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.
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.
