FileHound Knowledge Base

About FileHound 3

• About FileHound Document Management
• FileHound SmartCapture
• Workflow Automation (BPMN 2.0)

Your FileHound Account 4

• Your FileHound Account
• Logging into FileHound
• Changing Your Account Details or Password
• Forgotten your Password?

Working with Documents 13

• Supported File Types
• Uploading a Document
• The Document Viewer
• Add Related or Link Documents
• Add a Digital Note to a Document

View all 13

Indexing, Metadata & TAGS 5

• What is Document Indexing?
• Indexing a Document
• Document TAGS
• Document Metadata
• Document Naming Conventions (best practices)

Finding Documents 1

• Finding Documents & Smart Search

Smart Folders and Advanced Search 7

• Adding Criteria to an Advanced Search
• Removing Criteria from an Advanced search
• Saving an Advanced Search as Smart Folder
• How To Sort Your Documents By Date
• How To Add New Sorting Criteria

View all 7

Getting started with FileHound Mobile 0

Initial Setup and Configuration 10

• Accessing the Admin Centre
• Editing the Organisation
• Editing the Email Settings
• Adding New Credentials
• Editing A Credential

View all 10

Lists and Data Sources 11

• How to update an Excel Datasource
• Adding a List
• Deleting a List(s)
• Adding a List Option
• Deleting List Options

View all 11

Document Types and Indexing 7

• Creating a new Document Type
• Deleting Document Types
• Adding a Document Type Index Field
• Deleting Document Type Index Fields
• Editing a Document Type Index Field

View all 7

Folders and Inboxes 9

• Adding an Inbox
• Deleting Inboxes
• Edit Inbox and Permissions
• Adding a Cabinet
• Deleting a Cabinet

View all 9

Roles and Security 6

• Adding a User
• Deleting Users
• Edit a User
• Adding a Role
• Deleting Roles

View all 6

Data Storage, Import & Export 3

• FileHound Upload & Import Methods
• Data Storage, Retrieval & Export
• FileHound Export Utility

Scan On Demand 1

• Submitting a 'Scan on Demand' Request

FileHound General 2

• Cloud End-User License Agreement (EULA) - FileHound
• Cloud Service Level Agreement (SLA) - FileHound Direct Customers

Data Security & Cloud Infrastructure 6

• Data Security & Cloud Infrastructure - FileHound
• API Terms of Service - FileHound
• Status Page FileHound API & Cloud Demo Environments
• Cloud Data Protection Policy - FileHound
• Data Centre Services - FileHound

View all 6

Working with Batches 11

• Accessing the Cataloguing System
• Creating a Batch
• Close a Batch
• View a previous Batch
• Adding an item to a Batch

View all 11

Introducing the Content Discovery Toolkit 1

• Introducing our Content Discovery Tool Kit

Specifying Search Criteria 6

• About Search Criteria
• Adding Keywords
• Adding Keyword Groups
• Deleting Keywords or Keyword Groups
• Adding Regular Expressions

View all 6

Performing a scan 0

Viewing & Exporting Scan Results 0

Partner Support Articles 1

• Demonstrating FileHound (for Partners)