Document Locator

Document Locator

ColumbiaSoft
FileHold

FileHold

FileHold Document Management Software
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About

Document Locator is Windows-integrated document management software with available Web and Mobile access. It combines ease of use with enterprise-class capabilities. Fully-integrated into Microsoft Windows, Office, Outlook, and other business applications, Document Locator offers version control, notifications, approvals, security, records policies, and workflow all within the familiar Windows folders experience. The system is ideal for HR filing, Accounting, Projects, Contracts, Quality. An advanced API is also available for integration with other systems.

About

The FileHold Azure cloud deployment provides a secure, backed up cloud environment. All IT services are included as part of the program. FileHold is an enterprise grade document management and document workflow solution that helps large organizations transition to a paperless work environment. When requested, FileHOld can be deployed on-premises or in a secure private or public cloud. FileHold offers a suite of features for document scanning, indexing, versioning, searching, document linking, and more. FileHold supports all browser types, a rich desktop environment and is mobile ready. Out of the box integration with MS Office, SharePoint, Teams and Active Directory. Free fully documented API.

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

Audience

Ideal for businesses that require a robust tool for managing paper and electronic files more efficiently.

Audience

For larger organizations that need document workflow and approval. Caters to high tech companies, manufacturers, healthcare organizations, and more.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$260 user/year
Flexible licensing packages offer dedicated and concurrent options for both on-premise or cloud systems.
Free Version Not Supported
Free Trial Not Supported

Pricing

$15.00 / user / month
FileHold can be purchased as a perpetual license or on a month to month subscription (minimum of 5 users).
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.5 / 5
design 4.5 / 5
support 4.5 / 5

Pros & Cons from Real Users

Pros

  • It is very user friendly Very customizable Easy to create workflows
  • Installation and implementation was nothing short of easy. The team at FileHold walked us through all stages and we were up and functioning within an hour.

Cons

  • Font is a little small and it is not adjustable There is not a collapse all for the folders - do not love having to click the - sign when I have 20 folders open
  • Cant identify any cons to address. We had zero issues with the install and so far, no issues in using the tool.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

ColumbiaSoft
Founded: 1998
United States
www.documentlocator.com

Company Information

FileHold Document Management Software
Founded: 2005
Canada
www.filehold.com

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Categories

Categories

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Supported
Document Capture Not Supported
Document Conversion Supported
Document Delivery Supported
Document Indexing Supported
Document Retention Supported
Electronic Signature Supported
Email Management Supported
File Recovery Supported
File Type Conversion Supported
Forms Management Supported
Full Text Search Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Not Supported
Version Control Supported

Document Control Features

Archiving & Retention Supported
Automated Routing Supported
Change Management Supported
Compliance Management Supported
Electronic Signature Supported
Escalation Management Not Supported
Periodic Review Supported
Version Control Supported

HR Employee File Management Features

Access Controls Supported
Centralized Employee Files Supported
Dashboard Supported
Email Notifications Supported
Paper & Digital Supported
Regulatory Compliance Supported
Retention Settings Supported
Search Supported
Sharing Spaces Supported
Signature Supported

Document Version Control Features

Access Controls/Permissions Supported
Approval Process Control Supported
Archiving & Retention Supported
Audit Trail Supported
Commenting / Notes Supported
Document Check-in / Check-out Supported
For Engineering Documents Supported
Revision History Supported
Version Comparison Supported
Version Rollback Supported

Archiving Features

Access Control Supported
Data Deduplication Supported
Document Management Supported
eDiscovery Supported
Email Archiving Supported
Multimedia Archiving Supported
Retention Management Supported
Storage Management Supported
Version Control Supported
Web Archiving Supported

Contract Management Features

Buy Side (Suppliers) Not Supported
Completion Tracking Supported
Compliance Tracking Supported
Contract Lifecycle Management Supported
Electronic Signature Supported
Full Text Search Supported
Government Contracts Supported
Pre-built Templates Not Supported
Sell Side (Customers) Not Supported
Specialty Contracts Supported
Version Control Supported
Workflow Management Supported

Legal Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Supported
Contract Management Supported
Document Assembly Supported
Document Indexing Supported
Document Tagging Supported
Full Text Search Supported
Version Control Supported

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation Supported
Calendar Management Supported
Compliance Tracking Supported
Configurable Workflow Supported
Customizable Dashboard Supported
Document Management Supported
Forms Management Supported
Graphical Workflow Editor Supported
Mobile Access Supported
No-Code Not Supported
Task Management Supported
Third Party Integrations Supported
Workflow Configuration Supported

Integrations

Adobe Acrobat Supported
Adobe Acrobat Sign Supported
AutoCAD Supported
Bluebeam Revu Supported
Docusign Supported
Microsoft 365 Supported
Microsoft Outlook Supported
Microsoft SharePoint Not Supported
SAP CRM Not Supported
Sage CRM Not Supported

Integrations

Adobe Acrobat Not Supported
Adobe Acrobat Sign Not Supported
AutoCAD Not Supported
Bluebeam Revu Not Supported
Docusign Not Supported
Microsoft 365 Not Supported
Microsoft Outlook Not Supported
Microsoft SharePoint Supported
SAP CRM Supported
Sage CRM Supported
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