FileHold

FileHold

FileHold Document Management Software
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About

FileCenter is your fastest path to organized documents. It's easy to install, learn, and use. FileCenter DMS combines easy scanning and file organization with powerful PDF creation and editing. It also integrates with most Cloud services and the Windows programs you already use. FileCenter AUTOMATE converts documents into searchable PDFs with its powerful OCR and then automatically names and routes them. FileCenter RECEIPTS is the best way to manage your receipts, track your expenses, and create reports to ensure accurate reimbursements. FileCenter is perfect for offices of all sizes. It runs on your Windows PC and uses the Windows file system, NOT complex databases. Feature-for-feature, FileCenter delivers at a price the competition can't touch. Start your free trial today! Call 801-722-7098.

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 Not Supported
On-Premises Not 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

Small to medium size businesses in all verticals.

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 Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$99.95 (one-time/user)
Std - $99.95 (one-time/user)
Pro - $199.95 (one-time/user)
Pro Plus - $299.95 (one-time/user)
Free Version Not Supported
Free Trial 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 4.8 / 5
ease 4.8 / 5
features 4.6 / 5
design 4.9 / 5
support 4.7 / 5

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

  • Easy to use by everyone and great integration. very simple and easy to combine and rearrange documents and pages. Helps to edit PDF really easily.
  • Very convenient to use and store files and data. Fast integration. PDF editor and OCR is very helpful.
  • Super easy to use to re-arrange pages, combine document and edit them. Glad I found this for the PDF editor! Also love how everything is laid out makes file management super easy while doing my tax returns this year!
  • I love how easy FileCenter is to use! I actually enjoy using it. Saves so much time and not only have I organized my document but also my family photos.
  • I really love the ease of use of the software for starters. Each of my users, as well as myself, now use it on a daily basis. We store files from financial records to HR records, to just about anything under the sun. The product is also a non-proprietary software. We had been using another solution, and it was an encrypted database solution. We loved it, but then the database got corrupted and there was no warning. Our backups didn't have a version that wasn't corrupted and we lost years of data. FileCenter has been great, and we now manage the encryption and the security ourselves. They also have a great tool that reads files that are consistently the same, like invoices and legal docs, then routes them automatically after processing the information. We used to take 3-5 hours a day to scan in all of our documents, process them, name them and then store them where they needed to go. Now our scanning person in charge of those document types takes about 5-10 minutes a day to just scan the files and the system does the rest. We have estimated that we save around $18,000-$20,000 a year on just that one document type every single year. We are now getting ready to get started on the next file to auto-route and can't wait to see the same kind of results.

Cons

  • Some documents are not supported by the application.
  • Only con is that the Interface is little difficult to use.
  • Some of my documents didn't OCR but they were tough ones.
  • I have nothing to say bad about File Center. I wish I had found out about it sooner.
  • The PDF Editor that is built into the software is kind of cumbersome to learn, but over a little bit of time and with some help from their trainers, we have been able to start getting the hang of it.

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 Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

FileCenter
Founded: 2004
United States
www.filecenterdms.com/

Company Information

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

Alternatives

Alternatives

UnForm

UnForm

Synergetic Data Systems, Inc.
Gavel

Gavel

Gavel.io

Categories

Accounting Supported
OCR Supported

Categories

Document Management Features

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

Legal Document Management Features

Access Controls Not Supported
Archiving & Retention Supported
Collaboration Not Supported
Contract Management Supported
Document Assembly Not Supported
Document Indexing Supported
Document Tagging Not Supported
Full Text Search Supported
Version Control Supported

Accounting Features

Accounts Payable Not Supported
Accounts Receivable Not Supported
Bank Reconciliation Not Supported
Billing & Invoicing Not Supported
Cash Management Not Supported
CPA Firms Supported
Cryptocurrency Support Not Supported
Expense Tracking Supported
Fixed Asset Management Not Supported
Fund Accounting Not Supported
General Ledger Not Supported
Government Not Supported
Multi-Currency Not Supported
Nonprofits Supported
Payroll Management Not Supported
Project Accounting Not Supported
Purchase Orders Not Supported
Tax Management Not Supported

OCR Features

Batch Processing Supported
Convert to PDF Supported
ID Scanning Not Supported
Image Pre-processing Supported
Indexing Not Supported
Metadata Extraction Supported
Multi-Language Supported
Multiple Output Formats Supported
Text Editor Not Supported
Zone Selection Tool 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

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

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

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

Microsoft SharePoint Supported
Dropbox Supported
Google Drive Supported
Microsoft 365 Supported
Microsoft Azure Supported
Microsoft OneDrive Supported
SAP CRM Not Supported
Sage CRM Not Supported

Integrations

Microsoft SharePoint Supported
Dropbox Not Supported
Google Drive Not Supported
Microsoft 365 Not Supported
Microsoft Azure Not Supported
Microsoft OneDrive Not Supported
SAP CRM Supported
Sage CRM Supported
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