--- title: fileplan Reviews meta_title: 'fileplan Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 52 reviews by the users' company size, role or industry to find out how fileplan works for a business like yours. aggregate_rating: rating_value: 4.4 review_count: 52 scale: '5' date_modified: '2026-08-07' parent_category: name: Content Management url: https://www.g2.com/categories/content-management --- # fileplan Reviews **Vendor:** Radix Software **Category:** [Cloud Content Collaboration Software](https://www.g2.com/categories/cloud-content-collaboration) **Average Rating:** 4.4/5.0 **Total Reviews:** 52 ## About fileplan fileplan is simple document management in the cloud that enables consistent, planned filing with document control and collaboration. The vendor (Radix Software) says fileplan helps teams apply simple, common sense principles to organize and control their documents since the software is quick to implement and simple to use. fileplan document management software is focused on delivering a practical user experience that helps organizations take control of their files quickly by providing a filing structured that can be consistently applied by all staff without changing the way they work with documents. With fileplan, the vendor's goal is to bridge the gap between the ease of use and convenience of cloud-based file synchronization and sharing and the advanced control offered by traditional document management systems. fileplan features: - planned filing for documents and email in one place - access documents wherever you are working - retain control over access and versions - simple to use ## fileplan Pros & Cons **What users like:** - Users enjoy the **ease of use** of Fileplan, highlighting its straightforward setup and intuitive interface for document management. (4 reviews) - Users appreciate the **ease of use and effective organization** in Fileplan, simplifying compliance and document management tasks. (2 reviews) - Users commend the **reliable security measures** of FilePlan, ensuring safe management of sensitive documents and seamless workflows. (2 reviews) - Users appreciate the **security features** of Fileplan, ensuring compliance and efficient document management with ease. (2 reviews) - Users praise the **amazing storage capacity** of Fileplan, finding document management clean and easy to use. (1 reviews) - Collaboration (1 reviews) - Users enjoy the **cross-platform compatibility** of Fileplan, enabling easy access and document management on various devices. (1 reviews) - Document Management (1 reviews) - Easy Collaboration (1 reviews) - Easy Setup (1 reviews) **What users dislike:** - Users find the **searching process inefficient** , with slow results and cumbersome bulk file actions impacting usability. (2 reviews) - Users experience **slow loading times** with FilePlan, leading to delays and frustration during file management tasks. (2 reviews) - Users find the **mobile experience lacking** in intuitiveness and speed compared to the desktop version. (1 reviews) - Users find Fileplan’s **offline limitations** restrictive, hindering mobile work and scenarios requiring temporary disconnection from the cloud. (1 reviews) - Users face **search difficulties** in FilePlan, with results often taking longer and bulk actions being cumbersome. (1 reviews) - Users experience **slow performance** with FilePlan, particularly when dealing with large files, affecting efficiency. (1 reviews) - Slow Upload (1 reviews) - UX Improvement (1 reviews) ## fileplan Reviews ### 1. file plan review **Rating:** 3.0/5.0 stars **Reviewed by:** Chimwemwe S. | Hospital Administrator, Enterprise (> 1000 emp.) **Reviewed Date:** August 17, 2022 **What do you like best about fileplan?** the data on fileplan is very safe than other means of storing data **What do you dislike about fileplan?** challenges with internet lead to failure to access the files **What problems is fileplan solving and how is that benefiting you?** the updating of the system to fit the daily needs of we clients ### 2. Reminds me of Microsoft Team or Google Drive, with less functions **Rating:** 3.0/5.0 stars **Reviewed by:** Andre R. | Business Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 05, 2019 **What do you like best about fileplan?** You can store a decent amount of files and folders on its ‘cloud’, and you’ll have access to them anywhere. **What do you dislike about fileplan?** The price seems way to high for how limited in functions it is, as well as how many other competitors there are (larger and more established companies) **What problems is fileplan solving and how is that benefiting you?