FileHold
FileHold is a document management system for businesses that capture, organize, store, find, and manage documents and records.
What FileHold is
FileHold is a document management system for businesses that capture, organize, store, find, and manage documents and records. Its standard controls include version history, metadata, user roles and security, search, audit logging, document links, and web access. It also supports records retention and disposition, with workflows for review and approval. For scanning and imaging, FileHold lists SmartSoft Capture. Stated integrations include Microsoft Office, SharePoint, Salesforce, SAP, QuickBooks, Adobe Acrobat Sign, and DocuSign. A web services API can create library objects, associate metadata with documents, and manage library memberships; the API tools and documentation have no charge. Organizations can host FileHold on their own server or private cloud, or use FileHold hosting in an Azure facility in a country they choose. Supported clients include desktop browsers, a Windows desktop application, Safari on Mac, and mobile clients for current iOS and Android versions. Pricing requires a quote and varies with users and optional features. There is no free plan; the two-week trial is for up to 10 users and requires a pre-installation session with a sales consultant.
Good
- Version control, metadata, and audit logging included.
- Supports retention and review workflows.
- Can be self-hosted or hosted by FileHold.
- API tools and documentation have no charge.
- Subscriptions include unlimited support and upgrade assistance.
Watch out
- No free plan; pricing requires a quote.
- Trial is limited to 10 users for two weeks.
- Trial requires a pre-installation session.
- Deployments start at five users.
Who it suits
FileHold is aimed at medium-sized businesses and departments of larger companies managing business documents and records. It may suit organizations that need configurable hosting, document workflows, and access controls.
Verdict
FileHold covers document controls, records workflows, scanning, and integrations, with self-hosted and hosted deployment options. Buyers should account for quote-based pricing, the five-user minimum, and the trial’s onboarding requirement.
Plans and prices
From FileHold's own pricing page, checked 3 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Outright license purchase | Priced on request | Quote required · users and optional features affect cost · self-hosted or FileHold Cloud · The page directs buyers to request a quote; it does not state a numeric price. |
| Pay-per-user subscription | — | Quote required · users and optional features affect cost · self-hosted or FileHold Cloud · subscriptions include unlimited support and upgrade assistance · Monthly subscription; the page does not state a numeric price. |
The facts
Each one read from FileHold's own pages, with the date it was checked.
What it does
- 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.checked 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.checked 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.checked 3 Oct 2026
- Integrations
- The maker lists integrations including Microsoft Office, SharePoint, Salesforce, SAP, QuickBooks, Adobe Acrobat Sign, and DocuSign.checked 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.checked 3 Oct 2026
- Product
- FileHold is a document management system for capturing, organizing, storing, finding, and managing business documents and records.checked 3 Oct 2026
- Records and workflows
- FileHold describes records retention and disposition management as well as document workflows for review and approval.checked 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.checked 3 Oct 2026
- Scanning
- FileHold lists SmartSoft Capture document digitization software for scanning and imaging.checked 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.checked 3 Oct 2026
- Support
- The maker says subscriptions include unlimited support and upgrade assistance.checked 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.checked 3 Oct 2026
The company
- Headquarters
- Vancouver, British Columbia, Canadachecked 28 Sep 2026
Money
- 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.checked 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.checked 3 Oct 2026
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