For those of you with FileHold 14 or the few left on FileHold 12, now is a great time to upgrade. The version 15.2 minor release continues the vision of FileHold 15 with some enhanced features, improved technology under the covers, features that lower your cost of ownership, and a bug fix here and there.
The big news with this new release is a significant improvement in the technology that makes web viewing and web scanning possible. These features had been released in previous versions of FileHold a few years ago, but practically, they were only accessible to our largest customers. With this technology change these features are practical for any size of FileHold customer. We have also set the stage for many new additions to come in this area. We have started these additions by adding annotations to web viewing, something that had previously only been available to our desktop clients. The team at email@example.com can help you if you want to add viewers to your existing user licenses. If you already have users with desktop viewers, those users can automatically take advantage of the new web viewer. If you are sending Courier messages, no extra license is required. Whenever you send a supported document format, it will automatically offer a view option to your recipient.
Our popular FastFind option has gotten its first new feature since FileHold 14. Now you can marry our quick search feature with FastFind to laser focus your targeting for specific types of documents.
We continue to add the most requested features to our workflow module and version 15.2 has some great new automation options for your workflow templates.
- Starting with version 14 we added the "I like it, but you just need to fix one little thing" option to approval tasks (a.k.a. postponement). Now, rather than getting the person that initiated the workflow to get things straightened out, template designers can specify which workflow step needs to make the necessary revisions for the workflow to continue. Along with the theme of our highly flexible ad-hoc workflows, they can also give the approver the option to choose from multiple step to return the documents to for correction.
- "Electronic record" is an important state for documents in FileHold. This automatically forces rules on these documents to ensure their is no chance for modification where none should be possible. The only problem was that if a document did not start as an electronic record, only an administrator or pre-planned event could change it. Now administrators can grant their flexibility to any regular user with the new convert-to-record check box in the workflow template.
- Finally, I am really excited about our new convert-to-PDF feature in workflow. FileHold has always had the ability to publish documents in new formats using our desktop viewers, but it was a process that needed to be manually executed by a user. Now template designers can check the convert-to-PDF box in the workflow activity to transform a variety of source document formats into PDF, but it does not end there. Template designers can also specify a document that can be appended to the finished PDF. This document can be setup to include data from FileHold by inserting data replacement tags directly in the document. This will let customers add the workflow signoff sheet, document control numbers, other system fields and metadata to their finished document. They can even set typical PDF options on the finished document including adding a digital signature envelope. With this core technology now a part of FileHold, there are many more good things to come in future versions.
As always, you can check out our latest features in detail on our release page. Look for the release notes at the bottom to see all the changes since your current version.
|Russ Beinder is the Chief Technology Officer at FileHold. He is an entrepreneur, a seasoned business analyst, computer technologist and a certified Project Management Professional (PMP). For the last 30 years he has used computer technology to help organizations solve business problems.|