FileHold Blog


Posted date: 2022-04-21

FileHold software automates project proposals and sign off by integrating with Salesforce.com and using the document assembly in FileHold to create the project and courier to communicate with our customers.

Posted date: 2022-04-06

FileHold workflow is one of the most important features for adding efficiency and control to your processes. Ad hoc and predetermined assignment of tasks for users to perform on documents is a powerful mechanism to streamline your work with documents. When users go on leave they can tell workflow to automatically delegate their tasks to a colleague. The mechanism works great unless they forget to turn it on or their colleague is not available for some reason.

Posted date: 2022-03-24

FileHold is introducing “Workshop Wednesday” a weekly event to introduce or re-introduce FileHold features to both existing customers and prospective customers.  These 30-to-45-minute training sessions will be conducted by members of the FileHold support team and the sales consultants. All sessions will allow time for Q&A at the end. The schedule of sessions and more information including registration is at webinar registration.

Posted date: 2022-02-04

Full text search is a powerful concept, but sometimes it can be tricky to get exactly the results you want without manually sifting through documents that matched a simple search criterion to find the few or one result you really wanted. The good news is there are lots of methods to narrow your search including the magic of dynamic fields.

Posted date: 2022-02-01

FileHold has helped thousands of users get away from their paper documents and into a fully digital platform to organize, search, and retrieve documents while ensuring they are under retention and backup. FileHold offers different ways to scan, process, and add those documents to the repository, and we want to ensure the best fit for each organization.

Posted date: 2022-01-24

Disk space is cheap, why compress? This may be true, but why waste and it is not always true. If you think about storage on a global scale, there is significant environmental impact. More electricity, more cooling, more data centers, etc. Why contribute to that?


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.