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Knowledge Base
- Knowledge Base Overview
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How to access FileHold
- Using the web Outlook integration
- FileHold Desktop Application (FDA) access
- Desktop Client troubleshooting guide
- I lost or forgot my password or user ID
- Logging in with Multi-Factor Authentication
- Web Client Access through a Web Browser
- Web client new feature introduction message
- Desktop client vs web client comparison
- Office integration with FileHold Office Client (FOC)
- Microsoft Office troubleshooting
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The Library hierarchy
- The library structure - Overview
- The Inbox
- My FileHold
- Calendar
- Managing cabinets
- Managing cabinet access
- Drawers in the file structure
- Managing drawers
- Folder groups in the file structure
- Managing folder groups
- Managing folders
- Managing folder access (Permissions)
- Auto-tagging documents with metadata
- Exporting documents in a view to a CSV file
- Document actions and functions
- Adding documents to FileHold
- Adding Documents Using Print to FileHold
- Adding emails from Microsoft Outlook
- Web client Add Document Wizard
- Viewing files in transfer from the Inbox to the library
- Metadata pane and version properties
- Entering metadata for documents
- Entering metadata using schema lookups
- Entering metadata using Click to Tag
- Selecting values for database dropdown menu fields
- Synchronize working documents
- Toolbars and shortcut keys
- Linking documents together
- Document Reminders
- Document alerts
- Emailing or emailing and checking out documents
- Check out and check in
- Version control and version history
- Printing documents and document views
- Manually Archiving and Unarchiving Documents
- Offline documents
- Exporting documents in FDA
- Copying or moving documents
- Document shortcuts
- Manually converting a schema format to snother schema format
- Changing the document version owner
- Renaming documents
- The document tray
- Virtual folders
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Searching for documents
- How FileHold searches for documents
- Full text searches (basic query)
- Full text search (boolean and raw query)
- Full text search options compatibility
- Advanced search panel
- Search results
- Saved searches
- Search from third party applications with FastFind
- Creating FastFind templates in FileHold
- Integrating a FileHold search with an external application
- Search FAQs
- File formats supported for full text searching
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System Administration
- Setting up the Outlook Web add-in
- System Administrator - Logging In
- Administration Overview
- User and Group Security Overview
- Setting up users and groups
- User management
- Mass editing users
- Exporting the users list
- Creating or Viewing Locally Managed Users
- Adding Active Directory users and groups as FileHold users
- Creating FileHold Groups
- User roles and accessing the library
- Adding users to groups
- Viewing user and group properties
- Searching for Users
- Deleting users and groups
- Guaranteed user access
- Resetting a user password
- User self-registration
- Setting the viewer license
- Enabling or disabling user accounts
- Displaying middle initial with user’s full name
- Logon and password security and time out
- Multi-factor authentication configuration
- FileHold search engine configuration
- Full text search results limit
- Rebuilding the full text search index
- Setting the default user domain
- Removing licenses from disabled domain (Active Directory) users
- Configuring outbound email settings
- Enabling permissions and event schedule settings
- Licensing FileHold
- License utilization
- Courier one-time licenses
- Disabling document shortcuts
- Document repository / Repository locations
- Export scripts
- Library configuration > Workflow settings
- Setting report security
- System administration dashboard
- System configuration: Notifications
- Document viewer configuration settings
- Limited Registered and Anonymous Portal users
- Creating Limited Registered or Portal Alias accounts
- Creating the Anonymous Portal
- Customizing the Anonymous Portal header panel
- Client options management overview
- Alert preferences - client options
- FDA advanced settings - client options
- Miscellaneous preferences - client options
- Workflow preferences - client options
- Advanced search - client options
- Resetting the system administrator account (ver 14.0 and earlier)
- Centralized options management overview
- External signature settings configuration
- FastFind preferences - client options
