Document Management with FileHold

Customizable, Secure Filing Environment That Mirrors Your Office Filing Environment
The FileHold Library filing structure mirrors your physical office filing environment. File cabinets contain drawers that contain folder groups and / or folders with documents. FileHold Library administrator's have the ability to centrally manage the first 2 levels of the filing structure (Cabinets and Drawers) forcing users to store documents in appropriate areas of the library. This controlled filing approach ensures that users can easily browse for documents in a logical and efficient fashion.

Document Version Control
FileHold document version control provides “check in / check” out ability preventing documents from being overwritten or deleted as documents are updated by more than one party. All versions of the file are maintained by the system in the event that a rollback is required. Users are able to check out/in documents from any FileHold client including a standard web browser, from within Microsoft Office 2003 applications or using the FileHold Desktop Application.

Document Linking & Shortcuts
Document to document linking allow users to link and organize files in logical groups. Users can quickly view a listing of all parent or child document relationships with a document no matter where the linked files reside in the library. The ability to create document shortcuts to documents you frequently access is also supported. The document tray utility makes it easy to manage the links and relationships between files located across the FileHold library.

Subscriptions, Alerts & Reminders
Users can subscribe to be notified of edits or new versions to files or changes to folders they have subscribed to. When an existing file is updated or a file is added to a folder, the user receives email notification to their email client that the change has occurred, who has changed it, and a secure link to directly access the document. Users are also alerted within the FileHold Web and Desktop clients through the notification list. You can also set reminders on documents that need attention in the future.

Saved Searches / Smart Folders
Users can save simple or advanced search queries as Smart Folders. When opened, the search is run providing users with an up to the minute view of the content in the library that matches the search criteria.

Personalized Folder & Search Views
Users are able to personalize the folder and search result displays and choose to include critical metadata fields where appropriate.

Document Staging and Publishing Areas
Quickly create staging and collaboration areas for documents as they are being worked upon. Once reviewed and approved, documents can be moved or linked to publishing folders meant for wider spread distribution where they are protected from change or accidental deletion.

Virtual Folders
Virtual Folders allow users to aggregate files throughout the library into their own personal "views". For example, a Project Manager might have a virtual folder containing project documentation, project legal contract documents, invoices, design documentation and emails even though each document is stored in different locations of the library.

For more information, please visit http://www.filehold.com/product/feature-document.htm