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.

Supported Operating System(s):
Mac OS , Web browser (OS agnostic) , Windows 8

44 Reviews of FileHold Document Management

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  • Robyn from Cherokee Steel Supply

    Specialty: Manufacturing

    Number of employees: 11-50 employees

    June 2018

    Solid!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    We used this at a CPA office and it was very reliable! I felt like my files were being saved securely.

    Cons

    I don’t really know of any. It took a minute to figure out how to navigate through the interface but not long

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • kely from Aliva Stump

    June 2018

    Easy file management

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Manage my files in a simple and organized way

    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.......

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Loreto from Market Research

    Specialty: Apparel

    Number of employees: 51-200 employees

    April 2018

    Great Job FileHold!!!

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Value for Money
    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.....

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Rebecca from INNOVATIVE MEDICAL PRODUCTS-3

    Specialty: Manufacturing

    Number of employees: 11-50 employees

    April 2018

    Document Control Specialist

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Bob from Deluxe

    Specialty: Industrial Machinery

    Number of employees: 2-10 employees

    March 2018

    Makes going paperless easy

    Ease-of-use
    Functionality
    Quality
    Support
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • John from Account Temps

    Specialty: Professional Services

    Number of employees: 11-50 employees

    March 2018

    Premium ECM solution with multitude of benefits

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Bob from Worldview ltd

    Specialty: Accounting / CPA

    Number of employees: 1 employee

    March 2018

    File-based document management makes retrieval and organization difficult

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Allowed us to go paperless in a fairly short period of time. Many features to support indexing and storing documents.

    Cons

    File-based storage rather than document and keyword based causes confusion and inefficiencies during retrieval.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Alan from Ftech int.

    Specialty: Manufacturing

    Number of employees: 11-50 employees

    February 2018

    Versioning and MS office integration makes it best!

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    FileHold document management is integrated with MS office and provides a full featured editor as available withing MS office. Helps with versioning and collaboration with other users.
    the files are searchable and does not take anytime to load.

    Cons

    FileHold does not require us to be online always since it can be installed on the local server to serve data.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Robert from Codemantra

    Number of employees: 11-50 employees

    June 2017

    The software helped the department and reduced our operational processes and increased our roi and s

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Roi, productivity, easy to use

    Pros

    Easy to use, trainning and support over the top. They handle every request in a timely fashion and with easy

    Review Source: Capterra
  • Elias from Heartland Corn Products

    Number of employees: 51-200 employees

    January 2017

    When it works it works

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Filehold is great for the computer age. It makes filing a thing of the past. The search function is the only thing that can be iffy. If you know exactly what you're looking for its great, but general searches can be a little time consuming.

    Pros

    The organization

    Cons

    You need to be specific in your search.

    Review Source: Capterra
  • Ramesh from Synergy Software Systems

    Specialty: Software / Technology

    May 2016

    Synergy Software Systems - FileHold DMS

    Ease-of-use
    Functionality
    Quality
    Support
    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.

  • Chad from Image Advantage Solutions Inc.

    Specialty: Software / Technology

    May 2016

    FileHold is a user friendly and powerful system!

    Ease-of-use
    Functionality
    Quality
    Support
    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.

  • Eric from DocuSyst, Inc.

    Specialty: Software / Technology

    May 2016

    FileHold DM Software - Great Value

    Ease-of-use
    Functionality
    Quality
    Support
    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

  • Khalid from Future Steps

    Specialty: Software / Technology

    May 2016

    Solution Provider

    Ease-of-use
    Functionality
    Quality
    Support
    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.

  • charon from aurora

    Specialty: Retail

    May 2016

    Professional file management system

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

    Life cycle Management, Advanced Search and used history log

    Cons

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

  • George from Trialtec

    Specialty: Professional Services

    May 2016

    A simple and powerful way to manage large document sets

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    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!

  • Jeff from Google Search Tips

    Specialty: Software / Technology

    May 2016

    Improved Search functionality

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    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.

  • Nicole from ITHACA

    Specialty: Software / Technology

    May 2016

    Easy Navigation and handful Menu options

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    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.

  • Hina from Information Technology and Services

    Specialty: Media

    May 2016

    Fast and organized document management tool

    Ease-of-use
    Functionality
    Quality
    Support
    N/A

    Everything looks great and works well. Some very good features and better than others.

    Pros

    Fast tool to manage documents. It support uploading files quickly and does not show any issues. Managing uploaded files are easy. Files can be filtered as needed in search area.
    Works effectively and easy to use as well.

  • Austin from IdealU

    Specialty: Software / Technology

    May 2016

    Documents lifecycle can be streamlined

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    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?

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