FileHold

Review of FileHold Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Overview

About FileHold

FileHold Enterprise: Powerful Document Management for Large Organizations! FileHold Enterprise is a comprehensive document management solution designed to help large organizations transition to a fully paperless environment. Whether deployed on-premise or hosted securely in a private or public cloud, FileHold delivers the flexibility and control enterprises need. Robust Features for Enterprise Efficiency and Compliance: • Advanced Security & Compliance: Multi-level user permissions, audit trails, and electronic signatures ensure data integrity and regulatory compliance. • Document Automation & Search: Streamline operations with full-text search, forms processing, scanning, and OCR capabilities for fast, accurate information retrieval. • Smart Alerts & Records Management: Automatically generate alerts and reminders for contract renewals, overdue tasks, and records scheduled for archiving or deletion. • Workflow Automation: Move documents through customizable review and approval workflows. Workflows can be initiated manually or triggered automatically upon document upload. Built-in reporting tools provide complete visibility into the process. • External Collaboration with File...

FileHold Screenshots

FileHold Features

Features of FileHold
Access Controls/Permissions
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Classification
Document Editing
Document Generation
Electronic Signature
File Conversion
File Sharing

FileHold Integrations

Sage CRM logo
Sage CRM
SAP Customer Experience logo
SAP Customer Experience
Microsoft Teams logo
Microsoft Teams

Customer Reviews

See why people love FileHold

5 Star
90%
4 Star
10%
3 Star
0%
2 Star
0%
1 Star
0%
kely l.

kely l.

Verified User
Used weekly for less than 6 months
Dec 22, 2025

Easy file management

Manage my files in a simple and organized way

What they liked
  • I like to be able to add different Excel files, admitting the load of these quickly, has different tools for its usefulness
  • Good for document organization
Room for improvement

At the time I had to pay some attention to the demo video to be able to understand in depth

Bonnie H.

Verified User

Semiconductors · 51-200 employees

Used daily for more than 2 years
Dec 22, 2025

Has great potential if transparent from the start on all aspects of the system and user expecations.

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.

What they liked
  • Simplicity of the system it's familiar and relatable to users
  • Set up like Microsoft structure
  • Worth exploring
Room for improvement
  • 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
Switched From

No longer supported and was deteriorating.

Why they chose it

"The format of system was relatable to employees. Easier to train."

Travis W.

Verified User

Non-Profit Organization Management · 5001-10000 employees

Used daily for more than 2 years
Dec 22, 2025

Trustworthy product

Verified reviewer

What they liked
  • 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
Room for improvement
  • 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
Tracie E.

Tracie E.

Verified User

Hospital & Health Care · 1001-5000 employees

Used weekly for free trial
Dec 22, 2025

First time user

Verified reviewer

What they liked
  • Good customer support
  • Wide range of features
Room for improvement
  • All the software I have used in the past wasn't as pricey as Filehold

Eric F.

Verified User

Aviation & Aerospace · 51-200 employees

Used daily for more than 2 years
Dec 22, 2025

Doc it. Lock it. - FileHold

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.

What they liked

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

Room for improvement

Setup and configuration is a little more involved than some applications and almost always requires a support staff to assists in install and configuration

Why they chose it

"Chose it for familiarity, ease of use, and COST!"

Mindy L.

Verified User

Construction · 51-200 employees

Used daily for more than 2 years
May 28, 2026

FileHold is an excellent electronic filing system

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.

What they liked
  • 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
Room for improvement
  • 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

Rebecca S.

Verified User

Medical Devices · 11-50 employees

Used daily for more than 2 years
May 28, 2026

FileHold user review

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."

What they liked
  • 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
Room for improvement

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

Miles B.

Verified User

Automotive · 1001-5000 employees

Used daily for more than 2 years
May 28, 2026

FileHold supports my business functions.

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.

What they liked
  • 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
Room for improvement
  • 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

Chris W.

Verified User

Warehousing · 51-200 employees

Used daily for more than 2 years
May 28, 2026

Outstanding FileHold

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.

What they liked
  • 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
Room for improvement
  • 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

Chantelle A.

Verified User

Education Management · 2-10 employees

Used daily for more than 2 years
May 28, 2026

Definitely Recommend Using FileHold

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.

What they liked
  • 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
Room for improvement
  • 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

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