• Version control is applied to every version of every document to prevent accidental overwrites & deletions
• Connects with scanners or multi-function centers
to turn mountains of paper into searchable electronic files
• Flexible policies for record retention & destruction
ensure you retain the documents, data and usage history needed to stay in compliance with SOX, HIPPA etc.
• Full-text &
Tag Based Search quickly finds what you need based on document content
• Tightly integrated with Microsoft Office 2003
for use with Word, Excel, Outlook, PowerPoint and Visio
• Workflow
routes documents to co-workers for approval or comment. Sign-off sheets track who has approved which version of a document
• Work with your documents anywhere
using a standard web browser or the provided desktop application
• Automated e-mail notifications and reminders alert users to documents needing their attention
• Import document en masse
with easy to use controlled document tagging ensures documents are classified for recovery
• Intuitive library
mimics your current office filing structure. Easy to use & requires little end user training
• Out-of-the-box security with pre configured roles for Read Only users, Publishers, Librarians & System Administrators
• Service Oriented Architecture
supports thousands of users, millions of files
• Web Services API
provides flexible integration with existing back office systems
ms
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FileHold
is pleased to announce the release of FileHold Express the low cost,
feature rich document management solution for small businesses or
departments. Use the following link to download the FileHold Express Datasheet
FileHold
ships with an easy to use, out-of-the-box scanning solution that can
turn cabinets, full of paper into a secure, version controlled and
compliant electronic library.With its cost effective, licensing and no
per scan fees FileHold provides a big business scanning solution at a
small business price. FileHold Scanning Overview
Streamlining the review and approval of documents is key to reducing document handling costs. Use the following
link to learn learn how you can make your business flow with
document workflow &
approvals.
FileHold is designed to integrate
quickly into your Microsoft front and back office environments
ensuring you are able to fully leverage your existing technology
investment. To Learn More about our System Requirements click
HERE
The FileHold
Service Oriented Architecture (SOA) allows our document library
to scale to support thousands of users and millions of files.
To learn more on our SOA and web services architecture click
HERE
Microsoft
has published, on their web site, a case study on FileHold’s
use of ADAM / AzMan technologies for the synchronization of
FileHold software with domain users and groups that reside
in Active Directory® . Click HERE
to view the press release and case study.
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FileHold is proud of its association
and partnerships with the following industry leading organizations.
Pilot projects
allow companies to trial a installation of FileHold that is
configured- based on best practices guidance - to solve their
specific document management challenges . To ask us about
running a pilot project contact us at sales@filehold.com
We have worked with companies
large and small across a variety of verticals. For an overview
of our customers click HERE
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The following resources provide an overview of the Document Management
Systems in general. If you are looking for the FileHold product documentation,
best practices and how to resources on how best to use FileHold software
visit our Document Management Support Resources
site.
Document Management Software provides a foundation for the computerized
management of electronic as well as paper-based documents. Management
activities around documents may include the capture, collaboration, creation,
editing, control and distribution of scanned and electronic documents.
Document management systems are becoming more important as it becomes
increasingly obvious that the paperless office is an ideal that may never
be achieved. Instead, the goal is to create a system that can handle paper
and electronic documents together. The major pillars that support a company's document management
software strategy are as follows:
- Document Capture - There are
two ways in which documents are added to the system. Typically paper
based documents can be quickly scanned and imported into the system
in an inexpensive and easy manner. Users working with files that are
already in electronic format will also add documents directly. The volume
of documents captured depends on the working environment and can range
from a handful of documents to thousands per day in high capture environments.
- Document Repository - The electronic document management
system provides long-term, secure and reliable storage for documents.
The software must accommodate changes to: documents as they proceed
through their lifecycle; growing volumes of documents; and the ability
to carefully limit access of documents to specific users or groups.
- Document Lifecycle Management - While stored in the
document repository this includes managing the captured files as they
go through their lifecycle. This is a particularly key component to
any paperless office software system. Multiple revisions of a document
must be tracked with users needing the ability to rollback to previous
versions as required. Check in and check out facilities are needed to
ensure consistency of documents and prevent overwrites from occurring.
- Document Indexing - The library
indexing system should create an environment in which a Library
Administrator - responsible for organizing documents on behalf of the
company - can quickly specify where documents are stored and can control
the vocabulary used when categorizing the documents for later retrieval.
The use of controlled vocabularies and managed thesauri - which are
typically specific to the company that is using them - are essential
for ensuring that files can be efficiently retrieved in the future.
- Document Search - The document
search system should allow users to easily find the right documents
by searching using indexing values based on a centrally controlled vocabulary
of terms or free text searching against an index that has been created
based on the text contained within the document. Searching via either
means should make finding documents very easy and accurate with a limited
number of zero or too many returns.
- Document Access Control - A good document management
system will allow for the tight access control for different types of
documents stored, and the locations in the document repository in which
users and groups can access. To prevent documents from being accessed
by outsiders they should be encrypted to ensure all access occurs via
the paperless office software interface.
- Document Management Workflow - Electronic document
management software typically includes
a workflow model for certifying and electronically signing documents.
Document workflow's are usually created on an ad-hoc or with a template
driven process. Workflow solutions can be implemented with autonomous
clients which users mostly work with or as a background service that
controls the information and document flow, without requiring a front
end client.
The following Document Management FAQ is intended as a resource for the
general public and contains answers to questions we are frequently asked.
Use the following link to go to the Document
Management FAQ
Are you confused by all of the different terms that are used when describing
the above tools & technologies? The
Document Management Glossary will help you wade through the industry
jargon.
Document Management Software
provides a framework for which users can store and classify documents.
The centralized management of a controlled document tagging vocabulary
and structured filing environment are required to ensure that documents
can be quickly retrieved at a later date. Once defined, end users are
limited to adding content in a structured way that facilitates fast retrieval
and is in-line with the best practice of the organization. The following
topics are covered in this series of best practices.
- Creating
a document filing environment
- Defining
a document tagging vocabulary
- Adding
& tagging documents
- Document
search & retrieval tactics
- Document management
security & authorization
Here are some existing Document
Management Software Resources for our legacy products no longer supported
by FileHold.