FileHold

FileHold

Document management software for larger organizations

4.3/5 (42 reviews)

FileHold Overview

FileHold software, in Enterprise grade but is easy to install, and easy to use. The software licensing, implementation and support packages are affordable for all organizations.

FileHold converts chaotic intellectual property into a secure and audited electronic library. FileHold reduces the time it takes to search for information, decreases paper storage costs, while increasing worker collaboration and workflow efficiency across the entire organization. “Go Paperless”, “Go Green” with FileHold document management software

Pricing

Starting from
US$3 750,00
Pricing options
Free Trial
One Time License
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Australia, Canada, Europe, Mexico, United Kingdom, United States

Supported Languages

English, French, Spanish

FileHold Reviews

Overall rating
4.3/5
93% positive reviews
27
Excellent
12
Very good
3
Average
0
Poor
0
Terrible
Chad H.

FileHold is a user friendly and powerful system!

Reviewed on 2016/05/25
Review Source: SoftwareAdvice

Pros

Software is user friendly but offers a wide range of features that makes it appropriate for a wide range of organizations. As a re-seller we have had great success in municipalities, health units, employment agencies, etc.. and each organization's requirements have been met. The support team is also very knowledgeable and responsive when needed.

Cons

There are some features that don't work perfectly for some of the processes that our customers try and complete, but that isn't a problem with the product, just a limitation. I don't have any negative opinions at this time.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Fraser D.

A fantastic document management system

Used Daily for 1+ year
Reviewed on 2018/10/31
Review Source: SoftwareAdvice

Pros

- the search options are extremely useful and save so much time finding documents
- FileHold is very well structured and we have made use of a lot of additional functionality such as sign off, review periods and acknowledgement

Cons

- it might be good to be able to customise your workflow a bit better, but the standard layout is perfect as is

Rating breakdown

Ease of Use

Likelihood to recommend

10.0/10
Ramesh K.

Synergy Software Systems - FileHold DMS

Reviewed on 2016/05/26
Review Source: SoftwareAdvice

Pros

Easy to use functionality, Connector to add documents & excel files directly from Word/Excel. Content Search, Save Searches, Redaction, Sticky notes, and lots of other useful & effective features.
Supports both thick & thin clients.

Cons

Workflow designer in a graphical representation with drag & drop of the fields in the product is not available.

Vendor-wise no negative comments.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Rebecca S.

Document Control Specialist

Used Daily for 1-5 months
Reviewed on 2018/04/06
Review Source: SoftwareAdvice

Overall I would recommend this product. If you are moving from a network type system to a DMS , this is the way to go. You do not need to be a programmer to get this thing going. All you need is a few hours of IT time and the rest you can do yourself. I implemented our program in 2 months time.

Pros

Easy to implement and easy to configure to my company's business requirements
The searching capability is wonderful and greatly reduces the time it takes to find a document - we are now getting structure out of mayhem!
The library structure makes using FileHold easy even for the most novice of users

Cons

Navigating through the workflows is cumbersome and clunky. I have to click here to find one thing...go back to another screen to find others.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Eric P.

FileHold DM Software - Great Value

Reviewed on 2016/05/25
Review Source: SoftwareAdvice

Pros

The product can be used in a basic configuration or an advanced configuration with many features for complicated environments.

Cons

The only challenge we face with implementation of this product is the shift from the normal PC file system to a DM system which is mostly a user issue

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend

10.0/10

FileHold Pricing

Starting from
US$3 750,00
Pricing options
Free Trial
One Time License
Subscription
Value for money

The FileHold mission is to make Enterprise grade document management software affordable. Pricing is based on the intensity of use and the average cost per user lowers as the system grows. For large organizations a fully audited user license can be added for as little as $60.00 one time fee.

Document management software priced for, organizations who want to go paperless. Ships with web access, Microsoft Office integration, document workflow, document scanning software, mobile device support.

