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FileHold

Details

FileHold is an archiving software product and document management system (DMS) that provides you with a secure, streamlined workflow. Optical character recognition (OCR) capabilities scan print documents and convert them into fully editable and searchable digital text files. The program also provides security with roles and permissions and allows users to audit documents with practical version control tools. FileHold can be installed on Windows machines. It is also available as software as a service (SaaS), a cloud-based solution that provides you with web access.

FileHold Features
  • Optical character recognition OCR: The file archiving software comes with a practical OCR feature. It scans print documents into your system and converts traditional paper files into fully editable text documents.

  • Document tagging: The software provides you with a toolkit that allows you to organize your documents as you see fit. It enables metadata document tagging for quick searching capabilities, allowing you to classify every file with custom groupings. This feature expedites the search process, simply type in what you need, and the system quickly provides you with the information required for the job at hand.

  • Version control: The system is equipped with a version control tool that gives you critical insights into your documents’ usage histories. You’re able to see when documents were last opened, by whom, and what changes they made. This feature is useful for finding out who worked on what and maintaining compliance with security policies that require total system visibility.

  • User permissions: FileHold promotes workplace security by allowing you to assign user roles and permissions, preventing unauthorized users from gaining access to sensitive financial and personal information.

  • Integration: FileHold helps you streamline your workflow with application programming interface (API) support. It allows you to establish connectivity with external office solutions like CRM, ERP, and accounting software, aggregating multiple work systems into a single screen.

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