Wheelhouse Score
3.12/5
Above Average
Rating
4.90/5
Excellent
Features
1.34/5
Average
Pricing
No Pricing Data

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 ...

Overview

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.

Packages

FileHold CMS Features

Best Value
  • Reliability and Security
    • Version Control
  • Document Filing
    • Easy document tagging
    • Document linking
    • Automatic Metadata capture
  • CMS Portal
    • User portal
    • Web access (web browser)
  • Supported Files
    • Search Engine tools
    • FastTrack deployment support
  • Security
    • Audit trails
  • Team management
    • Audit logs with file event tracking
    • Collections and Portals
  • Content Management Software Specialization
    • Extended documentation
    • Document Sharing
    • Document Viewers
    • Multiple languages
  • Integration options
    • Microsoft Office
    • Calendar Apps
    • Sharepoint
    • Print” to OnBase
  • Electronic Forms (e-Forms)
    • Create forms
    • Customize forms
    • Extract form data
  • Workflow Management
    • Create custom processes
    • Process automation
    • Review workflow
    • Approval workflow
    • Assignment management
    • Workspace
    • Login-free access
    • Access to external clients or employers
    • Workflow automation
    • Version Control
    • workflow data
  • Productivity and sharing tools
    • HelloSign eSignatures

Media

Pricing

Request a custom quote for your business

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