FileHold Blog

2012

The job of processing forms in today’s office work place is a lot like mowing your lawn. It’s an arduous but necessary task that has to get done. Whether it’s the Accounting department that regularly processes invoices and expense reports or the HR department that constantly files and manages job...
FileHold started 7 years ago from a blank piece of paper and took 18 long months to bring the first version of FileHold to the market. Now on version 12, it supports a large range of functionality and features including electronic document workflow and approval, electronic forms (e-forms), tracking...
As part of the Microsoft Gold Independent Software Vendor recertification process, FileHold is required to get 10 references from our partners/resellers. Our results show that we surpassed the averages in every category. The fact that we exceed the average is further testimony to our dedication to...
Read a new case study, created by Marc Didemus of Image Advantage, a FileHold partner, on how FileHold was implemented at the Employment and Education Centre (EEC) in Brockville, Ontario for its electronic document and records management system capabilities. The benefits of this implementation...
We would like to congratulate Future Steps of Riyadh, Saudi Arabia for being selected as FileHold's 2011 Partner of the Year. Tom Newton, Director of Business Development at FileHold Systems, said, “Future Steps, led by its President Mr. Khalid Al-Hokail, became a FileHold Reseller at the beginning...
What is your New Year’s resolution for 2012? Hitting the gym more? Quitting smoking? Spending more time with the family? Or simply cleaning out your fridge? Having individual resolutions are great but how about a resolution for your organization? How do you plan on getting your business practices on...

2011

This past September, disaster came a little too close for comfort here in Texas. After months of record drought and triple digit temperatures, conditions became dangerously perfect for wild fires. It was a Saturday afternoon and the wind was blowing 20 to 30 miles per hour. The temperature was a dry...
Officially as of November 17, 2011, FileHold 12 has been released! Read our Press Release. Read our New Features page or download the Release Guide. FileHold VP of Services, Global Support and Implementation will be contacting all of our customers to schedule the upgrade. Be on the lookout for his...
In FileHold 12, you can export all documents from a cabinet, drawer, folder groups, or folders using the Export option. You can also export one or more documents from within a folder. Once the Export command is selected, you can select where you want to export the documents on your local machine or...
Several enhancements have been made to the document workflow software functionality in FileHold 12. Library Administrator Workflow Status Report The Library Administrator's Document Workflow Status report is now accessible in the FileHold Desktop Application (FDA); it is still accessible in the Web...
A new viewer, called the PDF/Image viewer, is available in FileHold 12. All NEW purchases and upgrades to FileHold 12 receive two PDF/Image viewer licenses for FREE! Both the traditional Brava viewer and the PDF/Image viewer are available for purchase with FileHold 12. If the Brava viewer is...
In FileHold 12 you can set the screen you want to see after logging into the FileHold Desktop Application (FDA) opens. You can set one of the following screens to be the default screen at start-up in the Advanced tab of User Preferences: Blank Simple Search Advanced Search Inbox My Tasks Calendar We...
This is a common question we get at FileHold and for good reason. Deciding what approach you should take when starting a document management project can be daunting. On one hand you have boxes and boxes of documents overflowing in your file cabinets, storage room, or warehouse. These documents are...
There are several enhancements to the Manage Imports tool in the document management system. Sharing Imports and Inboxes – Shares imports of documents and the contents of the FileHold Inbox between users with differing Windows user accounts. Moving imported files – Files that have been imported can...
Automatically Extracting Metadata Values from Content Controls in Microsoft Word Documents (e-Forms) in FileHold 12 In FileHold 12, you can now create a “XML Node Extraction Rule” for a Microsoft Word document (or e-Form) that has content controls. After the document has been properly configured...
Automatically Extracting Metadata from the Document Properties of any Document Type The document properties of a document can be automatically extracted into metadata fields for a defined schema when an extraction rule for that file type is configured. Since all document types have properties, you...
FileHold 12 improves the scalability of the document management software to accommodate even greater number of documents being stored. Introducing Limitless Document Storage for Enterprise Installations Document management software that limits documents to be only stored in a single location limits...
System Administration and Library Administration Features Available in Rich Desktop Client In FileHold 12, the most frequently used System Administration and Library Administration functions will be available in the FileHold Desktop Application (FDA). In past versions, these functions were only...
We are continuing to showcase the new document management software features in the next release. Today's post will describe the new reports. The new reports include: Trace Log Error Log System Audit Log Library Audit Log Full Text Search Report Insufficient Concurrent Access Licenses (CALs) Report...
We are getting very excited about the new features in the FileHold 12 document management software release coming this fall! We will be introducing the new features over the coming weeks. The first feature we will be showcasing is the new Calendar. Keeping organized is the one thing we all need to...