IMS Knowledge Base

Back to home

IMS Knowledge Base

FileBound

FileBound

FileBound Document Management System

How to export all documents for up to 100 Files at a time.

Add Content

FileBound Add Content Page - Video

Can a FileBound document revision be deleted?

Web Viewer Add Content Guide - PDF

FileBound Web Viewer Add Menu - Video

How to Drag and Drop Attachments from Gmail to FileBound

Add Content to FileBound via FileBound's Web Viewer by Dragging & Dropping

See more

Active Directory

FB Active Directory (AD) - Eliminate Browser Logon Prompt

Active Directory (AD) Enabled Yet Users Still Prompted for Login - Enabling Auto Logon with AD

Administration

Instructions to Establish Initial FileBound Password

How can I identify the FileBound server I'm using?

Set or Reset Initial FileBound Password

FileBound URL Extensions

FileBound Recycle Bin – Clicking Restore Does Not Restore File

FileBound Change Password Instructions

How to resolve issue when FB Groups aren't visible to System Admin User

How to configure FileBound File Security

Can you export a list of users from FileBound?

Custom Fields for Users

Understanding FileBound Separators, Dividers and Document Sorting in a file

How to check for Data Errors in Index Fields

URLs to access FileBound Documents & Files

How To Find Your FileBound Version.

How to Obtain the Point Release Version of FileBound

How to Access the Search Portal using a project ID

How to Access the Search Portal using a document ID

How to start the auto-counter at a specific number.

What are the FileBound Search Portal URL's

Assignments Tab Configuration - Project Settings

How to Import a FileBound Project

How to Export a FileBound Project

See more

Automation Processes

FileBound: Error[14]: Error occurred processing Workflow - The parameter 'address' cannot be an empty string.

FileBound Automation Processes

FileBound Automation Processes - Frequently Asked Questions

Basic Search & Retrieval

How to Search for Non-Blank Fields in FileBound

How to Search for a Blank Field in FileBound

How to Search for Files Missing Documents

FileBound 7.5 - Basic Search User Guide - PDF

How to Quickly Repeat Your Last Search

Clear Temporary Internet Files

Restore Grids

How to fix a missing FileBound index field in the Search Results Listing?

Basic FileBound Search & Retrieval - Video

How to Export FileBound Search Listing

Can FileBound do OR Searches?

Can FileBound use Wildcards when Searching?

Can FileBound Search for Multiple Criteria?

How to do an Exclusion Search in FileBound

How to do an Exact Search in FileBound

Basic Student Records Search & Retrieval Demo - Video

How to clear internet cache data for just one site!

See more

Capture

FileBound Capture Download, Installation Instructions & Licensing

Use Attached Spreadsheet to Create New File, Separator & Divider Barcodes for FileBound Capture

FileBound Capture Launch Generate "Could not retrieve field / separator / divider list" Error

How to determine license used for FileBound Capture or Importer Pro.

How do I License FileBound Capture or Importer Pro/Lite?

Example VBScripts for Capture and Index Manipulation

See more

Clipboard

Move Files to Project via the Clipboard

Batch Update via FileBound's Clipboard

What is the FileBound Clipboard?

How do you view FileBound Clipboard files?

How do you add files to the Clipboard?

How do you remove FileBound Clipboard files?

See more

Connect

How to print/download PDFs in FileBound that are larger than 100 MB?

FileBound Connect Import Document Naming Issue

Download FileBound Connect

How to configure FileBound Connect

FileBound Connect Printer Configuration Recommendation

How to manually install the FileBound Printer

Issue: FileBound Printer Not Installing Due to it Detecting a Previous Version

How to create a FileBound Printer preferences .reg file

Where are the FileBound Printer preferences stored in Windows?

Where are FileBound Connect's user settings saved?

FileBound Connect Excel Plugin Error: Search and Report Error - Object reference not set to an instance of an object.

FileBound (FB): MS Excel does not display the FileBound Connect add-in as expected

How to create a Non-AD Alias FileBound Site for a FileBound Site Using AD?

Assigning a Scan Job and Epson Scanner Button to FileBound Connect

FileBound Connect Integration Demonstration - Video

How to combine documents using FileBound Connect

How to remove an unwanted page(s) in a multi-page PDF & Upload it with FileBound Connect

See more

Database

FileBound Database Maintenance Plan Recommendations

FileBound Database Maintenance Scripts

Status Meanings in FileBound Documents Table

Users Table StartScreen Property Value Meanings

SQL Script to List Indexing Queue Document Information

Useful FileBound SQL Scripts

See more

Document Actions

How to tell who has a FileBound document locked?

Copy document from one project to another.

How to move a document from one file to another.

DocuSign

How to Configure DocuSign Connect

How to Configure DocuSign in FileBound

E-Forms

How to Prepopulate Input Fields in FileBound Forms

Remove/Hide FileBound Forms Portal Header

Can FileBound Forms Be Protected with CAPTCHA?

Add FileBound Form to Forms Menu

Can a FileBound Form Designer field be configured for military time?

Can FileBound Forms Do Data Lookups?

The Formatting Toolbar in the E-Forms Designer

Setting Conditional Rules in the E-Forms Designer

Copy and paste form controls in the E-Forms Designer

Calculate the number of days between two date fields in the E-Forms Designer

Table Calculations in the E-Forms Designer

What is the character limit for a Multi-line Text input field in the FileBound Forms Designer?

See more

Enterprise Service

How to install the Enterprise Service Manager (ESM)

Global Search Indexer - Installation Files

Enterprise Service Manager Installers

Enterprise Service Manager Logs

Full Text Search

FileBound Full Text Search String Builder

How to do a Full Text Search in FileBound

Can FileBound Search OCR Data?

