Software is user friendly but offers a wide range of features that makes it appropriate for a wide range of organizations. As a re-seller we have had great success in municipalities, health units, employment agencies, etc.. and each organization's requirements have been met. The support team is also very knowledgeable and responsive when needed.
There are some features that don't work perfectly for some of the processes that our customers try and complete, but that isn't a problem with the product, just a limitation. I don't have any negative opinions at this time.
Likelihood to recommend: 10/10
- the search options are extremely useful and save so much time finding documents - FileHold is very well structured and we have made use of a lot of additional functionality such as sign off, review periods and acknowledgement
- it might be good to be able to customise your workflow a bit better, but the standard layout is perfect as is
Likelihood to recommend: 10/10
university requisititions are just too many meaning too many hard copy files, but filehold allows you to scan individual requisitions and creates files that are stored as soft copies meaning creating a paperless office.
liked most the scanning software for scanning files fo e-filling and it can manage thousands and thousands of files. searching for information is just a click of button and its very easy to use.
i am not well versed with the security system and my worry is corruption of files after shredding of hardcopies in the long run.
Likelihood to recommend: 9/10
Roi, productivity, easy to use
Easy to use, trainning and support over the top. They handle every request in a timely fashion and with easy
Likelihood to recommend: 5/10
Easy to use functionality, Connector to add documents & excel files directly from Word/Excel. Content Search, Save Searches, Redaction, Sticky notes, and lots of other useful & effective features. Supports both thick & thin clients.
Workflow designer in a graphical representation with drag & drop of the fields in the product is not available. Vendor-wise no negative comments.
Likelihood to recommend: 9/10
The FileHold mission is to make Enterprise grade document management software affordable. Pricing is based on the intensity of use and the average cost per user lowers as the system grows. For large organizations a fully audited user license can be added for as little as $60.00 one time fee.
Document management software priced for, organizations who want to go paperless. Ships with web access, Microsoft Office integration, document workflow, document scanning software, mobile device support.
As businesses grow, their document storage needs often become unwieldy. Rather than shoving important paperwork into overstuffed file folders, FileHold has developed a way for its users to digitize their documents and securely store them in an electronic format.
When businesses store their files in FileHold, documents are never out of reach. The company’s mobile collaboration platform was designed for busy professionals who rely on smartphones and tablets to get work done inside and outside the office. Regulatory compliance issues are minimized, and file retrieval is streamlined thanks to the app’s keyword–based searches and filters.
With a mission to make enterprise software affordable for the masses, FileHold provides its users with important features such as version control, document tagging, user roles, searching, audit logging, document linking, calendars, and e-forms. It integrates with Microsoft Office, along with many other third-party business apps.
FileHold is a document management solution that solves many of the business problems that companies commonly face. Specifically, it eliminates the issues surrounding document compliance, storage, and security. The app was designed to protect intellectual property while still enabling users to quickly share and collaborate through an electronic workflow.
An installation guarantee ensures new users can be up and running with FileHold in just hours. The platform’s interface is intuitive and friendly, seamlessly converting intellectual property into organized electronic libraries. FileHold also decreases the time that professionals and teams spend searching for documents or information. The app cuts paper storage costs, while improving group collaboration and workflow efficiency.
FileHold users know when the documents they’ve created are being edited by colleagues. They can also re-visit previous versions of their documents at any point. This decreases process latency and increases workflow efficiencies.
Version control tools are built into the platform, and FileHold keeps a unique version of each file as it is checked into and out of the digital library. Past versions of documents are never overwritten. Document versions are number as 1,2,3, etc.
Document tagging, also known as capturing metadata, increases the efficiency and accuracy of search results. Document tagging facilitates intelligent database mining, which is one of the reasons it has become a must-have feature for businesses researching the best digital document storage solutions.
As you add new documents to your FileHold library, the system will prompt you to classify each file using metadata fields. These fields are defined by controlled vocabulary, metadata menus, and text fields. FileHold also provides you with the ability to add pick list metadata fields—for example, a metadata field titled “Customer Address” might be added to an invoice document stored in the system.
Not every person within an organization requires an equal level of access to private documents and files. FileHold understands this, which is why the company has provided 11 different user roles for businesses. These user roles range from Read Only and Document Publisher, all the way to System Administrator and Senior Library Administrator.
You can select a unique role for each collaborator within your organization and, with these roles set, you’ll have complete authority and flexibility over the power that individuals have to access or modify documents in your library. For example, Read Only users can open or email documents from the system, but may not edit or delete those files.
Strict compliance regulations can derail some document management systems, however FileHold offers tools specifically designed to keep businesses in compliance. Its document and user tracking logs record all user interactions with documents, including usage and actions, version creation, and comments or approvals.
When you click on the document usage log within your FileHold account, you can review records of the interactions your employees or colleagues have had with the files stored in the document management system. You can search the log to find interactions specific individuals have had with documents, such as when a document has been downloaded, emailed, copied, or deleted. In the event a document has been deleted by mistake, you can use the usage log to see who deleted the document and when that deletion occurred.
Users are able to access FileHold from the toolbar or file menu from within Microsoft Office applications, such as Word, Excel, Outlook, PowerPoint and Visio.
You can add, checkout, browse, and send a document for review or feedback directly from Microsoft Office applications. You can even add a document to FileHold directly from Excel, with the ability to view the entire library tree, the contents of a folder, and the metadata required for the file in a single view.
Out of the box, FileHold integrates with any third-party applications. The app allows users to search from any other application directly in the FileHold repository and display all search results. It also has a free, well-documented web services API that allows developers to create interfaces into all of the functions of the FileHold software.
Pricing for FileHold is on a per user seat basis, which varies in cost depending on the number of seats purchased. Organizations are expected to pay a one-time perpetual license, and they are supported by a FileCare contract that provides unlimited technical support and all future product upgrades. The cost is 20 percent per year of the initial licensing.
For customers who who need a solution in the cloud, FileHold offers the ability to contract an outside service provider. It also has partners who host the app and sell it on a per user, per month model.