- Logon page tailoring
- Managed options
- Specialized managed options
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Workflows for Documents
- Creating Workflow Templates
- Adding Workflow Templates to Document Schemas
- Workflow Template Examples
- Convert to PDF with merge templates
- Manually Initiating Workflows on Documents
- Adding or Removing Documents from a Workflow
- Automatically Initiating a Workflow
- My Tasks List - Viewing Workflow Tasks
- Approving Documents in a Workflow
- Approving Tasks - Using the new interface
- One-time review activities
- External signatures in a workflow
- External signature provider communication log
- External signing report
- Reviewing tasks - New interface
- Reviewing Documents in a Workflow (Classic interface)
- Using Microsoft Office Applications with Workflow
- Checking Out a Document Under a Workflow
- Editing Metadata During a Workflow
- Delegating Workflow Tasks to Another User
- Viewing or getting a copy of the workflow document
- Disabling automatic refresh for My Tasks list
- Cancelling Workflows
- Reserving Tasks in a Workflow
- Manually restarting a workflow
- Hiding Documents until Approved in the Workflow
- Overriding Workflow Tasks
- Viewing the Sign Off Sheet
- Workflow Status Report for Workflow Participants
- Workflow Change Log
- Administration Workflow Status Report
- Review and approval history for documents
- Workflow dashboard
- Workflow Notification Preferences
- Searching for documents in workflow
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Document Viewers
- FileHold Viewers
- FileHold viewers – Annotations
- FileHold viewers – Comments
- FileHold viewers – Highlight search results
- FileHold viewers – Page manipulation and publishing
- FileHold viewers – Redaction
- FileHold viewers - Custom preset annotations
- Assembling documents
- (Legacy feature) PDF/Image viewer
- (Legacy feature) Brava Office viewer
- (Legacy feature) Opening and printing files in the Brava viewer
- (Legacy feature) Publishing as other formats using the Brava viewer
- (Legacy feature) Adding watermarks and banners to documents in the Brava viewer
- (Legacy feature) Annotations and redaction in the Brava viewer
- (Legacy feature) Checkview tool in the Brava viewer
- (Legacy feature) Compare documents tool in the Brava viewer
- (Legacy feature) Electronic signatures in the Brava viewer
- (Legacy feature) Setting XREF paths for CAD drawings in the Brava viewer
- (Legacy feature) Troubleshooting the Brava viewer
- Using third party Viewers when accessing files via a web browser
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Library Administration
- Library Administrator - Logging In
- Creating the document library structure
- Library and document security
- Best practices for designing the document library structure
- Best practices for setting up the document file structure
- The library structure
- Document schemas
- Creating document schemas
- Managing offline documents - Schema creation
- Setting up document and version control numbers
- Adding groups or users to a schema
- Metadata fields
- Metadata field types
- Managing metadata fields
- Creating menu metadata fields
- Creating a drill down menu
- Create a dropdown menu - FileHold managed
- Create a dropdown menu - Database managed
- About editing and deleting metadata values
- Custom file naming for document naming standardization
- Automatically filing documents (Auto-filing)
- Event schedules
- Database lookup on the schema
- Understanding connecting to external data
- General library settings
- Permanently deleting documents
- Workflow initiation settings
- Document links and email attachment settings
- Email notification when adding or checking-in documents
- Restricting access to FileHold
- Library management
- Undo checkout for other users
- Changing cabinet or folder owner
- Changing the document owner
- Recovering deleted files
- Extraction rules
- Automatic extraction of metadata from Microsoft Outlook emails
- Automatic extraction of metadata values from file properties
- Metadata extraction from PDF forms
- Automatic extraction of XML content controls from Microsoft Word content controls
- Viewing custom reports from Microsoft SQL Reporting Services
- Auto-filing templates
- Watermark templates
- Search engine status
- Unindexed documents report
- Search engine errors
- Excluding/including file types to be indexed
- Automatic document importation (ADI)
- Server-side OCR (Optical Character Recognition)
- Automatic watermarks
- Watermarks overview: explict and automatic
- Courier overview
- Administration Reports
- FDA and Web Client Preferences and Settings
