Workflow automation software and document management system

A document management system—or DMS—is 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.

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.