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Solution design resources

FileHold's features can be used in many different ways to solve real business and IT problems. The following list of articles describes just a small number of solutions that are possible with FileHold.

You may also wish to review developer and power user resources.

Business Processes
  • Electronic and Digital Signatures
  • Litigation holds
Importing Documents
  • Automating Sending Emails into FileHold
  • Importing Microsoft Office Documents into FileHold with Metadata
  • Migrating a Folder Based Document Repository into FileHold
  • Using Excel to Create an Import Script
  • Creating XML import files with Powershell
Configuring the System
  • Automating Lookup Value Changes
  • Creating Dropdown Lists and Lookups from a Microsoft Access Database
  • Enable "Send to FileHold" in Windows Explorer
  • Mass Updates of Database Managed Dropdown Source Data
  • Using Internal FileHold Data in a Dropdown List
  • Disconnected external data synchronization for FileHold Cloud
Automation
  • Merge tags
  • Using bar codes with merge templates
Knowledge Base >
Solution design resources
  • FileHold implementation plan
  • FileHold trial implementation plan
  • An overview of document migration from legacy systems
  • FileHold cloud implementation plan
  • Using internal FileHold data in a dropdown List
  • Creating lookups and dropdowns from Access database
  • Creating lookups and dropdowns from a DB2 database
  • Automating lookup value changes
  • Automating sending emails into FileHold
  • Disconnected external data synchronization for decoupled systems and FileHold Cloud
  • Electronic and digital signatures
  • Implementing a litigation hold with FileHold
  • Merge tags
  • Using merge tags with Microsoft Office custom document properties
  • Migrating a folder-based repository into FileHold
  • Enable "Send to FileHold" in Windows Explorer
  • Importing Microsoft Office documents with metadata
  • Using Microsoft Excel to create an import script
  • Creating a report with FileHold URLs
  • Custom reporting overview
  • Mass updates or changes to database managed dropdown source data
  • Merge tags overview
  • Merge tags reference
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