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.
An extensive feature set is provided by the document management system FileHold, which includes indexing and search, version control, document approval, and change notification. Additionally, it offers security features like encryption, role-based access, and change auditing. However, FileHold is also pricey, difficult to understand, and needs the right gear to operate. As a result, not all firms, especially small ones or those with limited resources, may find it to be the best option.
It effortlessly converts paper documents into PDF format through scanning, allowing us to securely store them in the cloud. Serving as a centralized platform, it enables us to manage critical business documents with ease.
The Average Wheelhouse score for the Content Management System (CMS) category is 7.9
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