FileHold

FileHold Document Workflow

4.5 / 5 44 reviews

Who Uses This Software?

FileHold document workflow is ideal for larger organization who need to initiate document review and approval processes on documents that do or will reside in a secure version controlled library.


Average Ratings

44 Reviews
  • 4.5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $3,750.00/one-time/user
    See pricing details
  • Pricing Details
    Can be be purchased as a perpetual license or rented monthly.
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • FileHold
  • www.filehold.com/
  • Founded 2005
  • Canada

About FileHold Document Workflow

For large companies; workflow is a part of FileHold Document and Records Management software that must also be purchased. FileHold provides a secure, centralized, audited, version controlled and searchable document repository. Invoices, purchase requests, travel expenses, etc. can be taken from the library and put into a review or approval process. Workflow is triggered automatically when a document is added to the library. Mobile device support from anywhere there is access to the internet.


FileHold Document Workflow Features

  • Access Controls/Permissions
  • Business Process Automation
  • Calendar Management
  • Compliance Tracking
  • Document Management
  • Forms Management
  • Graphical Workflow Editor
  • Task Management
  • Workflow Configuration

FileHold Document Workflow Reviews Recently Reviewed!


FileHold is a user friendly and powerful system!

May 25, 2016
5/5
Overall
5 / 5
Ease of Use
4.5 / 5
Features & Functionality
5 / 5
Customer Support
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Pros: Software is user friendly but offers a wide range of features that makes it appropriate for a wide range of organizations. As a re-seller we have had great success in municipalities, health units, employment agencies, etc.. and each organization's requirements have been met. The support team is also very knowledgeable and responsive when needed.

Cons: There are some features that don't work perfectly for some of the processes that our customers try and complete, but that isn't a problem with the product, just a limitation. I don't have any negative opinions at this time.

Recommendations to other buyers: Make sure you have a detailed understanding of how the features actually work and the usefulness of the product for not only power-users but day to day users who might not be as technologically advanced.

Synergy Software Systems - FileHold DMS

May 26, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4.5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: Easy to use functionality, Connector to add documents & excel files directly from Word/Excel. Content Search, Save Searches, Redaction, Sticky notes, and lots of other useful & effective features. Supports both thick & thin clients.

Cons: Workflow designer in a graphical representation with drag & drop of the fields in the product is not available. Vendor-wise no negative comments.

Recommendations to other buyers: Look at the features of FileHold. Very cost effective pricing models are available both on-premises & hosted or self-hosted. Call up a local representative and check out, its worth spending time to look at FileHold for any organization which has to maintain & store documents in a structured manner.

Document Control Specialist

Apr 06, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
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Comments: Overall I would recommend this product. If you are moving from a network type system to a DMS , this is the way to go. You do not need to be a programmer to get this thing going. All you need is a few hours of IT time and the rest you can do yourself. I implemented our program in 2 months time.

Pros: Easy to implement and easy to configure to my company's business requirements The searching capability is wonderful and greatly reduces the time it takes to find a document - we are now getting structure out of mayhem! The library structure makes using FileHold easy even for the most novice of users

Cons: Navigating through the workflows is cumbersome and clunky. I have to click here to find one thing...go back to another screen to find others.

FileHold DM Software - Great Value

May 25, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: The product can be used in a basic configuration or an advanced configuration with many features for complicated environments.

Cons: The only challenge we face with implementation of this product is the shift from the normal PC file system to a DM system which is mostly a user issue

Recommendations to other buyers: Spend time to watch videos and attend a demo to understand some of the functions of the product before reaching out for questions

Solution Provider

May 25, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: Ready to run out of the box. Competitive price. Great support.

Cons: Nothing. I really like the software and it meets all my (and my clients) needs.

Recommendations to other buyers: Customers don't realize the need of this software until a disaster comes. Having all your documents archived and scanned makes it easy for your employees to do their work in the best way possible. You need to understand what process changes a software like this will introduce to your company culture.

