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FileHold 2026: Benefits, Features & Pricing

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  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

FileHold
FileHold
4.7
(55)

Pricing

Starting at $50.00 per month

About FileHold

FileHold Enterprise: Powerful Document Management for Large Organizations!

FileHold Enterprise is a comprehensive document management solution designed to help large organizations transition to a fully paperless environment. Whether deployed on-premise or hosted securely in a private or public cloud, FileHold delivers the flexibility and control enterprises need.

Robust Features for Enterprise Efficiency and Compliance:

• Advanced Security & Compliance:
Multi-level user permissions, audit trails, and electronic signatures ensure data integrity and regulatory compliance.

• Document Automation & Search:
Streamline operations with full-text search, forms processing, scanning, and OCR capabilities for fast, accurate information retrieval.

• Smart Alerts & Records Management:
Automatically generate alerts and reminders for contract renewals, overdue tasks, and records scheduled for archiving or deletion.

• Workflow Automation:
Move documents through customizable review and approval workflows. Workflows can be initiated manually or triggered automatically upon document upload. Built-in reporting tools provide complete visibility into the process.

• External Collaboration with File...

Hold Courier: Easily share and approve documents with external stakeholders—no FileHold account required—via secure email links. • Seamless Integration & Mobility: Integrated with Microsoft Office, with optional support for SharePoint and Active Directory. Mobile-ready access ensures productivity from any device. • API & System Requirements: A free API enables connection to third-party applications. FileHold runs on Microsoft SQL Server and Windows Server. FileHold Enterprise empowers organizations to securely manage millions of documents, automate workflows, and enhance collaboration—anytime, anywhere.

FileHold Screenshots

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FileHold Pricing and Plans

Starting price: $50.00 per month
Free Trial
Free Version

FileHold Express

$50.00

per user, per month

Plan includes:

  • Audit Logging and Tracking
  • Calendar
  • Document Tagging or Metadata Capture
  • E-Forms
  • Government Eligible GSA Pricing
  • Interest Free Financing
  • Level 1 Document Viewers
  • Microsoft Office Integration
  • Searching
  • Version Control
Read More

FileHold Enterprise

Pricing available upon request

No plan information available

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    FileHold Features

    • Popular features found in Document Management
      Access Controls/Permissions
      Archiving & Retention
      Collaboration Tools
      Compliance Tracking
      Document Classification
      Document Editing
      Document Generation
      Electronic Signature
      File Conversion
      File Sharing
      Third-Party Integrations
      Version Control
    • More features of FileHold
      Active Directory Integration
      Activity Dashboard
      Activity Tracking
      Alerts/Escalation
      Alerts/Notifications
      API
      Approval Process Control
      Assessment Management
      Asset Lifecycle Management
      Audio File Management
      Audit Management
      Audit Trail
      Authentication
      Autofill
      Automated Scheduling
      Automatic Backup
      Autosave
      Bulk Uploading
      Business Process Automation
      Calendar Management
      Catalog Management
      Change Management
      Commenting/Notes
      Compliance Management
      Content Library
      Content Management
      Content Publishing Options
      Convert to PDF
      Corrective and Preventive Actions (CAPA)
      Customizable Branding
      Customizable Dashboard
      Customizable Reports
      Customizable Templates
      Data Capture and Transfer
      Data Import/Export
      Data Migration
      Data Recovery
      Data Retention Management
      Data Security
      Data Storage Management
      Digital Asset Management
      Digital Signature
      Disaster Recovery
      Document Automation
      Document Capture
      Document Check-in/Check-out
      Document Lifecycle Management
      Document Management
      Document Review
      Document Storage
      Document Templates
      Drag & Drop
      eDiscovery
      Electronic Forms
      Email Management
      Environmental Compliance
      FDA Compliance
      File Management
      File Recovery
      File Upload by Email
      Filtering
      For Engineering Documents
      For Medical Purposes
      Forms Management
      Full Text Search
      Graphical Workflow Editor
      HIPAA Compliant
      Incident Management
      Indexing
      ISO Compliance
      Knowledge Base Management
      Match & Merge
      Media Library
      Metadata Management
      Mobile Access
      Monitoring
      Multi-Factor Authentication
      Multi-Language
      Multi-Location
      Multimedia Archiving
      Multiple Data Sources
      Multiple Format Support
      No-Code
      Offline Access
      Optical Character Recognition
      OSHA Compliance
      Policy Management
      Process/Workflow Automation
      Progress Tracking
      Project Workflow
      Q&A Management
      Quality Control
      Real-Time Data
      Real-Time Notifications
      Real-Time Reporting
      Records Management
      Reminders
      Remote Access/Control
      Reporting/Analytics
      Reporting & Statistics
      Revision History
      Risk Assessment
      Risk Management
      Role-Based Permissions
      Rules-Based Workflow
      Sarbanes-Oxley Compliance
      Search/Filter
      Secure Data Storage
      Secure File Viewer
      Self Service Portal
      SEO Management
      Single Sign On
      SSL Security
      Status Tracking
      Storage Management
      Tagging
      Task Management
      Training Management
      User Interface
      User Management
      Version Comparison
      Version Rollback
      Video Support
      Watermarking
      Web Archiving
      Workflow Configuration
      Workflow Management

