FileHold Features

FileHold

Document management software for larger organizations

4.66/5 (43 reviews)

FileHold Feature Summary

  • Archive and dispoition rules
  • Automatically capture metadata
  • Courier transmissions
  • Create document seperation sheets
  • Customize Web Portal
  • Disposition and destruction policies
  • Document workflow
  • Drag document from your desktop
  • E-forms - streamline and automate business processes
  • Forms management
  • Included at no extra charge
  • Indexing and OCR
  • Indexing aned OCR
  • OCR taging
  • Records Management
  • Scan directly to AP for workflow approval
  • Search and retrieval
  • Secure centralized Library
  • Secure centralized repository
  • Total version management
  • Unlimited storage of any document type
  • Web enabled or mobile
  • Workflow and Approval
  • easy 3rd party integration

FileHold Features In Depth

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.

Competitor Feature Comparison

API
Accounting Integration
Active Directory Integration
Application Integration
Auditing
Barcode Generation
Barcode Printing
Barcode Support
Batch Processing
Calendar Management
Certification Tracking
Collaborative Review
Commenting
Compliance Management
Content Library
Content Repository
Data Import
Data Migration
Digital Signature
Document Automation
Document Imaging
Document Management
Document Review
Document Storage
Document Templates
Drag & Drop Interface
Email Address Extraction
FDA Compliance
Indexing
Knowledge Base Management
Metadata Management
Monitoring
Records Management
Remote Update / Installation
Tagging
Version Control
Learn moreCompare App
API
Accounting Integration
Active Directory Integration
Application Integration
Auditing
Barcode Generation
Barcode Printing
Barcode Support
Batch Processing
Calendar Management
Certification Tracking
Collaborative Review
Commenting
Compliance Management
Content Library
Content Repository
Data Import
Data Migration
Digital Signature
Document Automation
Document Imaging
Document Management
Document Review
Document Storage
Document Templates
Drag & Drop Interface
Email Address Extraction
FDA Compliance
Indexing
Knowledge Base Management
Metadata Management
Monitoring
Records Management
Remote Update / Installation
Tagging
Version Control
Visit WebsiteCompare App
API
Accounting Integration
Active Directory Integration
Application Integration
Auditing
Barcode Generation
Barcode Printing
Barcode Support
Batch Processing
Calendar Management
Certification Tracking
Collaborative Review
Commenting
Compliance Management
Content Library
Content Repository
Data Import
Data Migration
Digital Signature
Document Automation
Document Imaging
Document Management
Document Review
Document Storage
Document Templates
Drag & Drop Interface
Email Address Extraction
FDA Compliance
Indexing
Knowledge Base Management
Metadata Management
Monitoring
Records Management
Remote Update / Installation
Tagging
Version Control
Visit WebsiteCompare App

FileHold Feature Reviews

25 reviewers had the following to say about FileHold's features:

Ramesh Kulkarni

Synergy Software Systems - FileHold DMS

2016-05-26

Pros

Content Search, Save Searches, Redaction, Sticky notes, and lots of other useful & effective features.

Cons

Workflow designer in a graphical representation with drag & drop of the fields in the product is not available.

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Likelihood to recommend

9/10

Recommendations to others considering FileHold

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
Read more
Michael Tea

Highly recommend this system to any resellers or customers looking for a proven document management

2009-04-07

Highly recommend this system to any resellers or customers looking for a proven document management system.

Pros

Its a robust system with feature rich functionality out of the box.

Cons

Its so feature rich that not all functionality would be used in most instances.

Rating breakdown

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

Professional file management system

2016-05-25

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

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

Source: Software Advice
Helpful?   Yes   No
Read more
John Smith

Premium ECM solution with multitude of benefits

2018-03-11

Pros

Not just a document archive, FileHold, also offers a suite of content management modules that have helped us become paperless.

Cons

The workflow routing tools were a bit complex at first, but the documentation and support helped get us where we needed to be.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
Read more
Reggie Tachie-Menson

An effective and practical solutions for businesses who.

2009-03-20

An effective and practical solutions for businesses who want to embark on a Document Management solution and grow with it.

Pros

Very feature rich solution.

Cons

Client are a bit apprehensive of remote dialing in for support and maintenance although it significantly reduces the overall cost of implementation and support & maintenance.

Rating breakdown

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

It's an easy to manage solution for organizations who want their important corporate information.

2009-03-20

It's an easy to manage solution for organizations who want their important corporate informations located in a single system that can provide a broad range of document management functionalities.

Pros

Scalable, which caters to large volumes of documents, can be integrated with other applications and provides document classifications.

Cons

Does not support open source operating system environments

Rating breakdown

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

Great product that is stable, scalable, and well-tested.

2008-08-14

Great product that is stable, scalable, and well-tested.

Pros

Licensing model allows smaller organizations enter into a document management solution and have it grow with their business. 3. Functionality available for the basic purchase exceeds that of competitors. 4.

Cons

There is no import application that comes with the product for easy conversion from other storage software or scanning projects

Rating breakdown

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

We actively recommend FileHold as a Document Management system and as an excellent companion product

2009-03-20

We actively recommend FileHold as a Document Management system and as an excellent companion product with the Eloquent KM Suite.

Pros

Now it can link directly to a FileHold folder for a seamless. A search into the Eloquent KM software will find documents stored in FileHold as well as the various Eloquent applications.

Cons

We have limited hand-on experience with the product, but understand the application well and do not find FileHold lacking in any way.

