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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

Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. A noticeable decrease in document return times. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. 2. The drastically simplified client experience. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Delight your clients with the FileInvite experience. Send your first Invite in just five minutes when you sign up for a free account.

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

Audience

Small to medium size businesses in all verticals.

Audience

Professionals and teams of all sizes, across industries

Support

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

Support

Phone Support Supported
24/7 Live Support 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

$829/mo
Free Version Not Supported
Free Trial Not 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 5.0 / 5
design 5.0 / 5
support 4.3 / 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

  • The user interface of FileInvite is super clean and intuitive. Easy to share and collect a digital signature for any type of user. Integrated with Dropbox and Zapier platforms. Approval and ability control can be set by admins. Pre-designed templates for creating contracts.
  • Perfect for any size of business/enterprise. Helps you in document automation. Available on SaaS, web and cloud platform. You can access file offline also. Lets you synchronize with Google Drive.
  • This is such a great service for data and document collection. Personalised branding makes it even better.

Cons

  • Till now I haven't found any downside in this platform.
  • No free plan available. Otherwise it's a great DMS tool.
  • Nothing really, overall ticks all our boxes. All pros!

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

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

Company Information

FileInvite
Founded: 2014
New Zealand, United States
www.fileinvite.com

Alternatives

Alternatives

Cerberus FTP Server

Cerberus FTP Server

Redwood Software
Mortgage Quest

Mortgage Quest

Market Focus
SynaMan

SynaMan

Synametrics Technologies

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

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Supported
Document Capture 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 Not Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Not Supported
Version Control 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 Not Supported
Version Control Supported

Admissions and Enrollment Features

Application Management Supported
Assessment Management Supported
Candidate Management Supported
Colleges / Universities Supported
Evaluation Management Supported
Fee Management Supported
Financial Aid Management Not Supported
Forms Management Supported
K-12 Not Supported
Recruiting Management Not Supported
Scoring Not Supported
Self Service Portal Supported

Commercial Loan Features

Asset Management Not Supported
Audit Trail Supported
Complex Debt Structures Not Supported
Dashboard Supported
Document Management Supported
Exposure Management Not Supported
Lead Management Not Supported
Pipeline Management Supported
Risk Management Not Supported
Trend Analysis Not Supported

Digital Signature Features

Audit Trail Supported
Authentication Supported
Auto Reminders Supported
Customizable Templates Supported
Document Analytics Supported
Mobile Signature Supported
Multi-Party Signing Supported
Progress Tracking Supported
Task Progress Tracking Supported

Document Collaboration Features

Access Control / Permissions Supported
Autosave Supported
Chat / Messaging Supported
Cloud Storage Supported
Comments / Annotations Not Supported
Edit / Change Tracking Supported
Electronic Signature Supported
Multiple File Formats Supported
Pre-made Templates Supported
Search Supported
User Tagging Not Supported
Version Control Supported
Workflow / Approval Process Supported

Document Generation Features

Batch Processing Supported
Collaboration Supported
Digital Signature Supported
Interaction Tracking Supported
Multiple Output Formats Supported
Templates Supported

File Sharing Features

Audit Trail Supported
Chat / Messaging Supported
Collaboration Supported
Document Management Supported
Drag & Drop Supported
Electronic Signature Supported
Encryption Supported
File Synchronization Supported
Search Supported
User Management Supported
Version Control Supported
Workflow Management Supported

Loan Origination Features

Amortization Schedule Not Supported
Audit Trail Supported
Closing Documents Supported
Compliance Management Supported
Customer Database Supported
Digital Signature Supported
Document Management Supported
Fee Management Not Supported
Loan Processing Supported
Online Application Supported

Loan Servicing Features

Accounting Management Not Supported
Amortization Schedule Not Supported
Application Management Supported
Auto Loans Not Supported
Automatic Funds Distribution Not Supported
Business Loans Supported
Collateral Tracking Supported
Collections Management Supported
Compliance Management Supported
Construction Loans Supported
Customer Database Supported
Fee Management Not Supported
Investor Management Not Supported
Loan Processing Supported
Student Loans Supported

Mortgage and Loans Features

Amortization Schedule Not Supported
Client Database Supported
Closing Documents Supported
Commercial Mortgages Supported
Contact Management Supported
Credit Reporting Not Supported
Customer Statements Supported
Document Management Supported
Electronic Applications Supported
Government Loans Supported
Loan Origination Supported
Loan Servicing Supported
Pipeline Management Supported
Pre-Qualification Supported
Refinance Management Supported
Residential Mortgages Supported

Onboarding Features

Course Management Not Supported
Document Management Supported
E-Verify / I-9 Forms Not Supported
Electronic Forms Supported
Electronic Signature Supported
Employee Handbook Not Supported
Employee Portal Supported
File Management Supported
Job Description Management Not Supported
Orientation Management Not Supported
Self Service Portal Supported
Task Management Not Supported
Tax Forms Supported
Training Management Supported

Portal Features

Chat Supported
Collaboration Supported
Content Management Supported
Document Management Supported
File Sharing Supported
Search Supported

Workflow Management Features

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

Integrations

Dropbox Supported
Google Drive Supported
Microsoft OneDrive Supported
Axis LMS Not Supported
Box Not Supported
HubSpot CRM Not Supported
Microsoft 365 Supported
Microsoft Azure Supported
Microsoft SharePoint Supported
Salesforce Not Supported
Zapier Not Supported

Integrations

Dropbox Supported
Google Drive Supported
Microsoft OneDrive Supported
Axis LMS Supported
Box Supported
HubSpot CRM Supported
Microsoft 365 Not Supported
Microsoft Azure Not Supported
Microsoft SharePoint Not Supported
Salesforce Supported
Zapier Supported
Claim FileCenter and update features and information
Claim FileCenter and update features and information
Claim FileInvite and update features and information
Claim FileInvite and update features and information