FileBound Overview

In FileBound, Upland Software has created a cloud-based solution for enterprise content management that completely automates workflow and business processes. Businesses can connect team members for better collaboration, cut out expensive paper-based processes, increase productivity, and ensure that all of their work remains regulation compliant in real-time.

In order to automate workflow, FileBound uses pre-made forms, capture tools, analytics, and integration with some of the most commonly used office software. These tools can be accessed from any device at any time by users, even through mobile phones and tablets. This allows teams to work together no matter where they are, and stay connected to last minute changes and approval requests. Forms can be created through drag and drop tools, so it’s simple to swap out fields and add data points at any time. Additionally, FileBound has automated indexing features that process and organize files as they are uploaded or scanned in, which creates a perfectly streamlined interface for users to work in. All the most commonly used files are right there on the home page, and it’s easy to organize files in other arrangements.

The user interface is designed for utmost simplicity, with a stripped down look that makes it easy for any user, no matter how computer shy, to get used to very quickly. All tools are available through a basic menu system. The FileBound platform can be integrated with Salesforce, SharePoint, and other Upland products. Additionally, the Upland technical consultants can create tailored integrations for you, so you can use FileBound with your other in-house systems. Upland also provides training through their online Learning Management System, classroom training, web-based seminars, technical “boot camps”, and even one-on-one coaching for in-house technical support agents. Your entire team can be up and running on FileBound with ease in a matter of days.