How to Buy

For smaller companies and departments.

FREE
Live Software Webinars

A 45 minute, no obligation presentation on how to start your journey to becoming a "Paperless Office". Live webinars are held the 1st and 3rd Wednesday of every month.

It's Here!

FileHold 12 is here! Read about the new features!

Document Management Software New Release

For medium sized companies and large organizations.

"The ease of use and implementation were key to our decision to move ahead with FileHold."
- Engineering Customer

"I am a convert to Filehold - the power is not in the file structure but the ease in which you can find what you are looking for."
-Biotech Company

"The ability to which you are able to cutomize FileHold is very impressive."
-Wholesale Trade Industry customer

"I think the search speed makes the greatest impression, but ease of use in general goes a long way."
- Manufacturing Customer

"I really appreciate all the help FileHold has given me during the launch of our scanning and document management project."
- Oil and Natural Gas Customer

"I like working with FileHold, you know what you're doing product and business wise. Your team has been great to work with."
– FileHold Business Partner

"The help that I received from FileHold was hands down some of the best support I have seen with a software package".
- Document Management Consultant

"I want to tell you how much everyone is enjoying our new FileHold installation. My users give me unsolicited comments on how well FileHold is working."
- Manufacturing Customer

"I want to express my gratitude for the guidance we received from your customer service team during our initial FileHold build and the subsequent technical encounters."
- Government Customer

Wow, you guys at FileHold really understand customer service!
Thank you very much!
- Integrated Canadian Forest Products Company

I wanted to express my thanks of how flexible and responsive you have been as an organization and wanted to let you know that I would be more than happy to act as a reference should you need one.The harsh reality is that the FileHold “valued customer experience’ has fallen by the wayside with many other vendors and is very refreshing when you come across it!

-Telecommunications Customer

"I have once again been VERY impressed with the level of service you as a company provide and have provided in the past. I have said it before but I will say it again it is MUCH appreciated and VERY refreshing receiving this level and quality of service!"
- Telecommunications Customer

Free Document Management Software Trials

"Try before you buy". It is very easy to evaluate the document management software to learn how to reduce paper and increase electronic collaboration. FileHold offers three ways to try the software ranging from just being a guest on our server to a fully supported "Proof of Concept" installation.

Three Ways to Evaluate FileHold Document Management Software

1. Free logon to a Demonstration Server

Register at the Free Trial Sign up Form. You will learn how to install our rich desktop tools so you can access our server and enjoy a 5 day trial of The end user features from your desktop with just a few minutes of installation work. System administration features are limited.

The document management software demonstration server is a perfect opportunity to evaluate the end user interface and speed of use from a remote server.

2. Free Fully Installed In-House Trial

Register at the Free Trial Sign up Form for a fully installed 5 to 10 day trial of the document management software in your own environment. You will be provided with a server preparation guide and a technical resource to assist you in a self guided installation.

3. "Proof of Concept" Installation

Register at the Free Trial Sign up Form for a "Try it like you bought it" for up to 30 days use a production version with a license for use that matches the number of users you require and features that match requirements. Consulting is provided on setting up a user hierarchy and document schemas. Technical support is given on proving the viability of the importation of documents from other systems. Document scanning will be implemented.

Access to the Free Document Management Software Demonstration Server

Five day access to the document management software demonstration server is provided via Windows Server Terminal Services. Windows Terminal Services, is one of the components of Microsoft Windows (both server and client versions) that allows access to applications and data on a remote computer. This does not require any installation on your desktop.

A tiny remote desktop (RDP) file is sent via email to allow the launching of a remote access session. A how-to-guide of how to login with your user name and password is provided.

Once logged in to the system, you will have a rich environment containing MS Office, the desktop client and integrated file viewer, and web client access in both Internet Explorer and FireFox versions.

Training documentation in PDF form and self guided training PowerPoints will help you with the evaluation. It should take no more than 1 minute to understand how to log into the system. Help with this option can be provided via a Citrix GoToMeeting support session.

Free Document Management Software In-House Trial

A 5 to 10 day freetrail of the document management software requires a dedicated server or a virtual Machine (VM) environment. Please read further down this page for more information on installing an in house server.

The document management software is easy to install and easy to use but at the same time it is a very powerful product that makes extensive use of needed Microsoft components. Installing and testing these components will take effort but user guides are provided that will walk you through the process. Trials perform best when both the users and the IT department have been prepared - see the preparation steps below:

Proof of Concept Installation - "Try it like you bought it"

This program is designed to eliminate risk by doing a full production installation of FileHold in a production environment to give both system administrators and end users an opportunity to evaluate the full power of the software.The document management software will be tested within your network on your server hardware behind your corporate firewall. The software is the same full version you would receive upon purchase so it just takes a simple change of the licensing key to move from a trial into a production environment. All work setting up document schemes, metadata, and scanning interfaces will move into production.

Extensive support during the installation is given including technical assistance with the server preparation, best practice advice on security and system back up. A server audit is done with the FileHold HealthChecker to ensure all system requirements are met and functioning properly.

System Administration and end user training will be given via webinar as needed. Access to the FileHold 24 x 7 support portal is provided. Optional features such as Integration with Active Directory, FastFind, Print-to-FileHold, and workflow can be added and evaluated for up to a full month.

A minimal fee for technical support is charged for the 30 day "proof of Concept". which is credited toward the eventual purchase. Register at Proof of Concept Trial form or contact sales@filehold.com for more information.

How to Prepare for a Free Document Management Software Trial

For the users / testers: of the system we recommend attending one or more of the live document management software webinars we conduct to learn about document management features that will be available for you to work with. You should also take some of the video tours that make it easy to learn the fundamentals.
For the accounting or business expense managers: we would like you to know how affordable the software is so that you can plan your budget accordingly. Please request a quick quote from sales@filehold.com. All that is required is the number of users of the system and a little bit of information about the business problem being solved so that the right options can be recommended. For more information on pricing, go to pricing overview.
For the IT specialists: Confirm that you have the required IT components to install the trial. To read about the system requirements, visit our system requirements page. Once these are confirmed a sales representative will supply an easy to follow preparation guide and walk you through the document software installation process.

For further information, contact sales@filehold.com!