General

FileBound 8 New Features, HW Requirements & Release Notes

FileBound 8.1 New Features Guide

FileBound 8.0 Client and Server Hardware Requirements

FileBound 8.0 New Features Guide

FileBound 8.0 Viewer Comparison & Functionality Review

FileBound 8.0 Release Overview

FileBound 8.0 Branding Guide

FileBound 7.5 Client and Server Hardware Requirements

FileBound 7.5 New Features Guide

FileBound 8.2 New Features Guide

How to access BI data sources in FileBound Widgets

FileBound's Document Export Mask

See more

HelloSign

HelloSign API Accounts – How to Find your API key

How to Merge FileBound Index Fields or ExtraData into a HelloSign Template

Https

How to enable HTTPS for an on-premise FileBound installation after installing a certificate and configuring SSL on your website.

Importer Pro

Importer Pro Downloads & Licensing

Importer Pro Error #201 ‘Map Data to Files:’

Importer Pro Directory Listing Files/Documents with Bad Uploads

FileBound Importer Pro Requirements & How to Configure to Run without Local Administrator rights

How can I use Importer Pro to Import Users?

How to install Importer Pro as a Service

Importer Pro - Map Data to Files Module Field Values detail

See more

Installation

What sites does FileBound need opened for on-premise Installations to Validate?

Where are FileBound's Central Installation files & logs located?

Download FileBound Central Installation Tool

Good Tool for Moving FileBound Document Storage Directory

Instructions to add a FileBound AppPoolIdentity user to a directory’s Access Control List (ACL)

FileBound: How to Perform a Manual Upgrade

See more

Licensing

How to enable FileBound Demo Mode to Sign on a System that has an Expired License

License will not validate - Error in Validate [4]

How can I determine my FileBound License Count and the number of documents/objects on my FileBound Site?

Maintenance

IIS Logs

How to edit dates from the FileBound Search Listing & the Web Viewer

Office 365

How can you enable Microsoft Office 365 Integration with FileBound?

Edit Microsoft Office 365 Documents in FileBound - Video

Records Management

Records Management Help/Guide

Records Declaration - Can an archived File be declared as a record?

Reports

Can FileBound Produce a System Usage Report?

How to Create a Missing Documents Report

FileBound File Activity Report

How to run a Document Activity Report in FileBound?

SAML

FileBound: Getting Started - SSO in FileBound

FileBound: SAML NameID Policy Examples

FileBound: Testing SSO SAML Configuration

How to update the SAML Entity ID and Assertion Consumer Service if your FileBound Website URL Changes

Web Viewer

Download or Print multiple documents at once

How to configure Google Chrome or MS Edge Chromium to display PDF XFA documents.

External Document Links in FileBound

How to Share Documents Externally

How to Resolve FileBound Share via Email Blocked Message

Windows Viewer/Web Viewer displays PDF in Acrobat instead of the FileBound viewer when using Internet Explorer

Web Viewer Viewing Error - "The parameters dictionary contains a null entry for parameter 'batchIndex'...

How to change your Default FileBound Viewer

Can you filter by FileBound Separator, Divider or Document Name in the Web Viewer?

PDF Documents Opening in Adobe Reader Instead of FileBound Web Viewer in FireFox

How to Link to a Document Stored in an External Location - Add External Document Link

How to Share Documents with Non-FileBound Users - External Share

How to fix FileBound Web Viewer Null Entry Error

Problem: FileBound Web Viewer in Chrome shows option to "Open" PDF instead of directly viewing it.

What types of documents are supported for native viewing in the FileBound Web Viewer?

See more

Windows Viewer

How to OCR PDF Document via Windows Viewer (FB 8.1 and below)

Acrobat Reader Unexpectantly Closes PDF When Navigating File in Windows Viewer

FileBound: Windows Viewer - Error 'An attempt to move the file pointer before the beginning of the file.'

How to set FileBound's Windows Viewer as the default app for file extensions of .fbv4.

How to Clear FileBound Viewer DLLs

How to Install the FileBound Viewer (FB v8.1.x)

How to Install the FileBound Viewer (FB v7.5)

Windows Viewer Prompt to Open or Save MS Office Document Instead of Opening Within the Windows Viewer

How to Resolve Windows Viewer Adobe Acrobat DC November 3rd Update

Windows Viewer - error showing document, Could not populate document binary data

Editing MS Word & Excel is no longer supported in Windows Viewer with FB v8.1.1

Chrome always downloads .fbv4 instead of Automatically Opening the Windows Viewer

Windows Viewer Error – "The system cannot find the file specified"

See more

Workflow

How to Retrieve and Save an Email address from an E-Form and use in the WorkFlow E-Mail Stencil

FileBound Adhoc Routing - Video

How to delete documents using PowerShell scripting.

How to Cancel Workflow on Document w/Mulitiple/Duplicate Workflows/Assignments

Workflow Assignments – How to Update/Refresh Assignments When Group Security Membership Changes

FileBound Assignments Not Sorting Correctly

FileBound: Workflow - How to Save the Picked User from a Runtime Picklist?

What are the FileBound Workflow Designer Process Steps and their Pros & Cons?

Creating a Clickable Link in an Email Workflow Stencil with Custom Text

Why is it that No matter what I do, the from email from workflows is always "DoNotReply@FileBound.com"?

Is it possible to save workflow comments as a variable for future use?

Can you format text in the body of an email stencil in a workflow?

See more