FileHold Blog

2015

One of my favorite things about FileHold is the number of unsolicited positive comments we regularly get from our customers. It made me start thinking and wondering if REAL customer service is now a thing of the past. I know that in my daily life I don’t experience much of it anymore, especially in...
Concurrent sessions are one of the dimensions of licensing in FileHold. You can purchase as few or as many as you may need for the intensity of usage for your organization. Large sites often need only concurrent sessions for 10% of their users. Smaller sites might need concurrent sessions for 25% of...
One of the business values FileHold software provides organizations is the ability to securely store information and, more importantly, be able to quickly retrieve it when needed. We have many customers who tell us that FileHold has helped to make them compliant with government regulations and...
Many of our customers ask how they can send their invoices from their accounting systems into FileHold to store into the repository. Print-to-FileHold is ideal to use in these cases as it acts as a virtual printer driver which means that any application that has the print function can use Print-to...
Once the basic installation / implementation is done, or in some cases as a part of the basic implementation, an organization may want to begin the process of converting paper based records into electronic ones (scanning and imaging) or there may be huge numbers of electronic documents already in...
Implementing an organization wide document management system can be a challenging process. FileHold has the following recommendations to any government or business organization considering such an initiative. This blog article deals with general principles that can keep the project under control and...
One of the most common questions we hear at FileHold is, "Should we scan in our old files first or start with a day forward approach?" While there is no right or wrong answer, I do have a few points to share with you on these two different paths. Back file Conversion The back file conversion is an...
Most people have had to fill out forms in their lifetime. With PDF forms, you can fill out the form fields onscreen using text fields, buttons, drop down lists, and date pickers and then save or submit the form in electronic format. This significantly cuts down on the amount of paper and manual...
As we all know the amount of information that we need to deal with continues to grow; we are bombarded with e-mail and other forms of electronic communication on a daily basis. If all of this information was on paper there would be absolutely no way to manage it. In that electronic information is...
We've recently had a customer contact and ask the question: "Are barcode cover sheets created within FileHold or Kodak Capture Pro?" The answer to that question is neither. Whether you are using EMC Captiva QuickScan Pro, Kodak Capture Pro, or other scanning software, your own barcode cover sheets...
I often find myself attempting to explain to friends and acquaintances what FileHold software does. At the highest level FileHold helps organizations eliminate paper processes (go paperless) and make their electronic intellectual property secure. I have found this is rarely a specific enough answer...
In FileHold 14, a new type of saved search called a quick search was added as a new feature. A quick search is a type of saved search where the search template is saved with only one empty variable in the template. When a user runs a quick search, they are required to enter the search term for a...
FileHold provides four types of document lifecycle events to support common retention policies: convert the document to a record, archive the document, delete the document, or notify users about an arbitrary condition. With the exception of the last one, the events impact your library in an...
Some great new changes have been made to the viewer functionality in the FileHold Desktop Application. You can now change the library tree and the metadata pane so that they are in full or partial mode. This allows you to see more or less information when viewing your documents. When the viewer is...
A prospective customer asked us about the differences in document loading speeds between using the Web Client interface (via a web browser) and the FileHold Desktop Application (FDA) interface when adding documents to FileHold. A great question! Russ Beinder, Director of Development at FileHold...
2014 was a great year for our global partner network. So much so that we had a hard time choosing our partner of the year winner. Many factors such as partner sales, the ability to directly support their customers, and sustainability of customers all play an important roll in determining who should...
The Food and Drug Administration (FDA) 21 CFR Part 11 regulation defines the criteria under which electronic records and electronic signatures are considered to be a trustworthy equivalent to paper records. 21 CFR Part 11 provides guidelines and regulations related to copying, permissions, audit...

2014

by FileHold Software Staff FileHold document management software has received a high overall score of 8 out of 10 from GetApp! GetApp, an independent marketplace that helps businesses discover, compare, review and purchase business applications, today announced it has awarded a high rating to...
Congratulations EA-Strategy! I would like to take this opportunity to congratulate EA-Strategy for their achievement of the partner of the year 2013! I would also like to thank all of our global partners for their wonderful work in 2013. Everyone here at FileHold head office really appreciate your...
GetApp has done a review on how to become paperless with the right document management software - FileHold! FileHold provides an easy-to-use document management software that integrates with many of the applications businesses use each day. This FileHold review will look at the application’s basic...