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FileHold Blog

2021

Posted date: 2021-11-16

We know that many of our FileHold customers have been anxiously awaiting the FileHold 16.3 release and so have we! There are a ton of new features and enhancements in this release that we want you to use. While you await your upgrade to the latest and greatest, we present a short video that takes you through some of the release highlights. If you'd like to follow along in the Release Guide, you can download it directly from here.

 

Posted date: 2021-11-10

We are deep into Fall 2021 in North America. The leaves are turning beautiful bright yellow, orange and red (and leaving me a big mess to clean from the yard) and a beautiful bright new version of FileHold is ready to drop.

Posted date: 2021-10-08

Some scientists clone cells, plants or even sheep. From time-to-time, FileHold administrators would like to clone objects in FileHold. The good news is that cloning a FileHold object is much simpler (and much less controversial) than cloning a living thing.

Posted date: 2021-09-28

FileHold workflows generally operate without management intervention, but things happen in real life and the standard workflow reporting and dashboard provide methods to deal with departments that are overworked or employees that unexpectedly went on leave. Beyond that, organizations may have a variety of custom analytics they want to run on workflow data to identify trends in performance, etc.

Posted date: 2021-09-27

It is easy to find documents that are stored in FileHold using the powerful search capabilities but how do you know what document have not been added and are missing?  This article explains how to use the offline documents capability to search and determine what is present, pending, or missing.

Part 1 - Using placeholder documents

This article is intended for document control officers, department heads, or supervisors who need to maintain critical documents as part of organizational process.

Posted date: 2021-08-25

Inefficient business practices are almost impossible to change once entrenched in organizational thinking. Sometimes, it’s the small ones that are the most difficult to change. FileHold has helped companies go paperless, replaced physical sign-offs with digital approval processes, and changed the way people find information. Those are easy changes once the company sees how they transform the day-to-day operations and the efficiencies gained. One of the most persistent inefficiencies is tiny: the subfolder.

Posted date: 2021-07-26

So, you are doing some custom reporting and you need the archive date for a document. FileHold does not maintain an archive date directly in the document table, but it does have a field to indicate if the document is in the archive (IsArchive).

Posted date: 2021-04-09

Often, data lookup requirements for metadata values are simple. There is a single key value the user provides that can be used to find all other values. This is the easiest schema lookup to configure and requires minimal or no knowledge of database programming. When used with a key that is a dropdown menu where that dropdown menu is configured with search fields, the single key value can turn into up-to five key ways of completing the lookup.

Posted date: 2021-03-22

FileHold contains a robust document control numbering system. It guarantees to give a document a unique number regardless of how or where it is added to the system. It is composed of a both a prefix and number. The number can be automatically or manually generated. It is efficient and effective, but it does not contain any more intelligence than the prefix.

Posted date: 2021-01-29

The standard features of FileHold offer incredible value and allow organizations to do things they might not have even considered so we present a FileHold Feature FAQ. Today, let’s talk about Document Control Numbers!

What is a document control number?