Video Tours

The fast track to the "paperless office". It is easy to evaluate FileHold by viewing the following video tours.

These educational videos are designed to help quickly understand the benefits document management software delivers. These videos provide excellent training material for people who want to learn about specific functions of the software system.


The Friendly Software Interface (3:59)

An overview of the FileHold Desktop Application and the intuitive library structure that makes it easy for any users to navigate.

Filing Documents in FileHold (7:57)

Learn the several methods of how files are easily moved into FileHold.

My FileHold (4:35)

Learn about an area of the system called "My FileHold" where you manage your documents. My FileHold is limited to your own personal view of your favorites, the documents you have checked out, alerts, reminders, and recently accessed and added.

Search (12:35)

Searching for documents in the system is very simple and intuitive. Never lose track of a document again with an always available “Google” like search toolbar or advanced searches for power users which doubles as a reporting tool.

Microsoft Office Integration (8:23)

This video focuses on how users can interact with the software library from within their favorite Microsoft Office applications. This video assumes familiarity with the basic features of the software covered in the document management essentials video. Topics include browsing for, searching for, reviewing and approving documents stored in the file system from within Office applications.

Document Linking (1:59)

Learn how documents can be easily linked together from different locations in the library allowing users to quickly see a listing of all documents linked to the master file with minimal clicks.

Virtual Folders (2:06)

Learn how Virtual folders are created to organize documents from various places in FileHold into one area for viewing and access. A virtual folder does not contain the actual document but holds a pointer back to the document.

File Properties Extraction (5:32)

The file properties of a file can be automatically extracted into metadata fields for a defined schema when an extraction rule for that file type is configured. Since all file types have file properties, you can extract metadata from any type of file.

Email Extraction Rule (5:31)

Automating the capture of email metadata allows users to easily store, search, and archive important emails. The system can automatically capture metadata from emails that are added to FileHold from Microsoft Outlook.

Document Library Administration (18.58)

This video provides covers the essential software features for managing corporate document libraries. Topics covered include managing the library filing environment, setting metadata classification standard for documents, setting document naming standards, and document usage logging.

FileHold System Administration

System Administration (10:46)

This video provides covers the essential features for administering the FileHold software application. Topics covered include; system components and requirements overview, client and server deployment, options for synchronization of users with directory servers (with a focus on Active Directory) and user roles and permissions.

FileHold Scanning Overview

Document Scanning Overview (5:09)

OFileHold "out-of-the-box" document scanning solution provides a comprehensive solution for the scanning, classification, storage and retrieval of paper documents. This overview video covers all of the essential scanning and filing features provided.

Document Management Scanning

Document Scanning Feature Focus (3:50)

This presentation provides a detailed review of the features of the document scanning solution (powered by EMC Captiva QuickScan Pro scanning software). Scanning features include image enhancement, full text OCR, batch scanning, barcode recognition capabilities and much, much more. Scanning software is compatible with over 300 scanners and is designed for same day implementation with pre-configured profiles so users are up and running in as little as one day.

This video is provided courtesy of EMC Captiva.

Document Workflow and Approval (18:47)

This video provides covers the document review and approval workflow features in FileHold. The presentation covers a general overview of workflows, review and approval activities, and workflow templates.

Accounts Payable Webinar with FileHold and ABBYY Scanning Software (49:23)

With FileHold software and ABBYY scanning software, invoices never need to be printed or copied. Documents are no longer misfiled and are stored securely in a centralized location where they are easily searchable. Workflows can be developed for review and approval to ensure accounts payable documents are processed accurately and completed on time.

With AP document scanning, purchase orders, invoices, shipping and receiving information, cancelled checks, and correspondence can be can be turned into an electronic file. Customer problems can be solved faster because critical information is available instantly in FileHold document management software.

FileHold Public Webinar (58:03)

This video is a replay of one of the live public webinars FileHold presents. The purpose of this video is to give a very brief overview of the commonly used features and functions of the software. This video forms a great starting point to learn more about a document filing system. Any questions about the specific features of the FileHold software are welcome at sales@filehold.com.

FileHold Marketing Video (2:11)

This video talks about the problems many companies have - getting rid of paper! Learn how you can go paperless with FileHold software.

PDF Form Extraction Rules (4:58)

PDF forms contain fillable fields which users can fill out using the free Adobe Acrobat Reader software. The values entered into the fields can be automatically extracted into the metadata fields of a schema thereby reducing the amount of time it takes to index or “tag” a document.

Microsoft Word E-form Extraction Rules (17:49)

You can create a “XML Node Extraction Rules” for a Microsoft Word document (e-Form) that uses content controls. After the document has been properly configured, the values in the content controls can be extracted into the metadata fields when the e-Form is added to FileHold.

Microsoft Outlook Watched Folder Configuration (6:55)

The Microsoft Outlook Watched Folder allows you to add any emails into the “watched folder” in Outlook so that the emails are brought into a folder on the local computer or network location. Then having a watched folder or managed import set up in the FileHold Desktop Application (FDA), the emails automatically get brought into system for processing.

Retention Policies and Events (15:29)

Learn why retention policies are important in an organization, how to set this up in the document management system, and how to view them in the calendar.

Print-to-FileHold (7:52)

Print to FileHold is an automated way to get documents into the FileHold library from any third party application that supports the ability to print a document. Print to FileHold is a virtual printer that converts the document to a PDF and then allows you set the destination folder, document type, and metadata through a FileHold Office Client (FOC) window. It works in conjunction with the FileHold Desktop Application.

FastFind (5:46)

FastFind allows you to search the FileHold repository using four different types of shortcut keys to execute a search from a third party application.

SmartSoft Capture (8:32)

SmartSoft Capture is a data capture software that automates the process of capturing form type information from documents such as invoices, purchase orders, cheque requests, payslips, and so on. It automates the recognition of scanned or existing image documents and validates the captured information.

Courier - A Secure "Proof of Delivery" System (7:29)

Unlike email, Courier is a secure method of sending documents. Courier allows you to transmit documents for viewing or approving to people inside or outside the FileHold system. With email, there is no way to know if the documents ever arrived, if the attachment could be opened by the recipient, etc. Courier notifies recipients by email of a transmission and the transaction is fully tracked.

Eight Ways to go Paperless and Improve Audit Compliance (38:57)

The automation of paper work in your office can save your business both time and money. The following public webinar video shows you Eight ways to go paperless and improve audit compliance.

FileHold FastFind and Print-to-FileHold Integration (1:28)

FastFind is a feature that uses keyboard shortcuts that perform searches from other applications into FileHold to find related documents instantly. The Print-to-FileHold (PTF) virtual printer driver that can add documents from third party applications directly into the FileHold repository.

Adobe Sign Integration with FileHold Document Management Software (3:04)

With the FileHold and Adobe Sign integration, you can send documents to be e-signed in a few quick clicks! Adobe Sign provides a secure and legally accepted method for signing electronic documents with a digital signature for a wide number of countries.


What is the difference between electronic documents and records? (3:32)

A common need in information management is ensuring that electronic documents cannot be altered. Document management software provides a simple solution for this: instead of changing the file type, have the DMS do the protecting for you.



Register for a live webinar presentation of document management software. For more information on running an in-house trial, fill out our free trial form.