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Text Content

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Knowledge Base
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MAIN NAVIGATION

 * Home
 * Products
   * Products Overview
   * FileHold Document Management Cloud
   * FileHold Document Management Software
   * Customer Forms (and much more) Portal
 * Features
   * Features Overview
   * Standard Features
   * Optional Features
   * Custom Features
   * Document Scanning
   * Electronic Forms
   * Integrations
   * FileHold 17 Release
 * Resources
   * Resources Overview
   * FileHold Video Tours
   * Webinar Registration
   * Case Studies
   * Reviews of FileHold
   * White Papers
   * Business Solutions
   * FDA 21 CFR Part 11 Compliance
   * Frequently Asked Questions
   * Marketing Materials
 * How to Buy
   * How to Buy Overview
   * Purchase Options
   * Software Trials
   * RFP RFQ RFI Checklist
   * Contact Sales
   * Partners Program
   * System Requirements
   * FileHold Customers
 * Support
   * Support Overview
   * FileCare Support Program
   * Service Level Agreement (SLA)
   * Technologies
   * Suggest a Feature
   * Packaged and Custom Services
 * Company
   * Company Overview
   * FileHold Blog
   * Press Releases
   * Management Team
   * Technology Partners
   * Contact Information
 * Knowledge Base

Knowledge Base
Search


MAIN NAVIGATION

 * Home
 * Products
   * Products Overview
   * FileHold Document Management Cloud
   * FileHold Document Management Software
   * Customer Forms (and much more) Portal
 * Features
   * Features Overview
   * Standard Features
   * Optional Features
   * Custom Features
   * Document Scanning
   * Electronic Forms
   * Integrations
   * FileHold 17 Release
 * Resources
   * Resources Overview
   * FileHold Video Tours
   * Webinar Registration
   * Case Studies
   * Reviews of FileHold
   * White Papers
   * Business Solutions
   * FDA 21 CFR Part 11 Compliance
   * Frequently Asked Questions
   * Marketing Materials
 * How to Buy
   * How to Buy Overview
   * Purchase Options
   * Software Trials
   * RFP RFQ RFI Checklist
   * Contact Sales
   * Partners Program
   * System Requirements
   * FileHold Customers
 * Support
   * Support Overview
   * FileCare Support Program
   * Service Level Agreement (SLA)
   * Technologies
   * Suggest a Feature
   * Packaged and Custom Services
 * Company
   * Company Overview
   * FileHold Blog
   * Press Releases
   * Management Team
   * Technology Partners
   * Contact Information
 * Knowledge Base


FILEHOLD ELECTRONIC DOCUMENT MANAGEMENT SYSTEM

 * Instantly search and find your documents
 * Secure, controlled document access
 * Document workflow for reviews and approvals
 * Access documents anytime, from any device

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WHAT IS YOUR DOCUMENT MANAGEMENT PROBLEM?

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I cannot find my documents
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I never know what version to use
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I do not know when my contracts renew
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I need to get invoices approved for payment
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I have too much paper
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I am out of compliance
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I need documents reviewed and approved
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I need documents electronically signed
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I need access to documents on my phone
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We keep everything and need a way to control it
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I need to scan documents and make them searchable
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I need retention and disposition policies

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Text (SMS) Sales Text +1-604-734-5653
Contact Sales
Free Demo
Free Trial
Free Webinar

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FILEHOLD CLOUD DMS

 * The FileHold Azure Cloud is a complete IT and hosting solution
 * Each installation is in the customer's country of choice
 * GDPR Compliance. FileHold, through Microsoft, is GDPR-ready
 * Can be accessed from anywhere there is access to the internet

Free Trial Learn More
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SELF-HOSTED DMS

 * Installed on your own server or preferred cloud site
 * Your data stays in your control
 * Integrated with your IT structure and storage
 * Can be accessed from anywhere there is access to the internet

Free Trial Learn More


LEARN MORE ABOUT HOW FILEHOLD DOCUMENT MANAGEMENT SOFTWARE CAN HELP YOUR WHOLE
ORGANIZATION

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RECORDS MANAGEMENT ARCHIVING AND DISPOSITION

FileHold records management software manages both electronic documents and
electronic records including rules and reports for archiving and disposition
dates.

Learn more...

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DOCUMENT SCANNING AND IMAGING

FileHold document management software ships with scanning software that supports
the ability to turn cabinets of paper into a secure, version controlled, and
compliant document management system.

Learn more...

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DOCUMENT WORKFLOW FOR REVIEW AND APPROVAL

Document workflow improves operations by automating business processes such as
Accounts Payable and contract collaboration. A workflow is applied to documents
requiring review and approval before general distribution.

Learn more...

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DEPLOY FILEHOLD HOW YOU WANT

FileHold document management software can be installed on a physical or virtual
server, a private cloud or on the FileHold Cloud where all IT functions are
fully delivered by the FileHold team. 

Learn more...


