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...
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...
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!
For the last 14 years, FileHold software has been sold as a perpetual license with an optional ongoing support agreement. This allowed customers to buy FileHold and have a relatively low total cost of ownership (TCO) over the years. They also have the choice on whether to purchase support and...
For many years FileHold has provided an adaptable and flexible workflow feature that can be used in a wide number of use cases; from approving design documents to driving insurance underwriting processes. Starting with version 16.2 we have introduced an optional add-on that provides some of the most...
It has been a while since I last provided a product version update even though we have seen 16.1, 16.1.1 and now 16.2 so it is about time. Minor releases are generally about incrementally building on the last major release, but that does not mean that the new features are minor in capability or...
Step 1 – Buy FileHold Cloud or upgrade your on-premise system to FileHold Cloud. Step 2 – Log in from home; you’re done! Okay, that seemed a bit too easy, but what if you do not want to use FileHold Cloud for some reason and you will stick with your self-hosted solution? The good news is that the...
The push to move away from paper and into a digital workspace has never been more vital than now, as organizations need to work remotely for the safety of their teams without disrupting their day-to-day operations. FileHold has been a leader in helping these companies with a centralized, organized...
It goes without saying that a lot of us are working from home these days. For many, you are working a lot more as your business sees a shift to an economy where personal safety, cleanliness, eating at home, etc. have taken control. It may not be as easy or you may not have as much time to monitor...
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...
There are many reasons why an organization would want to deploy a document management system (DMS) like FileHold. Some companies buy a DMS for compliance and security; others are looking for powerful search capabilities in a standardized and structured repository; still others need version control...
Deal with the documents you need to keep but don’t need to see every day. Clutter is the bane of every office. Projects create paperwork or some other physical collateral that invades empty spaces and takes over desks. Discipline can help: strict filing practices can minimize the mess, but the piles...
No matter their skill level, FileHold makes it simple to locate vital information. Adding a document management solution (DMS) to your organization makes sense by any metric. Whether you need to move paperless, meet regulatory compliance, implement document organization, or ensure a controlled...
Part of a series designed to help utilize the many features of FileHold more effectively. A common need in information management is to ensure that electronic documents cannot be altered. This used to be done by converting files to a non-editable format – such as sending Word to a PDF. This created...
FileHold is greedy. It keeps everything (maybe it is a hoarder). Whether it is the log of everything that happens to a document or the contents of the document itself, FileHold remembers. Since FileHold allows you to store any type of file, it makes no assumptions about the best way to know one...
This webinar is for organizations having large volumes of incoming invoices and want to automate the invoice approval process including eventual integration with their accounting system. This webinar demonstrates how a paper invoice is converted to electronic form, including capture of metadata...
From introductions to deep dives, have a FileHold demo today! The dreaded online software demo – you’ve read the literature for the company, looked at their website, and got lined up for your demonstration, only to realize five minutes in that you’re watching a live presentation of a narrated video...
In the transition from paper to electronic documents, file organization was never properly considered. With paper filing, although error prone and inefficient, at least offered logical and intuitive methodology. Specialized filing cabinets and folders became the standard throughout all industries...
Perhaps no organization moved more quickly into digital catalogues than libraries. The pre-computer index was the card catalogue. These enormous pieces of furniture housed index cards, with each book’s title, author, and subject typed on it, along with a unique filing number. There were typically...
Early in the lifecycle of a new FileHold installation, we often find customers who have a list of dropdown menu options they would like to add that is too large to be practical to add manually as a FileHold managed list, but too small to warrant maintaining in an external database. They could use...