FileHold is an easy to use document management software system that can manage an unlimited of number of documents and automation of storage and retention of record bases assets. The option to use FileHold will only be available to those customers who have purchased the integration.

 Uploading Files in Pre Meeting Mode

To import files from the FileHold repository into the agenda, user must be in the Pre Meeting Mode. Click on the FileHold link on the details portion of the current item.

 Logging into FileHold 

Enter your FileHold username and password to access the repository.

The folder structure on the left hand side will display all folders configured within FileHold.  Begin by drilling down and selecting the desired files. Selected file(s) will appear under the " Files" portion of the screen.

Once all files have been selected, use the down arrow to the right of the screen to add to the queue. 

Use the delete option to remove any files not required before they are uploaded into eScribe.

Selected attachments from FileHold will be located in the Attachments window. To Delete any file(s) not required, place a check mark in the " Del" column and press Save in the meeting site.