FileHold Blog

2023

Document Management software that can extract information from forms or email and automatically read file properties for metadata. Extraction rules are an under-utilized tool for FileHold and can simplify metadata entry by automating the extraction of file properties with predefined mapping. The...
FileHold provides extensive mechanisms for searching documents using document contents, system and custom defined fields, and automatically overlaying document permissions, library types, and history. Making the best use of all these search facilities requires some knowledge and training which may...
I was asked today if Python could interface to the FileHold API. Pretty sure they meant the language and not the snake, but I was not 100% sure of the answer. I have never used Python before, but I do know it works on the internet so likely could make HTTP protocol requests and that is the minimum...
A few months ago, I introduced several use cases for the document plug-in in part 1 that centered around updating metadata in the document. For part 2, we will cover the plug-in’s other trick: validating document metadata. I will present several new use cases that along with the corresponding hybrid...
FileHold can use Artificial Intelligence to help any organization get complex, unstructured documents into a machine readable structured, searchable, secure library. AI is a valuable tool in the interpretation / rendering of the content of documents. This article describes an extreme example of how...
The Google address bar lets you enter a web site address or any URL, but it also lets you enter a search term. By default, you will be searching Google but you can search many different places by entering the shortcut for an alternate site. For example, if you type duckduckgo.com and press space or...
FileHold is unlike Windows or paper-based filing systems – learn how to create your perfect Library of content! FileHold’s Library structure necessitates a change in thinking about how to organize content. In training customers, we’ve developed three tenets for helping to guide organizations who are...
In 2022, we released the document plug-in for FileHold. Like our workflow plug-in, this new tool allows for customization and automation to be added to standard product features in a simple way by non-programmers. The document plug-in has two functions: automated metadata modification and document...
Just in case you have not heard yet, the collaboration platform from Microsoft called “Teams” is taking the world by storm. A recent report in BusinessofApps.com stated that Teams is “by far the most popular business communications platform” with over 300 million users in 2023. Many users are...
The modern office wants to be paperless, but Going Paperless does not just mean getting rid of paper. FileHold has helped hundreds of organizations become more efficient with a searchable, controlled repository of documents and records and move away from physical media. The FileHold team understands...
In the last blog , we reviewed some of the technical requirements for records as a term of art in records management, and how FileHold can help your organization to meet those standards. This blog will look at how FileHold can make that conversion from document to record, and which method would be...
FileHold can store files as either a document or a record , which are meaningful terms in the world of information and records management. A document is a source of information of use to an organization, without limit in size, format, or priority. A document can be any file. A record, on the other...

2022

How you handle audit logging for version changes depends on your organizational needs. In this article, FileHold shows some different options for how to handle records for changes made to documents. FileHold features automatic version control . When changes are needed, the original document is...
Let’s be clear – FileHold will never delete your documents without your permission. FileHold ensures they are protected in their original state in perpetuity. FileHold’s version control preserves the original while newer versions are made more accessible. However, just because FileHold can store...
This article discusses FileHold Cloud security and back up. FileHold Cloud backup FileHold offers comprehensive daily backups through Azure Backup. All databases, documents, repository and full text indexes are fully protected from accident or disaster. Full backups are done daily with snapshots of...
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. FileHold is an enterprise grade document management and document workflow solution that...
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...
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...
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...