Premium ECM solution with multitude of benefits

Mar 11, 2018
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Not just a document archive, FileHold, also offers a suite of content management modules that have helped us become paperless.

Cons: The workflow routing tools were a bit complex at first, but the documentation and support helped get us where we needed to be.

Easy Navigation and handful Menu options

May 02, 2016
5/5
Overall
4 / 5
Ease of Use
4.5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: The app has easy to use navigation. There are a number of menu items with a few submenus as well. There is a number of features in this app to perform various operations. It¿s a kind of app which has features for every other department

Cons: Great app with good functional features. No issue with any of the existing functionality here.

Recommendations to other buyers: Great app to be recommended to others. I love how it works and how easily it let me manage my documents online.

Versioning and MS office integration makes it best!

Feb 11, 2018
3/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: FileHold document management is integrated with MS office and provides a full featured editor as available withing MS office. Helps with versioning and collaboration with other users. the files are searchable and does not take anytime to load.

Cons: FileHold does not require us to be online always since it can be installed on the local server to serve data.

A simple and powerful way to manage large document sets

May 24, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: FileHold is as intuitive as it is powerful. With its metadata-based architecture, FileHold allows me to find the exact documents I need faster and easier than any other document management platform.

Cons: I hope they release a Mac operating system version soon!

Recommendations to other buyers: Consider how well your document management system fits into your workflow and use requirements. When measured based on this standard, FileHold clearly outperforms all competing solutions by a mile.

We actively recommend FileHold as a Document Management system and as an excellent companion product

Mar 20, 2009
4/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support

Pros: Eloquent Systems has a Web-based Knowledge Management software suite that does not have a Document Management component. Using the API's provided we were easily able to integrate the two products.

Our products could always link to digital content of most types. Now it can link directly to a FileHold folder for a seamless. A search into the Eloquent KM software will find documents stored in FileHold as well as the various Eloquent applications.

Cons: We have limited hand-on experience with the product, but understand the application well and do not find FileHold lacking in any way.

Overall: We actively recommend FileHold as a Document Management system and as an excellent companion product with the Eloquent KM Suite. Together they manage the entire life cycle of all records from creation to permanent archives or destruction.

Professional file management system

May 24, 2016
4/5
Overall
3.5 / 5
Ease of Use
3.5 / 5
Features & Functionality
4.5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Pros: Life cycle Management, Advanced Search and used history log

Cons: Microsoft Office Integration and Optical Character Recognition (OCR) and Indexing

Recommendations to other buyers: File system is tool , Change management is a method of execution

Improved Search functionality

May 02, 2016
4/5
Overall
4.5 / 5
Ease of Use
3.5 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
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Pros: The app provides advanced search functionality. With advances search files and content can be searched quickly. Seems the database tables have good indexing configured on tables on main fields. Search too fast.

Cons: Collaboration functionality needs some improvement. Sharing with friends works but sometime does not send notifications which can be improved.

Recommendations to other buyers: Fast search can help saving lot of time. Files uploads are fast as well and helps with managing content and data.

Easy deployment and Calendar support

May 02, 2016
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
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Pros: The software is very good and have great features. Can be deployed on the cloud with help from support team. It keeps me organized by sending reminders of my events overtime.

Cons: User interface is good but can be changed to have good color combinations. Colors will make good effect and will improve the UX.

Recommendations to other buyers: I like this app for the features it has. It is easy to be Hosted on your own servers can can be managed from there. Very easy to manage documents.

Documents lifecycle can be streamlined

May 02, 2016
4/5
Overall
4.5 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: FileHold has functionality to streamline workflow for documents by creating a few rules. It helps to stay organized and access records as needed. It is quick to access files as needed from servers, File uploading process is smooth as well.

Cons: Since it supports calendar. Would it be possible to sync my Gmail calendar events?

