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FileHold Document Management

FileHold Document Management


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…

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Recent Reviews

TrustRadius Insights

FileHold has proven to be a valuable tool for various teams and organizations, addressing several important use cases. One of the key …
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FileHold Enterprise


Per user / month

FileHold installed on cusomers own Cloud or in house server


On Premise
per month per seat

FileHold Express for 5 users


per user / month

Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visit…


  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $30 per month per seat
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Product Details

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of shared network drives, filing cabinets, document tracking spreadsheets, email messages with attachments, or outdated groupware tools are no longer effective and needed to be replaced.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.

FileHold Document Management Features

  • Supported: Document Workflow and Approval
  • Supported: Document archiving, retention and disposition
  • Supported: Document security, control and audit trail
  • Supported: Document scanning and OCR

FileHold Document Management Screenshots

Screenshot of Adding documents from Microsoft officeScreenshot of The Library treeScreenshot of FileHold architecture

FileHold Document Management Video

The friendly software interface

FileHold Document Management Integrations

  • DocuSign
  • Microsft Office
  • Microsft Teams
  • Adobe Sign

FileHold Document Management Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Via any popular browser
Mobile ApplicationApple iOS, Android, Windows Phone, Blackberry, Mobile Web, via HTML 5
Supported CountriesNorth America, Europe, Asia, Africa, Australia
Supported LanguagesEnglish, Spanish, French, any language by user localization

FileHold Document Management Customer Size Distribution

Small Businesses (1-50 employees)10%
Mid-Size Companies (51-500 employees)50%
Enterprises (more than 500 employees)40%
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Reviews and Ratings


Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

FileHold has proven to be a valuable tool for various teams and organizations, addressing several important use cases. One of the key benefits is the creation of a centralized contract document repository, which has significantly improved the ability to sort, search, and reference essential data elements within documents. Users have reported that finding documents has become much easier with FileHold, and they appreciate the helpful support provided by the FileHold team during implementation.

Another significant advantage is the reduction in paper usage that the software offers. By allowing the storage of various files in different sections and departments, FileHold has helped users minimize their reliance on physical documents. This not only saves costs associated with paper but also streamlines workflows and improves efficiency. Additionally, FileHold integrates seamlessly with different software programs, facilitating the approval process and enhancing overall workflow management.

The software's impact on large organizations cannot be underestimated. With its ability to store data in one central repository and track approvals, FileHold has been instrumental in reducing paper costs by up to 25% in companies employing 200-300 employees. Moreover, its advanced search capabilities enable users to convert paper documents into PDFs through scanning, ensuring easy access to important business documents.

Beyond these benefits, FileHold has addressed other common business problems such as secure transmission and form consistency through its electronic forms functionality and integration with Microsoft Office. It also offers features like document security application, workflow management, and version control. Users have found it intuitive, flexible, and easy to use and administer, making it suitable for organizations of any size.

Overall, feedback from clients about FileHold has been positive, praising its excellent features, affordable pricing structure, reliable customer service, and powerful workflow capabilities. The software's ability to improve business processes, records management, compliance support, and service delivery time has made it a recommended choice for those seeking a comprehensive document management system. Whether it is managing contracts, sharing various document types within grant-access controls, or documenting workflow and approval processes, FileHold has proven to be a reliable solution for a wide range of use cases.

Easy to Use and Customize: Many users have found Filehold to be very user-friendly and easily customizable, allowing them to automate their processes with ease. They appreciate the intuitive interface and the ability to tailor the system according to their specific needs.

Wide Range of Features: Numerous reviewers have praised Filehold for its extensive range of features. From powerful search capabilities to seamless integration with Microsoft Office, the software offers a comprehensive suite of tools that cater to various document management requirements. Users also value the unlimited file storage capacity provided by Filehold.

Efficient Documentation Tool: Several users have highlighted Filehold's efficiency as a documentation tool. The software's robust search engine enables quick and accurate retrieval of documents, while its unlimited file storage allows for seamless organization and management of files. Additionally, users have expressed satisfaction with the prompt response from customer support in resolving any technical issues they encountered.

