Keep all your documents in one place while integrating them with what you already do in TRUST/RITE®.
Capture and manage trust agreements, legal documents, mutual fund statements, statements, reviews, daily reports, etc. according to regulatory document life cycle rules. FileHold can store any type of document including popular formats for trust managers including Word, Excel, PowerPoint, email, web pages (HTML) and screen scrapes. Office applications are tightly integrated with FileHold with our included FileHold Office Client in the Office ribbon. Where needed, scanned images are converted to text. Find trust documents easily in FileHold by account number or full text contents using powerful search features for audits, customer service, etc.
Integration options
| Name | Description | Skill level | Type |
|---|---|---|---|
| FastFind | Search FileHold using information on TRUST/RITE® screens. | Basic | Optional feature |
| Print to FileHold | Add purchase orders, invoices and other documents generated by TRUST/RITE®. | Basic | Optional feature |
| Database dropdown menus* | Synchronize data in TRUST/RITE® to selection lists in FileHold. | Intermediate | Included |
| Schema lookup* | Automatically fill fields from data in TRUST/RITE®. | Intermediate | Included |
| Search by URL | Link to sets of documents with matching information such as purchase orders. | Intermediate to advanced | Included |
| Document links | Add direct links to documents. | Basic | Included |
| Statement importer** | Generate statements from TRUST/RITE® and automatically import them into FileHold auto-filing according to ranges of account numbers. | Intermediate to advanced | Custom feature |
* May require FileHold External Integration option or third party ODBC/OLE driver.
** May require FileHold Automatic Document Importation (ADI).