Rating breakdown

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

Improved Search functionality

2016-05-02

Pros

With advances search files and content can be searched quickly.

Cons

Collaboration functionality needs some improvement.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Likelihood to recommend

7/10

Recommendations to others considering FileHold

Fast search can help saving lot of time. Files uploads are fast as well and helps with managing content and data.

Source: Software Advice
Helpful?   Yes   No
Read more
Luis

Guaranty of success

2014-01-17

This is a wonderful product; in just one simple and intuitive interface you get so much functionality that is almost unbelievable.

Pros

Flexibility, easiness, price

Cons

Graphic workflows and PDF forms

Source: GetApp
Helpful?   Yes   No

Response from FileHold Document Management Software


A graphic workflow designer and support to automatically capture data from PDF forms has been added to FileHold in the last release FileHold 14. Customers on FileCare who need these features are encouraged to schedule their no cost upgrade.

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Myles Ryan

We view both the FileHolder product and the company sales and support organization as excellent.

2009-03-23

We view both the FileHolder product and the company sales and support organization as excellent.

Pros

This is an excellent electronic document management product that spans the small to medium sized user marketplace.

Cons

Although of reducung need, a more comprehensive records management component would be nice to have.

Rating breakdown

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

I would recommend this product to all companies that are able to realize the cost associated with.

2009-03-20

I would recommend this product to all companies that are able to realize the cost associated with paper document/content management.

Pros

An excellent product, that saves a lot of time and paper work previously needed. Easy installation

Cons

Can't tell none for time being

Rating breakdown

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

I would recommend Filehold to any company looking for a document management solution.

2009-03-20

I would recommend Filehold to any company looking for a document management solution.

Pros

The Filehold team provided excellent support throughout the implementation and the system itself has proved to be highly stable, reliable and intuitively and intelligently designed.

Cons

There are no cons that I am aware of.

Rating breakdown

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

Document Management Software that shows results fast!

2014-01-21

Filehold is an excellent Document Management System, it is easy to implement, easy to learn, has powerful functionality and excellent architecture that supports growth.

Pros

Filehold is a Solution that gives real results fast!

Source: GetApp
Helpful?   Yes   No

Response from FileHold Document Management Software


FileHold guarantees a 2 hour technical installation or we will work for free until it is done - Larry Oliver - President

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George Poletes

A simple and powerful way to manage large document sets

2016-05-25

Pros

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

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
Read more
Austin Teer

Documents lifecycle can be streamlined

2016-05-02

Pros

It is quick to access files as needed from servers, File uploading process is smooth as well.

Cons

Since it supports calendar. Would it be possible to sync my Gmail calendar events?

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Likelihood to recommend

8/10

Recommendations to others considering FileHold

Great support and features for organizing lifecycle for documents. Creating rules are easy and can be helpful.

Source: Software Advice
Helpful?   Yes   No
Read more
Fraser Doig

A fantastic document management system

2018-10-31

Pros

- 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

Cons

- it might be good to be able to customise your workflow a bit better, but the standard layout is perfect as is

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Hina Dua

Fast and organized document management tool

2016-05-02

Everything looks great and works well. Some very good features and better than others.

Pros

Files can be filtered as needed in search area. Works effectively and easy to use as well.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Likelihood to recommend

8/10

Recommendations to others considering FileHold

I would recommend it for sure as it has fast speed to upload big size files. Can be used by small companies.

Source: Software Advice
Helpful?   Yes   No
Read more
Michal Kojtych

If you need a software you want to be intuitive from one hand and a powerfull tool from another.

2009-03-24

If you need a software you want to be intuitive from one hand and a powerfull tool from another - choose FileHold.

Pros

A proper use of the smart folder functionality gives you a tool for making a "soft" workflow. "Hot key" functionality integrates FH with other systems you are working with.

Cons

I use FH as an electronic library and it is perfect. I find no problems at all.

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!

2015-10-27

The software can offer significant improvements in business processes, workflow, records management and more.

Rating breakdown

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

Easy file management

2018-06-23

Manage my files in a simple and organized way

Pros

I like to be able to add different Excel files, admitting the load of these quickly, has different tools for its usefulness.

Cons

At the time I had to pay some attention to the demo video to be able to understand in depth.......

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Robert Braune

FileHold Software Review

2012-03-11

FileHold is an excellent end-to-end records management solution, suited for a range of clients from small to large.

Pros

Value for money. Great features. Comprehensive support (physical and web based).

Source: GetApp
Helpful?   Yes   No
Read more
Rebecca Szoldra

Document Control Specialist

2018-04-06

Overall I would recommend this product. If you are moving from a network type system to a DMS , this is the way to go. You do not need to be a programmer to get this thing going. All you need is a few hours of IT time and the rest you can do yourself. I implemented our program in 2 months time.

Pros

Easy to implement and easy to configure to my company's business requirements The searching capability is wonderful and greatly reduces the time it takes to find a document - we are now getting structure out of mayhem!

Cons

Navigating through the workflows is cumbersome and clunky.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
Read more
Andy Reiman

FileHold is an exceptional product at an affordable price.

2009-03-20

FileHold is an exceptional product at an affordable price. It is everything that a small to medium sized business needs to become paperless.

Pros

Quick and Easy implementation, easy to use, broad set of features, great for scanning and filing documents electronically.

Cons

none so far.

Rating breakdown

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

Solid!

2018-06-29

Pros

I felt like my files were being saved securely.

Cons

It took a minute to figure out how to navigate through the interface but not long

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more