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FileHold
Vancouver, British Columbia, Canada
What it is
FileHold is a document management system for capturing, organizing, storing, finding, and managing business documents and records. Standard controls include version control, metadata, user roles, security, search, audit logging, document linking, and web access. It also handles records retention and disposition, plus workflows for review and approval. SmartSoft Capture provides scanning and imaging for digitization. Listed integrations include Microsoft Office, SharePoint, Salesforce, SAP, QuickBooks, Adobe Acrobat Sign, and DocuSign. A web services API can create library objects, attach metadata, and manage memberships; its tools and documentation have no charge. Organizations may self-host on a server or private cloud, or use FileHold hosting in an Azure facility in a chosen country. Clients include web browsers, Windows, Mac, iOS, and Android. Pricing is on request, with a two-week trial for up to 10 users and a required pre-installation session.
For and against
For
- Version control and metadata capture
- Retention, disposition, and approval workflows
- Integrates with major business systems
- Web services API tools have no charge
- Supports iOS and Android clients
Against
- Pricing requires a quote
- No free plan
- Two-week trial supports up to 10 users
- Trial requires a sales pre-installation session
The verdict
FileHold provides broad document and records controls with multiple deployment choices and business integrations. Request a quote and confirm trial requirements against your organization’s user count and workflow needs.
Who it suits
FileHold is aimed at medium-sized businesses and departments of large companies. It fits organizations needing controlled document workflows, records management, audit trails, and self-hosting or hosted deployment.
Plans and prices
Outright license purchase
Quote required · users and optional features affect cost · self-hosted or FileHold Cloud
Read 3 Oct 2026 · filehold.com
Pay-per-user subscription
Quote required · users and optional features affect cost · self-hosted or FileHold Cloud · subscriptions include unlimited support and upgrade assistance
Read 3 Oct 2026 · filehold.com
On the record
- API
- FileHold provides a web services API for creating library objects, associating documents with metadata, and managing library memberships; the maker says API tools and documentation have no charge.filehold.com · read 3 Oct 2026
- Deployment
- FileHold can be self-hosted on a customer server or private cloud, or hosted by FileHold in an Azure facility in the customer's chosen country.filehold.com · read 3 Oct 2026
- Document controls
- Standard features include document version control, metadata capture, user roles and security, search, audit logging, document linking, and web access.filehold.com · read 3 Oct 2026
- Integrations
- The maker lists integrations including Microsoft Office, SharePoint, Salesforce, SAP, QuickBooks, Adobe Acrobat Sign, and DocuSign.filehold.com · read 3 Oct 2026
- Intended customers
- FileHold describes its product as enterprise-grade and says it is aimed at medium-sized businesses and departments of large companies.filehold.com · read 3 Oct 2026
- Product
- FileHold is a document management system for capturing, organizing, storing, finding, and managing business documents and records.filehold.com · read 3 Oct 2026
- Records and workflows
- FileHold describes records retention and disposition management as well as document workflows for review and approval.filehold.com · read 3 Oct 2026
- Scale and pricing limits
- The maker says deployments start at five users and that subscription pricing depends on users and optional features; it states there are no limits to scans or document volume.filehold.com · read 3 Oct 2026
- Scanning
- FileHold lists SmartSoft Capture document digitization software for scanning and imaging.filehold.com · read 3 Oct 2026
- Security and audit
- FileHold states that its audit trail records document actions with user ID, date and time, and describes the trail as secure and unalterable.filehold.com · read 3 Oct 2026
- Support
- The maker says subscriptions include unlimited support and upgrade assistance.filehold.com · read 3 Oct 2026
- Supported clients
- The system requirements list current desktop browsers, a Windows desktop application, Safari on Mac, and mobile clients for current iOS and Android versions.filehold.com · read 3 Oct 2026
- Trial
- The maker offers a two-week free trial for up to 10 users, with optional features unlocked and a required pre-installation session with a sales consultant.filehold.com · read 3 Oct 2026
- Trial limits
- The maker says a proof-of-concept installation can run up to 30 days and charges a fee based on technical support needs.filehold.com · read 3 Oct 2026
