Desktop client vs web client comparison
The majority of the end user functionality found in the Desktop Client can also be found in the Web Client with some limitations in the Web Client due to the nature of web browsers. Users can add documents, check out, check in, link, email, delete, get a copy, move, rename, edit metadata, set alerts and reminders, view the version history, view the version properties, and more in either client.
All of the end user functionality is found in the Desktop Client (FDA) whereas the majority of the administration functionality is found in the Web Client. There is some administration functionality in the FDA but it is limited. System Administrators can manage users and groups in the FDA. Library Administrators can manage schemas, workflows, metadata, control fields, events, and view the Library Administrator workflow status report FDA.
Below is a table which compares the features and functionality available of both document management clients. If the feature or function is not listed, presume it is in both the FDA and Web Client.
| Document Management Feature | FileHold Desktop Application | Web Client | Mobile FileHold |
|---|---|---|---|
| Audit logging and tracking | ✘ | ✔ | ✘ |
| Auto-filing | ✔ | ✔ | ✘ |
| Calendar | ✔ | ✘ | ✘ |
| Connection options to the FileHold server | ✔ | ✘ | ✘ |
| Document assembly | ✔ | ✘ | ✘ |
| Document linking | ✔ | ✔ | ✘ |
| Document tagging or metadata capture | ✔ | ✔ | ✔ |
| Document viewers | ✔ | ✔ | ✘ |
| E-forms | ✔ | ✔(2) | ✘ |
| Electronic signature integration | ✔ | ✔ | ✘ |
| Export logs – error and trace | ✔ | ✘ | ✘ |
| Extraction rules for email and file properties | ✔ | ✔(2) | ✘ |
| FastFind | ✔ | ✘ | ✘ |
| Files - Add a single file to the repository at a time | ✔ | ✔ | ✔ |
| Files - Add multiple files to the repository at a time (en masse) | ✔ | ✘ | ✘ |
| Files - Download as a zip for a group of documents | ✔ | ✔ | ✔ |
| Files - Single or mass export of files from the repository= | ✔ | ✘ | ✘ |
| FIPS compliance support | ✔(1) | ✔ | ✘ |
| Anonymous portal | ✘ | ✔ | ✘ |
| Inbox – “Staging area” that is used for processing multiple documents at a time | ✔ | ✘ | ✘ |
| Language localization | ✔ | ✔ | ✘ |
| Library Administration | ✔(limited) | ✔ | ✘ |
| Lookup list from database replication | ✔ | ✔ | ✔ |
| Managed Imports | ✔ | ✘ | ✘ |
| Managing events and control numbers | ✔ | ✔ | ✘ |
| Managing metadata and document schemas | ✔ | ✔ | ✘ |
| Managing users and groups | ✔ | ✔ | ✘ |
| Managing workflow templates | ✔ | ✔ | ✘ |
| Microsoft Active Directory integration | ✔ | ✔ | ✘ |
| Microsoft Office Integration | ✔ | ✘ | ✘ |
| Microsoft SharePoint integration | ✘ | ✔ | ✘ |
| Print-to-FileHold | ✔ | ✘ | ✘ |
| Rebranding | ✔ | ✔ | ✘ |
| Recent Folders list | ✔ | ✘ | ✘ |
| Search - Highlight search results | ✔ | ✘ | ✘ |
| Searching and saved searches | ✔ | ✔ | ✔ |
| Select all files for operations | ✔(limited) | ✔ | ✘ |
| System Administration | ✔(limited) | ✔ | ✘ |
| User preferences | ✔ | ✔(limited) | ✘ |
| User roles and security | ✔ | ✔ | ✘ |
| Version control (check in/out) | ✔ | ✔ | ✘ |
| View preferences - “Group By” option | ✔ | ✘ | ✘ |
| View preferences - “Inbox “view | ✔ | ✘ | ✘ |
| View preferences – Set number of documents displayed in a view for FDA | ✔ | ✘ | ✘ |
| Viewing all the files in transfer into the repository (background upload of documents) | ✔ | ✘ | ✘ |
| Views - Export contents of the view to a CSV file | ✔ | ✘ | ✘ |
| Watched Folders | ✔ | ✘ | ✘ |
| Workflow | ✔ | ✔ | ✔ |
| Working documents – viewing all the documents you currently have downloaded to your local machine. | ✔ | ✘ | ✘ |
- The FDA does not perform any encryption directly, but it does use the MD5 hash algorithm provided by Microsoft. If the Microsoft FIPS policy is enabled the MD5 hash algorithm is disabled and the FDA will not function correctly. FileHold provides an override for FIPS policy checking for those FIPS sites that would like to use the FDA.
- Extraction rules are available through Automatic Document Importation.