FileBound Reviews

The graphical approach in designing workflow automation

Need to be an expert in PowerShell to fully enjoy the benefits of automation

Can be applied and use to varied industries as long as they need document management

Documents management

FileBound workflow capability is dynamic, fast to implement and highly customisable. It's got a visual workflow designer that makes process maps easy to consume. There are lots of pre-built steps and functions and the ability to add custom scripting as needed.

There is a limit of 20 pieces of metadata that requires some architectural considerations to be made.

The lack of live calculations in the document viewer is limiting.

We solve Approvals problems for all sorts of document types. We have benefited from traceability and auditability.

Filebounds ability to organize everything

Filebound has a slow loading time........

Filebound has made it easier to organize files.

Highly customizable workflow to meet customers changing business need.

Some customers wish to have the correct tab names to reflect the content they are browsing.

Best AP solution in the market.

Workflows to automate the current manual process. Cloud based approval process with email notifications to reduce processing time. Could bases DMS to allow access from any where AR any time.

The workflow and Electronic Forms are fantastic. It is also great having ready API access.

It would be good if it was also available in the Microsoft Store.

If you are looking to improve the quality of your work processes, FileBound is the superior choice.

Accounts Payable, Human Resources and Contract Management.

Easy to use. Data is stored in an easy to navigate format.

I experience quite a bit of lag time with FileBound.

This is a great product that allows companies to keep organized and cut down on paper clutter.

We are trying to go as paperless as possible, and FileBound has allowed us to cut back on file cabinets and create an organized document storage solution that can be accessed by all who need it. No risk of damaging or losing paperwork is another huge plus.

I loved the ease of set up -unlimited users - report set up - I had 12 projects in it and it worked well - we used what they used to call an ASP model - seamless updates - always had online service and immediate resolution to issues- great product

nothing as I was the administrator and could set up access, projects, labels, reports without delays

It is a great value for the functionality - worked with other software - not nearly close to meeting FileBound's capability

not using the product in my current position but wish I was

Robust workflow and eforms capability makes FileBound an easy fit for small, medium and large companies. Also, the interface is sleek and clean.

Software updates can be cumbersome at times, particularly as it pertains to the viewer.

Quick retrieval of documents makes our work environment much easier. We are also able to collaborate on projects as a team. The workflows also make forms processing very manageable.

Every business process depends on content. When you need to quickly add content management, e-forms and workflow to your business processes FileBound by Upland is an excellent choice. As a systems integrator, I really appreciate the web-based architecture that I can easily implement on site or in the cloud and customize for each client. The e-forms help my clients move away from paper-based workflows that generate tedious labor, to electronic workflows that generate Big Data to drive better performance.

Browser-based user interfaces can make consistency issues in the user experience.

Paper documents are the original way systems were integrated in the past. Today, if you see paper documents piling up, that is a sure sign that your process is overdue for automation. As you speed up your old paper processes by replacing them with e-forms and automation you will soon learn how easy it is to reproduce those wins in project after project. Just make sure that Project One is in a critical business process with an easily measurable ROI.

Paperwork reduction, process automation, better security, better customer experience, improved regulatory compliance, improved data collection for analytics that drive better planning.

It's a stable product. Great document management and workflow system that we use every day. We have multiple people that work remotely. Without easy online access to documents and workflows, our operational efficiency would be significantly diminished.

I have no dislikes. All of the problems we encountered in the early days of its use (years ago) have been addressed. It's not perfect, but then again, what software system is?

Quick access to documents from anywhere and document workflows. FileBound is a key system we use every day to workflow various documents between people spread across the country. We also use FileBound forms to collect information online from constituents and workflow that data for processing.