FileHold Features

  • API
  • Commenting
  • Document Management
  • Document Storage
  • Drag & Drop Interface

  • Access Control
  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • Chat
  • Collaboration Tools
  • Collaborative Workspace
  • Communication Management
  • Customizable Branding
  • File Management
  • Permission Management
  • Projections
  • SSL Security
  • Search Functionality
  • Third Party Integration

Additional information for FileHold

Key features of FileHold

  • Archive and dispoition rules
  • Automatically capture metadata
  • Courier transmissions
  • Create document seperation sheets
  • Customize Web Portal
  • Disposition and destruction policies
  • Document workflow
  • Document workflow
  • Document workflow
  • Drag document from your desktop
  • E-forms - streamline and automate business processes
  • Forms management
  • Included at no extra charge
  • Indexing and OCR
  • Indexing aned OCR
  • OCR taging
  • Records Management
  • Scan directly to AP for workflow approval
  • Search and retrieval
  • Secure centralized Library
  • Secure centralized repository
  • Total version management
  • Unlimited storage of any document type
  • Web enabled or mobile
  • Workflow and Approval
  • easy 3rd party integration

Benefits

FileHold Document Management Software, transforms paper and electronic documents into knowledge assets that become Instantly usable by an organizations workforce.

Organizations today are overwhelmed with information that comes at them in many formats: email, electronic documents and forms. Paper-based documents still exist in large quantities and need to be dealt with. Electronic document indexing combined with powerful full text and profile search capabilities allow organizations to take control of electronic and paper based documents.

Standard Software Features include; document scanning, version control, disposition management, multi tiered document level authorization control, rules based subscription and notifications engine, document workflow, and document to document relationship management. This functionality seamlessly integrates into environment Microsoft Office and SharePoint.

Optional Document Management Software Features are powerful "out of the box" but optional modules are available for customers who want to extend the paperless office capabilities beyond the basics.

Custom Document Management Software Features help partners and customers solve business problems that are unique to their industry or Government. There are a number of ways to personalize the document management software.

Document Scanning and Imaging: The document management software ships with easy to use, out-of-the-box document scanning software that delivers the paperless office. The software supports virtually any stand alone or Multi Function document scanner.

For a no obligation price quote or more information contact sales at FileHold.

GetApp Analysis

As businesses grow, their document storage needs often become unwieldy. Rather than shoving important paperwork into overstuffed file folders, FileHold has developed a way for its users to digitize their documents and securely store them in an electronic format.

When businesses store their files in FileHold, documents are never out of reach. The company’s mobile collaboration platform was designed for busy professionals who rely on smartphones and tablets to get work done inside and outside the office. Regulatory compliance issues are minimized, and file retrieval is streamlined thanks to the app’s keyword–based searches and filters.

With a mission to make enterprise software affordable for the masses, FileHold provides its users with important features such as version control, document tagging, user roles, searching, audit logging, document linking, calendars, and e-forms. It integrates with Microsoft Office, along with many other third-party business apps.

Document Viewer

What is FileHold?

FileHold is a document management solution that solves many of the business problems that companies commonly face. Specifically, it eliminates the issues surrounding document compliance, storage, and security. The app was designed to protect intellectual property while still enabling users to quickly share and collaborate through an electronic workflow.

An installation guarantee ensures new users can be up and running with FileHold in just hours. The platform’s interface is intuitive and friendly, seamlessly converting intellectual property into organized electronic libraries. FileHold also decreases the time that professionals and teams spend searching for documents or information. The app cuts paper storage costs, while improving group collaboration and workflow efficiency.

FileHold

FileHold Main Features

Version control

FileHold users know when the documents they’ve created are being edited by colleagues. They can also re-visit previous versions of their documents at any point. This decreases process latency and increases workflow efficiencies.

Version control tools are built into the platform, and FileHold keeps a unique version of each file as it is checked into and out of the digital library. Past versions of documents are never overwritten. Document versions are number as 1,2,3, etc.

Document tagging

Document tagging, also known as capturing metadata, increases the efficiency and accuracy of search results. Document tagging facilitates intelligent database mining, which is one of the reasons it has become a must-have feature for businesses researching the best digital document storage solutions.

As you add new documents to your FileHold library, the system will prompt you to classify each file using metadata fields. These fields are defined by controlled vocabulary, metadata menus, and text fields. FileHold also provides you with the ability to add pick list metadata fields—for example, a metadata field titled “Customer Address” might be added to an invoice document stored in the system.

User roles

Not every person within an organization requires an equal level of access to private documents and files. FileHold understands this, which is why the company has provided 11 different user roles for businesses. These user roles range from Read Only and Document Publisher, all the way to System Administrator and Senior Library Administrator.

