FileHold Express is a document management solution for small businesses with 20 users or less. It is an inexpensive system that contains all the essential features a SMB needs to organize and manage large volumes of digital documents as well as to digitize physical documents into the database. The interface is clean, user-friendly and quick to navigate. It's based on Windows Explorer, making it a familiar and intuitive system for beginners.
Familiar staples, like the search bar and the left-hand side panel for browsing folders, allow you to navigate multiple documents and folders to locate (and organize) specific documents quickly. Users can create designated favorite folders where often-used documents can be found with one click. From the main window, you can view a document's properties, metadata, and a document preview where you can make markups and annotations without opening its corresponding program, such as Word. The scanning component automatically captures a document's text for identification later.
There's a dynamic search function to help you locate specific documents, even if you don't know the document's exact title. It searches keywords as well synonyms and stem words. If you know what metadata the document should contain, such as file type, last author, etc., you can input that into your search as well.
FileHold Express' server license is available for a one-time price of $3,750 with five user licenses that are included. Compared to other document management systems that charge a monthly licensing fee, FileHold Express is an exceptional value that will pay for itself in a short time. It's an ideal program for small businesses that are starting out, because you can scale it as your business grows, easily adding new users and upgrading to the enterprise version of the software. The only recurring cost is the annual renewal fee for FileCare technical support. When you purchase this software application, you receive six months of FileCare for free, so you can determine if it's worth it.
We contacted FileHold's customer service department by email posing as a customer with questions. The rep was cordial and direct, answering our questions in detail, providing links to the website to further expand on the features and functions we asked about. FileHold's reply to our original inquiry came back within 10 minutes.
There are some limitations with the software: First, it can only be set up for Windows Servers. Second, this is primarily an on-premises program, but it can be set up as a cloud-based system with a third-party service.
FileHold is an ideal solution for small businesses needing a powerful but easy way to organize vital documents. The familiar, intuitive interface will require little training.
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