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

Zapendo provides enterprise-level features for Contract Management and eSignature as a self-service platform that any company can afford. Small, medium and large businesses are all dealing with contracts. Zapendo will make sure you find your contracts with ease, know when they expire, and who the key stakeholders are. Custom workflows can enable you to establish your approval process for each contract, task, deliverable, or company that you create in Zapendo. eSignature features are included with each plan and are unlimited. All signed documents can be attached to one or multiple contracts.

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

Audience

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

Audience

Companies interested in a solution to manage contracts, edit documents, and send for eSignature

Support

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

Support

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

API

Offers API Supported

API

Offers API Not 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

$12 per month
Standard plan includes:
Unlimited legally binding eSignatures
Word-compatible editor
Invite to sign via text
Clickwrap agreements
Collaboration and redlining
Templates
Merge multiple documents for eSignature
Unlimited document uploads and file sizes
Notifications
OCR search
Versioning
Unlimited guests
Bulk send (coming soon)
Basic document management
User groups
Two-Factor Authentication

Prime Plan includes:
All the Standard plan features plus:
Approval workflows
Renewal alerts
Embedded forms
Google Drive, Sharepoint and OneDrive linking
User customizable dashboard
Attachments
Audit trails
Custom reports
Custom emails
User permissions
Autofill forms
Document linking
Advanced document management
Task & project management
Calendar
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 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.7 / 5
support 5.0 / 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.

Pros & Cons from Real Users

Pros

  • It is so fast, it took me less than 15 seconds to sign the document. It ran very well, no glitches or lagging. Well functioning.
  • Very easy to use. Uploaded folders and it kept the permissions. Critical to us is knowing when contracts are due to expire or have auto renewal features because we were burned by a company for thousands with an unwanted auto renewal. This contract management software alerts us and also displays the renewals on a dashboard. Great value.
  • Zapendo allowed me to sign up for free to check everything myself and then make a decision. It has all the premium features in contract management that other software companies charge $20,000+

Cons

  • The design looks a little bit older. I would like it if it looked a little bit more modern.
  • Have not seen anything yet. I have recommended this contract management software to others.
  • It does take time to figure everything out because there is just so much.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

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

Company Information

Zapendo
United States
www.zapendo.com

Alternatives

Alternatives

Sign.Plus

Sign.Plus

Alohi
UnForm

UnForm

Synergetic Data Systems, Inc.
Gavel

Gavel

Gavel.io

Categories

Categories

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

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

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

Contract Management Features

Buy Side (Suppliers) Supported
Completion Tracking Supported
Compliance Tracking Supported
Contract Lifecycle Management Supported
Electronic Signature Supported
Full Text Search Supported
Government Contracts Supported
Pre-built Templates Supported
Sell Side (Customers) Supported
Specialty Contracts Supported
Version Control Supported
Workflow Management Supported

Document Collaboration Features

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

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation Supported
Calendar Management Supported
Compliance Tracking Not 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 Supported
Third Party Integrations Supported
Workflow Configuration Supported

Business Process Management Features

Access Controls / Permissions Supported
Alerts / Notifications Supported
Business Process Automation Supported
Business Rules Management Supported
Collaboration Supported
Process Change Tracking Supported
Process Mapping Supported
Process Modeling & Design Not Supported
Visual Workflow Management 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 Control Features

Archiving & Retention Supported
Automated Routing Supported
Change Management Supported
Compliance Management Supported
Electronic Signature Supported
Escalation Management Supported
Periodic Review Supported
Version Control Supported

Integrations

Microsoft SharePoint Supported
Google Drive Not Supported
Microsoft OneDrive Not Supported
SAP CRM Supported
Sage CRM Supported

Integrations

Microsoft SharePoint Supported
Google Drive Supported
Microsoft OneDrive 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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