FileHold Document Management with SharePoint Integration

FileHold Document Management with SharePoint Integration

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FileHold Document Management with SharePoint Integration

Product Summary

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FileHold is a document management software - documents are stored in their native format and there is no restriction on the types or size of document that can be stored in FileHold. Users are only allowed to see document to which they have permission.

FileHold 8.5 can be installed as a "web part" of Microsoft Office SharePoint Server 2007 or Windows SharePoint Services 3.0 (WSS 3.0). FileHold offers integration for Sharepoint to users who want to implement the Paperless Office but need tools that are not inherent in SharePoint. Features such as: document scanning and imaging supporting over 300 scanner types, CAD viewers, mark-up, redaction, document approval, document numbering, and 3rd party integration tools such as FileHold FastFind all in a single package.

FileHold 8.5's SharePoint integration synchronizes user rights via Active Directory and allows users to move document(s) between FileHold and SharePoint with simple mouse clicks. 

Features for the Capture, Integration & Classification of Documents:

  • Document Tagging (indexing) Vocabulary Management
  • Streamlined Mass Document Tagging
  • Streamlined Mass File Additions - Importation
  • Working Document & Record Support
  • Scanning & Capture of Paper Documents
  • Hardcopy Document Tracking

Features that support document organization & collaboration:

  • Customizable, Secure Filing Environment That Mirrors Your Office Filing Environment
  • Document Version Control
  • Document Linking & Shortcuts
  • Subscriptions, Alerts & Reminders
  • Saved Searches / Smart Folders
  • Personalized Folder & Search Views
  • Virtual Folders
  • Document Staging and Publishing Areas
  • All in One Document Viewing, Markup, Redaction, Annotation & Watermarking

Document Management Review & Approval & Workflow Features:

  • Workflow Template & Ad-Hoc Workflow Support
  • Document Review & Feedback Collection
  • Document Approval & Sign-off Sheet
  • My Workflow Task List & Task Notifications
  • Review or Approve Documents from Anywhere
  • Hide Documents until they are Approved
  • Workflow Task Delegation
  • Support for Workflow Observers
  • Workflow Status Reporting
  • Search Support for Approved Documents
  • Activity / Task Override Capability
  • Permanent Workflow Record / Logging

Features for the seamless distribution, searching & access to files in the library:

  • Powerful Full Text Search Capabilities, Metadata Search, Search Security
  • Search Relevancy Weighting
  • Access from a Web Browser
  • Access from the Desktop - The FileHold Desktop Application
  • Access from Office 2003 and Office 2007 Applications
  • Document URL Support
  • Email Directly from the Library
  • Web Services API & 3rd Party System Integration

Features that facilitate the storage, retention & disposal of files in the library:

  • Active & Inactive Document Lists
  • Document Usage Logging
  • Multi-Stage Archive & Disposal Settings
  • Deletion Protection - Recycle Bin
  • Record Security in the Library

Features for the management of the document filing environment and document tagging / classification standards:

  • Meta-tagging Vocabulary Management
  • Guaranteed Metadata Capture
  • Pick List External Database Lookup of Metadata
  • Document Filing Control
  • Set Document Naming Standards

FileHold and SharePoint: Working Together for Better Document Management


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