FileHold DMS Pricing, Features, Reviews & Comparison of Alternatives

FileHold DMS Reviews

FileHold DMS

Document management software for larger organizations

4.79/5 (29 reviews)
118     150

FileHold software, for larger organizations, is easy to install, and easy to use. The software licensing, implementation and support packages are affordable for all organizations.

FileHold converts chaotic intellectual property into a secure and audited electronic library. The software reduces time taken searching for information, decreases paper storage costs, while increasing worker collaboration and workflow efficiency across the entire organization. “Go Paperless”, “Go Green” with FileHold document management software
www.filehold.com

FileHold DMS Overview

Pricing

Starting from: $3750.00
Pricing model: One-time License, Subscription
Free Trial: Available (No Credit Card required)
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Devices

Web
Android
iOS

Business size

S
Small
M
Medium
L
Large
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FileHold DMS screenshot: Document ViewerFileHold DMS screenshot: Document Management Software

FileHold DMS Reviews (29)

Latest reviews

 When it works it works

Filehold is great for the computer age. It makes filing a thing of the past. The search function is the only thing that can be iffy. If you know exactly what you're looking for its great, but general searches can be a little time consuming.

Read the full review
Reviewed 26th of January by Elias Webster

 

 Synergy Software Systems - FileHold DMS

Read the full review
Reviewed 26th of May, 2016 by Ramesh Kulkarni

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FileHold DMS Pricing

Starting from: $3750.00

Pricing model: One-time License, Subscription

Free Trial: Available (No Credit Card required)

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.

View Pricing Plans

Key Features of FileHold DMS

  • E-forms - streamline and automate business processes
  • Create document seperation sheets
  • Workflow and Approval
  • Archive and dispoition rules
  • Customize Web Portal
  • Secure centralized Library
  • Secure centralized repository
  • Automatically capture metadata
  • Drag document from your desktop
  • Records Management
  • Scan directly to AP for workflow approval

FileHold DMS Screenshots (2)

FileHold DMS screenshot: Document ViewerFileHold DMS screenshot: Document Management Software

Specifications

Intended Users
Large Enterprises, Mid Size Business, Public Administrations
Devices Supported
Windows, Web-based, Windows Phone, Mobile Web App
Supported Countries
Australia, Canada, Europe, Mexico, United Kingdom, United States
Supported Languages
English, French, Spanish
Support Options
FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials

Alternatives to FileHold DMS

Benefits

FileHold Document Management Software, for larger organizations, transforms both paper and electronic documents into knowledge assets that become Instantly usable by an organizations workforce.

Organizations today are overwhelmed with information that comes at them in many formats: email, electronic documents and forms. Paper-based documents still exist in large quantities and need to be dealt with. Electronic document indexing combined with powerful full text and profile search capabilities allow organizations to take control of electronic and paper based documents.

Standard Software Features include; document scanning, version control, disposition management, multi tiered document level authorization control, rules based subscription and notifications engine, document workflow, and document to document relationship management. This functionality seamlessly integrates into environment Microsoft Office and SharePoint.

Optional Document Management Software Features are powerful "out of the box" but optional modules are available for customers who want to extend the paperless office capabilities beyond the basics.

Custom Document Management Software Features help partners and customers solve business problems that are unique to their industry or Government. There are a number of ways to personalize the document management software.

Document Scanning and Imaging: The document management software ships with easy to use, out-of-the-box document scanning software that delivers the paperless office. The software supports virtually any stand alone or Multi Function document scanner.

For a no obligation price quote or more information contact sales at FileHold.

Who is FileHold DMS For?

  • Experience level: All experience levels
  • Industry: All industries and verticals
  • Business size: Mid to large-size organizations with 20 or more users
  • Departments/roles: Human resources, accounts payable
  • Budget/point: Pricing varies based on the number of users
  • Example customers: BMW, GE Healthcare, Comcast
Read the full GetApp Analysis

Videos

Security and privacy

Encryption

No
Encryption of sensitive data at rest
Yes
HTTPS for all pages

Access control

No
Multi-factor authentication options

Data policy

Yes
Data backup in multiple locations/GEO regions
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Elias Webster

When it works it works

26/01/2017

Filehold is great for the computer age. It makes filing a thing of the past. The search function is the only thing that can be iffy. If you know exactly what you're looking for its great, but general searches can be a little time consuming.

Pros

The organization

Cons

You need to be specific in your search.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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Ramesh Kulkarni

Synergy Software Systems - FileHold DMS

26/05/2016

Pros

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.

