"Try before you buy"
It is easy to evaluate FileHold software and learn how to reduce paper and increase electronic document collaboration. FileHold offers three ways to try the software ranging from a hands on sales demonstration with our sales consultants to a fully supported "Proof of Concept" installation.
To learn how to make your trial so successful it can turn into a production system read this blog article.
The ways to evaluate FileHold software
A hands-on interactive demonstration
The sales team will invite you to a webinar in which they will walk through the features you want to try. During this presentation they will turn the controls over to you and you can perform all of the common functions like check in or out, search, set up new users and even build a workflow. You can provide sample documents that can be used in this hands on trial. Sign up for a trial.
A fully installed trial on your server, the FileHold Azure Cloud, or private cloud
Register at the trial sign up form for a fully installed 5 to 10 day trial of FileHold in your own environment. Prior to the trial a Sales Consultant will work you to ensure that FileHold matches your budget expectation, complies with your IT infrastructure and give you a product orientation overview to ensure the software features match your needs.
Your trial will be taken seriously; you will be invited to a project kick off meeting where the trial goals and objectives will be established, server preparation and training needs will be reviewed and any questions you have will be answered. FileHold will commit to some hours of no charge; project organization, technical and training assistance to ensure the trial is fully functioning so that the basic functionality of the software can be explored. At your request the trial can be extended and become a "proof of Concept" installation so that the more sophisticated features of FileHold can be examined.
A "Proof of Concept" installation
Register at the trial sign up form for a "try it like you own it" for up to 30 days with a production license that matches the number of users you require and features that match the business problem FileHold software will be solving. Prior to the trial a Sales Consultant will work with you to ensure that FileHold matches your budget expectation, complies with your IT infrastructure and will give your team a product orientation overview to ensure the software features match your needs.
Your trial will be taken seriously; you will be invited to a project kick off meeting where the trial goals and objectives will be established, server preparation and training needs will be reviewed and any questions you have will be answered. FileHold will commit to some hours of no charge technical and training assistance to get your trial fully functioning.
At your option additional Professional Service and Consulting can be purchased to support more complex tasks such as: setting up a library hierarchy and document schemas, auto filing, retention and disposition policies, technical support on the importation of documents from other systems, low or high volume document scanning solutions, workflow implementations, and the use of "Courier". Active Directory synchronization "single sign on" can be implemented for a small fee to cover FileHold technical support. Any services purchased during this trial will go directly to reduce the eventual cost of implementation.
FileHold software is friendly and intuitive but like all enterprise grade software it is loaded with features that extend the capabilities of the software beyond normal expectations. Those who have used enterprise grade document management software in the past will find FileHold easy to use but those who have not worked with concepts such as; folder hierarchies, document schemas, metadata, user rights, document workflows and record retention polices will find these concepts new and possible strange. In order to trial the software and do a sophisticated exploration of FileHold capabilities some mandatory basic orientation (training) is required to ensure a complete and satisfactory trial experience. The mandatory orientation is provided by our Sales Consultants who have many years of experience in this product area, more advanced training may be purchased from the FileHold professional training team.
- For the users / testers of the system you should attend one or more of the live public software webinars and must receive a personal product overview conducted by a FileHold Sales Consultant to learn about the 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 business expense managers we would like you to know how affordable FileHold software is so that you can plan your budget accordingly. Please request a quick quote from [email protected]. All we require to know is the number of users of the system and a little bit of information about the business problem being solved so the right options can be recommended. For more information on pricing, go to pricing overview.
- FileHold can give you access to our Azure cloud test install. For those who want to install FileHold on their own servers or private cloud we will 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 you with an easy to follow preparation guide and walk you through the FileHold software installation process.
The FileHold Cloud
Your sales consultant can give you immediate, free, direct but limited access to their Azure Cloud demonstration installation. It is also possible to do a complete Azure installation for your own use. There may be some hosting fees associated with the trial.
Fully installed in-house trial of FileHold software
A 5 to 10 day trial of FileHold software requires a dedicated server or a virtual Machine (VM) environment. FileHold 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.
Proof of concept installation - "Try it like you bought it"
This program is designed to eliminate risk by providing a full, enterprise grade, 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. A small fee is charged to assist with technical implementation, a training program and you will have access to the FileHold support team just as if you were on a full support and upgrade program (FileCare). The document management software, including workflow and all optional features, 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 using 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. 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, based on your needs for technical support is charged for the 30 day "proof of concept". All fees paid will be credited toward the eventual purchase. Register for a proof of concept trial form or contact [email protected] for more information.