** Overcrowding computer storage, and eliminating the need for flash drives and external hard drives. ## fileplan Discussions - [Reliability of the cloud](https://www.g2.com/discussions/reliability-of-the-cloud) - 1 comment, 1 upvote - [Will my documents really be secure in the cloud?](https://www.g2.com/discussions/cloud-security-concerns) - 1 comment, 1 upvote - [Help?!?](https://www.g2.com/discussions/help) - 1 comment, 1 upvote - [Is full functionality available during the 30-day free trial?](https://www.g2.com/discussions/trial-limitations) - 1 comment, 1 upvote - [Do I have to provide credit card details to start the trial?](https://www.g2.com/discussions/free-trial-c874c0ae-a174-4adc-a523-447ff7c46de2) - 1 comment, 1 upvote - [View fileplan pricing details and edition comparison](https://www.g2.com/products/fileplan/reviews?filters%5Bnps_score%5D%5B%5D=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-12+23%3A14%3A13+-0500&secure%5Bsession_id%5D=fb046cee-4a38-4cb8-8cb7-a5d0c2e488ac&secure%5Btoken%5D=b7313bb5cccfb4561601ac57655c350aed9beec61d56a68f9a0d65a4c6702605&format=llm_user) ## fileplan Integrations - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) ## fileplan Features **Additional Functionality** - AI Copilot - Generative AI - Search/Filter - Corrective and Preventive Actions (CAPA) - Document Lifecycle Management - Reminders - Reporting & Statistics - Customizable Templates - Compliance Management - For Medical Purposes - For Legal Professionals - Real-Time Notifications - Risk Assessment - Drag & Drop - Collaboration Tools - Workflow Management - Activity Dashboard - Quality Control - Archiving & Retention - Approval Process Control - Secure Data Storage - Mobile Access - Version Control - Task Management - Indexing - Alerts/Notifications - Activity Tracking - Disaster Recovery - Multiple Format Support - Change Management - File Management - File Sharing - Document Management - Document Automation - Third-Party Integrations - Access Controls/Permissions - Data Import/Export - Audit Trail - Role-Based Permissions - Audit Management - API - Rules-Based Workflow - Electronic Signature - Document Review - Full Text Search - Revision History - Real-Time Reporting - Forms Management - Document Generation - SSL Security - Content Management - Access Expiration Management - Optical Character Recognition - Document Classification - Metadata Extraction - Commenting/Notes - Document Editing - File Recovery - Offline Access - Annotations - Compliance Tracking - Email Management - Customizable Branding - Document Capture - File Conversion - Document Storage - Tagging - Automated Scheduling - Metadata Management - Document Templates - Autosave - For Engineering Documents - Training Management - Version Rollback - Digital Signature - Status Tracking - Version Comparison - Document Check-in/Check-out **File Management** - Device Syncing - Web Interface - File Type Support - Search - Mobile Apps - Video Support **Agentic AI - Cloud Content Collaboration** - Autonomous Task Execution - Cross-system Integration - Natural Language Interaction - Third-Party Integrations - Multi-Language **Collaboration** - File following - File Sharing - Simultaneously Editing - Change Tracking / Audit Logs - Activity Tracking - Progress Tracking - Screen Sharing - Real Time Editing **Administration** - User and Role Management - Policies and Controls - Device Management - Storage Limits - Storage Zones - Security - Calendar Management - File Management - Document Management - Communication Management - Workflow Management - Content Management - Project Management - Email Management - Version Control - Approval Process Control - SSL Security - Task Management - Website Management - Secure Data Storage **Platform** - Performance and Reliability - Reporting and Auditing - System of Record Integration - APIs **Additional Functionality** - Data Import/Export - Search/Filter - Audio/Video Conferencing - Content Library - Mobile Access - Document Templates - AI Copilot - @mentions - Data Synchronization - Real-Time Notifications - Prioritization - Customizable Branding - Commenting/Notes - Chat/Messaging - Configurable Workflow - Electronic Signature - Activity Dashboard - Single Sign On - Task Planning - Alerts/Notifications - Drag & Drop - Reporting & Statistics - Two-Factor Authentication - Encryption - Access Controls/Permissions - Collaboration Tools - Task Scheduling - Generative AI - Archiving & Retention - Content Publishing Options - Document Classification ## Top fileplan Alternatives - [Dropbox](https://www.g2.com/products/dropbox/reviews) - 4.4/5.0 (30,865 reviews) - [Microsoft OneDrive for Business](https://www.g2.com/products/microsoft-onedrive-for-business/reviews) - 4.3/5.0 (9,965 reviews) - [Seismic Enablement Cloud](https://www.g2.com/products/seismic-enablement-cloud/reviews) - 4.6/5.0 (1,756 reviews)