FileHold Blog

2017

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...
For those of you with FileHold 14 or the few left on FileHold 12, now is a great time to upgrade. The version 15.2 minor release continues the vision of FileHold 15 with some enhanced features, improved technology under the covers, features that lower your cost of ownership, and a bug fix here and...
FileHold DMS clients use standard internet protocols to access the server and it is increasingly common for customers to want access to FileHold over the internet. In some cases, this is the only way the server will be accessed. This generally means you will use the HTTPS protocol to encrypt your...
How to get your confidential and time sensitive documents transmitted, for review and approval, to clients, business partners, and customers outside of your organization. The Pain You emailed the document across town for your client to approve. Did they receive it? Did someone else read it? Did...
Integrating FileHold with a database is a great way to take advantage of single-sourcing database information with the document management software. For example, a customer is using Microsoft CRM and needs their users to associate a client with documents that are added to the library. The list of...
Starting with FileHold 15.2, Microsoft Word documents undergoing workflow can be converted to PDF format. Along with this conversion, it is possible to add a digital signature envelope protected by a certificate with a private key from the Windows certificate store on the FileHold application server...
Many customers require FileHold to be available at all times. Whether it is supporting a business-critical function or thousands of users, the need is the same. If documents are not available, employees are not able to get their work done. Customers have a variety of options when licensing and...
We've recently had a question from a customer asking: "When adding attachments in Microsoft Outlook using the FileHold Office Client, we need a way to rename the document from how it was named in the attachment. Currently we are taking the extra step of locating the document in FileHold and manually...
Installing a document management system in less than a day… Impossible! Or is it…? With FileHold it is possible! So… you need to get started with an eDMS, and you need it installed NOW. How can that happen when your IT team is busy on other projects, and your budget doesn’t allow you to bring in...
I am excited to announce that FileHold Systems has expanded our technical support team into the Central European time zone. All of our existing FileCare customers with standard or extended support agreements will immediately have access to the FileHold support team during our new regular support...

2016

Do you have piles of paper to scan? Are you processing multiple pages of documents at once? SmartSoft capture can support multiple pages when scanning or importing files. There are a few ways that pages can be separated when processing documents through Capture. This is configured in the Tools >...