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FileBound

FileBound

Overview

What is FileBound?

Upland FileBound is a document management system that enables reliable, user-friendly content workflow.

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Recent Reviews

TrustRadius Insights

FileBound is a versatile solution that has been widely used across various industries. Users have successfully implemented FileBound to …
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Pricing

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What is FileBound?

Upland FileBound is a document management system that enables reliable, user-friendly content workflow.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Demos

FileBound Express Demo

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FileBound Solutions | RPA Demonstration

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Document Harvesting and Migration with PSI:Capture - FileBound

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FileBound e-Now AP Processing Demo

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Filebound AP Demo

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FileBound E-Forms Demo

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Product Details

What is FileBound?

Upland FileBound delivers document and workflow automation applications that improve the operation of any organization by connecting users with the information they need to work more efficiently and effectively. With FileBound, customers can build automated workflow processes and centrally manage documents to improve compliance, collaboration, and access to information.

FileBound Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(4)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

FileBound is a versatile solution that has been widely used across various industries. Users have successfully implemented FileBound to automate important workflows such as accounts payable and HR forms, providing a streamlined and efficient process. One key feature that users appreciate is the ability to redact sensitive information, ensuring that only authorized individuals have access to confidential data. The cloud-based nature of FileBound allows for quick document access from anywhere, making it easy to retrieve and forward files. Additionally, FileBound's customizable forms enable users to collect information online and seamlessly integrate it into their document workflows. The software's traceability and auditability features have also proven valuable in solving approval problems for different types of documents. Overall, FileBound simplifies document management with its user-friendly interface and flexible workflows, making it a reliable solution for organizations looking to improve efficiency and organization.

Quick document review: Users have found the ability to quickly review documents for auditing purposes to be a valuable feature of FileBound. This eliminates the need to sift through paper files, improving efficiency. Some users have mentioned that this feature has saved them significant time and made their workflow more streamlined.

Graphical workflow design: The graphical approach to designing workflow automation was appreciated by users. It made it easier to visualize and understand the workflow process. Several reviewers have specifically mentioned how this visual representation helped them identify bottlenecks or inefficiencies in their processes, leading to improvements.

Versatile platform: Users liked that FileBound is a versatile platform that can be applied to various workflows within a business. This flexibility makes it a valuable tool for different departments and processes. Many users have highlighted how they were able to adapt FileBound for use in areas such as HR, finance, and customer service, showcasing its versatility and wide-ranging capabilities.

Poorly Organized Documentation: Some users have expressed frustration with the documentation provided by FileBound, stating that it is poorly organized and not easily transferable. This has made it difficult for users to understand and effectively utilize the features of the software.

Outdated User Interface: The user interface of FileBound has been criticized by some users for being outdated and challenging to navigate. This has caused difficulties in finding specific functions and has hindered overall user experience.

High Number of Bugs: There have been reports from multiple reviewers about a high number of bugs with each software upgrade. Users have encountered various issues and glitches, which have negatively impacted their workflow efficiency.

Users have made several recommendations for using FileBound in various industries for document management purposes. They suggest paying attention to and utilizing training when using FileBound to maximize its potential. In terms of functionality, users believe that FileBound offers great value and is superior to other software options in the market. However, they also recommend carefully weighing the overall licensing costs and considering feedback from others before implementing FileBound. Users recommend automating processes with FileBound to improve work quality and reduce paper clutter. They also suggest mapping out business processes and being prepared for scope creep when implementing the software. Lastly, users advise investing time in setting up the system and providing adequate training for users to fully utilize FileBound's capabilities.

Reviews

(1-1 of 1)
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Corinne Owsian | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
It was being used across the organization, but is now primarily being used within one department. Initially we used to to start a digital library of all all archived paper documents the organization had in storage. We would scan the documents and file them in Filebound. This helped our organization limit the need for off-site storage & filing cabinets and allowed a quicker method to find needed documents digitally.
It is currently being used for only specific type of documents, more of a digital filing cabinet.
  • 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
  • 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.
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.
Enterprise Content Management (9)
57.77777777777778%
5.8
Content capture & imaging
100%
10.0
File sync, storage & archiving
90%
9.0
Document management
100%
10.0
Records management
80%
8.0
Content search & retrieval
50%
5.0
Enterprise content collaboration
N/A
N/A
Content publishing & creation
N/A
N/A
Security, risk management & information governance
100%
10.0
Contract lifecycle management
N/A
N/A
  • 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.
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