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Home
Knowledge Base
Main navigation
  • Home
  • Products
    • FileHold Cloud
    • FileHold Software
    • Customer Forms (and much more) Portal
  • Features
    • Standard Features
    • Optional Features
    • Custom Features
    • Document Scanning
    • Electronic Forms
    • Integrations
    • FileHold 17 Release
  • Resources
    • FileHold Video Tours
    • Webinar Registration
    • Case Studies
    • Reviews of FileHold
    • White Papers
    • Business Solutions
    • FDA 21 CFR Part 11 Compliance
    • Frequently Asked Questions
    • Marketing Materials
  • How to Buy
    • Purchase Options
    • Software Trials
    • RFP RFQ RFI Checklist
    • Partners Program
    • System Requirements
    • FileHold Customers
  • Support
    • FileCare Support Program
    • Service Level Agreement (SLA)
    • Technologies
    • Suggest a Feature
    • Packaged and custom services
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    • FileHold Blog
    • Press Releases
    • Leadership Team
    • Technology Partners
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  3. Solution design resources

Solution design resources

FileHold's features can be used in many different ways to solve real business and IT problems. The following list of articles describes just a small number of solutions that are possible with FileHold.

Business Processes
  • Electronic and Digital Signatures
  • Litigation holds

Importing Documents

  • Automating Sending Emails into FileHold
  • Importing Microsoft Office Documents into FileHold with Metadata
  • Migrating a Folder Based Document Repository into FileHold
  • Using Excel to Create an Import Script
Configuring the System
  • Automating Lookup Value Changes
  • Creating Dropdown Lists and Lookups from a Text File
  • Creating Dropdown Lists and Lookups from a Microsoft Excel Workbook
  • Creating Dropdown Lists and Lookups from a Microsoft Access Database
  • Enable "Send to FileHold" in Windows Explorer
  • Mass Updates of Database Managed Dropdown Source Data
  • Using Internal FileHold Data in a Dropdown List
  • Disconnected external data synchronization for FileHold Cloud
Knowledge Base
  • Solution design resources
  • FileHold implementation plan
  • FileHold trial implementation plan
  • An overview of document migration from legacy systems
  • FileHold cloud implementation plan
  • Using internal FileHold data in a dropdown list
  • Creating dropdown lists and lookups from a text file
  • Creating lookups and dropdown lists from an Excel Workbook
  • Creating lookups and dropdowns from Access database
  • Creating lookups and dropdowns from a DB2 database
  • Automating lookup value changes
  • Automating sending emails into FileHold
  • Disconnected external data synchronization for decoupled systems and FileHold Cloud
  • Electronic and digital signatures
  • Implementing a litigation hold with FileHold
  • Merge tags
  • Using merge tags with Microsoft Office custom document properties
  • Migrating a folder-based repository into FileHold
  • Enable "Send to FileHold" in Windows Explorer
  • Importing Microsoft Office documents with metadata
  • Using Microsoft Excel to create an import script
  • Creating a report with FileHold URLs
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