Compare FileHold vs WebMerge

Summary

FileHold is a smart doc management software solution that can handle tens of thousands or millions of documents with ease. FileHold's smart scanning system can convert boxes and cabinets of paper into electronic data that can be searched in seconds. Document storage, scanning, search, capture, versioning, indexing and document workflow approval and review are all included in its feature set. FileHold can be deployed on your server or in the cloud for maximum protection. Organizations can use FileHold document management software to raise compliance, enhance security, minimize paper use, and simplify processes while saving time and money. With FileHold document management software, you can transform paper and electronic data into a version-controlled, safe, searchable, and well-organized electronic library. By enabling employees to collaborate and approve papers electronically, FileHold improves process efficiency. The visual design tool in FileHold Process software allows users to construct pre-defined workflow templates that include approval tasks and document review. Additionally, the platform can store almost any sort of content and integrates well with the Microsoft SharePoint and Microsoft Office suite products. ..show more

WebMerge is an online solution that streamlines the process of creating documents. Contracts, applications, government papers, and more may all be easily altered using PDF and Word documents. To use WebMerge, just connect it to your favorite online form tool, CRM, sales management system, or any other web service that can submit data to WebMerge. You may utilize data to create a variety of papers, from proposals and applications to agreements and contracts, with this simple document builder. With its drag-and-drop interface, you may construct dynamic documents. It provides you with editable templates. You can feed data into an easy-to-use document maker to generate a variety of papers, ranging from proposals and applications to agreements and contracts. You may swiftly generate many papers from a single data stream or combine files using smart data routing using this software. By adding conditional sections to your documents, you may create dynamic document content and save time on customization. To collect signatures, you may also integrate with popular eSignatures apps like Formstack Sign and DocuSign. Also, allow people to download documents from our system using safe passwords. ..show more

Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork

Compliance Tracking Helps in tracking and monitoring and auditing all the regulatory compliance requirements

Document Archiving Helps in storing documents which have become obsolete but is important as historical data

Document Assembly Helps in creating a document on an automated basis

Document Indexing Allows tagging documents with separate search-friendly terms to make them easily accessible.

Document Retention Helps in deleting automatically confidential files at a certain point of time, transfer file to new folders or to specified people to avoid misuse of vital information

File Recovery Helps in recovering lost, inaccessible, damaged or deleted files from a hard drive or disk

File Type Conversion Helps in converting one file type into another without compromising the data quality and visibility

Offline Access Allows users to access files and documents in offline mode

Optical Character Recognition (OCR) Helps in converting scanned paper documents into editable files

Version Control It gives the team the ability to recall specific versions of a document, code, content, file, or folder that records changes over time.

e-Signature Electronic Signatures help users to sign their digital documents remotely

• Microsoft SharePoint
• Sage CRM
• SAP Customer Experience

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