DocStar ECM vs FileHold

DocStar ECM manages enterprise documents and automates processes such as accounts payable, HR, and compliance-sensitive records. It can run in the cloud, on premises, or in a hybrid environment. Workflow tools route content for approval through custom rules, business conditions, alerts, and a workflow dashboard. Intelligent Data Capture provides OCR, barcodes, regex matching, automated indexing, and text extraction. Repository-wide text and metadata search works with configurable retention, disposition, and freezes. Listed integrations include Epicor ERP and Kinetic, Microsoft Dynamics, Microsoft Office, NetSuite, Oracle, Sage, Salesforce, SAP, Infor SyteLine, and UKG Pro. DocuSign eSignature can be added to workflow tasks and ad hoc actions. Security features include granular permissions, encryption, audit trails, and Active Directory or LDAP single sign-on; hosted service uses AWS. iOS and Android apps support capture, search, retrieval, and workflow actions. Licensing may be named, concurrent, or read-only. Pricing is on request.

FileHold is a document management system for capturing, organizing, storing, locating, and managing business documents and records. It includes version control, metadata capture, user roles and security, search, audit logs, links between documents, and web access. Records retention and disposition tools support records management, while document workflows cover review and approval. For scanning and imaging, FileHold lists SmartSoft Capture. Named integrations include Microsoft Office, SharePoint, Salesforce, SAP, QuickBooks, Adobe Acrobat Sign, and DocuSign. Its web services API can create library objects, connect documents with metadata, and manage memberships; the maker says API tools and documentation are free. Deployment can be on a customer server or private cloud, or hosted by FileHold in an Azure facility in a country the customer chooses. Clients include browsers, a Windows desktop application, Safari on Mac, and mobile apps for current iOS and Android versions. Pricing is by quote, with no free plan. The two-week trial covers up to 10 users and requires a pre-installation session with a sales consultant.