FileHold Document Management Software Overview

FileHold offers a powerful Document Management Software designed to secure, manage, and streamline access to documents and records. It ensures compliance and enhances searchability, making it ideal for organizations needing robust data management solutions. FileHold provides both cloud and self-hosted options, catering to diverse IT environments. Its features include advanced workflow automation, which simplifies document approval processes, and comprehensive security measures to protect sensitive information. This software is particularly beneficial for industries with stringent regulatory requirements, such as legal and healthcare, where document integrity and accessibility are critical. FileHold's system is known for its user-friendly interface, which facilitates organization-wide adoption and enhances operational efficiency.

Use Cases

Customers recommend Workflow Management, Sales Document Management, Collaboration, as the business use cases that they have been most satisfied with while using FileHold Document Management Software.

Other use cases:

  • Content Management
  • Knowledge Management
  • Contact List Management
  • Lifetime Value Management
  • Products & Pricelist Management
  • Tracking & Monitoring Communications
  • Sending & Publishing Communications
See all use cases See less use cases

Business Priorities

Improve ROI and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using FileHold Document Management Software.

Other priorities:

  • Acquire Customers
  • Scale Best Practices
  • Manage Risk
  • Shorten Ramp Up Time
  • Establish Thought Leadership
See all business priorities See less business priorities

FileHold Document Management Software Use-Cases and Business Priorities: Customer Satisfaction Data

FileHold Document Management Software works with different mediums / channels such as Mobile. and E-Mail.

FileHold Document Management Software's features include Recording, Personalization, Capture Information, etc. and FileHold Document Management Software support capabilities include 24/7 Support, Email Support, Chat Support, etc. also FileHold Document Management Software analytics capabilities include Analytics, and Custom Reports.

Reviews

"...It is also possible to make automated workflows that save time!..." Peer review by User

FileHold Document Management Software, Tubular, Intelligencebank DAM, Responsive (formerly RFPIO), Hyland Governance, etc., all belong to a category of solutions that help Data Management Platform. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

FileHold Document Management Software secures, makes compliant, and searches documents and records. FileHold Systems offers DMS for efficient workflow management.

Popular Business Setting

for FileHold Document Management Software

Top Industries

  • Information Technology and Services
  • Information Services
  • Computer Software

Popular in

  • Small Business
  • Mid Market
  • Large Enterprise

FileHold Document Management Software is popular in Information Technology And Services, Information Services, and Computer Software and is widely used by Small Business, Mid Market, and Large Enterprise.

FileHold Document Management Software Customer wins, Customer success stories, Case studies

What solutions does FileHold Document Management Software provide for Workflow Management?

How does FileHold Document Management Software facilitate Sales Document Management?

What solutions does FileHold Document Management Software provide for Collaboration?

How can FileHold Document Management Software enhance your Content Management process?

What solutions does FileHold Document Management Software provide for Knowledge Management?

11 buyers and buying teams have used Cuspera to assess how well FileHold Document Management Software solved their Data Management Platform needs. Cuspera uses 1386 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Data Management Platform needs.

a medium sized financial advisor company - Financial Services

FileHold Systems helped a medium sized financial advisor company manage large volumes of client documents. The company struggled with paper files, slow retrieval, and high labor costs. FileHold's doc...ument management software and QuickScan Pro automated scanning, classification, and filing. Agents used barcode separator sheets to tag and organize documents. The new system made documents easy to find and reduced time spent on manual filing.

An organization conducting the commercial affairs of the harness racing industry in a part of Australia - Entertainment

FileHold document management software helped a small Australian harness racing organization go paperless. The group needed a fast, automated solution to manage documents and support a small staff. eI...D Solutions and FileHold deployed the system in under 2 days, with installation completed in less than 2 hours. The new system improved version control, automated contract workflows, and made information easier to find. Staff productivity increased as they spent less time searching for documents.

Guadalupe Regional Medical Center (GRMC) - Hospital & Health Care

FileHold Courier helped Guadalupe Regional Medical Center move from paper to digital invoice approvals. The accounting team faced lost invoices and slow approvals with their old process. With FileHol...d, managers get secure email links to approve invoices online. The system tracks every step and sends reminders, making approvals faster and easier. GRMC now stores all documents in one place, uses OCR for search, and keeps files secure and backed up.

General insurance services provider (name withheld) - Insurance

FileHold document management software helped an insurance services agency solve file tracking and compliance issues. The company struggled with paper files and compliance changes from the Affordable ...Care Act. FileHold provided secure library access, ease of use, and integrated OCR. The underwriting, finance, customer service, and new business teams now use FileHold. Collaboration improved and staff can focus on higher quality work. The company scaled staff easily during busy seasons by training them on FileHold instead of old paper processes.

Always Pure Organics (APO) - Pharmaceuticals

FileHold helped Always Pure Organics (APO) improve document management. APO needed better traceability and compliance for ISO and GMP standards. Their old system used spreadsheets and manual controls.... FileHold provided strong audit trails and automated approvals. This saved time and increased accuracy for APO as they grow in the CBD market.

PS Business Parks - Real Estate

FileHold document management and workflow software helped PS Business Parks manage leases and contracts. The company needed to automate document storage, review, and approval, including electronic si...gnatures. They digitized legacy paper leases using FileHold's automatic document importation. New documents are processed through workflows, integrating Adobe Acrobat Sign for signatures. This solution streamlined document handling for leases and construction projects, reducing paper reliance and improving efficiency.

Frequently Asked Questions(FAQ)

for FileHold Document Management Software

What is FileHold Document Management Software used for?

FileHold Document Management Software is a Data Management Platform Software mainly used by its customers to Improve ROI and Enhance Customer Relationships by Workflow Management, Sales Document Management and Collaboration .

What are the top features of FileHold Document Management Software?

Recording, Personalization and Capture information are some of the top features of FileHold Document Management Software.

Who uses FileHold Document Management Software?

FileHold Document Management Software is used by Information Technology And Services, Information Services and Computer Software among other industries.

What are FileHold Document Management Software alternatives?

Tubular, Intelligencebank DAM, Responsive (Formerly RFPIO) and Hyland Governance are popular alternatives for FileHold Document Management Software.

Where is FileHold Document Management Software located?

FileHold Document Management Software is headquartered at 4664 Lougheed Hwy #250, Burnaby, BC V5C 5T5, CA.
lightning

Peers used FileHold Document Management Software for workflow management and sales document management

FileHold Document Management Software Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

4.35/5 ★

Read Reviews (15)
Custom Reports

4.34/5 ★

Read Reviews (76)
CAPABILITIES RATINGS AND REVIEWS
Analytics

4.35/5 ★

Read Reviews (15)
Custom Reports

4.34/5 ★

Read Reviews (76)

Software Failure Risk Guidance

?

for FileHold Document Management Software

Overall Risk Meter

Low Medium High

Top Failure Risks for FileHold Document Management Software

FileHold Systems Inc. News

Company

FileHold debuts new brand and website to highlight growth and vision - FileHold

FileHold has launched a new brand identity and redesigned website to reflect its growth and vision. The update includes a modernized logo, updated color palette, and improved website navigation, aligning with the company's mission to provide secure and user-friendly document management solutions.

FileHold Systems Inc. Profile

Company Name

FileHold Systems Inc.

Company Website

https://www.filehold.com/

HQ Location

4664 Lougheed Hwy #250, Burnaby, BC V5C 5T5, CA

Social