These educational videos are designed to help you quickly understand the benefits the document management software delivers when managing documents and records. These videos provide excellent training material for people who want to learn about specific functions of the software system.
![]() | The FileHold Interface (3:59) An overview of the document software Desktop Application and the intuitive library structure that makes it easy for any users to navigate. |
![]() | Filing Documents in FileHold (7:57) Learn the several methods of how files are easily moved into the document management system. |
![]() | My FileHold (4:35) Learn about an area of the system called "My FileHold" where you manage your documents, view of your favorites, the documents you have checked out, alerts, reminders, and recently accessed and added. |
![]() | Search (12:35) Searching for documents in the document management system is very simple and intuitive. Never lose track of a document again with an always available “Google” like search toolbar or advanced searches. |
![]() | Microsoft Office Integration (2:19) This video focuses on how users can interact with the FileHold library from within their favorite Microsoft Office applications. Topics include browsing for, searching for, reviewing and approving documents. |
![]() | Document Linking (1:59) Learn how documents can be easily linked together from different locations in the library allowing users to quickly see a listing of all documents linked to the master file with minimal clicks. |
![]() | Virtual Folders (2:06) Learn how Virtual folders are created to organize documents from various places in the document management system into one area for viewing and access. A virtual folder does not contain the actual document but holds a pointer back to the document. |
![]() | Document Workflow and Approval (19:40) This video covers the document review and approval workflow features in the document management software. See a general overview of workflows, user roles, review and approval activities and workflow templates. |









