For some time, the FileScan Bridge has offered FileHold customers a standard feature for importing documents with metadata. Known as Manage Imports in the desktop client, this feature makes it easy to integrate with image processing applications such as SmartSoft Capture™, Kodak Alaris Capture Pro™, Abbyy FlexiCapture™, and others. It also opens the door for any software that can properly format an XML file to describe the documents that will be imported to FileHold.
Search all your documents – even scans and faxes – like they were text.The Pain
You need to digitize the back room of records. Dozens of years worth of data needs to be scanned, indexed, and entered into your digital library. Piles of banker boxes with long forgotten memos, reports, and minutes now loom over you, taking attention away from your other critical tasks. You may end up spending days or weeks painstakingly categorizing all this paper, only to have it ignored and your efforts gone to waste.
Send documents from other programs right into FileHold by a click of the Print button.The Pain
Your organization has decided to move to a paperless office. Now you are sending invoices electronically but you need to keep a historic record of each one. You end up printing each invoice, and then scanning them back to create the electronic record which is both time-consuming and the opposite of the paperless office.
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!