Document management for Microsoft Office™

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Keep all your documents in one place with FileHold while using the powerful editing features of various Microsoft Office™ applications.

Edit, review and approve your Microsoft Office™ documents in FileHold. Use them as a basis for templates with automatically filled information stored in FileHold including other documents.

Integration options

Name Description Skill level Type
FileHold Office Client Tightly integrate key FileHold features into the ribbon of Outlook, Word, Excel, Powerpoint, Visio and OneNote Basic Included
Assemble* Convert Word, Excel, Powerpoint and Outlook documents to PDF while incorporating documents and information from FileHold in merge tags and watermarks. Intermediate Optional feature
Custom property replacement* Create powerful templates that are automatically linked to metadata inside FileHold. Intermediate Optional feature
Outlook watched folder Watch the content of an Outlook folder and automatically add the documents to FileHold. Intermediate Included

* Requires a level 2 FileHold viewer client for the user that will access this feature.