What is FileHold Document Management?

FileHold is a document and records management software. FileHold is integrated with both Microsoft Office and Microsoft Teams and provides secure single log in to both FileHold and Office 365. FileHold can be deployed on a customers own servers or private cloud or hosted by FileHold on the Azure Cloud

Standard features include; document scanning, version control, search, tagging, full user audit trail, archiving and scheduled disposition. Out of the box, users can search the FileHold repository from any 3rd part application and add documents to FileHold repository from any application. A fully documented web services API is included at no charge.

FileHold brings structure, security, and order to the information chaos found in most offices. The vendor says FileHold customers make the decision to implement a structured document management system because in-house systems (Islands of Information) of shared network drives, filing cabinets, document tracking spreadsheets, email messages with attachments, or outdated groupware tools are no longer effective and needed to be replaced.

According to the vendor FileHold can reduce the amount of time spent searching for information and training new hires on procedures for updating documents by simplifying document and record archiving processes.

Categories & Use Cases

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Duc Minh Nguyen View profile

President in Engineering at Fluffex Studios (1-10 employees employees)

Use Cases and Deployment Scope

Manage my documents to have them be accessible to other employees in the group. Sometimes I need to share important information through documents, videos, pictures, powerpoints and this software fit that need perfectly. It also allow users with grant access to edit the documents which is a plus to have.

Pros

Document management
File storage
File sharing through cloud

Cons

Website could be more user friendly
Support takes time to respond (1-2 days)
Pricing could be cheaper

Most Important Features

File storage
File sharing
Document management

Return on Investment

High monetary investment
Learning curve
Accessibility is limited compared to other software

Alternatives Considered

Google Drive

Ioana Florina Buzgar View profile

Global Commodity Buyer - Side Door Hinges / Endgate Closures in Corporate at General Motors (5001-10,000 employees employees)

Pros

Keep track of approval process once a document is submitted for approval
Allowed me to run reports on the amount of documents approved the first time through, second time through etc.
Allowed tracking of documents.

Cons

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

Return on Investment

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

Other Software Used

SAP Adaptive Server Enterprise

Verified User

Consultant in Information Technology (51-200 employees employees)

Pros

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.

Cons

We could not find a graphical representation of the Workflow designer with drag-and-drop fields.
We also could not find any easy, efficient way to import or convert from other storage platforms.
The only other comment that my team had was that the color scheme could be tweaked to be more pleasing.

Return on Investment

The ability to use the mobile-ready features of FileHold was a big selling point for my team.
Optical Character Recognition, Version Control, and Electronic Signatures allowed us to streamline and improve several key processes.
It has had a positive impact in that you do not need to be a computer scientist in order to use this system.