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Knowledge Base
- Knowledge Base Overview
- How To Access FileHold
- The Library Hierarchy
- Searching for Documents
- System Administration
- Workflows for Documents
- Document Viewers
- Library Administration
- Courier Overview
- Administration Reports
- FDA and Web Client Preferences and Settings
- How to Use Mobile FileHold
- Scanning and Importing Documents into FileHold
- Solution Design Resources
- Customizing FileHold
- Developer Resources for FileHold
- Technical Documentation and Troubleshooting
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Features
- Features Overview
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Standard Features
- Standard Features Overview
- Search / Advanced Search
- Records Management Software
- Version Control
- Metadata or Tagging
- Document Linking
- Matter Centric Filing
- User Roles
- Watched Folders
- Ease of Use
- Usage Logging
- Virtual Folders
- Email from FileHold
- Naming Standards
- Subscribing to Documents
- Web Access to Documents
- Web Services API
- URL Support
- Document Numbering
- Reports
- System Security
- Calendar
- Work Offline
- Language Packs
- Courier - Secure e-mail service
- Mobile FileHold
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Optional Features
- Optional Features Overview
- Active Directory
- FastFind DMS Search
- Print to FileHold
- SharePoint Web Part
- Document Viewers
- Guest Accounts
- Adobe Acrobat Sign Integration
- Custom Naming Sequence Numbering
- Multiple Document Repositories
- Self-Service Portal
- OCR and Indexing
- Document Workflow for Review and Approval
- Document extender plug-in
- Email notification export script
- Quick notes extender plug-in
- Version control number extender
- Workflow extender plug-in
- Custom Features
- Document Scanning
- Electronic Forms
- Integrations
- FileHold 17 Release
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Resources
- Resources Overview
- FileHold Video Tours
- Webinar Registration
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Case Studies
- A Document Management Solution for Human Resources
- Approvals by email – Courier helps Guadalupe Regional Medical Center streamline and track invoice sign-off
- Cannabis manufacturer and distributor seeks additional certification and standards using FileHold
- EDRMS Adoption in Alberta Catholic Schools
- Electronics Manufacturing
- Employment and Education Centre
- FileHold Implementation in a Small Local Government
- Financial Services - Investment Advisors
- General Insurance Services Provider Case Study
- Hardcopy Inventory Management Case Study
- Healthcare - Insurance Claims
- High Volume Electronic Document Workflow Improves Productivity in Property Management and Insurance Claims Processing
- ISO Compliance - Steel Manufacturing
- Integrating FileHold with a Health Information Technology System
- Logistics Industry Case Study
- Migration from Microsoft SharePoint to FileHold
- Milestone Retirement Communities Case Study
- Non-Profit Education - Eliminating Paper
- One Company’s Path to 21 CFR 11 Validation
- Powerful Document Searches
- Property Management Case Study – Leases and Contracts
- RAF Benevolent Fund Improves Information Sharing and Efficiency
- Rapid Deployment
- Research Department
- To the cloud and back again - A Vermont Housing and Conservation Board Case Study
- Trucking & Delivery
- Uniform Manufacturing
- Unions and Membership Organizations
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Reviews of FileHold
- 5 Reasons Why You Need FileHold Document Management Software Review
- Atalasoft Case Study on FileHold Systems and WebCap
- Blueskies
- Brainstorm
- Chasing Paper
- DM Magazine Review
- Feature Rich, Yet Affordable - A Review by Corporate Vision
- FileHold Releases New Features and Receives High Rating Review
- FileHold Software Review by Project-Management.com
- GetApp Review
- Microsoft Active Directory Review
- RIMA Product Focus
- SharePoint Reviews (Integration)
- SharePoint Reviews (Overview)
- TechnoLawyer
- Tools for a Paperless Office - A GetApp Review
- Web-Based-Software.com Review
- Workflow and Approval Streamlines Decision Making Processes
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White Papers
- 3rd Party Software Integration
- Design of a Records Management System - Proposal
- Document Numbering and Versioning
- Document Numbering and Versioning
- FileHold Licensing Explained
- Filing Hierarchy
- Guest User Accounts -- Self-Service Portal
- ISO Compliance
- Implementing an Electronic Records Management System
- Microsoft SharePoint Integration
- Paperless Office - "All talk"
