FileHound Knowledge Base

FAQ 0

Getting Started 0

About FileHound 1

• About FileHound Document Management

Your FileHound Account 3

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

Working with Documents 13

• Supported File Types
• Uploading a Document
• Deleting a Document
• Moving a Document
• Download a Document

See all 13 articles

Indexing 1

• Indexing a Document

Finding Documents 2

• Simple Search for a Document
• Finding Recently Opened Documents

Smart Folders and Advanced Search 3

• Adding Criteria to an Advanced Search
• Removing Criteria from an Advanced search
• Saving an Advanced Search as Smart Folder

General 3

• Accessing the Admin Centre
• How to edit your Profile
• How to change your Password

Setup and Configuration 6

• Editing the Organisation
• Editing the Email Settings
• Adding New Credentials
• Editing A Credential
• Deleting Credentials

See all 6 articles

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

See all 7 articles

Folders and Inboxes 9

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

See all 9 articles

Roles and Security 6

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

See all 6 articles

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

See all 11 articles

Data Storage, Import & Export 2

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

Working with Batches 11

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

See all 11 articles

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

See all 6 articles

Performing a scan 1

• Setting Up A Scan

Viewing & Exporting Scan Results 0