Document management for Microsoft Office™
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.
|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.