FileHold Document Management Software

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

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.....

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.

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.

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.

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.

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.

Likes Best

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.

Likes Least

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

Vendor-wise no negative comments.

Recommendations

Look at the features of FileHold. Very cost effective pricing models are available both on-premises & hosted or self-hosted.
Call up a local representative and check out, its worth spending time to look at FileHold for any organization which has to maintain & store documents in a structured manner.

Likes Best

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.

Likes Least

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.

Recommendations

Make sure you have a detailed understanding of how the features actually work and the usefulness of the product for not only power-users but day to day users who might not be as technologically advanced.

Likes Best

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

Likes Least

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

Recommendations

Spend time to watch videos and attend a demo to understand some of the functions of the product before reaching out for questions

Likes Best

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

Likes Least

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

Recommendations

Customers don't realize the need of this software until a disaster comes. Having all your documents archived and scanned makes it easy for your employees to do their work in the best way possible. You need to understand what process changes a software like this will introduce to your company culture.

Likes Best

Life cycle Management, Advanced Search and used history log

Likes Least

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

Recommendations

File system is tool , Change management is a method of execution

Likes Best

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.

Likes Least

I hope they release a Mac operating system version soon!

Recommendations

Consider how well your document management system fits into your workflow and use requirements. When measured based on this standard, FileHold clearly outperforms all competing solutions by a mile.

Likes Best

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.

Likes Least

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

Recommendations

Fast search can help saving lot of time. Files uploads are fast as well and helps with managing content and data.

Likes Best

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

Likes Least

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

Recommendations

Great app to be recommended to others. I love how it works and how easily it let me manage my documents online.

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

Likes Best

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.

Recommendations

I would recommend it for sure as it has fast speed to upload big size files. Can be used by small companies.

Likes Best

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.

Likes Least

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

Recommendations

Great support and features for organizing lifecycle for documents. Creating rules are easy and can be helpful.

Likes Best

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.

Likes Least

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

Recommendations

I like this app for the features it has. It is easy to be Hosted on your own servers can can be managed from there. Very easy to manage documents.

Likes Best

FileHold comes with an inbuilt integration with Microsoft products. I can easily integrate with MS office and can import/export data. It has a calendar view to help with event information or reminders.
FileHold can be deployed to Microsoft based servers easily and anyone can manage it under their domains.

Likes Least

FileHold provides good support for documents and private files. It can improve in terms of documentation. Initially understanding system takes time as there is less documentation.

Recommendations

I like FileHold system as it supports a number of MS products. I can manage my documents easily without much formatting changes.

Likes Best

The vendor is very supportive, and their customer support team always responds quickly. The product is very efficient and robust; no bugs encountered. It is a very user-friendly EDMS.

Likes Least

The customization and addition of metadata is very easy.

Recommendations

FileHold EDMS can be easily installed and configured; plus, it is very user-friendly for customization. It is very robust; we had hundreds of thousands documents in the database, and it is working fine.