Emails can be added to the DMS using the Microsoft Office Outlook integration either manually or using a watched Outlook folder. However, there may be
FileHold provides the option for administrators to create either FileHold managed or database dropdown lists for metadata. The FileHold managed lists provide a nice user
FileHold has the ability to link metadata and system values using merge tags to custom document properties in a Microsoft Office document. For example, a
FileHold uses an industry standard platform in Microsoft SQL Server for data storage, so a wide variety of options are available for custom reporting. FileHold
FileHold offers several different methods for reporting on documents and processes within FileHold. Standard reports – These built-in reports typically provide information on the operation of
The document management system includes a powerful feature called Managed Imports, which will import documents along with metadata. The process is driven by an XML
It is common for document repositories to start out on a network share in a series of folders. Over time these structures become large and
Some merge tags are based on your metadata configuration and many are built-in. The merge tag reference is a complete list of the types, objects
Merge tags make document, configuration and other automation possible. Definitions For the purpose of the tag syntax description, the following characters have a special purpose:
Merge tags can be used in various areas of FileHold to insert information into documents, configuration, library objects, etc. System information, such as workflow and
