FileHold Document Management Software


FileHold Enterprise is a document management solution that helps large organizations to transition to a paperless work environment. FileHold can be installed on premise or on a secure private or public cloud.

Features include multi levels of security, user audit trails, forms processing, e-signature, full text search, document scanning and optical character recognition (OCR). Alerts and reminders are generated for document-related events such as contract renewals, overdue workflows and records scheduled for archival and deletion.

The workflow feature moves electronic documents through review and approval processes, which are tracked by reporting tools. Workflows can be generated by any user, or generated automatically when a document is added to the library. FileHold Courier allows anyone with an email address to receive and approve documents from FileHold.

FileHold is mobile-device ready, and it comes integrated with Microsoft Office or, optionally, SharePoint and Active Directory. An API connects FileHold to third-party applications. Microsoft SQL Server and Windows Server are required.



46 Reviews of FileHold Document Management

Overall rating

4.55 / 5 stars

Filters:

Showing 1 - 20 of 46 reviews

May 2016

Chad from Image Advantage Solutions Inc.


Ease-of-use

5 of 5

Customer support

5 of 5

Functionality

4.5 of 5

May 2016

FileHold is a user friendly and powerful system!

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.

October 2018

Fraser from Ideagen PLC

Company Size: 201-500 employees

Review Source


Ease-of-use

5 of 5

Functionality

5 of 5

October 2018

A fantastic document management system

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

May 2016

Ramesh from Synergy Software Systems


Ease-of-use

4 of 5

Customer support

4.5 of 5

Functionality

4 of 5

May 2016

Synergy Software Systems - FileHold DMS

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.

April 2018

Rebecca from INNOVATIVE MEDICAL PRODUCTS-3

Company Size: 11-50 employees

Review Source


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

April 2018

Document Control Specialist

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.

May 2016

Eric from DocuSyst, Inc.


Ease-of-use

5 of 5

Customer support

5 of 5

Functionality

5 of 5

May 2016

FileHold DM Software - Great Value

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

May 2016

Khalid from Future Steps


Ease-of-use

5 of 5

Customer support

5 of 5

Functionality

5 of 5

May 2016

Solution Provider

Pros

Ready to run out of the box.
Competitive price.
Great support.

Cons

Nothing. I really like the software and it meets all my (and my clients) needs.

March 2018

John from Account Temps

Company Size: 11-50 employees

Review Source


Ease-of-use

3 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

March 2018

Premium ECM solution with multitude of benefits

Pros

Not just a document archive, FileHold, also offers a suite of content management modules that have helped us become paperless.

Cons

The workflow routing tools were a bit complex at first, but the documentation and support helped get us where we needed to be.

February 2019

Omarie from K08 Sounds

Company Size: 2-10 employees

Review Source


Ease-of-use

5 of 5

Functionality

5 of 5

February 2019

FREE & USEFUL! Like most Google Softwares :)

Pros

This is a nice, simple solution for note-taking. Much better than having a million post-it notes scattered on your desk everywhere! I enjoy using the notes for to-do lists, websites, reminders, you name it. And it's great that it is free to use! I like to use it on my iPad as well with my apple pen because it really works like a sticky note, and you can change colors which is a bonus.

Cons

I would like their to be a feature to password protect a note for things like passwords. Other then that it's great!

May 2016

Nicole from ITHACA


Ease-of-use

4 of 5

Functionality

4.5 of 5

May 2016

Easy Navigation and handful Menu options

Pros

The app has easy to use navigation. There are a number of menu items with a few submenus as well. There is a number of features in this app to perform various operations. It’s a kind of app which has features for every other department

Cons

Great app with good functional features. No issue with any of the existing functionality here.

May 2016

George from Trialtec


Ease-of-use

5 of 5

Functionality

5 of 5

May 2016

A simple and powerful way to manage large document sets

Pros

FileHold is as intuitive as it is powerful. With its metadata-based architecture, FileHold allows me to find the exact documents I need faster and easier than any other document management platform.

Cons

I hope they release a Mac operating system version soon!

March 2009

Merv from Eloquent Systems Inc

Review Source: Capterra


Ease-of-use

5 of 5

Customer support

4 of 5

March 2009

We actively recommend FileHold as a Document Management system and as an excellent companion product

We actively recommend FileHold as a Document Management system and as an excellent companion product with the Eloquent KM Suite. Together they manage the entire life cycle of all records from creation to permanent archives or destruction.

Pros

Eloquent Systems has a Web-based Knowledge Management software suite that does not have a Document Management component. Using the API's provided we were easily able to integrate the two products.

Our products could always link to digital content of most types. Now it can link directly to a FileHold folder for a seamless. A search into the Eloquent KM software will find documents stored in FileHold as well as the various Eloquent applications.

