FileHold

FileHold

FileHold Document Management Software
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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.

About

Affordable Document Management Eliminate paper and automate processes with a digital office. SearchExpress document management software lets you workflow and share scanned documents as well as eForms, Word and Excel files. Employees can access documents from their PC, tablet or smartphone. Machine Learning SearchExpress can use Artificial Intelligence to replace manual data entry. For example, for invoices SearchExpress can use the pre-trained Microsoft Machine Learning AI to automatically extract the data on the invoices, with no trained needed. Manage Documents SearchExpress provides search and document workflow to automate business processes and ensure people have the information they need, at the time they need it. The SearchExpress Voice Digital Assistant, Cyber Express, provides speech queries of your business’s data, with verbal responses, from smart speaker or smartphone. Available in cloud and on-premises versions.

Platforms Supported

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

Platforms Supported

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

Audience

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

Audience

Medium and large-size organizations

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

$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

Pricing

$39/user/month Cloud.
Cloud and on-premises versions available.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

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

Reviews/Ratings

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

This software hasn't been reviewed yet. Be the first to provide a review:

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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

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

Company Information

SearchExpress
Founded: 1984
United States
www.searchexpress.com

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FileHold

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Easy Data Access

Categories

Categories

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

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

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

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Not Supported
Document Archiving Supported
Document Assembly Not Supported
Document Capture Supported
Document Conversion Not Supported
Document Delivery Not Supported
Document Indexing Supported
Document Retention Supported
Electronic Signature Supported
Email Management Supported
File Recovery Not 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

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation Supported
Calendar Management Not Supported
Compliance Tracking Not Supported
Configurable Workflow Supported
Customizable Dashboard Not 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 Not Supported
Workflow Configuration Supported

Digital Workplace Features

Activity / News Feed Not Supported
Calendar Management Not Supported
Chat / Messaging Not Supported
Content Management Not Supported
Document Management Supported
Employee Directory Not Supported
File Sharing Not Supported
Knowledge Management Supported
Surveys & Feedback Not Supported
Task Management Not Supported

Electronic Data Capture Features

Audit Trail Supported
CRF Tracking Not Supported
Data Entry Supported
Data Verification Supported
Distributed Capture Supported
Document Imaging Supported
Document Indexing Supported
Forms Management Supported
Remote Capture Supported
Study Management Not Supported

Remote Work Features

Collaboration Not Supported
Credential Management Not Supported
Electronic Signature Supported
Employee Monitoring Not Supported
Live Chat Not Supported
Meeting Management Not Supported
Project Management Not Supported
Remote Access Not Supported
Remote Support Not Supported
Screen Sharing Not Supported
Softphone Not Supported
Task Management Not Supported
Time Zone Tracking Not Supported
Video Chat Not Supported
Web Conferencing Not Supported

Integrations

Microsoft 365 Not Supported
Microsoft Dynamics GP Not Supported
Microsoft SharePoint Supported
PSA Not Supported
QuickBooks Desktop Pro Not Supported
SAP CRM Supported
Sage CRM Supported

Integrations

Microsoft 365 Supported
Microsoft Dynamics GP Supported
Microsoft SharePoint Not Supported
PSA Supported
QuickBooks Desktop Pro Supported
SAP CRM Not Supported
Sage CRM Not Supported
Claim FileHold and update features and information
Claim FileHold and update features and information
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Claim SearchExpress and update features and information