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.
Eliminate time-consuming paperwork and get more done.
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.
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.
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.
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.
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.
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.
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
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
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
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 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.
Resources to drive impact
FileBound Overview
Upland’s FileBound delivers document and workflow automation applications that improve...
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
FileBound for Accounts Payable
Increase efficiency, reduce costs, improve visibility, and maintain compliance standards.