Cons

We have limited hand-on experience with the product, but understand the application well and do not find FileHold lacking in any way.

May 2016

charon from aurora


Ease-of-use

3.5 of 5

Customer support

4.5 of 5

Functionality

3.5 of 5

May 2016

Professional file management system

Pros

Life cycle Management, Advanced Search and used history log

Cons

Microsoft Office Integration and Optical Character Recognition (OCR) and Indexing

May 2016

Jeff from Google Search Tips


Ease-of-use

4.5 of 5

Functionality

3.5 of 5

May 2016

Improved Search functionality

Pros

The app provides advanced search functionality. With advances search files and content can be searched quickly. Seems the database tables have good indexing configured on tables on main fields. Search too fast.

Cons

Collaboration functionality needs some improvement. Sharing with friends works but sometime does not send notifications which can be improved.

May 2016

Matt from IdealU


Ease-of-use

5 of 5

Functionality

3 of 5

May 2016

Easy deployment and Calendar support

Pros

The software is very good and have great features. Can be deployed on the cloud with help from support team. It keeps me organized by sending reminders of my events overtime.

Cons

User interface is good but can be changed to have good color combinations. Colors will make good effect and will improve the UX.

May 2016

Austin from IdealU


Ease-of-use

4.5 of 5

Functionality

4 of 5

May 2016

Documents lifecycle can be streamlined

Pros

FileHold has functionality to streamline workflow for documents by creating a few rules. It helps to stay organized and access records as needed.
It is quick to access files as needed from servers, File uploading process is smooth as well.

Cons

Since it supports calendar. Would it be possible to sync my Gmail calendar events?

April 2018

Loreto from Market Research

Company Size: 51-200 employees

Review Source


Ease-of-use

5 of 5

Value for money

5 of 5

Functionality

5 of 5

April 2018

Great Job FileHold!!!

Pros

Aside from FileHold is very easy to use, what I like about this system is that it really helped our company to become paperless. We can store different files with the help of Excel and or MS word..So great!

Cons

Great job with all of its functionality and modules. So far I do not have any issue with using FileHold.....

March 2018

Bob from Deluxe

Company Size: 2-10 employees

Review Source


Ease-of-use

4 of 5

Customer support

4 of 5

Functionality

4 of 5

March 2018

Makes going paperless easy

Pros

Provided multitude of plans to get our iron mountain files electronic. We are now managing retention of these documents through FileHold.

Cons

Unfortunately the scanning features a little limited. Indexing can be quite manual. Wish the had more of an advanced intelligent capture solution with in their module suite.

March 2009

Michal from LGBS

Review Source: Capterra


Ease-of-use

5 of 5

Customer support

5 of 5

March 2009

If you need a software you want to be intuitive from one hand and a powerfull tool from another.

If you need a software you want to be intuitive from one hand and a powerfull tool from another - choose FileHold. Rememeber, it is an electronic library - so whenever you change, add, delete or even delay something, your boss will know it ;)

Pros

As an electronic library, File Hold is a perfect solution. It has all the features such a software should have and even more! A proper use of the smart folder functionality gives you a tool for making a "soft" workflow. "Hot key" functionality integrates FH with other systems you are working with. And it is easy, really easy to use.

Cons

I use FH as an electronic library and it is perfect. I find no problems at all.

January 2014

Anonymous

Review Source: GetApp


January 2014

Document Management Software that shows results fast!

Filehold is an excellent Document Management System, it is easy to implement, easy to learn, has powerful functionality and excellent architecture that supports growth. FileHold uses the latest technology and gives excellent and fast support to all its national and international clients. If you want to see fast and quality results on your document management project, chose FileHold, you will be very happy with the results. With FileHold becoming a paperless company is an easy task!

Pros

Filehold is a Solution that gives real results fast!

Response from FileHold Document Management Software of FileHold Systems Inc.

Replied October 2014

FileHold guarantees a 2 hour technical installation or we will work for free until it is done - Larry Oliver - President

October 2015

Marc from Image Advantage Solutions Inc.

Review Source: Capterra


Ease-of-use

5 of 5

Customer support

5 of 5

October 2015

Image Advantage Solutions Inc. Experiences with FileHold

Image Advantage Solutions Inc. became a FileHold partner in 2005 specializing in offering FileHold to Municipalities and other government organizations along with private industry. We have installed many systems since that time and have been "FileHold Partner of the Year" in 2012 and again in 2014 and are the only Partner to have won this prestigious award twice. Every client that we have sold FileHold to is very happy with the system. The features, pricing and service have been excellent. The Workflow is powerful yet easy to understand. FileHold is one of the few systems where users may create their own workflows.