Recommendations to other buyers: Great support and features for organizing lifecycle for documents. Creating rules are easy and can be helpful.

Great Job FileHold!!!

Apr 11, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Aside from FileHold is very easy to use, what I like about this system is that it really helped our company to become paperless. We can store different files with the help of Excel and or MS word..So great!

Cons: Great job with all of its functionality and modules. So far I do not have any issue with using FileHold.....

Makes going paperless easy

Mar 12, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Pros: Provided multitude of plans to get our iron mountain files electronic. We are now managing retention of these documents through FileHold.

Cons: Unfortunately the scanning features a little limited. Indexing can be quite manual. Wish the had more of an advanced intelligent capture solution with in their module suite.

If you need a software you want to be intuitive from one hand and a powerfull tool from another.

Mar 24, 2009
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: As an electronic library, File Hold is a perfect solution. It has all the features such a software should have and even more! A proper use of the smart folder functionality gives you a tool for making a "soft" workflow. "Hot key" functionality integrates FH with other systems you are working with. And it is easy, really easy to use.

Cons: I use FH as an electronic library and it is perfect. I find no problems at all.

Overall: If you need a software you want to be intuitive from one hand and a powerfull tool from another - choose FileHold. Rememeber, it is an electronic library - so whenever you change, add, delete or even delay something, your boss will know it ;)

Guaranty of success

Jan 17, 2014
5/5
Overall

Comments: This is a wonderful product; in just one simple and intuitive interface you get so much functionality that is almost unbelievable. The flexibility and easiness of use and administration, makes of FileHold a very powerful tool to expand the use of the electronic document in organizations of any size. These features alone are a guaranty of success for the project.

Pros: Flexibility, easiness, price

Cons: Graphic workflows and PDF forms

Vendor Response

by FileHold on January 21, 2014

A graphic workflow designer and support to automatically capture data from PDF forms has been added to FileHold in the last release FileHold 14. Customers on FileCare who need these features are encouraged to schedule their no cost upgrade.

Document Management Software that shows results fast!

Jan 21, 2014
5/5
Overall

Comments: Filehold is an excellent Document Management System, it is easy to implement, easy to learn, has powerful functionality and excellent architecture that supports growth. FileHold uses the latest technology and gives excellent and fast support to all its national and international clients. If you want to see fast and quality results on your document management project, chose FileHold, you will be very happy with the results. With FileHold becoming a paperless company is an easy task!

Pros: Filehold is a Solution that gives real results fast!

Vendor Response

by FileHold on October 08, 2014

FileHold guarantees a 2 hour technical installation or we will work for free until it is done - Larry Oliver - President

Image Advantage Solutions Inc. Experiences with FileHold

Oct 28, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Image Advantage Solutions Inc. became a FileHold partner in 2005 specializing in offering FileHold to Municipalities and other government organizations along with private industry. We have installed many systems since that time and have been "FileHold Partner of the Year" in 2012 and again in 2014 and are the only Partner to have won this prestigious award twice. Every client that we have sold FileHold to is very happy with the system. The features, pricing and service have been excellent. The Workflow is powerful yet easy to understand. FileHold is one of the few systems where users may create their own workflows.

FileHold has a wide range of capabilities and functionality, but is easy to use and affordable!

Oct 27, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I have been working with FileHold software for 5+ years and have experience implementing the software into 15+ municipal/government organizations. The software can offer significant improvements in business processes, workflow, records management and more. FileHold releases upgrades on a regular basis that keeps it current and continuously expanding to offer new/improved features. I would strongly recommend FileHold to any organization looking to improve business processes with a solution that is easy to use and easy to learn, but at the same time having a wide range of capabilities and functionality.

Great product that is stable, scalable, and well-tested.

Aug 14, 2008
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: 1. Very simple and straight-forward setup.

2. Licensing model allows smaller organizations enter into a document management solution and have it grow with their business.

