FileHold Training Curriculum

FileHold training is highly recommended for all implementations. Trained employees will be able to fully exploit the many productivity gains of FileHold features to help your business run better, reduce paper, and streamline processes. Trained employees are engaged, confident, and contribute to a higher adoption rate of the software.

All training is done remotely through online meeting and desktop sharing software that enables the trainer to meet with your employees via the Internet in real time. Training is done on your installation of FileHold DMS so the trainer can assist in configuring the system as the training proceeds.

At FileHold, we pride ourselves on customer service. The training outlined below will greatly assist you in learning the many features of FileHold. Once training is completed, we will plan follow up sessions to ensure that we have done our job well and that you are able to maximize the many features of our system to realize your investment in the software.

The curriculum includes a standard set of training called the “FileHold Fundamentals” program.

Questions about the training curriculum or want to organize a session? Email [email protected].

FileHold Fundamentals 1:  System Administration (approximately 2 hours)

  1. Creating Accounts, Users. And User Groups
  2. Logon and password security
  3. General settings
  4. Repository settings
  5. Full text search settings
  6. Licensing
  7. Viewer configuration
  8. Reports
  9. Client options

FileHold Fundamentals 2: Library Administration (approximately 2 hours)

  1. Creating document schemas
  2. Metadata fields
  3. Events
  4. General library settings
  5. Search engine settings
  6. Library utilities
  7. Creating Cabinets, Drawers, Folder groups, and Folders
  8. FileHold security
  9. Reports
  10. Document Events and Retention schedules

FileHold Fundamentals 3: End-user preparation training  (approximately 2 hours)

  1. The Inbox
  2. Integration Options - Watched Folders, Extraction Rules, Manage Imports, Microsoft Office
  3. My FileHold
    • My Favourites
    • Checked out documents/checking in, version history
    • Alerts, Reminders, and alert preferences
    • Recently add/accessed
    • Calendar
    • Recent folders
  4. Searching – simple and advanced
    • Saved searches – regular, empty, quick
    • Search views and exporting results
  5. FastFind (if purchased) – setting up and using Preferences
  6. Virtual folders
  7. Document tray
  8. Linking documents
  9. Preferences and Settings
    • User
    • Custom Views

End-User training (time TBD based on organizational needs, plus 0.5 hour consultation)

FileHold offers a “train-the-trainer” approach typically to present the options in the software, which each organization can tailor to meets specific needs and processes. If you would like us to train your team directly, we offer end-user training with your processes in focus. End-user training is suggested after completing the Fundamentals program. The agenda for your sessions depends on the specific needs of your organization. To ensure these sessions are maximized for your benefit, FileHold recommends a ½ hour consultation to review the specific agenda and focus for the training

Workflow (approximately 1 – 1.5 hours)

  1. Permission settings
  2. Workflow templates
  3. Adding workflow templates to schemas
  4. Initiating a workflow
  5. Reviewing and approving documents in a workflow
  6. Workflow status report
  7. Advanced search – approval, review status and dates
  8. Dashboard
  9. Workflow delegation
  10. Workflow preferences

Scanning (approximately 1-1.5 hours)

Scanning training will be tailored to the type of scanning and the software being used. See the following article on how to scan documents into FileHold.

Courier (approximately 1 hour)

  1. Licensing Courier
  2. Enabling Courier
  3. Creating templates
  4. Applying templates to schemas
  5. Initiating transmissions
  6. Using the Courier portal
  7. Customizing the Courier portal

Advanced FileHold viewer use (approximately 1 hour)

  1. Document mark-up and annotations
  2. Document assembly
  3. Introduction to merge tags
  4. Watermarks

Additional training topics

Note: Some topics may also involve Professional Services where appropriate.

  • Auto-filing templates
  • Anonymous portal
  • Mobile FileHold
  • Enhanced repository
  • WebCap
  • Server-side OCR
  • FastFind and Print-to-FileHold

Other training packages

FileHold refresher training (4 hours)

Designed for organizations with new team members or where a brush-up on using FileHold would be beneficial, the Refresher training package reviews all the basics of the FileHold Fundamentals program in a system where the set-up and Library is mature. Core concepts include the FileHold Library structure, document schema and metadata, search, and ways to add content. Emphasis will be placed on the organization’s operational practices with FileHold, and best practice advice can be offered on request.

What’s new with FileHold? (0.5 hour – 1 hour)

FileHold is always adding new and exciting features to our software, and when upgrading, you may want a tour of what has been added since your most recent version. Our training team would be happy to show you all the latest and greatest elements and improvements added since your last version.