- Print to FileHold and AutoFiling
- Total Cost of Ownership
- Business Solutions
- FDA 21 CFR Part 11 Compliance
- Frequently Asked Questions
- Marketing Materials
- How to Buy
- Support
- Company
-
Knowledge Base
- How to access FileHold
- Administration Reports
- Configuring reports for the simple report viewer
- Courier overview
- Creating your own export script
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Customizing FileHold
- Adding a custom logo to FileHold
- Adding a warning banner
- Courier email notification templates
- Creating customized online help for FileHold
- Customizing FileHold Web Client login screen
- How to rebrand FileHold
- Language localization of FileHold
- Password reset notification templates
- Workflow email notification templates
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Developer resources for FileHold
- Configuring SameSite for FileHold
- Configuring the AutofilingMembership.xml file for auto-filing
- Creating your own auto-filing script
- FileHold Web Services API overview
- Integrating web scanning, web viewing, and adding documents with your application
- Integration with Microsoft Sharepoint
- Reporting with Windows Authentication in FileHold
- Schema-based auto-filing script
- Web Services security model
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Document Viewers
- (Legacy feature) Adding watermarks and banners to documents in the Brava viewer
- (Legacy feature) Annotations and redaction in the Brava viewer
- (Legacy feature) Brava Office viewer
- (Legacy feature) Checkview tool in the Brava viewer
- (Legacy feature) Compare documents tool in the Brava viewer
- (Legacy feature) Electronic signatures in the Brava viewer
- (Legacy feature) Opening and printing files in the Brava viewer
- (Legacy feature) PDF/Image viewer
- (Legacy feature) Publishing as other formats using the Brava viewer
- (Legacy feature) Setting XREF paths for CAD drawings in the Brava viewer
- (Legacy feature) Troubleshooting the Brava viewer
- Assembling documents
- FileHold Viewers
- FileHold viewers - Custom preset annotations
- FileHold viewers – Annotations
- FileHold viewers – Comments
- FileHold viewers – Highlight search results
- FileHold viewers – Page manipulation and publishing
- FileHold viewers – Redaction
- Using third party Viewers when accessing files via a web browser
- FDA and Web Client Preferences and Settings
- How to Use Mobile FileHold
- Knowledge Base Overview
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Library Administration
- About editing and deleting metadata values
- Adding groups or users to a schema
- Auto-filing templates
- Automatic document importation (ADI)
- Automatic extraction of XML content controls from Microsoft Word content controls
- Automatic extraction of metadata from Microsoft Outlook emails
- Automatic extraction of metadata values from file properties
- Automatic watermarks
- Automatically filing documents (Auto-filing)
- Best practices for designing the document library structure
- Best practices for setting up the document file structure
- Changing cabinet or folder owner
- Changing the document owner
- Create a dropdown menu - Database managed
- Create a dropdown menu - FileHold managed
- Creating a drill down menu
- Creating document schemas
- Creating menu metadata fields
- Creating the document library structure
- Custom file naming for document naming standardization
- Database lookup on the schema
- Document links and email attachment settings
- Document schemas
- Email notification when adding or checking-in documents
- Event schedules
- Excluding/including file types to be indexed
- Extraction rules
- General library settings
- Library Administrator - Logging In
- Library and document security
- Library management
- Managing metadata fields
- Managing offline documents - Schema creation
- Metadata extraction from PDF forms
- Metadata field types
- Metadata fields
- Permanently deleting documents
- Recovering deleted files
- Restricting access to FileHold
- Search engine errors
- Search engine status
- Server-side OCR (Optical Character Recognition)
- Setting up document and version control numbers
- The library structure
- Understanding connecting to external data
- Undo checkout for other users
- Unindexed documents report
- Viewing custom reports from Microsoft SQL Reporting Services
- Watermark templates
- Watermarks overview: explict and automatic
- Workflow initiation settings
- Reporting overview
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Scanning and importing documents into FileHold
- About SmartSoft Capture
- Configuring the scanner settings for WebCap
