- Deployment:
- Company Size:SML
- Features:
- Platforms:
- Pricing:
Details
FileHold is document management software that allows offices to easily make the transition to a totally paperless system. This software is made for businesses that don’t need an expensive asset management system; just a powerful document manager that allows users to create and edit forms, tag and search through files, and keep track of calendars and e-forms with ease.
The standard software package does allow for web-based access, and also has permissions functions so that administrators can define who has access to certain files, who can edit or delete files, and when users may be logged in to the system. Each user’s activity generates an audit trail, so its easy to track changes and actions made within the software. FileHold integrates perfectly with Microsoft Office programs, and allows users to link documents for easy searching.
With the upgraded software packages, FileHold users can also integrate with SharePoint and Active Directory, utilize electronic signature software, allow guest accounts for audits or temporary workers, and even create their own third-party integration. By utilizing the scanning integration tools, FileHold manages all scanned documents from EMC QuickScan Pro, Kodak Capture Pro, Kofax Capture, and other scanning software.
FileHold software can be downloaded on-site, or used via the cloud for a web-based office. The files are organized into a familiar hierarchy of folders, drawers, and cabinets – just like the filing cabinets you use in your office right now. By creating software that mimics the tangible organization tools used in many offices today, FileHold makes it simple for all users to start using the paperless system almost immediately. FileHold does offer training that can be used to help get teams moving even more quickly, which includes live online help, videos, and training material that can be used in your own office.
Features
Pricing Model
- Monthly subscription per user
- Yearly subscription per user
- Metered per minute
- Monthly site license
- Yearly site license
- Flat fee
- Monthly subscription
- Percentage-based (% of collections or claims)
- Fee-based (fixed $/claim)
- Hybrid (combination of % and fixed amount/claim)
Target Company Size
- Startup
- Small-to-Medium Business
- Enterprise
Service Terms Offered
- Commitment Free
- Free Setup
- Free Cancellation
- Money Back Guarantee
- Month-to-Month Option
- Keep Original Number
- Customizable Plans
- Free In-Network Calls
- Unlimited Minutes
- International Calls
- Reduced Price for Multiple Users
- Account Manager
Mobile Apps Offered
- None
- iOS
- Android
Service Level Agreement
Support Features
- FAQs Section
- Tutorials
- Telephone Support
- Email Support
- 24/7 Support
- Online Chat
- Forum
- In-Person Training
- Social Media
- Knowledge Base
- Webinars
Deployment
- Hosted/Cloud
- On-Premise
- Mobile
API
- Yes
- No
Mobile friendly?
- Yes
- No
Integration options
- WordPress
- MS Office
- Adobe Suite
- Outlook
- Sharepoint
- CRM
- ERP
- Calendar Apps
- Social Media
Document Management Features
- Document Preview
- Document version control
- File annotations
- Image editing
- Image watermarking
- Video editing
- Document collaboration
- Change notifications
- Electronic signature
Records Management
- Manage short/long term working documents
- Manage short/long term archived documents
- Manage electronic records
- Manage paper records
- Record retention policies
- Record disposition policies
- Usage history
- Auto-archive
Document Filing
- Easy document tagging
- Automatic Metadata capture
- Automated document naming
- Matter-centric filing (auto-tagging)
- Document linking
- Virtual Folders
- Cabinet-drawer-folder structure
File Sharing
- Secure file sharing through interface
- Secure file sharing via email
- File sharing via mobile device
- File sharing externally via temporary hyperlink
- Secure file transfer
- Proof of delivery
Document Scanning and Imaging
- Supports third-party scanning software
- Optical Character Recognition (OCR) and Indexing
- Automated tagging
Search Features
- Search by metadata
- Search by keyword
- Search unstructured data sources
Workflow Management
- Create custom processes
- Process automation
- Review workflow
- Approval workflow
- Assignment management
Electronic Forms (e-Forms)
- Create forms
- Customize forms
- Extract form data
Content Management Software Specialization
- Brand Asset Management
- Contract Lifecycle Management
- Digital Asset Management
- Document Management
- Enterprise Content Management
- Enterprise Document Management
- Enterprise Information Management
- Marketing Document Management
- Master Data Management
- Metadata Management
- Mobile Document Management
- Music File Management
- Product Information Management
- Video Asset Management
- Photo Management
Supported Files
- MS Office
- Google Docs
- Images
- Videos
- Audios
- Emails
CMS Portal
- User portal
- Web access (web browser)
- Offline mode
Security
- Audit trails
- Digital rights mamangement
- License management
- Document watermark
- Role-based access
- User access control
- External sharing permissions
- Editing polices
- Device location restrictions
- Sharing restrictions by devide
- Custom session time-out
- 259-bit encryption
- Encrypted back-ups
Compliance
- FDA 21 CFR Part 11
- FIPS-140
- HIPAA
- PCI DSS Level 1
- SSAE 16 certification
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