# FileHold Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is FileHold the right Document Management solution for you? Explore 56 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/34668/FileHold/reviews --- FileHold 4.7 (56) [View alternatives](https://www.capterra.com/p/34668/FileHold/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of FileHold Ease of use 4.8 Customer Service 4.8 ## Pros and Cons in Reviews EF Eric F Director of ITAviation & Aerospace, 51 - 200 employeesUsed the software for: More than 2 years. “What I liked most about FileHold was its excellent support, affordable cost, user-friendly interface, and the ease with which our team was able to learn and adopt it.“ June 13, 2025 RS Rachel S ControllerHospital & Health Care, 501 - 1,000 employeesUsed the software for: More than 2 years. “Sometimes the search function is finicky and won't pull up a document unless the full word is used“ June 23, 2025 TW Travis W Director of ITNon-Profit Organization Management, 5,001 - 10,000 employeesUsed the software for: More than 2 years. “FileHold is an outstanding document management solution that combines ease of use with powerful functionality.“ November 7, 2025 BH Bonnie H SMTS Quality EngineerSemiconductors, 51 - 200 employeesUsed the software for: More than 2 years. “Not a one system purchase dependent on individual user licensing which can get costly with no.“ June 23, 2025 JS James S CFOConstruction, 51 - 200 employeesUsed the software for: 1-2 years. “Affordable, ease of use, outstanding customer support, flexibility in the types of documents, and powerful searches.“ March 18, 2026 RS Rachel S ControllerHospital & Health Care, 501 - 1,000 employeesUsed the software for: More than 2 years. “In other words, we cannot use it remotely / over the cloud.“ June 23, 2025 KR Kelsy R Document Control LeadOil & Energy, 11 - 50 employeesUsed the software for: More than 2 years. “FileHold has provided us with a document management system that suits our company, and projects needs and is highly adaptable.“ March 3, 2025 CA Chantelle A Sr. Admin and Faculty Relations OfficerEducation Management, 2 - 10 employeesUsed the software for: More than 2 years. “The interface feels a little outdated and not as intuitive as I’d like, which took some getting used to.“ February 27, 2025 ## Showing most helpful reviews Showing 1-25 of 56 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use CW Chris W. IT Manager Warehousing Used the software for: 2+ years ### "Outstanding FileHold" May 29, 2025 5.0 I have been IT Manager for over 7 years. I have never had a bad experience with FileHold. The product is excellent. Latest assisted upgrade was flawless. The technician was very knowledgeable and professional and efficient. Pros We have been using FileHold for over 10 years. We have upgraded it many times. FileHold is a very stable product, well built, does what it is supposed to, very few errors. We don't use all of the features, but it is easy to deploy and manage. Cons We were hoping to have some sort of Dynamics NAV invoice approval process, but as we have a very small IT department, we never get around to it. Maybe there is an API we could use to integrate with our Dynamics NAV environment? Review Source MB Miles B. Senior Quality Engineer Automotive Used the software for: 2+ years ### "FileHold supports my business functions." February 10, 2025 5.0 I am very pleased with my FileHold use and experience. As the coordinator for my business location the support from FileHold has been exceptional. My IT group supports this view. I have easily learned the FileHold software and passed that knowledge to others in my group. Our success with it has led to other locations in my company to purchase FileHold. Pros FileHold is very intuitive to use. All steps to accomplish tasks and develop workflows are very direct and logical. The Help function is incredibly thorough and easy to search. Cons I wish I would have purchased more of the entire product initially. I feel a greater knowledge of all its capabilities would have been helpful. Review Source JH Jeff H. Search Advisor Computer Software Used the software for: 6-12 months ### "Improved Search functionality" May 2, 2016 4.0 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. Review Source CA Chantelle A. Sr. Admin and Faculty Relations Officer Education Management Used the software for: 2+ years ### "Definitely Recommend Using FileHold " February 27, 2025 5.0 The best part of using FileHold has been the amazing customer support—they’re always quick to respond and super helpful. Whenever I’ve had an issue, their team has guided me through it with clear instructions (or often just fixed the problem for me). Even though the system has a learning curve, the support and reliability make it a great tool for managing documents efficiently. Pros FileHold makes organizing and finding documents super easy, which has saved me a ton of time. The search function is really powerful—I can locate files quickly, even in a huge system. I also love how well it integrates with Microsoft Office, making it easy to edit and save documents without extra steps. Cons The interface feels a little outdated and not as intuitive as I’d like, which took some getting used to. Setting everything up was a bit of a challenge at first, especially figuring out all the features. Review Source KR Kelsy R. Document Control Lead Oil & Energy Used the software for: 2+ years ### "Great document management system that is highly adaptable." March 3, 2025 5.0 Pros FileHold has provided us with a document management system that suits our company, and projects needs and is highly adaptable. Cons I don't have any major dislikes with FileHold. Review Source BC Becky C. Quality Assurance Manager Packaging and Containers Used the software for: 1-2 years ### "Great Document Management Program with excellent support!" May 27, 2022 5.0 I'm able to find documents so much easier now! Plus the employees at FileHold have gone above and beyond to help with our