    FileHold Integrations

    Sage CRM
    Sage CRM
    SAP Customer Experience
    SAP Customer Experience
    Microsoft Teams
    Microsoft Teams

    FileHold User Reviews

    Overall Rating

    4.7

    Ratings Breakdown

    5

    75%

    4

    25%

    3

    0%

    2

    0%

    1

    0%

    Secondary Ratings

    Ease of Use

    4.7

    Value for money

    4.7

    Customer support

    4.8

    Functionality

    4.5

    kely's profile

    kely l.

    Verified reviewer

    Used weekly for less than 6 months

    Review source

    Reviewed June 2018

    Easy file management

    5

    Manage my files in a simple and organized way

    Ratings Breakdown

    4
    Ease of use
    4
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    I like to be able to add different Excel files, admitting the load of these quickly, has different tools for its usefulness. Good for document organization.
    Cons:
    At the time I had to pay some attention to the demo video to be able to understand in depth.......

    Read More

    BH

    Bonnie H.

    Verified reviewer

    Semiconductors

    51-200 employees

    Used daily for more than 2 years

    Reviewed June 2025

    Has great potential if transparent from the start on all aspects of the system and user expecations.

    4

    Support was consistent, however communication of promises made by the main contact and the software engineers was not clearly set and confusion caused some problems.

    Ratings Breakdown

    5
    Ease of use
    3
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Simplicity of the system it's familiar and relatable to users. Set up like Microsoft structure. Worth exploring.
    Cons:
    Individual Licensing costly beware ask question. Not a one system purchase dependent on individual user licensing which can get costly with no. of employees using.

    Reasons for choosing FileHold

    The format of system was relatable to employees. Easier to train.

    Reasons for switching to FileHold

    No longer supported and was deteriorating.

    Read More

    Tracie's profile

    Tracie E.

    Verified reviewer

    Hospital & Health Care

    1001-5000 employees

    Used weekly for free trial

    Review source

    Reviewed June 2022

    First time user

    5

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Good customer support. Wide range of features.
    Cons:
    All the software I have used in the past wasn't as pricey as Filehold

    Read More

    TW

    Travis W.

    Verified reviewer

    Non-Profit Organization Management

    5001-10000 employees

    Used daily for more than 2 years

    Reviewed November 2025

    Trustworthy product

    5

    Ratings Breakdown

    4
    Ease of use
    5
    Value for money
    4
    Customer support
    4
    Functionality
    icon
    Pros:
    FileHold is an outstanding document management solution that combines ease of use with powerful functionality. The user interface is intuitive, making it simple to organize, search, and manage documents efficiently. The customer support team is exceptional—responsive, knowledgeable, and always willing to go the extra mile. FileHold also excels in user and group management, providing strong administrative control and security. Overall, it’s a reliable, user-friendly system backed by premium support. Highly recommended!
    Cons:
    While FileHold offers solid document management and reliable customer support, it falls short in a few key areas compared to competitors like Laserfiche. The most noticeable gap is the lack of modern AI integration for tasks such as automated document classification, intelligent search, and workflow optimization. These capabilities would significantly enhance productivity and reduce manual effort. Additionally, the interface, though functional, could benefit from more dynamic and customizable features to better align with evolving business needs. Overall, FileHold is dependable but would greatly improve with stronger AI-driven tools and expanded automation features.

    Read More

    EF

    Eric F.

    Verified reviewer

    Aviation & Aerospace

    51-200 employees

    Used daily for more than 2 years

    Reviewed June 2025

    Doc it. Lock it. - FileHold

    5

    My overall experience with FileHold has been very positive—it’s a reliable, easy-to-use solution that met our needs and delivered great value with strong support throughout.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    What I liked most about FileHold was its excellent support, affordable cost, user-friendly interface, and the ease with which our team was able to learn and adopt it.
    Cons:
    Setup and configuration is a little more involved than some applications and almost always requires a support staff to assists in install and configuration.

