searched in seconds.
With the workflow module, route your AP invoice approvals, expense reports, cheque requests, or employee on-boarding for reviewing or approving. Need to send documents for review or approval outside the FileHold environment? No problem! The proof of delivery feature, Courier, can be used to send documents in a controlled environment. With both the workflow module and Courier, all transactions are tracked and audited for full compliance.
FileHold can be used on a laptop, desktop, tablet or smartphone so you will always have access to your documents, or start or complete workflows on the go. You'll never be far from your information with Mobile FileHold.
Besides being a great software product, FileHold support is second to none! Our knowledgeable and friendly support team are always happy to assist our customers. The FileCare program ensures that our customers receive product upgrades at no extra cost. FileCare also includes unlimited technical support to assist with any FileHold software issues you may be experiencing. Our Knowledge Base, Support Portal and online videos are available 24x7x365.
FileHold is a proud company that is happy to offer a comprehensive document management and records management solution to meet your needs and budget. Our sales team is always happy to talk to prospective clients or you can sign up for a free live demonstration to see FileHold in action.