CHAT WHAT OUR CUSTOMERS SAY

 * > FileHold has to be THE, if not, one of the easiest, most user-friendly,
   > document management systems available on the market today.  We are now able
   > to save time, space, headaches and stress looking through HUNDREDS of
   > storage boxes for one piece of paper.  FileHold is ideal for ANY company,
   > and will definitely be a valued asset within ANY company that has it.
   > Referring to FileHold as ‘Highly Recommended’ would be like calling a 757
   > jet a ‘paper plane’ ... COMPLETE UNDERSTATEMENT.
   > 
   > Educational Services Customer

 * > The ease of use and implementation were key to our decision to move ahead
   > with FileHold.
   > 
   > Engineering Customer

 * > I am a convert to Filehold - the power is not in the file structure but the
   > ease in which you can find what you are looking for.
   > 
   > Biotech Company

 * > I like working with FileHold, you know what you're doing product and
   > business wise. Your team has been great to work with.
   > 
   > FileHold Business Partner

 * > I want to express my gratitude for the guidance we received from your
   > customer service team during our initial FileHold build and the subsequent
   > technical encounters.
   > 
   > Government Customer

 * > I want to tell you how much everyone is enjoying our new FileHold
   > installation. My users give me unsolicited comments on how well FileHold is
   > working.
   > 
   > Manufacturing Customer

 * > The help that I received from FileHold was hands down some of the best
   > support I have seen with a software package.
   > 
   > Document Management Consultant

 * > Thank you all for your fantastic support. I’ve been with the US government
   > as a military or civilian employee for over 30 years and my experiences
   > working with FileHold Systems, Inc., have been among the best I have
   > experienced working with a contractor.
   > 
   > US Government Customer

 * > FileHold has been a godsend in the last two years by allowing us to work
   > remotely and still access all our documentation. Additionally, the ability
   > to search through archives has made my role as service support much more
   > effective and a  great deal easier. We truly appreciate all that you do and
   > rely on you daily. It’s a testament to the product that you rarely hear
   > from us, but when I need a problem solved, you are always there and always
   > get it done.
   > 
   > Technology customer

 * > I really appreciate all the help FileHold has given me during the launch of
   > our scanning and document management project.
   > 
   > Oil and Natural Gas Customer

 * > I wanted to take a moment to thank you all for helping me with remapping
   > the data base look-up fields. FileHold has one of the best troubleshooting
   > teams I have encountered in all my experience. I also want to appreciate
   > the promptness and willingness to go the extra mile. You all have exceeded
   > my expectations and set the bar really high.
   > 
   > Health Care Customer

 * > It is refreshing to find a company as responsive as FileHold these days.
   > 
   > FileHold Reseller

 * > I have once again been VERY impressed with the level of service you as a
   > company provide and have provided in the past. I have said it before but I
   > will say it again it is MUCH appreciated and VERY refreshing receiving this
   > level and quality of service!
   > 
   > Telecommunications Customer

 * > I wanted to express my thanks of how flexible and responsive you have been
   > as an organization and wanted to let you know that I would be more than
   > happy to act as a reference should you need one.The harsh reality is that
   > the FileHold 'valued customer experience' has fallen by the wayside with
   > many other vendors and is very refreshing when you come across it!
   > 
   > Telecommunications Customer

 * > Wow, you guys at FileHold really understand customer service. Thank you
   > very much!
   > 
   > Integrated Canadian Forest Products Company

 * > The ability to which you are able to customize FileHold is very impressive.
   > 
   > Wholesale Trade Industry Customer

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 Sign up for a webinar  Sign up for a trial  Take a video tour  Review the
features


UPCOMING WEBINARS

Live Software Webinars – A 45 minute, no obligation presentation on how to start
your journey to becoming a "Paperless Office".

Live webinars are held the 1st and 3rd Wednesday of every month.

Register now!

Workshop Wednesdays – Want to learn more about FileHold? Our workshop Wednesdays
are here to provide answers to our most common questions.

Live webinars are approximately 30 minutes and are held the 2nd and 4th
Wednesday every month.

Register now!

News, Blog and Events


FROM THE MAILBAG: EXTRACTION RULES TIPS AND TRICKS

Friday, Dec 15, 2023
Document Management software that can extract information from forms or email
and automatically read file properties for metadata. Extraction rules are an
under-utilized tool for FileHold and can...


IMPROVING SEARCH RESULTS FOR CASUAL USERS

Tuesday, Nov 21, 2023
FileHold provides extensive mechanisms for searching documents using document
contents, system and custom defined fields, and automatically overlaying
document permissions, library types, and history...

CUSTOMERS

 * FileCare Program
 * System Requirements
 * Software Features
 * Suggest a New Feature for FileHold

COMPANY

 * About Us
 * Blog
 * Technology
 * Press Releases

RESOURCES

 * Webinar Registration
 * Case Studies
 * Videos
 * Knowledge Base
 * Frequently Asked Questions

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