We know that many of our FileHold customers have been anxiously awaiting the FileHold 16.3 release and so have we! There are a ton of new features and enhancements in this release that we want you to use. While you await your upgrade to the latest and greatest, we present a short video that takes...
We are deep into Fall 2021 in North America. The leaves are turning beautiful bright yellow, orange and red (and leaving me a big mess to clean from the yard) and a beautiful bright new version of FileHold is ready to drop. Version 16.3 is the last minor version we will see in the 16 line and the...
Some scientists clone cells, plants or even sheep. From time-to-time, FileHold administrators would like to clone objects in FileHold. The good news is that cloning a FileHold object is much simpler (and much less controversial) than cloning a living thing. There are some objects like workflow...
FileHold workflows generally operate without management intervention, but things happen in real life and the standard workflow reporting and dashboard provide methods to deal with departments that are overworked or employees that unexpectedly went on leave. Beyond that, organizations may have a...
It is easy to find documents that are stored in FileHold using the powerful search capabilities but how do you know what document have not been added and are missing? This article explains how to use the offline documents capability to search and determine what is present, pending, or missing.
Inefficient business practices are almost impossible to change once entrenched in organizational thinking. Sometimes, it’s the small ones that are the most difficult to change. FileHold has helped companies go paperless, replaced physical sign-offs with digital approval processes, and changed the...
So, you are doing some custom reporting and you need the archive date for a document. FileHold does not maintain an archive date directly in the document table, but it does have a field to indicate if the document is in the archive (IsArchive). In FileHold, you can archive or unarchive a document as...
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...
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...