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FileBound Content Management System Software

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  • Features:
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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.

Details

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.

Features

Pricing Model
  • Monthly subscription per user
  • Monthly subscription
  • Yearly subscription per user
  • Monthly site license
  • Yearly site license
  • Metered per minute
  • Flat fee
  • Percentage-based (% of collections or claims)
  • Fee-based (fixed $/claim)
  • Hybrid (combination of % and fixed amount/claim)
Service Terms Offered
  • Commitment Free
  • Free Setup
  • Free Cancellation
  • Money Back Guarantee
  • Month-to-Month Option
  • Keep Original Number
  • Customizable Plans
  • Account Manager
  • Free In-Network Calls
  • Unlimited Minutes
  • International Calls
  • Reduced Price for Multiple Users
Mobile Apps Offered
  • None
  • iOS
  • Android
Mobile friendly?
  • Yes
  • No
Service Terms Offered
  • Commitment Free
  • Free Setup
  • Free Cancellation
  • Money Back Guarantee
  • Month-to-Month Option
  • Keep Original Number
  • Customizable Plans
  • Account Manager
  • Free In-Network Calls
  • Unlimited Minutes
  • International Calls
  • Reduced Price for Multiple Users
Support Features
  • FAQs Section
  • Tutorials
  • Telephone Support
  • Email Support
  • 24/7 Support
  • Online Chat
  • Forum
  • In-Person Training
  • Social Media
  • Knowledge Base
  • Webinars
Service Level Agreement
  • Yes
  • No
Security
  • Audit trails
  • Digital rights mamangement
  • License management
  • Document watermark
  • Role-based access
  • User access control
  • External sharing permissions
  • Editing polices
  • Device location restrictions
  • Sharing restrictions by devide
  • Custom session time-out
  • 259-bit encryption
  • Encrypted back-ups
Compliance
  • FDA 21 CFR Part 11
  • FIPS-140
  • HIPAA
  • PCI DSS Level 1
  • SSAE 16 certification
API
  • Yes
  • No
Integration options
  • MS Office
  • WordPress
  • Adobe Suite
  • Outlook
  • Sharepoint
  • CRM
  • ERP
  • Calendar Apps
  • Social Media
Document Management Features
  • Document Preview
  • Document version control
  • File annotations
  • Image editing
  • Image watermarking
  • Video editing
  • Document collaboration
  • Change notifications
  • Electronic signature
Records Management
  • Manage short/long term working documents
  • Manage short/long term archived documents
  • Manage electronic records
  • Manage paper records
  • Record retention policies
  • Record disposition policies
  • Usage history
  • Auto-archive
Document Filing
  • Easy document tagging
  • Matter-centric filingĀ (auto-tagging)
  • Automatic Metadata capture
  • Automated document naming
  • Document linking
  • Virtual Folders
  • Cabinet-drawer-folder structure
File Sharing
  • Secure file sharing through interface
  • Secure file sharing via email
  • File sharing via mobile device
  • File sharing externally via temporary hyperlink
  • Secure file transfer
  • Proof of delivery
Document Scanning and Imaging
  • Supports third-party scanning software
  • Optical Character Recognition (OCR) and Indexing
  • Automated tagging
Search Features
  • Search by metadata
  • Search by keyword
  • Search unstructured data sources
Workflow Management
  • Create custom processes
  • Process automation
  • Review workflow
  • Approval workflow
  • Assignment management
Electronic Forms (e-Forms)
  • Create forms
  • Customize forms
  • Extract form data
Content Management Software Specialization
  • Brand Asset Management
  • Contract Lifecycle Management
  • Digital Asset Management
  • Document Management
  • Enterprise Content Management
  • Enterprise Document Management
  • Enterprise Information Management
  • Marketing Document Management
  • Master Data Management
  • Metadata Management
  • Mobile Document Management
  • Music File Management
  • Product Information Management
  • Video Asset Management
  • Photo Management
Supported Files
  • MS Office
  • Google Docs
  • Images
  • Videos
  • Audios
  • Emails
CMS Portal
  • User portal
  • Web access (web browser)
  • Offline mode

Pricing

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