FileHold FAQs

  • Who is FileHold best for - their role(s) within what kind of companies.

    Best for mid size to larger organizations who have millions of document that need secure, version controlled, OCR search and document workflow.

  • How does FileHold benefit them?

    The software provides an audit trail of every document or users activity that keeps organizations in compliance. The software makes sure you are using the latest version of a document and reduces the amount of time it takes to search for documents to seconds.

  • How technical do users need to be to use FileHold's software?

    Users do not need to be technical. The systems mimics a tradition paper based filing system with cabinets, drawers, folders and documents. Any user can create document review and approval workflows.

  • What makes FileHold a leader in this space?

    FileHold is feature rich, enterprise grade yet still affordable. Industry best support.

  • Who are FileHold's biggest competitors (3-5 companies)?

    FileHold replaces installs at SharePoint and competes with Open Text and simple cloud storage systems.

  • How/why is FileHold better than those competitors (or most others in their market)? What about FileHold is unique, stronger, easier, etc.?

    FileHold is amazing value. Customers only pay for the features they need and actually use. Price is based on the intensity of use, not just on the number of users. There is never a charge for the number of documents stored in the system.

  • What kind of features can customers expect FileHold to release in the near future? And longer term?

    FileHold can already search its repository from any other software and add document to FileHold from any other software. Longer term customers will see more and more integration with Microsoft Teams and other Microsoft cloud technologies.

  • Which popular or common software does FileHold integrate with?

    Microsoft Office, Great Plains, Salesforce.com, Adobe sign, DocuSign, any scanning software. Out of the box FileHold can search its repository from any other software and add document to FileHold from any other software.

  • Software pricing can often be complex. If it's pretty straightforward, list tiers, pricing (per year, seat, etc) and limits for FileHold. If it's not simple, use broad estimates or ranges for typical setups.

    FileHold can be installed on your own server or your private cloud. It can also be fully hosted by FileHOld on the Microsoft Azure cloud. The minimum Purchase is 5 users and can be can by subscription or a perpetual license and annual support. Price will be in part determined by optional features chosen such as the workflow and approval module. Prices per user reduce in cost as more users are added.
    For a price quote contact sales@filehold.com, tell us how many users you have and what business problem you are solving so that we can match the features you need.

  • Does FileHold offer a trial or free download available?

    A free trail is available but in that this is enterprise grade software a sales discussion must be held prior to the trial to do a remote demonstration, determine feature needs and provide a price quote.

  • Does FileHold offer any kind of training/education for their product?

    Various remote training packages are offered at https://www.filehold.com/support/training-curriculum .In addition there is extensive on line help, video tours and a 900 page website to answer questions.

  • Describe the implementation process and timeline for FileHold software.

    The installation starts with a kick of on boarding meeting between the customer key contacts, the sales consulting and FileHold training. The full description is described at: https://www.filehold.com/support/implementation-processes

  • What are the FileHold support options? List all.

    FileHold Support is the best in the industry covering time zones from Europe to North America. In addition to all of the on line help including video tours , blogs and searchable content technicians are available to support remotely via a simple email request to support@filehold.com