Upland FileBound is a document management system that enables reliable, user-friendly content workflow.
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Progress ShareFile
Score 8.2 out of 10
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ShareFile is a cloud-based file sharing and storage service built for business. The product was acquired by Citrix Systems in 2011, and is now offered by Progress Software.
Filebound is great for documents that have been archived or not needed on a day to day basis. It serves it purpose as a storage/filing system to digitize any previous "hard copy" filing system. But for the day to day accessibility, I find other programs to be more responsive and quicker to use. Also, In order to use or edit any document uploaded to Filebound, you currently have to re-download the document onto your computer to edit. If the editing capabilities were streamlined for quicker response that would also be a plus.
When we have a particularly large ad or job printing file that would "clog up" the email process, using ShareFile is very helpful. It's also useful for particular photographers we work with to upload a batch of photos all at once. Where it doesn't work as well for us is when trying to get clients to make use of a login to access folders. We find them reluctant to take on the learning curve. It works best for us when we just send them a clickable download link, and at most just require a tracking name and email address.
Filebound is easily to upload documents onto and file into the proper location. You can easily find a file on your computer and have it uploaded within seconds
Filebound gives you customization so you can create your own folders, criteria needed to file and search for uploaded documents. You have options of file types, names, certain fields of information to display when searching for files.
Filebound allows you to download and print your saved documents quickly for future access. There is no limit to how you can use your scanned documents
Workflows to get customer/affiliate responses to comments on documents.
I used to have the signature feature initially, but it was removed from the original plan, so I could only use it if I chose to select the higher plan price.
I love the upload notifications and reports on user activity.
The document storage versions are fantastic. I am the only user with Delete privileges, and I love that I can make those selections.
Integrations with Microsoft 365 - FANTASTIC - thank you.
Searching for Documents. Filebound does not allow you to look in differing file types for a specific document. You have to search each file type individually. And we have found that spaces or symbols are needed in front of the entered search information in order for Filebound to do a more broad search.
You cannot move uploaded around, if you have more than one scan in a file. Once they are uploaded into a location, you cannot move it, you can only delete it and re-scan it into the proper file.
If it was possible to simply drag and drop a file into Filebound to start the upload process, that would save time.
The web console is not the most user friendly site to use to get to, and send my files.
We have had users that have not liked the change in workflow to get files from Progress ShareFile when they were used to just clicking on files on an email.
That management of the tools are not the most user friendly. There have been some improvements but keeping up with certs and setting up new users can be more work than expected.
It's a highly effective and secure storage system, has robust workarounds for serving the various equipment limits of our users, meets high security requirements of HIPAA standards, significantly reduces our needs for producing paper trails.
ShareFile is so easy to use I was able to download all of my projects files and have them set up to sync before my supervisor could even come over to explain the process to me. It is a neatly organized and intuitive software that allows even the less tech-savvy to become power users.
Easy to use, easy to integrate with Outlook. I only gave it a 9 because I have found that sometimes it does not play nicely with Outlook and can slow it down. But, when that happens (not frequent), I restart Outlook and all is well again
Citrix was generally responsive and helpful in solving technical issues. Like any cloud based SaaS product there is a danger that it may go down. This was a rare occurrence over my three years of using the product. The more common issue we encountered was clients forgetting their login which was easily managed through a forgot password functionality.
Good documentation for the API. With a little help from RS tech staff, any competent programmer should be able to integrate RightSignature with an existing system in a week or three. That help is easy to get as well
ShareFile is easier and does what you need. I have moved a few organizations from SharePoint to ShareFile. Just easier. You can setup different areas for different departments, setup their permissions and it is easy enough for them to do what they want in their zones. The mobile app works great as well. So you can all the features you really use from SP, but just easier to setup and use.
I don't have numbers, but our organization was able to go from having three large off-site and one on-site storage units to having none. This saved money on a monthly and yearly basis.
All of our clients and consulting engineers find ShareFile easy to use, thus complementing our business.
Our staff also find ShareFile intuitive, accessible, and easy to use, making it an ideal, everyday indispensable desktop tool for everyone in our company.
ShareFile can be linked to our firm's primary website as a placed for private use. We haven't found need for this yet, but might in the future.