FileHold
5.0 out of 5 starsAverage Ratings 0 Ratings
Average Ratings 2 Ratings
Description
DocuPro is a cloud-based document management solution tailored for organizations that need to capture, classify, secure, and manage substantial volumes of business records efficiently. This platform facilitates the import of documents from various sources, including scanners, bulk uploads, email, Microsoft Outlook, and a virtual print driver, while organizing them through customizable document types and index fields. Access control is maintained through folder permissions and index-based security protocols. The system enhances review and approval workflows with stages, queues, tasks, routing, and notifications. Users have the ability to view documents, add annotations, stamps, and signatures, and monitor version histories. It also supports parallel bulk-import processes to facilitate repository migrations and manages the identification of uploads that require retries. Aimed at sectors such as insurance, legal, accounting, human resources, and financial services, DocuPro is a versatile tool for teams in credit unions and beyond. Moreover, the vendor manages the cloud service, ensuring seamless integration with Microsoft Entra ID single sign-on for enhanced security and user convenience.
Description
FileHold, an enterprise-grade document management and workflow solution, is designed to help large organizations transition to a paperless workplace. FileHold can be deployed on-premises, in a secure public or private cloud and offers a range of features including document scanning, indexing. versioning, searching, document linking, as well as document indexing. FileHold is compatible with all browsers, has a rich desktop environment and is mobile-ready. Integration with MS Office, SharePoint Teams, Active Directory, and Teams is possible right out of the box. Fully documented API.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Microsoft Entra ID
Yes
Microsoft Outlook
Yes
Microsoft SharePoint
No
SAP CRM
No
Sage CRM
No
Integrations
Microsoft Entra ID
No
Microsoft Outlook
No
Microsoft SharePoint
Yes
SAP CRM
Yes
Sage CRM
Yes
Pricing Details
Pricing is quoted for each organization after a demo, based on its document types and processing needs.
Free Trial
No
Free Version
No
Pricing Details
$15.00 / user / month
FileHold can be purchased as a perpetual license or on a month to month subscription (minimum of 5 users).
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
No
Linux
No
Chromebook
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
DocuPro (GoDocuPro)
Founded
2023
Country
United States
Website
godocupro.com
Vendor Details
Company Name
FileHold Document Management Software
Founded
2005
Country
Canada
Website
www.filehold.com
Product Features
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No
Product Features
Archiving
Access Control
Yes
Data Deduplication
Yes
Document Management
Yes
Email Archiving
Yes
Multimedia Archiving
Yes
Retention Management
Yes
Storage Management
Yes
Version Control
Yes
Web Archiving
Yes
eDiscovery
Yes
Contract Management
Buy Side (Suppliers)
No
Completion Tracking
Yes
Compliance Tracking
Yes
Contract Lifecycle Management
Yes
Electronic Signature
Yes
Full Text Search
Yes
Government Contracts
Yes
Pre-built Templates
No
Sell Side (Customers)
No
Specialty Contracts
Yes
Version Control
Yes
Workflow Management
Yes
Document Collaboration
Access Control / Permissions
No
Autosave
No
Chat / Messaging
No
Cloud Storage
No
Comments / Annotations
No
Edit / Change Tracking
No
Electronic Signature
No
Multiple File Formats
No
Pre-made Templates
No
Search
No
User Tagging
No
Version Control
No
Workflow / Approval Process
No
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No
Document Version Control
Access Controls/Permissions
Yes
Approval Process Control
Yes
Archiving & Retention
Yes
Audit Trail
Yes
Commenting / Notes
Yes
Document Check-in / Check-out
Yes
For Engineering Documents
Yes
Revision History
Yes
Version Comparison
Yes
Version Rollback
Yes
Legal Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration
Yes
Contract Management
Yes
Document Assembly
Yes
Document Indexing
Yes
Document Tagging
Yes
Full Text Search
Yes
Version Control
Yes
Workflow Management
Access Controls/Permissions
Yes
Approval Process Control
Yes
Business Process Automation
Yes
Calendar Management
Yes
Compliance Tracking
Yes
Configurable Workflow
Yes
Customizable Dashboard
Yes
Document Management
Yes
Forms Management
Yes
Graphical Workflow Editor
Yes
Mobile Access
Yes
No-Code
No
Task Management
Yes
Third Party Integrations
Yes
Workflow Configuration
Yes
Alternatives
No Alternatives