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Compare: Desktop Client vs Web Client

The majority of the end user functionality found in the softwares 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 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)

 

Guest 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.

 

 
  1. 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.
  2. Extraction rules are available through Automatic Document Importation.