- How to Use Mobile FileHold
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Scanning and importing documents into FileHold
- About SmartSoft Capture
- SmartSoft Capture quick start guide
- Back up and export of SmartSoft Capture template and training data
- Using barcodes with Capture
- PDF compression and colour
- About SmartSoft Capture Plus
- Troubleshooting SmartSoft Capture
- Importing files using Watched Folders
- Manage Imports tool
- Operating Manage imports
- Importing documents from scanning applications
- Importing documents previously exported
- Manage import profile backup, copy, and move
- Transfer files from another system
- Manage imports using SQL Server database lookups
- WebCap - Web-based scanning into FileHold
- Configuring the scanner settings for WebCap
- Scanning, adding, and removing pages from WebCap
- WebCap Scanner inbox
- Navigating images in WebCap
- Submitting documents to the repository from WebCap
- Downloading scanned images from WebCap
- Troubleshooting WebCap
- Integrating with Kodak Capture Pro
- Integration with ABBYY FlexiCapture 10
- Setting up the Kofax Capture release script
- Determining compression levels for scanning
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Customizing FileHold
- Adding a custom logo to FileHold
- Courier email notification templates
- Password reset notification templates
- Workflow email notification templates
- Customizing FileHold Web Client login screen
- Language localization of FileHold
- How to rebrand FileHold
- Creating customized online help for FileHold
- Adding a warning banner
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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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Developer resources for FileHold
- Creating your own auto-filing script
- Configuring the AutofilingMembership.xml file for auto-filing
- Schema-based auto-filing script
- Integrating web scanning, web viewing, and adding documents with your application
- Configuring SameSite for FileHold
- Reporting with Windows Authentication in FileHold
- Integration with Microsoft Sharepoint
- FileHold Web Services API overview
- Web Services security model
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Technical Documentation and Troubleshooting
- FileHold architecture
- Installing the FileHold Desktop Application (FDA)
- Troubleshooting the Web Client - Internet Explorer
- Instrumentation utility for the FileHold server (FHIT)
- Change service account to another account
- System administrator password change
- Managing the service account
- Change port, server name, or protocol of application server
- FDA installation template file
- Change database server instance
- FileHold health checker tool
- FileHold library setup in FHIT
- Document repository checker
- Active Directory Synchronization tool
- ADAM (ADLDS) objects management in FileHold
- FileHold server backup and recovery guide
- Silent deployment of desktop client and viewers
- Installing Print-to-FileHold virtual printer driver
- Preparing the FileHold Server for Internet accessibility
- Uninstall and removal of the FileHold server software
- Migrating FileHold to a new server
- Moving the FileHold data directories to different storage locations
- Upgrading SQL Server when used with FileHold
- FileHold server information and diagnostics
- Microsoft SQL Server Reporting Services (SSRS)
- Installing Microsoft SSRS
- FileHold Desktop Application (FDA) antivirus best practices
- FileHold server antivirus settings best practices
- Exporting logs from the FileHold Desktop Application
- FileHold 17.1 upgrade preparation
- Quick notes extender plug-in
- Email troubleshooting
- FileHold software version releases
- FileHold Windows event logs
- Hosted mode
- Managing IIS logs
- Microsoft SQL Server configuration recommendations
- Microsoft SQL Server maintenance plans
- Microsoft SQL Server configuration for the FileHold databases
- Other Microsoft SQL Server database options
- Setting the base URL for generating links to FileHold
- The FileHold Desktop Application and TLS 1.2
- Troubleshooting FAQs
- Windows Server tuning for .NET application pool
- Windows server tuning - Port exhaustion
- Custom date, time and custom currency formats
- Metadata exporter tool
- Migration and importing documents into FileHold
- Add documents exported by FileHold
- Add documents using manage imports
- Troubleshooting single sign on with Microsoft Active Directory
- Direct access for single sign on with a browser
- Access the web client with a short URL
- Label printing
- Password FAQs
- Users, user licenses and user authentication terminology explained
- Blog
- Filehold.com