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 data and that requires some extra configuration on your FileHold server.
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 clients can be displayed as a drop-down menu that is dynamically populated from a central list of customers taken from an existing CRM system.
FileHold can pull data from various database sources in a variety of ways:
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 deploying FileHold and some of those options address concerns of availability.
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 document management system in less than a day…
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
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.
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.
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.
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