How to access FileHold
You are able to access the FileHold software in many ways:
- Nexus client via a web browser,
- Web client via a web browser,
- FileHold Desktop Application (FDA),
- Microsoft Office applications including Word, Excel, Outlook, PowerPoint, Visio, and OneNote,
- Mobile FileHold through your mobile device such as an iPhone or Android,
- The Courier client,
- The anonymous portal,
- Integration with Microsoft Teams
Access to files can be gained through any of the methods by users with a valid FileHold account, access via an anonymous portal, or via a Courier transmission link.
Connections to the server, from any client, can happen over a LAN, WAN, an Intranet or the Internet. Only a browser is needed for using the Nexus client, web client, mobile FileHold, or Courier. The FDA and Office integration require a software installation on a Windows workstation.
The Nexus client is the next generation of FileHold client and has functionality suitable for 80% of FileHold users. The web client and the FDA interface are very similar. You can use either to access the document Library, but one or the other may be better or mandatory for certain operations. For example, the web client is faster to log in, but the FDA user interface is more responsive for certain things like entering search criteria. See a list of differences between the Web Client and FDA.
If you are experiencing issues with the FDA, see FileHold Desktop Application Troubleshooting and Microsoft Office Integration Troubleshooting.