implementation and answer any other questions I have. Pros The software is very easy to use and customize. We have been able to automate some of our processes, which is very helpful. Cons Actually the most difficult aspect has been getting buy in from the people at my company who resist change. Review Source FD Fraser D. Product Marketing Executive Computer Software Used the software for: 1-2 years ### "A fantastic document management system" October 31, 2018 5.0 Pros \- the search options are extremely useful and save so much time finding documents - FileHold is very well structured and we have made use of a lot of additional functionality such as sign off, review periods and acknowledgement Cons \- it might be good to be able to customise your workflow a bit better, but the standard layout is perfect as is Review Source dM dickson M. accounting officer Electrical/Electronic Manufacturing Used the software for: 6-12 months ### "review of filehold" January 17, 2020 5.0 university requisititions are just too many meaning too many hard copy files, but filehold allows you to scan individual requisitions and creates files that are stored as soft copies meaning creating a paperless office. Pros liked most the scanning software for scanning files fo e-filling and it can manage thousands and thousands of files. searching for information is just a click of button and its very easy to use. Cons i am not well versed with the security system and my worry is corruption of files after shredding of hardcopies in the long run. Review Source CH Chad H. President Used the software for: 2+ years ### "FileHold is a user friendly and powerful system! " May 25, 2016 5.0 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. Review Source JS John S. Solution architect Management Consulting Used the software for: 6-12 months ### "Premium ECM solution with multitude of benefits" March 11, 2018 4.0 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. Review Source Miguel Angel C. Diseño Mechanical or Industrial Engineering Used the software for: Less than 6 months ### "Automatizar procesos con FileHold" May 2, 2023 4.0 FileHold ofrece características que son necesarias para llevar una empresa con mas de 25 usuarios, pero su precio y dificultad de aprender a usarlo lo limitan para ser implementado en las empresas. Pros Permite organizar tus documentos de manera efectiva con la función de indexación y búsqueda, lo que facilita el acceso a los documentos, ofreciendo herramientas para automatizar procesos, como la gestión de versiones, la aprobación de documentos y la notificación de cambios y proporcionando medidas de seguridad avanzadas para proteger tus documentos, como la encriptación, el acceso basado en roles y la auditoría de cambios. Cons El costo de FileHold puede ser elevado, además de ser complejo para nuevos usuarios y requiere de un hardware adecuado para trabajar. Review Source RT Reggie T. Director Used the software for: ### "An effective and practical solutions for businesses who." March 20, 2009 5.0 An effective and practical solutions for businesses who want to embark on a Document Management solution and grow with it. 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. Review Source LM Loreto M. Inventory Analyst Apparel & Fashion Used the software for: 6-12 months ### "Great Job FileHold!!!" April 11, 2018 5.0 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..... Review Source CH Chad H. President Used the software for: ### "FileHold has a wide range of capabilities and functionality, but is easy to use and affordable!" October 27, 2015 5.0 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. Review Source MR Myles R. Sales Manager Used the software for: ### "We view both the FileHolder product and the company sales and support organization as excellent." March 23, 2009 5.0 We view both the FileHolder product and the company sales and support organization as excellent. 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. Review Source MD Marc D. Owner Used the software for: ### "Am a Reseller and Highly Recommend both FileHold and it's Sales and Support Team" September 20, 2013 5.0 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. Review Source MM Michel M. Computer Software Used the software for: ### "FileHold robust and user friendly plus excellent support" January 29, 2015 5.0 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. Review Source JM Julian M. CEO Used the software for: ### "I would recommend this product to all companies that are able to realize the cost associated with." March 20, 2009 5.0 I would recommend this product to all companies that are able to realize the cost associated with paper document/content management. 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 Review Source HD Hina D. Receptionist Media Production Used the software for: Less than 6 months ### "Fast and organized document management tool" May 2, 2016 4.0 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. Review Source TW Travis W. Director of IT Non-Profit Organization Management Used the software for: 2+ years ### "Trustworthy product" November 7, 2025 5.0 Pros FileHold is an outstanding document management solution that combines ease of use with powerful functionality. The user interface is intuitive, making it simple to organize, search, and manage documents efficiently. The customer support team is exceptional—responsive, knowledgeable, and always willing to go the extra mile. FileHold also excels in user and group management, providing strong administrative control and security. Overall, it’s a reliable, user-friendly system backed by premium support. Highly recommended! Cons While FileHold offers solid document management and reliable customer support, it falls short in a few key areas compared to competitors like Laserfiche. The most noticeable gap is the lack of modern AI integration for tasks such as automated document classification, intelligent search, and workflow optimization. These capabilities would significantly enhance