3. Functionality available for the basic purchase exceeds that of competitors.

4. The use of web services allows for the ability to develop solid API's and access a repository from anywhere.

Cons: 1. There is no import application that comes with the product for easy conversion from other storage software or scanning projects

Overall: Great product that is stable, scalable, and well-tested.

File-based document management makes retrieval and organization difficult

Mar 11, 2018
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: Allowed us to go paperless in a fairly short period of time. Many features to support indexing and storing documents.

Cons: File-based storage rather than document and keyword based causes confusion and inefficiencies during retrieval.

An effective and practical solutions for businesses who.

Mar 19, 2009
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: Very feature rich solution. Easy to use and practical. Incorporates all the basics in dealing with documents, captures, stores and enables effective and efficient retrieval of documents. Scalable solution that grows with the business. Cover the whole document lifecycle.

Cons: Client are a bit apprehensive of remote dialing in for support and maintenance although it significantly reduces the overall cost of implementation and support & maintenance.

Overall: An effective and practical solutions for businesses who want to embark on a Document Management solution and grow with it.

Solid!

Jun 29, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: We used this at a CPA office and it was very reliable! I felt like my files were being saved securely.

Cons: I don¿t really know of any. It took a minute to figure out how to navigate through the interface but not long

Great integration with Microsoft products

May 02, 2016
4/5
Overall
4 / 5
Ease of Use
4.5 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: FileHold comes with an inbuilt integration with Microsoft products. I can easily integrate with MS office and can import/export data. It has a calendar view to help with event information or reminders. FileHold can be deployed to Microsoft based servers easily and anyone can manage it under their domains.

Cons: FileHold provides good support for documents and private files. It can improve in terms of documentation. Initially understanding system takes time as there is less documentation.

Recommendations to other buyers: I like FileHold system as it supports a number of MS products. I can manage my documents easily without much formatting changes.

FileHold robust and user friendly plus excellent support

Jan 29, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: The vendor is very supportive, and their customer support team always responds quickly. The product is very efficient and robust; no bugs encountered. It is a very user-friendly EDMS.

Cons: The customization and addition of metadata is very easy.

Recommendations to other buyers: FileHold EDMS can be easily installed and configured; plus, it is very user-friendly for customization. It is very robust; we had hundreds of thousands documents in the database, and it is working fine.

An application that just works!

Mar 14, 2012
5/5
Overall

Comments: We have been working with FileHold for over 4 years. During that time, we have not had a more stable, feature-rich and better supported application in our environment. The product is full of functionality that adds value to the platform and is not just "bells and whistles."

Pros: Stability Compatibility/Integration Ease of use Accessibility to Data

Vendor Response

by FileHold on October 08, 2014

The FileHold mission statement was to build a product that is feature rich and affordable for organizations of all sizes - that mission has been accomplished - Larry Oliver - President

I would recommend Filehold to any company looking for a document management solution.

Mar 20, 2009
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: We implemented Filehold as part of a complex Enterprise wide technology refresh for a customer. The Filehold team provided excellent support throughout the implementation and the system itself has proved to be highly stable, reliable and intuitively and intelligently designed.

Cons: There are no cons that I am aware of.

Overall: I would recommend Filehold to any company looking for a document management solution. The product itself and the support offered by the company are of the highest quality.

We view both the FileHolder product and the company sales and support organization as excellent.

Mar 23, 2009
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: This is an excellent electronic document management product that spans the small to medium sized user marketplace. It is modestly priced and geared to accommodate growth on the part of the user. The CAD viewing capability is quite unique.

Cons: Although of reducung need, a more comprehensive records management component would be nice to have.

Overall: We view both the FileHolder product and the company sales and support organization as excellent.

Am a Reseller and Highly Recommend both FileHold and it's Sales and Support Team

Sep 20, 2013
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Pros: Very user friendly, excellent support, excellent website, very powerful yet simple to use, very scalable from 5 users to hundreds.
Cons: Linear workflow but not really a con because the users can create their own workflows instead of the vendor doing that like other products.
Overall Impression: Am very pleased with both the FileHold product and the sales and service team that support it. Every one of our customers has been very pleased with it.

