FileHold
by FileHold Systems · Document Management
Document and records management with workflow, available on-premise or in the cloud.
Updated August 2026 · By the ERP Research Editorial Team · Independent and vendor-neutral.
- Works with
SAP
JD Edwards
Microsoft Dynamics GP
Sage 300QuickBooksSalesforce- Deployment
- Cloud, On-premise, Hybrid
- Company size
- SMB, Mid-market, Enterprise
- Pricing
- Pay-per-user subscription, with optional/custom add-on features priced separately
- Founded
- 2005
- Headquarters
- Burnaby, British Columbia, Canada
Overview
FileHold is a document and records management system (DMS) that lets organizations capture, store, organize, secure, retrieve, and control electronic documents. It is built around a structured library (cabinets, drawers, folders, and metadata-driven schemas) rather than a flat file share, and adds version control, check-in/check-out, full-text and metadata search, audit trails, and role-based permissions on top. The product is positioned as a simpler, lower-cost alternative to large enterprise content platforms while still supporting regulated environments, including features intended to help organizations meet FDA 21 CFR Part 11 requirements for electronic records and signatures.
FileHold is offered in two deployment models that share the same feature set: FileHold Cloud, a hosted SaaS edition that the vendor runs on Microsoft Azure, and an on-premise (self-hosted) edition installed on the customer's own Windows Server infrastructure. Licensing is pay-per-user via subscription, with optional and custom add-on features (such as advanced workflow, capture/scanning connectors, and the Web Services API) priced separately. Users interact with FileHold through a Windows desktop client, a browser-based web client, a mobile app, and direct integrations into Microsoft Office, Outlook, and Teams.
The platform targets document-heavy and compliance-driven teams across industries such as manufacturing, logistics, government, healthcare/life sciences, and professional services. Common deployments cover contracts, HR records, quality and SOP documentation, accounts payable, and policy management. FileHold Courier extends document review and approval to external parties through audited secure email links without requiring those recipients to have a FileHold account, and a Web Services API plus standard connectors (Watched Folders, Print-to-FileHold, FastFind) support integration with line-of-business and ERP systems.
Screenshots & demo
Demo video from the vendor's YouTube channel. Screenshots sourced from FileHold Systems.
Modules & capabilities
FileHold covers 25 of 51 capabilities we track in this category (+2 partial)
49%- Scanning & batch captureWebCap plus ABBYY/Kofax/Kodak/SmartSoft capture connectorsSupported
- OCR / text recognitionServer-side OCR indexingSupported
- AI-driven document classificationNot evidenced
- AI/ML field and table data extractionNot evidenced
- Email importNot evidenced
- Print-stream / virtual printer captureNot evidenced
- Handwriting recognitionNot evidenced
“Not evidenced” means our research found no public documentation of this capability — the vendor may still offer it. Confirm on a demo.
Common use cases
- Contract storage, tracking, and approval routing
- HR document and employee record management
- Quality, SOP, and policy documentation in regulated environments
- Accounts payable / invoice and purchase order document management
- Records retention and lifecycle management for compliance
- Digitizing and indexing paper archives via scanning and OCR
- Secure external document review and sign-off via Courier
Strengths & considerations
Strengths
- Same feature set available either fully on-premise (self-hosted) or as Azure-hosted cloud, letting buyers avoid SaaS-only lock-in
- Structured library and metadata model aimed at controlled documents rather than ad-hoc file storage
- Built-in support for FDA 21 CFR Part 11 electronic records, used in life-sciences/regulated deployments
- Courier enables fully audited external review/approval without giving outsiders a paid account
- Positioned as a lower-cost, simpler alternative to large enterprise content management suites
Considerations
- On-premise edition runs on Windows Server, so it is tied to a Microsoft infrastructure stack
- Public pricing is not published on the vendor site; quotes require contacting sales, and many capabilities (advanced workflow, API, capture) are priced as optional add-ons
- FileHold Systems is a small company (roughly a dozen employees), which buyers may weigh against larger DMS vendors
- Interface and desktop-client model are more traditional than newer cloud-native, fully browser-based DMS products
- No vendor-published SOC 2 or ISO 27001 certification was found at time of research
ERP integrations
Listed among FileHold's Microsoft integrations; specifically Dynamics GP (legacy), not Dynamics 365.
Listed by FileHold as a supported accounting integration; specifically Sage 300.
Listed by FileHold as a supported accounting integration.
Listed by FileHold as a supported ERP/accounting integration via its Web Services API; no dedicated connector documentation found.
Listed by FileHold as a supported JD Edwards integration via API; no dedicated connector documentation found.
Connector details independently verified against vendor marketplaces and documentation; last checked 2026-08-11.
Pricing
FileHold does not publish list pricing on its site; quotes are provided on request and vary by deployment (cloud vs on-premise), user count, and selected optional features. GSA and partner/reseller pricing is available. Get an independent shortlist with pricing guidance below.
Technical & security
- Hosting
- FileHold Cloud is hosted on Microsoft Azure; on-premise edition is self-hosted on Windows Server.
- Compliance
- FDA 21 CFR Part 11 (electronic records support)
- Mobile app
- Yes
About the vendor
- Founded
- 2005
- Headquarters
- Burnaby, British Columbia, Canada
- Notable customers
- Oregon Transfer Co., Premium Uniforms
Alternatives to FileHold in Document Management
FileHold — frequently asked questions
Can FileHold be deployed on-premise instead of in the cloud?
Yes. FileHold offers both an on-premise (self-hosted) edition installed on the customer's own Windows Server, and FileHold Cloud, a hosted SaaS edition the vendor runs on Microsoft Azure. Both share the same feature set.
Does FileHold support regulated electronic records?
FileHold provides audit trails, version control, electronic signatures, and access controls that the vendor positions to help organizations meet FDA 21 CFR Part 11 requirements for electronic records and signatures.
Which ERP and accounting systems does FileHold integrate with?
FileHold lists integrations with SAP, JD Edwards, Microsoft Dynamics GP, Sage 300, QuickBooks, and Salesforce, plus a Web Services API for custom integration with other line-of-business systems.
How is FileHold priced?
FileHold uses a pay-per-user subscription model with optional and custom features priced separately. List pricing is not published; quotes are provided on request based on deployment model, user count, and selected features. A free trial is available.
How do external parties review documents without a FileHold account?
FileHold Courier sends documents for viewing or approval to people inside or outside the system via secure, fully audited email links, without requiring the recipient to have a FileHold account.
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