An external signature activity can be configured as a part of a FileHold workflow activity. When one or more documents, such as a contract, needs
You can configure the features of the viewer that are available to users when they are viewing certain file extensions. Viewers have user features and
If you are running FileHold 14.1 or higher version, use the User Account Password Change utility in FHIT. A FileHold system administrator has the power
You can customize the header panel in the Anonymous Portal in order to include your company name, special instructions, a navigation toolbar, buttons, links, and/or
Limited registered and portal alias user accounts (formerly guest accounts) have limited functionality but provides a cost effective method for many users accessing the documents
Limited registered user and portal alias user accounts (formerly guest users) are used when multiple people can share the same username and password to log
The system notification settings allow an administrator to define the information displayed in the footer of the workflow notification emails. To set system notification settings
The system administration dashboard provides metrics about the operation and usage of the system. The elements or tiles in the dashboard displays a consolidated view
FileHold provides a number of reports out-of-the-box that are designed to help maintain and administer FileHold. As customers add their own documents and metadata they
The workflow settings allow a system administrator to configure some of the features in the workflow module. In the workflow initiation settings, you can determine
