Stay paperless even when sending documents of a sensitive nature. Document management software is designed to make electronic documents useful; whether indexing, searching, or compliance are your organization’s focus, FileHold offers many features to maximize document utility. Another critical...
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™...
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...
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...
Follow your document retention policy with simple processes that work automatically to keep documents compliant The Pain Your organization has multiple departments with differing electronic document types and uses – and each one has its own timelines and requirements. Legal needs to make sure...
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...
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. We all know that “one person” in the office. Maybe they are from a different era, maybe they are set in their ways; they don’t adapt, and they expect...
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...
Using FileHold DMS to bring information from the Boardroom to the Shop Floor. The manufacturing industry was once a consistent fixture in business. A factory would specialize in the production of a few limited items, with skilled specialist workers who focused on one part of the process. New...
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...
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! Mobile FileHold was originally created to be...
FileHold can give the right people the right permission to find the right document. The Pain You work in IT at a medium sized accounting firm. Each accountant used to have their own cabinet for files, with their own lock and key. As the company has grown, these cabinets moved to a central filing...
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...
Find the information you need at the touch of a key. The Pain You supervise at an accounting firm. Your company went paperless last year, and now have FileHold Document Management software working for you. Your back file of paper has been transformed into a searchable library of documents. Now...
FileHold receives very good questions about our software from both new prospects and existing customers. When it comes to features and capabilities, it is rare for us to not have a feature or capability that is being asked for but sometimes it has not been widely publicized – support of label...
Keeping physical records part of your library. The Pain You work in your municipality’s civil engineering office. Recently, the city decided to move to a document management software to convert the archives to paperless. While city council minutes may be simple candidates for online storage, you...
The FileHold licensing model is like using a parking lot at your local mall or retail store. The registered licenses are the vehicles and the concurrent sessions are the parking spaces. Registered User / Cars: Just like someone who operates a motor vehicle, each individual who needs access to...
How Mobile FileHold can keep you connected to your organization’s processes. The Pain You are a sales manager going to a trade show overseas. While sitting in the airport lounge, you only have your smartphone for checking emails. The good news is that your team has had an amazing morning, and they...
The e-form processing in FileHold helps you maximize efficiency with routine tasks. The Pain You are head of your organization’s HR department. Each day, you have a dozen new applications on your desk, both emails with resumes and hand-written applications and you need to be able to have them be...
Your document workflow can be managed and monitored by the same secure application software that organizes and controls your documents. The Pain Your project needs to make a badly needed purchase but your organization requires sign-offs from middle managers in multiple departments. Getting those...