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FileHold
What FileHold is
FileHold is a document management system for capturing, organizing, storing, finding and managing business documents and records. Standard controls include version history, metadata capture, user roles and security, search, audit logging, document links and web access. It also supports records retention and disposition, with document workflows for review and approval. For digitizing paper materials, FileHold lists SmartSoft Capture scanning and imaging software. Named integrations include Microsoft Office, SharePoint, Salesforce, SAP, QuickBooks, Adobe Acrobat Sign and DocuSign. Its web services API can create library objects, associate documents with metadata and manage library memberships; API tools and documentation have no charge. Organizations can host FileHold on a customer server or private cloud, or use FileHold hosting in an Azure facility in a chosen country. Supported clients include current desktop browsers, a Windows desktop application, Safari on Mac and mobile clients for current iOS and Android versions. The audit trail records document actions with user ID, date and time, and the maker describes it as secure and unalterable. FileHold is aimed at medium-sized businesses and departments of large companies. The maker offers monthly per-user subscriptions and outright license purchases by quote. There is no free plan, but a two-week trial is available for up to 10 users and requires a pre-installation session with a sales consultant.
Who it suits
FileHold is suited to medium-sized businesses and departments of larger companies that need document controls, records retention and approval workflows. It may fit organizations that want to choose between self-hosting and FileHold Cloud, or that need scanning, mobile clients and integrations with listed business tools.
What it does well
- Tracks document versions and captures metadata.
- Includes records retention and review and approval workflows.
- Supports customer server, private cloud or FileHold hosting.
- Mobile clients are available for iOS and Android.
- API tools and documentation have no charge.
- Subscriptions include unlimited support and upgrade assistance.
What to know first
- There is no free plan.
- The free trial is limited to two weeks and 10 users.
- Deployments start at five users.
- Pricing requires a quote and depends on users and optional features.
Limits
There is no free plan. The free trial lasts two weeks and supports up to 10 users; a pre-installation session with a sales consultant is required. Deployments start at five users, and subscription cost depends on user count and optional features.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Pay-per-user subscription | Monthly subscription; the page does not state a numeric price. · Quote required · users and optional features affect cost · self-hosted or FileHold Cloud · subscriptions include unlimited support and upgrade assistance | On request |
| Outright license purchase | The page directs buyers to request a quote; it does not state a numeric price. · Quote required · users and optional features affect cost · self-hosted or FileHold Cloud | On request |
As filehold.com lists them, read 3 Oct 2026. The maker's own page has the final word.
Getting started
- Visit the FileHold website and request a quote or the two-week trial.
- Attend the required pre-installation session with a sales consultant for the trial.
- Choose self-hosting on a customer server or private cloud, or FileHold Cloud hosting.
- Select a deployment of at least five users.
- Access FileHold through a supported desktop browser, Windows application, Mac Safari or iOS or Android mobile client.
Verdict
Choose FileHold if your organization needs document and records management with configurable hosting, audit trails and review workflows. The trial offers a way to evaluate it for up to 10 users, subject to a pre-installation session. Buyers seeking a free plan or an immediately published price should look elsewhere.
Questions
Does FileHold offer a free plan or trial?
There is no free plan. The maker offers a two-week free trial for up to 10 users, with a required pre-installation session.
How is FileHold priced?
The maker offers a monthly per-user subscription or an outright license purchase, both by quote. Subscription pricing depends on users and optional features.
Can FileHold be self-hosted?
Yes. It can run on a customer server or private cloud, or be hosted by FileHold in an Azure facility in the customer's chosen country.
Which platforms and clients does FileHold support?
The listed platforms include Android, iOS, Mac, Windows, web, API and self-hosted deployment. Supported clients include current desktop browsers, a Windows desktop application, Safari on Mac, and current iOS and Android mobile clients.
Which integrations are named?
FileHold lists Microsoft Office, SharePoint, Salesforce, SAP, QuickBooks, Adobe Acrobat Sign and DocuSign.
Does the FileHold API cost extra?
The maker says its web services API tools and documentation have no charge. The API supports creating library objects, associating documents with metadata and managing library memberships.
Facts from FileHold's own pages
- 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. · filehold.com, 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. · filehold.com, 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. · filehold.com, 3 Oct 2026
- Headquarters
- Vancouver, British Columbia, Canada · filehold.com, 28 Sept 2026
- Integrations
- The maker lists integrations including Microsoft Office, SharePoint, Salesforce, SAP, QuickBooks, Adobe Acrobat Sign, and DocuSign. · filehold.com, 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. · filehold.com, 3 Oct 2026
- Product
- FileHold is a document management system for capturing, organizing, storing, finding, and managing business documents and records. · filehold.com, 3 Oct 2026
- Records and workflows
- FileHold describes records retention and disposition management as well as document workflows for review and approval. · filehold.com, 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. · filehold.com, 3 Oct 2026
- Scanning
- FileHold lists SmartSoft Capture document digitization software for scanning and imaging. · filehold.com, 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. · filehold.com, 3 Oct 2026
- Support
- The maker says subscriptions include unlimited support and upgrade assistance. · filehold.com, 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. · filehold.com, 3 Oct 2026
- 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. · filehold.com, 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. · filehold.com, 3 Oct 2026