FileHound Knowledge Base
Welcome
Login
Home
Solutions
How can we help you today?
Enter your search term here...
Search
Login
to submit a new ticket
Check ticket status
Knowledge base
Getting started with FileHound
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?
Document Management
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
FileHound Mobile
Getting started with FileHound Mobile
0
Administration
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
Back Scanning Services
Scan On Demand
1
Submitting a 'Scan on Demand' Request
End User & Service Level Agreements
FileHound General
2
Cloud End-User License Agreement (EULA) - FileHound
Cloud Service Level Agreement (SLA) - FileHound Direct Customers
Security & Compliance
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
Cataloguing
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
Content Discovery Tool Kit
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
FileHound Partners
Partner Support Articles
1
Demonstrating FileHound (for Partners)
Help Desk Software
by Freshdesk Support Desk