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.

 

FileHold Document Management - Metadata search
 
  • FileHold Document Management - Metadata search
    Metadata search
  • FileHold Document Management - Redaction and security document viewer
    Redaction and security document viewer
  • FileHold Document Management - Library tree
    Library tree
  • FileHold Document Management - Microsoft Office application integration
    Microsoft Office application integration
  • FileHold Document Management - SharePoint integration
    SharePoint integration
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8

42 Reviews of FileHold Document Management

 

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Software Advice Reviews (20)
More Reviews (22)

Showing 1-20 of 20

Loreto from Market Research
Specialty: Apparel
Number of employees: 51-200 employees Employees number: 51-200 employees

April 2018

April 2018

Great Job FileHold!!!

Ease-of-use

Functionality

Product Quality

Customer 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.....

Review Source
 
 

Rebecca from INNOVATIVE MEDICAL PRODUCTS-3
Specialty: Manufacturing
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2018

April 2018

Document Control Specialist

Ease-of-use

Functionality

Product Quality

Customer 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.

Review Source
 
 

Bob from Deluxe
Specialty: Industrial Machinery
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

Makes going paperless easy

Ease-of-use

Functionality

Product Quality

Customer 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.

Review Source
 
 

John from Account Temps
Specialty: Professional Services
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2018

March 2018

Premium ECM solution with multitude of benefits

Ease-of-use

Functionality

Product Quality

Customer 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.

Review Source
 
 

Bob from Worldview ltd
Specialty: Accounting / CPA
Number of employees: 1 employee Employees number: 1 employee

March 2018

March 2018

File-based document management makes retrieval and organization difficult

Ease-of-use

Functionality

Product Quality

Customer 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.

Review Source
 
 

Alan from Ftech int.
Specialty: Manufacturing
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2018

February 2018

Versioning and MS office integration makes it best!

Ease-of-use

Functionality

Product Quality

Customer 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.

Review Source
 
 

Ramesh from Synergy Software Systems
Specialty: Software / Technology

May 2016

May 2016

Synergy Software Systems - FileHold DMS

Ease-of-use

Functionality

Product Quality

Customer Support

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.

 
 

Chad from Image Advantage Solutions Inc.
Specialty: Software / Technology

May 2016

May 2016

FileHold is a user friendly and powerful system!

Ease-of-use

Functionality

Product Quality

Customer Support

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.

 
 

Eric from DocuSyst, Inc.
Specialty: Software / Technology

May 2016

May 2016

FileHold DM Software - Great Value

Ease-of-use

Functionality

Product Quality

Customer Support

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

 
 

Khalid from Future Steps
Specialty: Software / Technology

May 2016

May 2016

Solution Provider

Ease-of-use

Functionality

Product Quality

Customer Support

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.

 
 

charon from aurora
Specialty: Retail

May 2016

May 2016

Professional file management system

Ease-of-use

Functionality

Product Quality

Customer Support

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

 
 

George from Trialtec
Specialty: Professional Services

May 2016

May 2016

A simple and powerful way to manage large document sets

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
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.

 
 

Jeff from Google Search Tips
Specialty: Software / Technology

May 2016

May 2016

Improved Search functionality

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
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.

 
 

Nicole from ITHACA
Specialty: Software / Technology

May 2016

May 2016

Easy Navigation and handful Menu options

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
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.

 
 

Hina from Information Technology and Services
Specialty: Media

May 2016

May 2016

Fast and organized document management tool

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

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.

 
 

Austin from IdealU
Specialty: Software / Technology

May 2016

May 2016

Documents lifecycle can be streamlined

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
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.

 
 

Matt from IdealU
Specialty: Software / Technology

May 2016

May 2016

Easy deployment and Calendar support

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
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.

 
 

Suraj from ITG
Specialty: Software / Technology

May 2016

May 2016

Great integration with Microsoft products

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
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.

 
 

Michel from CONCIEL
Specialty: Software / Technology

January 2015

January 2015

FileHold robust and user friendly plus excellent support

Ease-of-use

Functionality

Product Quality

Customer Support

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.

 
 

Jamie from Versatile
Specialty: Software / Technology

January 2015

January 2015

Excellent Document Management Solution

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

The product met all requirements for managing a wide range of content and making the content available across desktop and mobile.

Likes Least

Nothing negative to say. The FileHold experience has been overwhelmingly positive.

Recommendations

Backups still remain important, but this shouldn't be news to anyone.

 
 
 
Showing 1-20 of 22

Robert from Codemantra
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2017

June 2017

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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 Employees number: 51-200 employees

January 2017

January 2017

When it works it works

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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
 

Marc from Image Advantage Solutions Inc.

October 2015

October 2015

Image Advantage Solutions Inc. Experiences with FileHold

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

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.

Review Source: Capterra
 

Eric from DocuSyst, Inc.

October 2015

October 2015

Very straight forward and powerful

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Status reporting if very powerful
Many features that can be customized
Provides a good calendar functionality

Review Source: Capterra
 

Chad from Image Advantage Solutions Inc.

October 2015

October 2015

FileHold has a wide range of capabilities and functionality, but is easy to use and affordable!

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

I have been working with FileHold software for 5+ years and have experience implementing the software into 15+ municipal/government organizations. The software can offer significant improvements in business processes, workflow, records management and more. FileHold releases upgrades on a regular basis that keeps it current and continuously expanding to offer new/improved features. I would strongly recommend FileHold to any organization looking to improve business processes with a solution that is easy to use and easy to learn, but at the same time having a wide range of capabilities and functionality.

Review Source: Capterra
 

Maria Luisa Pineda

January 2014

January 2014

Document Management Software that shows results fast!

