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FileHold Review

FileHold
Our score: 8.0 User satisfaction: 100%

What is FileHold?

FileHold is a reliable, simple, and straightforward document management system (DMS). The software is an ideal platform to help businesses transform their document management setup from traditional (thousands of documents stored in tens of file cabinets) to a more modern paperless environment. FileHold DMS improves workflow and approval of documents and simplifies archiving and disposition of records with its automation functionality.

With FileHold DMS, users can enter thousands of files and documents into their system just by scanning them. Once entered into the database, documents can be easily accessed by authorized parties with proper permissions. Its robust feature set includes a centralized electronic file cabinet, powerful search engine, document tracking and auditing, and document sharing to mention a few.

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Overview of FileHold Benefits

In short, FileHold functions like a file cabinet for your documents, drawers, and folders – only they are stored electronically. You can easily enter documents into your storage and grant users secure access via permissions. FileHold integrates with Microsoft Office, enabling users to perform their tasks quickly and easily thanks largely to a very familiar environment and interface.

With a centralized digital file cabinet, you and your team can access anytime and anywhere via desktop, browser, and mobile device. FileHold helps expedite document workflows and approvals, streamline operations, and increase compliance while keeping security tight.

Best of all, companies can transition from traditional document storage practices to a paperless setup, saving you time and money that you spend on printing documents and actual file cabinets, not to mention office space that you can utilize on something else. FileHold’s paperless approach allows users to go green, helping your company become an environment-friendly business.

FileHold improves productivity and accelerates business processes even if you are on the go. Users can access the system using their mobile phones, allowing them to view, edit, share and approve documents anytime, anywhere.

Collaboration becomes a breeze with FileHold. The software makes it easy for users to share and edit documents without having to send them back and forth or for them to huddle in the same room. Such traditional processes cost you time and money, not to mention the potential delays it can cause.

With everything centralized, automated and made accessible electronically, FileHold sure is designed to increase productivity and efficiency, reduce operational expenses, and generate more income and opportunities for your business.

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Overview of FileHold Features

  • Searching ability via a Google-like toolbar
  • Records management
  • Integration with Microsoft Office
  • Document control numbering and naming standards
  • User-based permissions for access
  • Ability to access/work on documents offline
  • Ability to link/organize documents
  • OCR (optical character recognition) and indexing
  • Integration with third-party solutions via Web Services API
  • Electronic forms
  • Calendar
  • Ability to tag/capture metadata/documents
  • Virtual folders
  • Ability to send documents via email or secure URL
  • Built-in reports to give administrators data about document usage and users
  • Compliance with the U.S. Federal Information Processing Standards (FIPS-140)

FileHold Position In Our Categories

Bearing in mind companies have particular business requirements, it is sensible they steer clear of seeking an all-encompassing, ideal software solution. Still, it is troublesome to discover such a software product even among widely used software systems. The sensible thing to do should be to shortlist the numerous main functions that need analysis like crucial features, costing, skill levels of staff, organizational size, etc. Next, you should conduct your product research exhaustively. Browse over some of these FileHold review articles and look over each of the solutions in your shortlist in detail. Such all-encompassing research guarantees you stay away from mismatched apps and buy the one that offers all the function your business requires in growing the business.

Position of FileHold in our main categories:

TOP 500

FileHold is one of the top 500 Collaboration Software products

It is essential to realize that hardly any app in the Document Management Systems category is going to be a perfect solution able to match all the goals of various company types, sizes and industries. It may be a good idea to read a few FileHold Document Management Systems reviews first as certain software might dominate just in a very narrow set of applications or be created with a very specific industry in mind. Others might operate with an intention of being simple and intuitive and consequently lack complex features welcomed by more experienced users. There are also solutions that support a broad group of users and provide a complex feature base, but this frequently comes at a higher cost of such a software. Ensure you're aware of your needs so that you choose a service that provides all the elements you search for.

How Much Does FileHold Cost?

FileHold Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

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What are FileHold pricing details?

FileHold Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

FileHold DMS’s SMB and enterprise pricing information is available only upon request. Contact the company for more details, and ask for your quote.

User Satisfaction

Positive Social Media Mentions 5
Negative Social Media Mentions 0

We realize that when you decide to purchase a Document Management Systems it’s crucial not only to find out how experts rank it in their reviews, but also to discover if the actual clients and companies that bought it are indeed satisfied with the product. That’s why we’ve devised our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and FileHold reviews across a wide array of social media sites. The information is then featured in an easy to understand format revealing how many people had positive and negative experience with FileHold. With that information at hand you will be ready to make an informed purchasing choice that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Android
  • iPhone/iPad
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Quote-based

Customer Types

  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for FileHold?

FileHold DMS integrates with the following business systems and applications:

  • SharePoint
  • SAP CRM On Demand
  • Salesforce Work.com
  • Sage CRM
  • GoIWx
  • Microsoft Office

FileHold User Reviews

FileHold average rating:

Average score
3.7/5 (5 user reviews)
4/5

Overall impression

4/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

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The most favorable review

Joyce

PROS: I like that FileHold is so efficient when it comes to managing documents as and when we need it. The file size is unlimited and search function is strong. It's an easy setup with affordable prices and responsive support team. It's able to easily scan documents and convert to PDF so we can share it more conveniently.