- Determining compression levels for scanning
- Importing documents from scanning applications
- Importing documents previously exported
- Importing files using Watched Folders
- Integrating with Kodak Capture Pro
- Integration with ABBYY FlexiCapture 10
- Manage Imports tool
- Manage import profile backup, copy, and move
- Manage imports using SQL Server database lookups
- Operating Manage imports
- Scanning, adding, and removing pages from WebCap
- Setting up the Kofax Capture release script
- Transfer files from another system
- WebCap - Web-based scanning into FileHold
- SmartSoft Capture - Silent installation
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Solution design resources
- An overview of document migration from legacy systems
- Automating lookup value changes
- Automating sending emails into FileHold
- Creating a report with FileHold URLs
- 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
- Custom reporting overview
- Disconnected external data synchronization for decoupled systems and FileHold Cloud
- Electronic and digital signatures
- Enable "Send to FileHold" in Windows Explorer
- FileHold cloud implementation plan
- FileHold implementation plan
- FileHold trial implementation plan
- Implementing a litigation hold with FileHold
- Importing Microsoft Office documents with metadata
- Mass updates or changes to database managed dropdown source data
- Merge tags
- Merge tags overview
- Merge tags reference
- Migrating a folder-based repository into FileHold
- Using Microsoft Excel to create an import script
- Using internal FileHold data in a dropdown List
- Using merge tags with Microsoft Office custom document properties
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System Administration
- Adding Active Directory users and groups as FileHold users
- Adding users to groups
- Advanced search - client options
- Alert preferences - client options
- Centralized options management overview
- Configuring outbound email settings
- Courier one-time licenses
- Creating FileHold Groups
- Creating Limited Registered or Portal Alias accounts
- Creating or Viewing Locally Managed Users
- Creating the Anonymous Portal
- Customizing the Anonymous Portal header panel
- Deleting users and groups
- Disabling document shortcuts
- Displaying middle initial with user’s full name
- Document repository / Repository locations
- Document viewer configuration settings
- Enabling or disabling user accounts
- Enabling permissions and event schedule settings
- Export scripts
- Exporting the users list
- External signature settings configuration
- FDA - client options
- FastFind preferences - client options
- FileHold search engine configuration
- Full text search results limit
- Guaranteed user access
- Library configuration > Workflow settings
- License utilization
- Licensing FileHold
- Limited Registered and Anonymous Portal users
- Logon and password security and time out
- Logon page tailoring
- Managed options
- Mass editing users
- Miscellaneous preferences - client options
- Multi-factor authentication configuration
- Rebuilding the full text search index
- Removing licenses from disabled domain (Active Directory) users
- Resetting a user password
- Resetting the system administrator account (ver 14.0 and earlier)
- Searching for Users
- Setting report security
- Setting the default user domain
- Setting the viewer license
- Setting up users and groups
- System Administrator - Logging In
- System administration dashboard
- System configuration: Notifications
- User management
- User roles and accessing the library
- User self-registration
- Viewing user and group properties
- Workflow preferences - client options
- Administration Overview
- User and Group Security Overview
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Technical Documentation and Troubleshooting
- ADAM (ADLDS) objects management in FileHold
- Access the web client with a short URL
- Active Directory Synchronization tool
- Change database server instance
- Change port, server name, or protocol of application server
- Change service account to another account
- Custom date, time and custom currency formats
- Email troubleshooting
- Exporting logs from the FileHold Desktop Application
- FDA installation template file
- FileHold 17.1 upgrade preparation
- FileHold Desktop Application (FDA) antivirus best practices
- FileHold Windows event logs
- FileHold architecture
- FileHold health checker tool
- FileHold library setup in FHIT
- FileHold server antivirus settings best practices
- FileHold server backup and recovery guide
- FileHold server information and diagnostics
