DocuSign CLM vs. FileHold Document Management

DocuSign is useful for collecting electronic signatures on isolated documents and packets that are administered separately or integrated into another system. DocuSign is integrated into our onboarding system, Paylocity, which is where the employee completes all onboarding tasks required for employment. Integrating DocuSign with Paylocity allows us to send documents that require more than one signature along with other onboarding tasks, which makes for a less confusing onboarding experience for the worker. DocuSign also allows us to automatically run E-Verify from the integrated Form I-9 Document, which saves us lots of time onboarding each employee.

Incentivized

Scenarios that FileHold Document Management documents are well suited are to store documents, manage them and share them with other employees through the cloud. FileHold Document Management does a good job at all of these in addition to the fast loading time and ample storage space. However, other software such as good drive still remain better due to its ease of use and accessibility.

Incentivized

• Alerts when documents are signed
• Notifications if customers don't complete any or all of their required tasks
• Showing clients exactly where to sign
• Making signing easy and fast

Incentivized

• FileHold scales well and can serve small companies up to enterprises with thousands of users.
• Powerful workflow and approval processes.
• MS Office Integration, version control, a powerful search engine, and cloud availability.

Incentivized

• Increase sending limit for initial plans
• Faster return for client service requests
• When correcting a document, no new email is sent for notification of an update. The clients have to go back to the old document, and it feels uncomfortable for them.

Incentivized

• Whenever there was an update done to the program, we would run into multiple issues.

Incentivized

FileHold is the ideal solution if you are looking for an electronic library with workflow functionality. The ease of use and integration with other tools we already use was also a huge incentive. It also allows us to import and export data. The search features and the ability to accept electronic signatures further made our lives easier.

Incentivized

FileHold was easy to implement as well as to configure to meet our organization's business requirements. We all found the search capabilities to be wonderful, reducing the time it takes to find a particular document. FileHold is easy even for the most novice of users to become productive in a very short amount of time.

Incentivized

I am constantly experiencing issues with SpringCM.

Incentivized

Adobe Acrobat Sign was a more confusing process compared to DocuSign CLM. Acrobat presented signature abilities, yet sometimes this was electronic and sometimes this was done manually. Additionally, it is difficult to send and track the document when it goes to more than one signatory.

Incentivized

I selected file storage document because it has better security feature and some employees are used to the software already. Also, I wanted to try out new software to see if there are better software out there than what I'm currently using. Google Drive doesn't offer too much security in term of their file storage feature.

Incentivized

• Positive - has helped us track renewals which allows us to get out of "bad" contracts or renew "good" ones.
• Negative - we had hoped for it to help us determine which terms and conditions we have agreed to in other contracts. This has made contract review remain a lengthy process.
• Positive - We are now able to find all of our contracts which has helped us get out of unnecessary contracts (which positively impacts finances).

Incentivized

• Faster approval process
• Better relationships with our plant [locations]
• Improved employee efficiency by making the approval process faster
• Improved employee efficiency by allowing employees to find documents faster through the search function

Incentivized