    Reasons for choosing FileHold

    Chose it for familiarity, ease of use, and COST!

    Read More

    ML

    Mindy L.

    Verified reviewer

    Construction

    51-200 employees

    Used daily for more than 2 years

    Reviewed July 2025

    FileHold is an excellent electronic filing system

    5

    FileHold has been a wonderful software to find whatever you need without going through boxes and boxes. The features for searches and organizing your information is endless. It's been amazing to look up old time cards and invoices when needed. Our Accountant loves it, as they use it when they need to audit our books, as they are looking for specific documents.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    How customizable everything is, it's a blank slate for setting up your company and your needs. They listen to their customers, I submitted a suggestion and they updated the software to incorporate my suggestion. They even reached out to let me know they were going to add the suggestion which was great customer service.
    Cons:
    How small the font is on library. When you decide to remove a metadata field from a schema it retains the information so you can't actually completely remove so it can make things a little tricky when searching or reusing the field. The watch folder list cant be sorted, it's in the order they were entered and if you have a lot of watched folders trying to find one to edit the information can be frustrating. Really all my cons on this software are just minor personal preferences. The only frustrating part was trying to figure out what metadata fields you should create need and how you should structure your library. Because you don't know what how the system functions so down the road you realize how things work and different ways you should have set things up. For example with Vendor Bills we a field called account number then for our insurance policies we have a field called policy number. When I could have used the same field for those two fields.

    Read More

    RS

    Rebecca S.

    Verified reviewer

    Medical Devices

    11-50 employees

    Used daily for more than 2 years

    Reviewed June 2025

    FileHold user review

    5

    I absolutely love it—and so do my users. I've successfully converted several departments that were previously resistant to going paperless. Once they saw how quickly they could locate specific documents, like purchase orders, in just seconds, they were immediately on board. Thanks to FileHold, the days of tirelessly searching for old purchase orders are over."

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    FileHold is extremely easy to set up. Day one I was able to start adding documents. The cabinet and folder configurations are set up easily by the admin and very configurable
    Cons:
    When a folder contains multiple pages, it would be helpful to have navigation arrows that allow you to jump directly to the beginning or end, rather than clicking through each individual page number

    Read More

    MB

    Miles B.

    Verified reviewer

    Automotive

    1001-5000 employees

    Used daily for more than 2 years

    Review source

    Reviewed February 2025

    FileHold supports my business functions.

    5

    I am very pleased with my FileHold use and experience. As the coordinator for my business location the support from FileHold has been exceptional. My IT group supports this view. I have easily learned the FileHold software and passed that knowledge to others in my group. Our success with it has led to other locations in my company to purchase FileHold.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    FileHold is very intuitive to use. All steps to accomplish tasks and develop workflows are very direct and logical. The Help function is incredibly thorough and easy to search.
    Cons:
    I wish I would have purchased more of the entire product initially. I feel a greater knowledge of all its capabilities would have been helpful.

    Read More

    CW

    Chris W.

    Verified reviewer

    Warehousing

    51-200 employees

    Used daily for more than 2 years

    Reviewed May 2025

    Outstanding FileHold

    5

    I have been IT Manager for over 7 years. I have never had a bad experience with FileHold. The product is excellent. Latest assisted upgrade was flawless. The technician was very knowledgeable and professional and efficient.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    We have been using FileHold for over 10 years. We have upgraded it many times. FileHold is a very stable product, well built, does what it is supposed to, very few errors. We don't use all of the features, but it is easy to deploy and manage.
    Cons:
    We were hoping to have some sort of Dynamics NAV invoice approval process, but as we have a very small IT department, we never get around to it. Maybe there is an API we could use to integrate with our Dynamics NAV environment?

    Read More

    PC

    Penny C.

    Verified reviewer

    Information Technology and Services

    10000+ employees

    Used daily for more than 2 years

    Reviewed June 2025

    Filehold Review from a happy customer

    5

    Overall experience is excellent with FileHold. We removed thousands of paper documents and digitized the whole process globally at Celestica. FileHold serves us very well!

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    The user experience is very good. We like that it allows us to upload/publish thousands of documents globally to store in individualized folders by employee. The organization factor and digitization is a game changer for us.
    Cons:
    There nothing to like 'lease' about filehold. Ideally I'd like to see if there can be any integration with HCM/Talent Acquisition tools.

    Read More

    Showing 1 - 10 of 55 Reviews

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