Full-featured Document Management Software

2017

How can I rename a file using the FileHold Office Client Window?

Posted date: 2017-02-17

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 editing the filename."

Well dear customer, that extra step is not necessary. We have a couple of solutions for you.

1. In the FileHold Office Client window, type in a new file name in the blue bar area above the metadata.

Installing a DMS in a day or less!

Posted date: 2017-02-07

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 additional resources to assist?

Solution: FileHold Systems

Expanded FileCare support hours

Posted date: 2017-01-27

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 hours from 12 am till 4 pm pacific time Monday through Friday. Or for those with extended coverage, during their extended times.

SmartSoft Capture Part 5 - To separate or to not separate. That is the question

Posted date: 2016-12-12

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 > Settings > General tab.

SmartSoft Capture Part 4 – Using Flags to Help Make Scanning Smarter

Posted date: 2016-11-21

When setting up the form fields in the form template, one of the things you can configure is the flags. The flags determine how the field will behave when attempting to capture the data. There are several flags to choose from in the Flags column list. Some of these are useful with Capture, some maybe not so much.

Here are the flags that I usually recommend using.

SmartSoft Capture Part 3 – Using Regular Expressions to Help Make Scanning Smarter

Posted date: 2016-11-14

If you’re having issues with capturing certain data, regular expressions may be able to help. So what exactly are regular expressions?

“A regular expression, regex or regexp (sometimes called a rational expression) is, in theoretical computer science and formal language theory, a sequence of characters that define a search pattern, mainly for use in pattern matching with strings, or using a string searching algorithm, i.e. "find and replace"-like operations.” Source: Wikipedia

Um, what?

SmartSoft Capture Part 2 – Using Sample Headers to Help Make Scanning Smarter

Posted date: 2016-11-07

When setting up the form templates, one of the columns in the template is called “Sample headers”. Defining sample headers in the form template helps make Capture smarter.

So what exactly are sample headers? Sample headers are those “titles” or “headings” which identifies or describes what that piece of information is on the page. Once Capture finds the header on the page, it will know that the value it is trying to capture is somewhere nearby. This helps make Capture more intelligent during the capture stage.

SmartSoft Capture Part 1 – Using Lists to Help Make Scanning Smarter

Posted date: 2016-10-31

SmartSoft Capture is a data capture software solution by SmartSoft, one of the leaders in data capture and document processing. The software can process form type documents, such as invoices, extract the form field information, and export the data to your FileHold document management system.

Professional Services and the Elephant in the Room - Part 2

Posted date: 2016-09-16

Congratulations! You’ve installed and configured FileHold, and your design has been given the stamp of approval by The Powers That Be. Now it’s time to tackle that other enormous elephant in the room: Data Migration.

Professional Services and the Elephant in the Room - Part 1

Posted date: 2016-09-09

So… you’ve decided to implement FileHold. Installation is done, hard part is over—or is it? Let’s discuss the Elephant in the Room.

The necessity for document management system is usually driven by requirements for better management and control over corporate information, be it paper or electronic. And the actual effort to install a document management system is generally fairly straight forward. But once it’s installed -- then what?

Yep. You gotta configure it.

« first
‹ previous
1
2
3
4
5
6
7
8
9
…
next ›
last »

Search form