With the emergence of the COVID-19 virus working from home is not only convenient but essential to keeping your business functioning with minimal disruption. In the previous blog post, "Working from Home with FileHold", we outlined the many options that FileHold provides to our customers for working from home such as Desktop Application (FDA) , Web Client Access and Mobile Access
But what if you need to share documents with your colleagues who are also working remotely? With the features of FileHold you can circulate documents such as contracts, purchase orders, or business reports electronically by using the Workflow feature. A Workflow template can be easily created in FileHold whether you are working from home, at the office or from any location. As part of the workflow and approval process, workflow templates can be set up for Electronic signatures with Adobe Sign so when a document such as a contract requires a signature it can be sent to Adobe Sign directly from the workflow task. Once the document is signed, it is added into the FileHold library as a new version of the original document.
To see how to initiate a workflow in FileHold, please watch the following video:
While working from home many of us are communicating via email. FileHold Courier is a secure method of sharing documents without sending them as an attachment, unlike with email. With email there is no way to know if the documents ever arrived or if the attachment could be or was opened by the recipient. With Courier, recipients are notified by email containing a secure link to the FileHold repository. All view or approve actions are fully tracked, logged in FileHold and reported back to the sender. For example, if you need to send a price quote to a customer, Courier allows you to send this information in a secure environment where you can be notified when the document was opened and reviewed.
So, while we are all weathering the storm by staying home and keeping safe and healthy, your regular office work procedures don’t have to be disrupted, the remote capabilities of FileHold can help you through this challenging time.
David Knight, Sales/Marketing Consultant. To talk to David more about workflow and Courier, email [email protected].