Workflow automation software and document management system

Work better together, eliminate tedious tasks, and build customized workflows that let teams easily create, route, review, process, and retrieve content.

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FileBound named leader
in ECM Data Quadrant
third year in a row

FileBound has been recognized as a Gold Medalist in the 2023 SoftwareReviews Enterprise Content Management Data Quadrant.

Fourteen ECM vendors were evaluated and ranked based on feedback from real users, and placement is based on satisfaction with product features, vendor experience, capabilities, and emotional sentiment.


Document Management & Workflow

FileBound is a document management and automated workflow software that helps you eliminate manual work, improve daily processes, and uncover areas for improvement. Here’s how it works.

  • A document management systemor DMSis software that is used to securely receive, track, manage, and store documents digitally with the added benefit of reducing clunky paper processes. Most enterprise document management systems keep a record of every version of a document as well as associated metadata, such as which user last modified the document.

  • Workflow automation software handles the design, execution, and automation of processes based on workflow rules. FileBound’s workflow automation technology utilizes a drag-and-drop configuration to replace manual tasks and automatically route documents, data, or files to people or line-of-business systems based on pre-defined rules. With workflow automation software, your business can save time, eliminate errors, and reduce costs.

  • Electronic forms software helps to digitize forms that used to be paper, such as client intake documentation, services requests, invoices, employee applications, or vendor documentation. By infusing electronic forms into processes, organizations can grab content more quickly from internal or external contacts, while enabling them to attach supporting documentation and provide e-Signatures 24/7 via FileBound’s Electronic Forms Portal. FileBound automatically gathers data from electronic forms to route to recipients, workflows, or ERP, SIS, and DMS systems based on rules. Electronic forms are easy to create using FileBound’s drag-and-drop interface, and a basic template library is available to help users get started.

  • Using FileBound’s customizable dashboard, users can easily monitor approvals processes, set up action alerts for scheduled events such as contract renewal dates, and lock down sensitive information by user. Compliance audits can be dramatically faster and easier since auditors can be granted temporary secure access to everything they need in the FileBound document management system. And since you have a fully transparent view of where bottlenecks are for items such as invoice approvals or staff onboarding, improving processes and boosting staff efficiency is easier than ever.

Eliminate time-consuming paperwork and get more done with the right workflow automation software

Filebound Benefits 1

Straightforward workflow automation for everyone.

Drag-and-drop configuration lets you automate even the most intricate tasks, without the need for coding.

  • Collect information from virtually any format: email, fax, paper documentation, forms, and more.
  • Create dynamic rule sets to route data and trigger operations.
Filebound Benefits 2

Empower your virtual workforce via the cloud.

Make workflow seamless between full time, on-site, virtual, or freelance teams across the globe.

  • Access files, route documents for review and approval, create forms, collect eSignatures, see pending tasks, and assess project status and results from anywhere.
  • Centralize multiple interfaces for indexing and distributing data for use in other applications.
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Analytics make the data you have work for you

Get a real-time look at tasks and projects and use analytics to define benchmarks, discover areas for improvement, and raise productivity.

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Fast adoption and a user-friendly experience

Easy to set up with little to no training required. Intuitive, logical end-user experience makes interacting with the system a breeze.

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Flexible integrations get you all the content you need

Say goodbye to data silos with our comprehensive integration platform and API capabilities that allow you to connect to common business systems.

The implementation of FileBound has solved a lot of our challenges because we no longer have to search for paper. Now we know exactly where documents are and we can access them from anywhere. FileBound has been so easy to work with.

Lisa Wagnon
Administrative Management, Volunteers of America Southeast Louisiana

Volunteers of America, Southeast Louisiana

This busy regional nonprofit uses FileBound to simplify their accounts payable processes, ensure contracts are delivered on time, and give staff more time to focus on serving their community.

Read the Success Story

Document workflow solutions for any enterprise

Our innovative automated workflow experience eliminates tedious work, enhances productivity, and improves services across many industries.

