FileHold Blog


Posted date: 2015-04-16

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-FileHold. When the invoice is “printed” from the accounting system, it is converted into a PDF document.

Posted date: 2015-04-09

Kevin Chang serves as Sales Consultant/Partner Program Manager at FileHold. Contact him at [email protected]

Posted date: 2015-04-02

Kevin Chang serves as Sales Consultant/Partner Program Manager at FileHold. Contact him at [email protected]

Posted date: 2015-03-19

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 processing of forms. When a PDF form is in an electronic format, FileHold can extract the information entered into the form fields into the metadata fields of the schema.

Posted date: 2015-03-12

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 now the medium of choice there is really no alternative but to create an organized and secure electronic information repository.

Posted date: 2015-03-05

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 will need to be generated. This post discusses how to create barcode cover sheets for scanning.

Posted date: 2015-02-26

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 that really helps someone understand the capabilities of FileHold.

In the real world organizations rarely approach us articulating such lofty goals and expectations, they are much more practical and have a specific single business issue in mind that they want to fix.

Posted date: 2015-02-19

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 single empty variable while all other search criteria, if configured, remain fixed.

Posted date: 2015-02-13

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.