Keep all your documents in one place while integrating them with what you already do in Handisoft™.
Capture client documents from email, scanned snail mail and other sources, index them to extract names, TFN, ABN and ACN numbers. Automatically fill all client details with a single piece of client information. Convert image only documents to include text where needed. Find the documents easily in FileHold using powerful search features for audits, customer service, etc.
Integration options
| Name | Description | Skill level | Type |
|---|---|---|---|
| FastFind | Search FileHold using information on Handisoft™ screens. | Basic | Optional feature |
| Print to FileHold | Add documents generated by Handisoft™. | Basic | Optional feature |
| Database dropdown menus* | Synchronize data in Handisoft™ to selection lists in FileHold. | Intermediate | Included |
| Schema lookup* | Automatically fill fields from data in Handisoft™. | Intermediate | Included |
| Search by URL | Link to sets of documents with matching information such as tax file number. | Intermediate to advanced | Included |
| Document links | Add direct links to documents. | Basic | Included |
* May require FileHold External Integration option or third party ODBC/OLE driver.
