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FileHold Reviews & Overview

What is FileHold?

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.


FileHold Pricing

FileHold Document & Record Lifecycle Software
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FileHold Pricing Details

FileHold Key Features

Third-Party Integrations
  • Azure
  • Sage
  • SAP
  • Salesforce
  • DocuSign
  • QuickBooks
  • Active Directory
Identity and Access Management (IAM)
  • Role Based Access Control (RBAC)
Reporting & Analytics
  • Document Send Tracking
  • Usage Analytics
  • Audit Trail
  • Storage
  • Update/Patch Management
  • Web-Based Console
  • Archiving
Document Management
  • File Sharing
  • Files Repository
  • Document Imaging
  • File Proofing
  • Version Control
  • File Transfers
  • Document Display
  • Contract Lifecycle Management
  • Proof of Delivery
  • Document Tagging
  • Document Scanning
  • Digital Forms
Compliance Accreditations
  • GDPR
Data Management
  • Data Retention
Customizable Items
  • Custom Forms
  • Custom Branding
Free Resources/Discounts
  • Free Trial
  • File Delivery Notifications
Drag-and-Drop Builders/Designers
  • Report Builder
Report Management
  • Report Filters
  • Report Publishing
Content Management System (CMS)
  • Multimedia Management
  • Threat Hunting
  • Encryption
Integration Options
  • APIs
Disaster Recovery
  • Data Backup & Recovery
  • Inbuilt Failover
Search Tools
  • Search by Metadata
Collaboration Tools
  • Annotations
Content Types
  • Documents
  • Videos
  • Images
Supported File Formats
  • XLSX
  • AVI
  • MOV
  • JPG
  • PNG
  • PPTX
  • DOCX
  • Adobe Acrobat
Microsoft 365
  • Microsoft Outlook
  • Microsoft Excel
  • Microsoft PowerPoint
  • Microsoft Word
FileHold Features Details

FileHold Media


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