- FileHold software version releases
- Hosted mode
- Installing Microsoft SSRS
- Installing Print-to-FileHold virtual printer driver
- Installing the FileHold Desktop Application (FDA)
- Instrumentation utility for the FileHold server (FHIT)
- Label printing
- Managing IIS logs
- Managing the service account
- Metadata exporter tool
- Microsoft SQL Server Reporting Services (SSRS)
- Microsoft SQL Server configuration for the FileHold databases
- Microsoft SQL Server configuration recommendations
- Migrating FileHold to a new server
- Migration and importing documents into FileHold
- Moving the FileHold data directories to different storage locations
- Other Microsoft SQL Server database options
- Password FAQs
- Preparing the FileHold Server for Internet accessibility
- Setting the base URL for generating links to FileHold
- Silent deployment of desktop client and viewers
- System administrator password change
- The FileHold Desktop Application and TLS 1.2
- Troubleshooting FAQs
- Troubleshooting the Web Client - Internet Explorer
- Uninstall and removal of the FileHold server software
- Upgrading SQL Server when used with FileHold
- Users, user licenses and user authentication terminology explained
- Windows Server tuning for .NET application pool
- Windows server tuning - Port exhaustion
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Workflows for Documents
- Adding or Removing Documents from a Workflow
- Administration Workflow Status Report
- Approving Documents in a Workflow
- Approving Tasks - Using the new interface
- Automatically Initiating a Workflow
- Cancelling Workflows
- Checking Out a Document Under a Workflow
- Convert to PDF with merge templates
- Creating Workflow Templates
- Delegating Workflow Tasks to Another User
- Editing Metadata During a Workflow
- External signature provider communication log
- External signatures in a workflow
- External signing report
- Hiding Documents until Approved in the Workflow
- Manually Initiating Workflows on Documents
- Manually restarting a workflow
- My Tasks List - Viewing Workflow Tasks
- One-time review activities
- Overriding Workflow Tasks
- Reserving Tasks in a Workflow
- Review and approval history for documents
- Reviewing Documents in a Workflow (Classic interface)
- Reviewing tasks - New interface
- Searching for documents in workflow
- Using Microsoft Office Applications with Workflow
- Viewing or getting a copy of the workflow document
- Viewing the Sign Off Sheet
- Workflow Change Log
- Workflow Notification Preferences
- Workflow Status Report for Workflow Participants
- Workflow Template Examples
- Workflow dashboard
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The Library hierarchy
- Adding Documents Using Print to FileHold
- Adding documents to FileHold
- Adding emails from Microsoft Outlook
- Auto-tagging documents with metadata
- Cabinets within the File Structure
- Calendar
- Changing the document version owner
- Check out and check in
- Copying or moving documents
- Document Reminders
- Document actions and functions
- Document alerts
- Document shortcuts
- Drawers in the file structure
- Emailing or emailing and checking out documents
- Entering metadata for documents
- Entering metadata using Click to Tag
- Entering metadata using schema lookups
- Exporting documents in FDA
- Exporting documents in a view to a CSV file
- Folder groups in the file structure
- Linking documents together
- Managing cabinet access
- Managing cabinets
- Managing drawers
- Managing folder access (Permissions)
- Managing folder groups
- Managing folders
- Manually Archiving and Unarchiving Documents
- Manually converting a schema format to snother schema format
- Metadata pane and version properties
- Offline documents
- Printing documents and document views
- Renaming documents
- Selecting values for database dropdown menu fields
- Synchronize working documents
- The document tray
- The library structure - Overview
- Toolbars and shortcut keys
- Version control and version history
- Viewing files in transfer from the Inbox to the library
- Virtual folders
- Web client Add Document Wizard
- The Inbox
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Searching for documents
- Advanced search panel
- Creating FastFind templates in FileHold
- File formats supported for full text searching
- Full text search (boolean and raw query)
- Full text search options compatibility
- Full text searches (basic query)
- How FileHold searches for documents
- Integrating a FileHold search with an external application
- Saved searches
- Search FAQs
- Search from third party applications with FastFind
- Search results
- Knowledge Base