Difficult Data Fields and Review Process: Many users have found it difficult to complete data fields and establish a review or approval process for new documents in FileHold. This has caused frustration and inefficiency in their workflow.

Pricey Compared to Other Software: Several users have expressed that FileHold is pricey compared to other software they have used in the past. They feel that the cost does not align with the value provided by the system.

Laggy File Transfer and Subpar Look and Feel: Users have reported experiencing lag when transferring files, which hampers productivity. Additionally, they believe that the overall look and feel of the software could be improved for a more user-friendly experience.

Users suggest trying the trial version before making a decision and find it useful for organizing data and going paperless. The program is particularly beneficial for business-related companies or biotech companies where documents need to be shared among multiple individuals. Users also emphasize the importance of being prepared and dedicated to a successful implementation by getting buy-in from top management and allocating appropriate resources. They recommend attending webinars and conducting a thorough comparison before deciding. Users find FileHold easy to set up and use, but stress the need for a clear understanding of document storage and metatags to ensure efficient searching. They believe the value of FileHold is realized when documents can be quickly retrieved. Signing up for an introductory webinar is recommended to gain a fuller understanding of the product.

Attribute Ratings


(1-3 of 3)
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Duc Minh Nguyen | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
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.
  • Document management
  • File storage
  • File sharing through cloud
  • Website could be more user friendly
  • Support takes time to respond (1-2 days)
  • Pricing could be cheaper
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.
  • File storage
  • File sharing
  • Document management
  • High monetary investment
  • Learning curve
  • Accessibility is limited compared to other software
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.
Score 7 out of 10
Vetted Review
Verified User
FileHold is used selectively across our organization. It is primarily used by our Human Resources department to document workflow as well as the approval process. It is currently being tested for integration into our software lifecycle. It addresses business problems such as secure transmission (which it solves by using methods such as two-factor authentication and secure URLs) and form consistency and ease of maintenance via electronic forms and integration with Microsoft Office.
  • 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.
  • 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.
FileHold is great for any size department or organization that is looking to "go paperless." It is a great tool for groups that need to have workflow management and tracking, especially with forms. It is well-suited for groups that are already familiar with Microsoft Office, and not so much for users of other Office Suites.
  • 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.
We used to use SharePoint but made the move to FileHold because of the additional functionality that it provided, unique to our line of business. We evaluated Laserfiche at the same time and ended up going with FileHold because it seemed to be a more stable platform that offered a more robust selection of tools.
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.
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.
FileHold was very easy to install and integrate into our current system with a minimal amount of expertise required. It could use some more complete documentation, however. FileHold gave us significant improvements in business processes, workflow, and records management. We also appreciated the vendor being available and supporting us during the initial installation and setup phase.
August 17, 2016

FileHold Review

Ioana Florina Buzgar | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
FileHold was being used in my organization in order to electronically store all of our documents. FileHold also allowed me to submit sourcing documents for approval to my managers and keep track of the approval process. It was only the purchasing department that used FileHold, and I believe it would have been a lot more useful if other departments implemented the use of FileHold. However, some departments that tried using it, did not necessarily like it, but that might be because of lack of training, or them failing to see the big picture of the use in the organization as a whole.
  • 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.
  • Whenever there was an update done to the program, we would run into multiple issues.
FileHold is well suited because it reduces the paper use for approvals. It also allows the managers to track the time employees spend sending files for approval and how many times it takes them to get the approval. FileHold is less appropriate when the approvers of a document are out of office and they did not set up a backup approver.
  • 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
  • SAP
I find FileHold more useful than SAP at times. It is easier to use, you do not need transaction codes. Both programs allow you to run reports. I am not sure if SAP could be compared with FileHold due to the fact that I use SAP to get approval and funding on tooling contracts. However, in FileHold, all you get is an approval from your supervisors. If all the departments would use FileHold, it would be more efficient and effective.
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