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?
There are four basic considerations when designing a FileHold library.
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 of compliance systems, but only when used in conjunction with good governance and operational processes.
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 the industry (other software products developed by Microsoft “Gold” partners). My assumption is that if we did not compare well, Microsoft would ask us to take some remedial action.
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. In the remainder of this article, I will discuss the many ways of scanning into the document management system.
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 technology, where I am forced to use massive unfriendly portals to ask questions or wait days after my request and then, in most cases, offer little or no real assistance.
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 their users. FileHold will notify you if the number of concurrent sessions has been exceed in addition to maintaining a log of every time this happens.
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 allows them to produce audit information when required.
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.
Kevin Chang serves as Sales Consultant/Partner Program Manager at FileHold. Contact him at [email protected]