  • Focus on what matters – your clients and community. Automate the rest
  • Provide 24/7 online forms submission for financial and resource requests
  • Reduce paperwork burden and ensure audit-readiness to secure funding
  • Learn more
  • Boost productivity and simplify tasks so you can focus on student achievement
  • Digitize student records and simplify resource requests
  • Ensure data compliance with state and federal agencies
  • Automate processes to get a handle on your mountains of documents
  • Provide online forms submissions for utilities or community requests
  • Securely share records and improve collaboration between government entities
Human Resources
  • Improve HR efficiency and ensure employee satisfaction to promote a better work culture
  • Simplify applications, onboarding, and employee review processes
  • Easily maintain comprehensive employee profiles armed with action alerts
Accounts Payable
  • Refine a strategic approach to accounting processes and get more done
  • Automate and accelerate purchase orders and invoicing while monitoring payment status in real-time from your dashboard
  • Manage vendor selection, facilitate onboarding, and provide an online self-service portal to keep processes moving
Records Management
  • Improve records access and enable a remote workforce
  • Grant secure digital records and files access to staff working from anywhere
  • Organize and manage information chaos from one dashboard to boost productivity

Advantages of FileBound

Learn more about how FileBound’s workflow automation and document management software can help streamline processes so you can get more done.

  • Your business is driven by content, and FileBound’s software handles all the details when it comes to enterprise document management, from the time a document arrives at your business, through reviews and approvals, to secure cloud storage and retrieval. With our powerful automated workflow software, administrators can quickly drag and drop to create process-specific workflows for any task. FileBound also includes many templated, pre-built workflows for specific use cases including accounts payable, human resources, contract management, and much more.

  • FileBound simplifies secure document management, routing, and storage of content captured from scanned images, Word documents, forms, email, and more. Plus the software integrates seamlessly with many of the CRM, HRM, ERP, SIS, and other enterprise systems you already work with every day. That means your staff can be up to speed on how to use FileBound to complete their work faster and more efficiently very quickly, with little to no training required. Using the power of FileBound Connect, you can integrate various software systems so your staff can find whatever they need in one place instead of bouncing between applications.

Integrations to help you get more done

FileBound works with your existing systems, so you can minimize bouncing from application to application and just get down to business.

  • MS Dynamics
  • Salesforce
Human Resources Management
  • HRPyramid
  • Skyward
  • Ultipro
  • Dell Boomi
  • Winform Fields
  • HTML Extraction

Financial Systems and ERPs
  • Concur
  • Intacct
  • MS Dynamics Great Plains
  • Abila MIP Accounting
  • Microsoft Dynamics
  • NetSuite
  • QuickBooks
Student Information Systems (SIS)
  • Skyward
  • PowerSchool

Reliable products.
Real results.


Rapid City Area Schools goes paperless and gets back time to focus on students.

This busy K-12 district needed an all-in-one system to make student records and back office processes more efficient.

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2 hours for AP processing

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Website Resource Card - Stand Down


Stand Down finds a way to provide service to veterans and their families faster.

Stand Down needed a way to speed up client service requests for critical housing and utility assistance.

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24 hours service time

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Website Resource Card - Yonkers


Yonkers Community Action Program automates AP processes, reducing work during audits.

This nonprofit needed to eliminate inefficient manual accounting processes and reduce paperwork. Using FileBound, staff has automated the routing, review, and approval of expenses and streamlined its audit processes.

Read more

Empower your business with our document management system

Now your teams can collaborate to keep work flowing smoothly with access to the content they need, right at their fingertips.

Workflow automation

  • Customizable workflow rules
  • Graphical drag-and-drop interface for
    no-code configuration
  • Automatic importing, escalations, and scheduled event capabilities
  • Minimal training for user adoption

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Document management

  • Easy configuration for permissions and security settings
  • One-click metadata searches for documents and files
  • Digitize and store records securely in one place
  • Highly scalable with flexible licensing options

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eForms portal

  • Capture and automatically route requests via workflow rules
  • Replace outdated, error-prone paper forms and processes
  • Provide 24/7 upload and submit capabilities
  • Central portal to organize various organizational forms

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Robust analytics

  • Five Insights Dashboards evaluate process efficiency
  • Predictive analytics recognize trends based on patterns
  • Performance comparisons identify areas for improvement
  • Anticipate the effects of current trends on future productivity

Wide variety of integrations

  • Integration platform powered by Dell Boomi
  • Open APIs allow for custom integrations with existing systems
  • Fused interface provides access to data from one screen
  • Single Sign-On (SSO) integrated

Get your content in check

Let us show you what Upland FileBound can do.

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Get back to class

We want to help you find success with our product. Learn the basics or become an official FileBound master by checking out our self-guided, on-demand online courses.

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Ready to get things done?

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