Product Quality

Product Quality
Quality

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!

Review Source: GetApp

  Response: FileHold Document Management Software, FileHold Systems Inc.

Date: October 2014

October 2014

 

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

 

Luis

January 2014

January 2014

Guaranty of success

Product Quality

Product Quality
Quality

This is a wonderful product; in just one simple and intuitive interface you get so much functionality that is almost unbelievable. The flexibility and easiness of use and administration, makes of FileHold a very powerful tool to expand the use of the electronic document in organizations of any size. These features alone are a guaranty of success for the project.

Pros

Flexibility, easiness, price

Cons

Graphic workflows and PDF forms

Review Source: GetApp

  Response: FileHold Document Management Software, FileHold Systems Inc.

Date: January 2014

January 2014

 

A graphic workflow designer and support to automatically capture data from PDF forms has been added to FileHold in the last release FileHold 14. Customers on FileCare who need these features are encouraged to schedule their no cost upgrade.

 

Marc from Image Advantage

September 2013

September 2013

Am a Reseller and Highly Recommend both FileHold and it's Sales and Support Team

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Pros: Very user friendly, excellent support, excellent website, very powerful yet simple to use, very scalable from 5 users to hundreds.
Cons: Linear workflow but not really a con because the users can create their own workflows instead of the vendor doing that like other products.
Overall Impression: Am very pleased with both the FileHold product and the sales and service team that support it. Every one of our customers has been very pleased with it.

Review Source: Capterra
 

Eric

March 2012

March 2012

An application that just works!

Product Quality

Product Quality
Quality

We have been working with FileHold for over 4 years. During that time, we have not had a more stable, feature-rich and better supported application in our environment. The product is full of functionality that adds value to the platform and is not just "bells and whistles."

Pros

Stability
Compatibility/Integration
Ease of use
Accessibility to Data

Review Source: GetApp

  Response: FileHold Document Management Software, FileHold Systems Inc.

Date: October 2014

October 2014

 

The FileHold mission statement was to build a product that is feature rich and affordable for organizations of all sizes - that mission has been accomplished - Larry Oliver - President

 

Robert

March 2012

March 2012

FileHold Software Review

Product Quality

Product Quality
Quality

FileHold is an excellent end-to-end records management solution, suited for a range of clients from small to large. A simple deployment process and dedicated support team add to its overall appeal.

Pros

Value for money. Great features. Comprehensive support (physical and web based).

Review Source: GetApp
 

Michael from Document Workflows

April 2009

April 2009

Highly recommend this system to any resellers or customers looking for a proven document management

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Highly recommend this system to any resellers or customers looking for a proven document management system.

Pros

FileHold is a very user friendly document management system. Its a robust system with feature rich functionality out of the box. Customers can be up and running within hours rather than months with this system.

Cons

Its so feature rich that not all functionality would be used in most instances.

Review Source: Capterra
 

Michal from LGBS

March 2009

March 2009

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

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

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.

Review Source: Capterra
 

Myles from Kovatec Inc.

March 2009

March 2009

We view both the FileHolder product and the company sales and support organization as excellent.

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

We view both the FileHolder product and the company sales and support organization as excellent.

Pros

This is an excellent electronic document management product that spans the small to medium sized user marketplace. It is modestly priced and geared to accommodate growth on the part of the user. The CAD viewing capability is quite unique.

Cons

Although of reducung need, a more comprehensive records management component would be nice to have.

Review Source: Capterra
 

Andy from Modern Image

March 2009

March 2009

FileHold is an exceptional product at an affordable price.

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

FileHold is an exceptional product at an affordable price. It is everything that a small to medium sized business needs to become paperless.

Pros

Quick and Easy implementation, easy to use, broad set of features, great for scanning and filing documents electronically.

Cons

none so far.

Review Source: Capterra
 

Merv from Eloquent Systems Inc

March 2009

March 2009

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

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

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.

Review Source: Capterra
 

Jamie from Versatile

March 2009

March 2009

I would recommend Filehold to any company looking for a document management solution.

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

I would recommend Filehold to any company looking for a document management solution. The product itself and the support offered by the company are of the highest quality.

Pros

We implemented Filehold as part of a complex Enterprise wide technology refresh for a customer. The Filehold team provided excellent support throughout the implementation and the system itself has proved to be highly stable, reliable and intuitively and intelligently designed.

Cons

There are no cons that I am aware of.

Review Source: Capterra
 

Julian from JVM Bulgaria

March 2009

March 2009

I would recommend this product to all companies that are able to realize the cost associated with.

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

I would recommend this product to all companies that are able to realize the cost associated with paper document/content management.

Pros

An excellent product, that saves a lot of time and paper work previously needed. Easy installation

Cons

Can't tell none for time being

Review Source: Capterra
 

Kevin from IQL

March 2009

March 2009

A good, comprehensive and cost effective solution.

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

A good, comprehensive and cost effective solution.

Pros

Excellent Fully Featured MS .NET Architectured DM,RM, Workflow, Scanning Solution. An all in one package.

Cons

Needs more market awareness

Review Source: Capterra
 

Valentin from Data Management Solutions

March 2009

March 2009

Optimum solution

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Optimum solution

Pros

Easy solution and intuitive

Cons

The limitation just to SQL database

Review Source: Capterra
 

Mohanakanan from Statworks Sdn Bhd

March 2009

March 2009

It's an easy to manage solution for organizations who want their important corporate information.

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

It's an easy to manage solution for organizations who want their important corporate informations located in a single system that can provide a broad range of document management functionalities.

Pros

Scalable, which caters to large volumes of documents, can be integrated with other applications and provides document classifications.

Cons

Does not support open source operating system environments

Review Source: Capterra
 
 
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