There are many scenarios where it is desirable to integrate documents stored in FileHold with other systems. FastFind is a popular integration method because it requires no special knowledge or technical skills. However, sometimes a tighter integration is desired where FileHold data appears directly...
One of the most important things for FileHold to do as a company is understand what our users need from our products and other trends from DMS users across the market. That's why we were excited to see this new research from the document management reviews and evaluation firm Software Advice. They...
“ There are over four trillion paper documents in the US alone and this number is growing at a rate of 22% per year” – PricewaterhouseCoopers Has another year passed and your company has once again delayed its plans to buy a document management system? So what’s the hold up? Those important...
What is zonal OCR? Zonal OCR is a type of optical character recognition employed by scanning software that allows the software to read specific areas or "zones" of a document. These zones are determined by setting up scanning templates or "batches" inside the scanning software. Zonal OCR works...
As a result of the exponentially expanding volume of information and the increasing need to manage information properly, ARMA released its General Accepted Recordkeeping Principles or "The Principles" in 2009. A summary of the eight principles are 1: Principle of Accountability — An organization...
On Wednesday July 22, 2015, FileHold Systems and guest presenter Chad Haffie will be presenting solutions to eliminating paper, staying compliant with government regulations and protecting intellectual property. Chad is President of Image Advantage Solutions, a records management consulting company...
1. Don't Panic! Don't let perfection be the enemy of starting to implement an electronic records and document management system. Many projects do not get off the ground, despite the fact that they are driven by a real need, because some people think that the whole system needs to be perfected before...
FileHold has been voted the best document management software for windows by Business News Daily. A writer from Business News Daily recently went undercover as a potential customer of FileHold in order to gage what customers can expect from FileHold. The article covers why they chose FileHold — the...
Organizations that operate in regulated or quality management environments will typically have a controlled document change process (CDCP). FileHold offers great support for these processes with document versioning, document hiding for unapproved versions, and configurable document review and...
Do you ever wonder why you can find any information you need on Google but you can’t immediately locate important documents in your own office? A survey report from Information Week states that, "At any given time, between 3% and 5% of an organization’s files are lost or misplaced. The average cost...
Have you ever looked for the details of an invoice but cannot see them in your accounting software? Have you ever spent hours searching for the paper copy of the invoice in order to see these details? FileHold can solve these types of problems using a feature called FastFind. FastFind provides a way...
There are four basic considerations when designing a FileHold library. How users will search for documents. How users will add documents. What sorts of access controls are needed on documents. Performance. Searching In most cases FileHold is not simply a dumping ground for documents. It is a place...
There are many components and processes that go into building a system designed to meet compliance requirements such as ISO9001, HIPAA, FINRA, SOX, GDPR, FDA Title 21 CFR Part 11, country specific electronic signature requirements, and others. FileHold can play a major supporting role in these sorts...
Each year FileHold undergoes several tests in order to retain our “Microsoft Gold” certification. For this certification, FileHold provides Microsoft with a minimum of 10 customers who respond to a short survey that asks questions about our software and then compares the results to benchmarks from...
When working with new customers we always get the question "How can I scan my documents into FileHold?" The answer is that there are several ways scanning can be accomplished with our software. There is no right or wrong way to scan into FileHold; you just need to decide which method will work best...
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...