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I’ve had the pleasure of using FileHold, which is great software made by the well-known company FileHold. This business has a long history of providing very effective document management solutions. FileHold was started in the beautiful city of Vancouver, Canada. It works with a wide range of businesses, from big corporations to smaller ones in fields like manufacturing, healthcare, and education, to name a few. What makes FileHold unique is that it has two different versions of the software: FileHold Express is great for small businesses and FileHold Enterprise is made to meet the needs of larger organizations.
Another great thing about FileHold is that it gives you a lot of different ways to install it. Depending on the needs of your business, you can choose a cloud-based, on-premise, or even a hybrid method. This flexibility means that FileHold can easily fit into the systems you already have. The number of features in FileHold is one of its best points. It comes with a lot of useful tools, like the ability to scan documents, automate workflows, store documents, and tag documents. These features work together to make the best use of your document organization tools.
What’s really impressive is that FileHold has been a leader in this new kind of software since it started in 2005, and its headquarters are still in Vancouver. Using FileHold has helped me in many ways, such as increasing my output, keeping records safely, following the rules, streamlining my work, and noticingably less paper clutter. This software not only met, but also surpassed my hopes. It is now an essential tool for managing documents effectively in a variety of settings.
FileHold Specifications
FileHold is a document management system that is highly adaptable, scalable, and customized, and it is suitable for usage by businesses of varying sizes. It is possible to deploy it locally or in the cloud, and it is made available in a number of different languages.
Feature | Description |
---|---|
Document Management | Securely store and manage all types of documents, including electronic, scanned, and paper-based documents. |
Document Security | Control access to documents at the cabinet, folder, and document level. |
Document Versioning | Track and manage changes to documents over time. |
Document Search | Quickly and easily find documents using full-text search, metadata search, and saved searches. |
Document Workflow | Automate document-based processes, such as approvals, reviews, and routing. |
Document Retention | Automatically manage document retention policies to ensure compliance. |
Collaboration | Allow users to collaborate on documents and workflows. |
Reporting and Analytics | Generate reports on document activity and usage. |
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What is FileHold?

FileHold is a complex piece of document management software that provides its users with a comprehensive set of tools and features that can be utilized to manage their documents in an efficient and effective manner. Regulatory compliance management, document scanning and imaging, automatic record retention, access control, and they are only few of the important characteristics it possesses.
The possibility of having a paperless office, greater data accessibility, enhanced data security, and a central repository for all of an organization’s papers are some of the potential benefits offered by FileHold. In addition, the software interfaces without any difficulty with other well-known products such as the Microsoft Office Suite, Active Directory, SharePoint, and many more.
FileHold review: Ease of Use
FileHold is praised for its user-friendliness on account of its uncluttered interface, user-friendly organizational system and functionality, many access choices, and extensive collection of materials for novice users. Even if the architecture of FileHold may be considered archaic by some users, the fact that it is so simple to use is a significant benefit. The dashboard provides users with an unobstructed view of their digital archive, from which they may subsequently traverse a file cabinet structure that is quite similar to that of Windows File Explorer.
The capacity to build templates for auto-filing and automate certain push email notifications helps to maintain the efficiency of procedures and keep teams up to speed. In addition, FileHold is integrated with Microsoft Office and other apps, so users can read and modify documents without interruption from other applications.
FileHold review: Search

From my own experience with FileHold, I can say that its search function is very flexible and useful. It lets users quickly find documents by using different search criteria, such as file names and metadata like tags. It also lets you choose whether to include or leave out archived papers that aren’t being used anymore, which speeds up the search process even more.
One tool I’ve found very useful is being able to customize search results. Users can choose to see all versions of a certain document if they want to see its whole past, or they can just see the most recent version if that’s what they need. This flexibility in search results settings has made managing my documents a lot easier and faster, which has made my total experience with FileHold better.
FileHold review: Security
Through the provision of a centralized document location and a wide variety of user permission settings, FileHold places an emphasis on the protection of users’ personal information and data. Administrators have the ability to restrict access levels for each document thanks to 11 distinct security roles. This allows them to ensure that employees can only view, access, or change relevant files.
The software gives users the ability to store files in a safe environment, classify documents that include sensitive personal information, and monitor audit trails and document actions. FileHold guarantees the confidentiality and integrity of sensitive corporate information by providing support for features such as digital signatures and encryption choices for data both while it is at rest and when it is in transit. It assists businesses in meeting the requirements of privacy rules, preserving data security, and reducing the likelihood of unauthorized access or security breaches.
FileHold review: Benefits of Using
A subscription to FileHold can give a variety of benefits, including a significant reduction in the amount of paper clutter, assurance of compliance with regulatory requirements, simplification of workflows, enhancement of document control, and an increase in productivity. You are not just buying a piece of software when you invest in FileHold; rather, you are making an investment in a holistic and integrated solution that is developed to address the challenges you face with document management and to improve the effectiveness of your business operations.
Final Words
My strategy for completing this task consisted of conducting investigations with my own two hands. I investigated a variety of software options, being sure to test each one whenever it was practical to do so. This required me to get my hands dirty, so to speak, by actively trying out the features and functionality of the software in order to get a feel for how they would integrate into my daily workflow.
I complemented my research using a number of different educational materials in addition to the practical testing that I did. I spent a lot of time going through tutorials in order to get a better understanding of these document management solutions. Reading user evaluations provided vital insights from those who had walked the same path as the reader, revealing their personal experiences as well as the benefits and drawbacks they met along the way.
FileHold review: The Good and Bad
FileHold is a secure and private document management system that is ideal for businesses. FileHold protects sensitive data with its centralized document repository, configurable user permissions, and digital signatures and encryption.
The Good
- Collaboration
- Advanced search
- Integration & version control
The Bad
- Limited pricing transparency
- Learning curve
Questions and Answers
You are able to retrieve and process data with the HOLD command, and then extract the results for further processing, making it a useful tool for data extraction. Your report request has the potential to build a brand new data source, complete with an associated Master File; using this data source, you will be able to generate brand new reports.
OpenDocMan is a free document management system (DMS) that is web-based, written in PHP, and open source. It was created to conform with the document management standards established by ISO 17025 and OIE. Web-based access, granular control over which files users can view, and automated installation and upgrade processes are some of its defining characteristics.