Average Ratings 2 Ratings

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ease
features
design
support

Average Ratings 0 Ratings

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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.

Description

A versatile workflow software designed for all users. Manage and monitor a comprehensive database of forms efficiently. Gain Control. Understand the Overall Picture. The customizable CRM template empowers you to generate deals, track deal activities, and observe deal progress through an intuitive drag-and-drop kanban board, along with a calendar feature to monitor activities and much more! Enter employee information and seamlessly route the form concurrently to HR, accounting, IT, and the office manager for processing. When a purchase request is submitted, it can be directed to a manager for evaluation, enabling them to either approve or deny the request. The platform includes forms for HR to establish employee leave entitlements and for employees to submit leave applications, requiring management authorization and more. With WorkflowFirst, you gain access to a tailored forms package, a database, and workflow management software, all integrated into a user-friendly interface that anyone can configure without needing programming expertise. You can set up forms to be automatically dispatched to one or multiple users or even specific groups, contingent on defined conditions or scripts. Additionally, the dashboard ensures that no task is overlooked, enhancing overall productivity and efficiency. This comprehensive approach helps streamline operations and empowers teams to work more cohesively.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft SharePoint
SAP CRM
Sage CRM

Integrations

Microsoft SharePoint
SAP CRM
Sage CRM

Pricing Details

$15.00 / user / month
Free Trial
Free Version

Pricing Details

$99 one-time payment
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

FileHold Document Management Software

Founded

2005

Country

Canada

Website

www.filehold.com

Vendor Details

Company Name

RiaForm Technology

Founded

2004

Country

United States

Website

workflowfirst.com

Product Features

Archiving

Access Control
Data Deduplication
Document Management
Email Archiving
Multimedia Archiving
Retention Management
Storage Management
Version Control
Web Archiving
eDiscovery

Contract Management

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

Document Collaboration

Access Control / Permissions
Autosave
Chat / Messaging
Cloud Storage
Comments / Annotations
Edit / Change Tracking
Electronic Signature
Multiple File Formats
Pre-made Templates
Search
User Tagging
Version Control
Workflow / Approval Process

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Document Version Control

Access Controls/Permissions
Approval Process Control
Archiving & Retention
Audit Trail
Commenting / Notes
Document Check-in / Check-out
For Engineering Documents
Revision History
Version Comparison
Version Rollback

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Product Features

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

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