productivity and reduce manual effort. Additionally, the interface, though functional, could benefit from more dynamic and customizable features to better align with evolving business needs. Overall, FileHold is dependable but would greatly improve with stronger AI-driven tools and expanded automation features. Review Source JS James S. CFO Construction Used the software for: 1-2 years ### "Affordable, easy to use document management" March 18, 2026 5.0 Implementation, training, and ongoing support have been great. The web interface is useful when you need to find something on the go, and there are several ways to streamline workflows. Pros Affordable, ease of use, outstanding customer support, flexibility in the types of documents, and powerful searches. Cons Portability of the desktop application. It takes some technical know-how and a bit of time to move the desktop application to a new computer. Alternatives considered [PaperWise](https://www.capterra.com/p/65346/ONE/) Reason for choosing FileHold Better support, more features, and the sales team did a better job explaining the product. Switched from [Docufree Document Cloud](https://www.capterra.com/p/251925/Docufree-Cloud-Document/) Lower cost, better features, and more responsive customer support. Review Source ML Mindy L. Office Manager Construction Used the software for: 2+ years ### "FileHold is an excellent electronic filing system" July 3, 2025 5.0 FileHold has been a wonderful software to find whatever you need without going through boxes and boxes. The features for searches and organizing your information is endless. It's been amazing to look up old time cards and invoices when needed. Our Accountant loves it, as they use it when they need to audit our books, as they are looking for specific documents. Pros How customizable everything is, it's a blank slate for setting up your company and your needs. They listen to their customers, I submitted a suggestion and they updated the software to incorporate my suggestion. They even reached out to let me know they were going to add the suggestion which was great customer service. Cons How small the font is on library. When you decide to remove a metadata field from a schema it retains the information so you can't actually completely remove so it can make things a little tricky when searching or reusing the field. The watch folder list cant be sorted, it's in the order they were entered and if you have a lot of watched folders trying to find one to edit the information can be frustrating. Really all my cons on this software are just minor personal preferences. The only frustrating part was trying to figure out what metadata fields you should create need and how you should structure your library. Because you don't know what how the system functions so down the road you realize how things work and different ways you should have set things up. For example with Vendor Bills we a field called account number then for our insurance policies we have a field called policy number. When I could have used the same field for those two fields. Review Source BH Bonnie H. SMTS Quality Engineer Semiconductors Used the software for: 2+ years ### "Has great potential if transparent from the start on all aspects of the system and user expecations." June 23, 2025 4.0 Support was consistent, however communication of promises made by the main contact and the software engineers was not clearly set and confusion caused some problems. Pros Simplicity of the system it's familiar and relatable to users. Set up like Microsoft structure. Worth exploring. Cons Individual Licensing costly beware ask question. Not a one system purchase dependent on individual user licensing which can get costly with no. of employees using. Alternatives considered [TQMSOptima](https://www.capterra.com/p/10026137/TQMSOptima/)[Qualityze Suite](https://www.capterra.com/p/153199/Qualityze-EQMS-Suite/)[DocuWare](https://www.capterra.com/p/220466/DocuWare/)[InfiniteECM](https://www.capterra.com/p/154776/InfiniteECM/) Reason for choosing FileHold The format of system was relatable to employees. Easier to train. Switched from [Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/) No longer supported and was deteriorating. Review Source RS Rebecca S. Regulatory and QMS specialist Medical Devices Used the software for: 2+ years ### "FileHold user review" June 10, 2025 5.0 I absolutely love it—and so do my users. I've successfully converted several departments that were previously resistant to going paperless. Once they saw how quickly they could locate specific documents, like purchase orders, in just seconds, they were immediately on board. Thanks to FileHold, the days of tirelessly searching for old purchase orders are over." Pros FileHold is extremely easy to set up. Day one I was able to start adding documents. The cabinet and folder configurations are set up easily by the admin and very configurable Cons When a folder contains multiple pages, it would be helpful to have navigation arrows that allow you to jump directly to the beginning or end, rather than clicking through each individual page number Review Source EF Eric F. Director of IT Aviation & Aerospace Used the software for: 2+ years ### "Doc it. Lock it. - FileHold" June 13, 2025 5.0 My overall experience with FileHold has been very positive—it’s a reliable, easy-to-use solution that met our needs and delivered great value with strong support throughout. Pros What I liked most about FileHold was its excellent support, affordable cost, user-friendly interface, and the ease with which our team was able to learn and adopt it. Cons Setup and configuration is a little more involved than some applications and almost always requires a support staff to assists in install and configuration. Alternatives considered [Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)[M-Files](https://www.capterra.com/p/122215/M-Files/) Reason for choosing FileHold Chose it for familiarity, ease of use, and COST! Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.