FileHold Reviews & Ratings

FileHold

5.0 out of 5 stars

Ratings and Reviews 2 Ratings

Total 5 out of 5 stars
ease 5 out of 5 stars
features 4.5 out of 5 stars
design 4.5 out of 5 stars
support 4.5 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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What is FileHold?

FileHold is a robust document management and workflow system tailored for large enterprises aiming to move towards a paperless environment. This versatile solution can be implemented on-site, in a secure public or private cloud, and boasts an extensive array of features such as document scanning, indexing, version control, and advanced searching capabilities. Additionally, it allows for seamless document linking and is designed to work effortlessly across all web browsers, providing a rich desktop experience while being fully optimized for mobile devices. Furthermore, integration with popular platforms like MS Office, SharePoint, Active Directory, and Teams is readily available without requiring extensive setup. With a comprehensive API documentation, FileHold ensures that organizations can customize and extend its functionality to meet their specific needs effectively. Moreover, its user-friendly interface simplifies the adoption process for staff, promoting a smoother transition to digital document management.

What is DocuPro?

DocuPro serves as a comprehensive cloud-based document management system designed for organizations seeking to efficiently capture, classify, secure, and oversee large quantities of business records. This innovative platform allows users to import documents from diverse sources such as scanners, bulk uploads, email, Microsoft Outlook, and a virtual print driver, all while streamlining organization through customizable document types and indexing fields. To ensure controlled access, it employs folder permissions alongside index-based security measures. Additionally, the system improves review and approval workflows by incorporating stages, queues, tasks, routing, and notifications. Users can conveniently view documents, make annotations, add stamps and signatures, and track version histories. It further accommodates parallel bulk-import processes, aiding in repository migrations and effectively managing uploads that may require retries. Targeting industries such as insurance, legal, accounting, human resources, and financial services, DocuPro proves to be an adaptable resource for teams within credit unions and other sectors. Furthermore, the vendor oversees the cloud service, providing seamless integration with Microsoft Entra ID single sign-on to enhance security and user convenience, which is critical in today’s digital landscape. This commitment to integration and user experience solidifies DocuPro’s position as a leader in document management solutions.

Media

Media

Integrations Supported

Microsoft SharePoint
SAP CRM
Sage CRM

Integrations Supported

Microsoft Entra ID
Microsoft Outlook

API Availability

Has API

API Availability

Pricing Information

$15.00 / user / month
FileHold can be purchased as a perpetual license or on a month to month subscription (minimum of 5 users).
Free Trial Offered?

Pricing Information

Pricing is quoted for each organization after a demo, based on its document types and processing needs.

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
On-Prem
Chromebook

Supported Platforms

SaaS
Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

FileHold Document Management Software

Date Founded

2005

Company Location

Canada

Company Website

www.filehold.com

Company Facts

Organization Name

DocuPro (GoDocuPro)

Date Founded

2023

Company Location

United States

Company Website

godocupro.com

Categories and Features

Archiving

Access Control
Data Deduplication
Document Management
Email Archiving
Multimedia Archiving
Retention Management
Storage Management
Version Control
Web Archiving
eDiscovery

Contract Management

Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Specialty Contracts
Version Control
Workflow Management

Document Management

Not specified

Document Version Control

Access Controls/Permissions
Approval Process Control
Archiving & Retention
Audit Trail
Commenting / Notes
Document Check-in / Check-out
For Engineering Documents
Revision History
Version Comparison
Version Rollback

Document Workflow

Not specified

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
Task Management
Third Party Integrations
Workflow Configuration

Categories and Features

Document Management

Not specified

Document Workflow

Not specified

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