You can select a unique role for each collaborator within your organization and, with these roles set, you’ll have complete authority and flexibility over the power that individuals have to access or modify documents in your library. For example, Read Only users can open or email documents from the system, but may not edit or delete those files.

Audit logging

Strict compliance regulations can derail some document management systems, however FileHold offers tools specifically designed to keep businesses in compliance. Its document and user tracking logs record all user interactions with documents, including usage and actions, version creation, and comments or approvals.

When you click on the document usage log within your FileHold account, you can review records of the interactions your employees or colleagues have had with the files stored in the document management system. You can search the log to find interactions specific individuals have had with documents, such as when a document has been downloaded, emailed, copied, or deleted. In the event a document has been deleted by mistake, you can use the usage log to see who deleted the document and when that deletion occurred.

Microsoft Office Application Integration

Users are able to access FileHold from the toolbar or file menu from within Microsoft Office applications, such as Word, Excel, Outlook, PowerPoint and Visio.

You can add, checkout, browse, and send a document for review or feedback directly from Microsoft Office applications. You can even add a document to FileHold directly from Excel, with the ability to view the entire library tree, the contents of a folder, and the metadata required for the file in a single view.

FileHold Integrations

Out of the box, FileHold integrates with any third-party applications. The app allows users to search from any other application directly in the FileHold repository and display all search results. It also has a free, well-documented web services API that allows developers to create interfaces into all of the functions of the FileHold software.

FileHold Pricing

Pricing for FileHold is on a per user seat basis, which varies in cost depending on the number of seats purchased. Organizations are expected to pay a one-time perpetual license, and they are supported by a FileCare contract that provides unlimited technical support and all future product upgrades. The cost is 20 percent per year of the initial licensing.

For customers who who need a solution in the cloud, FileHold offers the ability to contract an outside service provider. It also has partners who host the app and sell it on a per user, per month model.

FileHold Bottom Line

  • Converts intellectual property into secure electronic libraries
  • Best suited for mid to large organizations
  • Extremely feature-rich, affordable, and easy to use
  • Integrates with any third-party applications
  • Pricing based on a per user seat model

FileHold FAQs

Below are some frequently asked questions for FileHold.

Q. What type of pricing plans does FileHold offer?

FileHold offers the following pricing plans:

Starting from: US$3 750,00

Pricing model: One Time License, Subscription

Free Trial: Available

The FileHold mission is to make Enterprise grade document management software affordable. Pricing is based on the intensity of use and the average cost per user lowers as the system grows. For large organizations a fully audited user license can be added for as little as $60.00 one time fee.

Document management software priced for, organizations who want to go paperless. Ships with web access, Microsoft Office integration, document workflow, document scanning software, mobile device support.

Q. What are the main features of FileHold?

FileHold offers the following features:

  • Archive and dispoition rules
  • Automatically capture metadata
  • Courier transmissions
  • Create document seperation sheets
  • Customize Web Portal
  • Disposition and destruction policies
  • Document workflow
  • Document workflow
  • Document workflow
  • Drag document from your desktop
  • E-forms - streamline and automate business processes
  • Forms management
  • Included at no extra charge
  • Indexing and OCR
  • Indexing aned OCR
  • OCR taging
  • Records Management
  • Scan directly to AP for workflow approval
  • Search and retrieval
  • Secure centralized Library
  • Secure centralized repository
  • Total version management
  • Unlimited storage of any document type
  • Web enabled or mobile
  • Workflow and Approval
  • easy 3rd party integration

Q. Who are the typical users of FileHold?

FileHold has the following typical customers:

Large Enterprises, Mid Size Business, Public Administrations

Q. What languages does FileHold support?

FileHold supports the following languages:

English, French, Spanish

Q. What type of pricing plans does FileHold offer?

FileHold has the following pricing plans:

One Time License, Subscription

Q. Does FileHold support mobile devices?

We do not have any information about what devices FileHold supports

Q. What other apps does FileHold integrate with?

FileHold integrates with the following applications:

GoIWx, SAP CRM, Sage CRM, SharePoint

Q. What level of support does FileHold offer?

FileHold offers the following support options:

FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials