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IMS Knowledge Base

FileBound

FileBound

FileBound Document Management System

Add Content

Web Viewer Add Content Guide - PDF

FileBound Web Viewer Add Menu - Video

How to Drag and Drop Attachments from Gmail to FileBound

FileBound Add Content Page - Video

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

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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

Set or Reset Initial FileBound Password

FileBound Change Password Instructions

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

FileBound URL Extensions

How can I tell which FileBound server I'm using?

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

What are the FileBound Search Portal URL's

How to configure FileBound File Security

Assignments Tab Configuration - Project Settings

How to Import a FileBound Project

How to Export a FileBound Project

Can you export a list of users from FileBound?

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Automation Processes

FileBound Automation Processes

FileBound Automation Processes - Frequently Asked Questions

Basic Search & Retrieval

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 Search for Non-Blank Fields in FileBound

How to do an Exact Search in FileBound

How to Search for a Blank Field in FileBound

Basic Student Records Search & Retrieval Demo - Video

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Capture

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

FileBound Capture Installation & Licensing

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?

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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?

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Connect

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

Download FileBound Connect version 7.1 (released 4/13/2022)

How to configure FileBound Connect

How to combine documents using FileBound Connect

FileBound Connect Printer Configuration Recommendation

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

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Database

FileBound Database Maintenance Plan Recommendations

FileBound Database Maintenance Scripts

Status Meanings in FileBound Documents Table

Users Table StartScreen Property Value Meanings

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

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Enterprise Service

How to install the Enterprise Service Manager (ESM)

Enterprise Service Manager Installers

Enterprise Service Manager Logs

Importer Pro

Importer Pro Licensing

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

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

Full Text Search

How to do a Full Text Search in FileBound

Can FileBound Search OCR Data?

FileBound Full Text Search String Builder

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.

Installation

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

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

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

Licensing

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

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

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

Reports

How to Create a Missing Documents Report

FileBound File Activity Report

How to run a Document Activity Report in FileBound?

Can FileBound Produce a System Usage Report?

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

How to Resolve FileBound Share via Email Blocked Message

Download or Print multiple documents at once

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

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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 v8.0)

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

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Workflow

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

How to delete documents using PowerShell scripting.

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

FileBound Adhoc Routing - Video

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

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