Cons

Workflow designer in a graphical representation with drag & drop of the fields in the product is not available. Vendor-wise no negative comments.

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Likelihood to recommend

9/10

Recommendations to others considering FileHold DMS

Look at the features of FileHold. Very cost effective pricing models are available both on-premises & hosted or self-hosted. Call up a local representative and check out, its worth spending time to look at FileHold for any organization which has to maintain & store documents in a structured manner.

Source: Software Advice
Helpful?   Yes   No
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Chad Haffie

FileHold is a user friendly and powerful system!

25/05/2016

Pros

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.

Cons

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.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

10/10

Recommendations to others considering FileHold DMS

Make sure you have a detailed understanding of how the features actually work and the usefulness of the product for not only power-users but day to day users who might not be as technologically advanced.

Source: Software Advice
Helpful?   Yes   No
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Eric Posa

FileHold DM Software - Great Value

25/05/2016

Pros

The product can be used in a basic configuration or an advanced configuration with many features for complicated environments.

Cons

The only challenge we face with implementation of this product is the shift from the normal PC file system to a DM system which is mostly a user issue

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

10/10

Recommendations to others considering FileHold DMS

Spend time to watch videos and attend a demo to understand some of the functions of the product before reaching out for questions

Source: Software Advice
Helpful?   Yes   No
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Khalid Alhokail

Solution Provider

25/05/2016

Pros

Ready to run out of the box. Competitive price. Great support.

Cons

Nothing. I really like the software and it meets all my (and my clients) needs.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

10/10

Recommendations to others considering FileHold DMS

Customers don't realize the need of this software until a disaster comes. Having all your documents archived and scanned makes it easy for your employees to do their work in the best way possible. You need to understand what process changes a software like this will introduce to your company culture.

Source: Software Advice
Helpful?   Yes   No
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charon lee

Professional file management system

25/05/2016

Pros

Life cycle Management, Advanced Search and used history log

Cons

Microsoft Office Integration and Optical Character Recognition (OCR) and Indexing

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

8/10

Recommendations to others considering FileHold DMS

File system is tool , Change management is a method of execution

Source: Software Advice
Helpful?   Yes   No
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George Poletes

A simple and powerful way to manage large document sets

25/05/2016

Pros

FileHold is as intuitive as it is powerful. With its metadata-based architecture, FileHold allows me to find the exact documents I need faster and easier than any other document management platform.

Cons

I hope they release a Mac operating system version soon!

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Likelihood to recommend

10/10

Recommendations to others considering FileHold DMS

Consider how well your document management system fits into your workflow and use requirements. When measured based on this standard, FileHold clearly outperforms all competing solutions by a mile.

Source: Software Advice
Helpful?   Yes   No
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Marc Didemus

Image Advantage Solutions Inc. Experiences with FileHold

28/10/2015

Image Advantage Solutions Inc. became a FileHold partner in 2005 specializing in offering FileHold to Municipalities and other government organizations along with private industry. We have installed many systems since that time and have been "FileHold Partner of the Year" in 2012 and again in 2014 and are the only Partner to have won this prestigious award twice. Every client that we have sold FileHold to is very happy with the system. The features, pricing and service have been excellent. The Workflow is powerful yet easy to understand. FileHold is one of the few systems where users may create their own workflows.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Eric Posa

Very straight forward and powerful

28/10/2015

Status reporting if very powerful Many features that can be customized Provides a good calendar functionality

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Chad Haffie

FileHold has a wide range of capabilities and functionality, but is easy to use and affordable!

27/10/2015

I have been working with FileHold software for 5+ years and have experience implementing the software into 15+ municipal/government organizations. The software can offer significant improvements in business processes, workflow, records management and more. FileHold releases upgrades on a regular basis that keeps it current and continuously expanding to offer new/improved features. I would strongly recommend FileHold to any organization looking to improve business processes with a solution that is easy to use and easy to learn, but at the same time having a wide range of capabilities and functionality.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more

GetApp Analysis

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.

What is FileHold DMS?

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.

Main Features

Version control

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

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.

User roles

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.

Audit logging

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.

Microsoft Office Application Integration

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.

Integrations

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

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.

Bottom Line

  • Converts intellectual property into secure electronic libraries
  • Best suited for mid to large organizations
  • Extremely feature-rich, affordable, and easy to use
  • Integrates with any third-party applications
  • Pricing based on a per user seat model

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