Follow your document retention policy with simple processes that work automatically to keep documents compliant
Take the guess work out of finding current documents.The Pain
Your organization wants to move to a paperless system and has been using the server to store your documents. Although everyone can access and edit the documents, you can’t tell which are the most current. You cross-examine the document properties to figure out which is the latest version. You have tried to get your colleagues to rename documents with version numbers, but they always seem to forget. Now, you have chaos in the folders and new version are clogging up your system.
A not-so-random list of ways FileHold can help your organization adopt electronic documents, even when you must drag them into the modern world.
A quick list of how FileHold can help adapt to a world of electronic documents when you have a team that’s onboard.
Great organizations have a team of colleagues that are all looking for ways to do things better, to help each other, and realize that individual success means everyone succeeds. In these offices, the move from paper to a document management software is embraced as a positive change. Here are five ways FileHold can work with any modern office to bring the paperless world into reality.
1. FileHold thinks a simpler environment is better.
Using FileHold DMS to bring information from the Boardroom to the Shop Floor
Auto-filing can take documents from the FDA inbox, Manage Imports, Print to FileHold, the Microsoft Office integration, the Add Document Wizard, and the WebCap scanner inbox, and file them into the appropriate folders based on predefined values. This feature helps reduce misfiling and enables faster mass importation of documents.
We recently had a prospective customer asking for a extremely simplified version of FileHold for their users. While most of our customers use the guest portal for this, this particular prospect wanted something even easier to use. Enter Mobile FileHold!
FileHold can give the right people the right permission to find the right document.
Sometimes you need to automate an update of data in FileHold for a large number of objects. Of course, if the objects are documents, you can use tools like the mass metadata edit or some of our API example programs if you are changing metadata values.
What if you want to mass approve a bunch of workflows? Workflows are highly controlled in FileHold to prevent arbitrary changes or updates. There is no standard client feature that allows you to mass approve them.