Automated document management to inspire collaboration

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 Hero

Eliminate time-consuming paperwork and get more done.

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.

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Document workflow solutions for any enterprise

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

Nonprofits
  • 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
Education
  • 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
Government
  • 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

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.

CRM
  • MS Dynamics
  • Salesforce
Human Resources Management
  • HRPyramid
  • Skyward
  • Ultipro
Enterprise
  • 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.

FileBound

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 mke student records and back office processes more efficient.

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2 hours for AP processing

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FileBound

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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Empower your business by automating your work

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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Resources to drive impact

Datasheet
FileBound Overview

Upland’s FileBound delivers document and workflow automation applications that improve...

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Brochure
FileBound for K-12 Education | Overview

“It’s been so beneficial to have workflows, notifications and alerts so we can improve our productivity.” - Hesperia Unified School District, CA

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Datasheet
FileBound for Accounts Payable

Increase efficiency, reduce costs, improve visibility, and maintain compliance standards.

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Ready to get things done?

Let’s get to work