Knowledge Base

Learn the many ways to access documents in the library using the various clients.

Answers to common questions about passwords.

Users common questions about when they have problems using FileHold.

The FileHold library resembles the real world by being structured into cabinets, drawers, and folders with security at the cabinet, folder, and schema levels.

Learn how to search for documents, the various search request types, and create saved searches.

Electronic workflow is designed to streamline the review and approval process of documents as they proceed through their life cycle.

The System Administrator creates and manages user accounts, FileHold groups, system permissions, system security settings, and Active Directory synchronization.

Use a document viewer to view, apply markup, print, redact and rearrange pages directly in the document management system.

The library administrator can create and manage schemas, metadata fields, workflows, and the library structure.

Use Courier to transmit documents for viewing or approving to people inside or outside the FileHold system. Unlike email, the transaction is fully audited.

Many administrative reports are available to the system and library administrators.

Modify the behaviour of the system to suit your personal needs. Several user preferences can be enabled depending on requirements.

Access your documents, add files, and approve and review workflow tasks while on the go with a tablet or smartphone.

Scan and/or import mountains of paper using Managed Imports or Watched Folders.

The features of FileHold can be used in many different ways to solve real business and IT problems.

Personalize the user interface to match the overall look and feel of your organization.

There are a number of customizations that can be done to the document management software through developer tools.

Do you have a technical issue? Check out our troubleshooting resources.