FileHold vs Foxit DMS

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.

Foxit DMS is a centralized cloud repository for storing, organizing, searching, sharing, and managing business documents. Search and organization tools include OCR, custom metadata and tags, advanced search, folder hierarchies, and templates. Version history and check-in/check-out controls help manage edits and reduce overwrites. The service connects with Foxit PDF Editor and eSign for editing, signing, and storage workflows. Listed controls include encryption, role-based permissions, single sign-on, and multi-factor authentication; governance tools include audit logs, retention scheduling, and document reporting. Foxit says documents are stored in U.S. and Germany data centers. Storage descriptions differ: the DMS page says cloud storage is unlimited and pooled across an account, while the mobile help page says DMS offers 1 GB free and that a PDF Editor subscription provides more space. DMS is included with Foxit PDF Editor and eSign subscriptions, with availability varying by region. A 14-day PDF Editor+ trial includes DMS; paid pricing is listed from $129.99 per user per year.