Audience

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

About FileHold

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.

Pricing

Starting Price:
$15.00 / user / month
Pricing Details:
FileHold can be purchased as a perpetual license or on a month to month subscription (minimum of 5 users).
Free Trial:
Free Trial available.

Integrations

API:
Yes, FileHold offers API access

Ratings/Reviews - 2 User Reviews

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

Company Information

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

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
Windows
iPhone
iPad
Android
Chromebook
On-Premises
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
Online

FileHold Frequently Asked Questions

Q: What kinds of users and organization types does FileHold work with?
FileHold works with these users and organization types: Mid Size Business, Enterprise, Nonprofit, and Government.
Q: What languages does FileHold support in their product?
FileHold supports these languages: English, French, and Spanish.
Q: What kind of support options does FileHold offer?
FileHold offers support via phone support and online.
Q: What other applications or services does FileHold integrate with?
FileHold integrates with: Sage CRM, SAP CRM, and Microsoft SharePoint.
Q: Does FileHold have an API?
Yes, FileHold has an API.
Q: Does FileHold have a mobile app?
Yes, FileHold has a mobile app for iPhone, iPad, and Android.
Q: What type of training does FileHold provide?
FileHold provides training in the form of documentation, live online, webinars, in person, and videos.
Q: Does FileHold offer a free trial?
Yes, FileHold offers a free trial.
Q: How much does FileHold cost?
Pricing for FileHold starts at $15.00 / user / month.
Q: What pricing for support is available for FileHold?
FileHold offers support included with purchase and additional fee / premium available.
Q: What pricing for training is available for FileHold?
FileHold offers training included with purchase and additional fee / premium available.

FileHold Product Features

Archiving

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

Contract Management

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

Document Collaboration

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

Document Management

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

Document Version Control

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

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

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
Task Management Supported
Third Party Integrations Supported
Workflow Configuration Supported
No-Code Not Supported

FileHold Verified User Reviews

Write a Review
  • Rebecca S.
    Document Control Specialist
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 26 - 99
    Design 4 out of 5 stars
    Ease 5 out of 5 stars
    Features 4 out of 5 stars
    Pricing 4 out of 5 stars
    Support 4 out of 5 stars
    Probability You Would Recommend? 8 out of 10

    "FileHold"

    5 out of 5 stars Posted 2019-05-29

    Pros: It is very user friendly
    Very customizable
    Easy to create workflows

    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

    Overall: I would highly recommend. The system has completely transformed the way our documents are handled

    Read More...
  • James T.
    VP
    Used the software for: Less than 6 months
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 1 - 25
    Design 5 out of 5 stars
    Ease 5 out of 5 stars
    Features 5 out of 5 stars
    Pricing 5 out of 5 stars
    Support 5 out of 5 stars
    Probability You Would Recommend? 10 out of 10

    "Remarkable"

    5 out of 5 stars Posted 2019-05-29

    Pros: 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: Cant identify any cons to address. We had zero issues with the install and so far, no issues in using the tool.

    Overall: Incredible. We had reservations about making this move but now we only wish we had moved in to this application sooner.

    Read More...
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