CONS: I like working with FileHold because we're able to manage documents, so no issues so far. It could be more affordable compared with other products.

Reviewed 6 years ago

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The least favorable review

Joyce

PROS: I like that FileHold is so efficient when it comes to managing documents as and when we need it. The file size is unlimited and search function is strong. It's an easy setup with affordable prices and responsive support team. It's able to easily scan documents and convert to PDF so we can share it more conveniently.

CONS: I like working with FileHold because we're able to manage documents, so no issues so far. It could be more affordable compared with other products.

Reviewed 6 years ago

Read full review >

More reviews from 5 actual users:

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  • Latest
  • Most useful
  • Most positive
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My thoughts on FileHold

Read full review >
Destany
4/5

Overall impression

3/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

Published on: 02.09.2021 Company Size: More than 100 Employees Industry: Biotechnology

PROS: I like that it's convenient to use, especially for a company our size (big!). It's easy to scan print documents and converting to digital PDFs -- not to mention environment-friendly -- and store everything in one spot in a cloud warehouse. Documents are also easy to search and create workflows to save you time. It can also be integrated with other apps including Adobe.

CONS: It takes time to learn how to navigate through FileHold. There are video tutorials, but we could maybe use a little more of those.

What do you think about this review?

Great Poor

Green storage

Read full review >
Savion
4/5

Overall impression

3/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

Published on: 28.08.2021 Company Size: More than 100 Employees Industry: N/A

PROS: I like that FileGold saves us time because it helps us organize everything on the cloud, so things are easier to find. It's so user-friendly and integrates with other software we usually use. We're also able to monitor where the documents are in the approval process, and the workflow is so much more efficient.

CONS: The overall design, file transfers and lags from time to time could be improved. Other than that, it's a big time-saver.

What do you think about this review?

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Show More User Reviews (5)

Product management tool

Read full review >
Scot
4/5

Overall impression

4/5

Customer Support

3/5

Value for Money

4/5

Ease of Use

Published on: 15.06.2021 Company Size: More than 100 Employees Industry: Higher Education

PROS: User-friendly, shares data quickly.

CONS: We hope to be better at organizing huge files that need to be uploaded.

What do you think about this review?

Great Poor

We’ve gone from print to digital

Read full review >
Hardy
4/5

Overall impression

3/5

Customer Support

3/5

Value for Money

4/5

Ease of Use

Published on: 30.12.2020 Company Size: Industry: N/A

PROS: Its great for both small and big companies that service a lot of clients because the workflow is efficient, especially with endorsement forms. I like that it also has a great web index, and integrates with MS Office.

CONS: It would be great if we can also figure out how to convert or import files collected from other storage apps, in different file types.

What do you think about this review?

Great Poor

Documentation plus

Read full review >
Joyce
4/5

Overall impression

4/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

Published on: 23.04.2020 Company Size: More than 100 Employees Industry: N/A

PROS: I like that FileHold is so efficient when it comes to managing documents as and when we need it. The file size is unlimited and search function is strong. It's an easy setup with affordable prices and responsive support team. It's able to easily scan documents and convert to PDF so we can share it more conveniently.

CONS: I like working with FileHold because we're able to manage documents, so no issues so far. It could be more affordable compared with other products.

What do you think about this review?

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FileHold user reviews

My thoughts on FileHold

Read full review >
Destany
4/5

Overall impression

3/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

Published on: 02.09.2021 Company Size: More than 100 Employees Industry: Biotechnology

Green storage

Read full review >
Savion
4/5

Overall impression

3/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

Published on: 28.08.2021 Company Size: More than 100 Employees Industry: N/A

Product management tool

Read full review >
Scot
4/5

Overall impression

4/5

Customer Support

3/5

Value for Money

4/5

Ease of Use

Published on: 15.06.2021 Company Size: More than 100 Employees Industry: Higher Education

We’ve gone from print to digital

Read full review >
Hardy
4/5

Overall impression

3/5

Customer Support

3/5

Value for Money

4/5

Ease of Use

Published on: 30.12.2020 Company Size: Industry: N/A

Documentation plus

Read full review >
Joyce
4/5

Overall impression

4/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

Published on: 23.04.2020 Company Size: More than 100 Employees Industry: N/A
Nestor Gilbert

By Nestor Gilbert

Nestor Gilbert is a senior B2B and SaaS analyst and a core contributor at FinancesOnline for over 5 years. With his experience in software development and extensive knowledge of SaaS management, he writes mostly about emerging B2B technologies and their impact on the current business landscape. However, he also provides in-depth reviews on a wide range of software solutions to help businesses find suitable options for them. Through his work, he aims to help companies develop a more tech-forward approach to their operations and overcome their SaaS-related challenges.

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