Highly recommend this system to any resellers or customers looking for a proven document management

Apr 07, 2009
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: FileHold is a very user friendly document management system. Its a robust system with feature rich functionality out of the box. Customers can be up and running within hours rather than months with this system.

Cons: Its so feature rich that not all functionality would be used in most instances.

Overall: Highly recommend this system to any resellers or customers looking for a proven document management system.

When it works it works

Jan 26, 2017
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: The organization

Cons: You need to be specific in your search.

Overall: Filehold is great for the computer age. It makes filing a thing of the past. The search function is the only thing that can be iffy. If you know exactly what you're looking for its great, but general searches can be a little time consuming.

Excellent Document Management Solution

Jan 27, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: The product met all requirements for managing a wide range of content and making the content available across desktop and mobile.

Cons: Nothing negative to say. The FileHold experience has been overwhelmingly positive.

Recommendations to other buyers: Backups still remain important, but this shouldn't be news to anyone.

It's an easy to manage solution for organizations who want their important corporate information.

Mar 20, 2009
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Pros: Scalable, which caters to large volumes of documents, can be integrated with other applications and provides document classifications.

Cons: Does not support open source operating system environments

Overall: It's an easy to manage solution for organizations who want their important corporate informations located in a single system that can provide a broad range of document management functionalities.

Fast and organized document management tool

May 02, 2016
4/5
Overall
4.5 / 5
Ease of Use
3.5 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Comments: Everything looks great and works well. Some very good features and better than others.

Pros: Fast tool to manage documents. It support uploading files quickly and does not show any issues. Managing uploaded files are easy. Files can be filtered as needed in search area. Works effectively and easy to use as well.

Recommendations to other buyers: I would recommend it for sure as it has fast speed to upload big size files. Can be used by small companies.

FileHold Software Review

Mar 11, 2012
4/5
Overall

Comments: FileHold is an excellent end-to-end records management solution, suited for a range of clients from small to large. A simple deployment process and dedicated support team add to its overall appeal.

Pros: Value for money. Great features. Comprehensive support (physical and web based).

Capterra-loader

Easy file management

Jun 23, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: I like to be able to add different Excel files, admitting the load of these quickly, has different tools for its usefulness. Good for document organization.

Cons:
At the time I had to pay some attention to the demo video to be able to understand in depth.......

Overall: Manage my files in a simple and organized way

The software helped the department and reduced our operational processes and increased our roi and s

Jun 13, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: Easy to use, trainning and support over the top. They handle every request in a timely fashion and with easy

Overall: Roi, productivity, easy to use

FileHold is an exceptional product at an affordable price.

Mar 20, 2009
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: Quick and Easy implementation, easy to use, broad set of features, great for scanning and filing documents electronically.

Cons: none so far.

Overall: FileHold is an exceptional product at an affordable price. It is everything that a small to medium sized business needs to become paperless.

I would recommend this product to all companies that are able to realize the cost associated with.

Mar 20, 2009
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: An excellent product, that saves a lot of time and paper work previously needed. Easy installation

Cons: Can't tell none for time being

Overall: I would recommend this product to all companies that are able to realize the cost associated with paper document/content management.

Very straight forward and powerful

Oct 28, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Status reporting if very powerful
Many features that can be customized
Provides a good calendar functionality

A good, comprehensive and cost effective solution.

Mar 20, 2009
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: Excellent Fully Featured MS .NET Architectured DM,RM, Workflow, Scanning Solution. An all in one package.

Cons: Needs more market awareness

Overall: A good, comprehensive and cost effective solution.

Optimum solution

Mar 20, 2009
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: Easy solution and intuitive

Cons: The limitation just to SQL database

Overall: Optimum solution