“With FileBound University, our staff members have mastered all the ins and outs of FileBound’s robust capabilities in no time. It’s so great to have self-appointed FileBound experts in the office. As a team, we’re saving more time than ever before!”
“Our team is so much more confident about their skillset after earning their certifications at FileBound University. We have four on our staff who are already alumni, and more ready to sign up! This is a great investment, we’ve already seen our productivity skyrocket.”
“Upland FileBound talks about their commitment to Customer Success, and FileBound University is a great example of that promise! The setup makes learning so easy and convenient; everything from reviewing videos, taking exams, gaining certifications, and tracking progress in the system is a satisfying experience.”
Enroll in FileBound University Today
Invest in your team and make sure everyone understands the power of FileBound from the ground up. Our comprehensive instructor-led course initiatives provide users with the opportunity to obtain hands-on training – without leaving the office. FileBound University courses are largely webinar based and will be recurring, allowing plenty of opportunities to expand your FileBound knowledge in a way that fits with both your schedule and budget.
For your convenience, we are now offering course bundling options in addition to our a la carte options. This means you can create your own FileBound University experience – and potentially save some big bucks in the process! Read on below for details.
Introduction & End User
We’ll cover basic FileBound Terminology, signing in, menu configuration, search criteria, assignment types, taking action, web viewers, pick-list, searching docs, index and doc creation, web-viewer navigation, FileBound Capture, and FileBound Connect in detail.
Workflow Assignment Management
We’ll cover workflow concepts, reports, clipboard, and workflow assignment management functions in this course.
In this course, we’ll discuss FileBound terminology, project building, users and groups, security, an intro to forms and workflow, form and workflow configuration, and the discovery process.
This continuation of Admin 101 will cover advanced form creation, tables and line items, calculation configuration, related files & docs, advanced discovery, and project creation.
Forms & Workflow
Here we’ll take a deep dive into advanced workflow logic, child processes, advanced discovery, sub-processes, and we’ll give you an introduction to PowerShell in FileBound context.
Opening April 2019! More class information coming soon.
Opening May 2019! This course covers workflow automation, complete solution construction, and capture integration into workflow.
These two-day training sessions will recertify users in FileBound Workflow & Forms (FBSA) and FileBound Solutions Architect (FBSA) courses.
Learn More or Register » Information coming soon!
This is the place to learn new skills – and hone old ones.
We strive to deliver a first-class educational experience for our best in class document management and workflow automation solution. When you graduate you won’t just have a certification to hang on your wall, you’ll have a more thorough understanding of how our automation software can eliminate tedious processes and increase efficiencies, so you and your staff can focus on meaningful work – not just paperwork.
Tailor your FBU experience to your unique needs with one of our four available course bundles, which offers the additional benefit of cost savings!
- Power User (Courses: Introduction & End User, Workflow Assignment Management)
- Core Understanding Certification (Courses: Introduction & End User, Workflow Assignment Management, Admin 101, Admin 102)
- Forms & Workflow Certification (Courses: Workflow Assignment Management, Admin 101, Admin 102, Advanced Forms & Workflow)
- Solution Architect Certification (Courses: Introduction & End User, Workflow Assignment Management, Admin 101, Admin 102, Advanced Forms & Workflow, Installation Specialist, Solution Architect)
A La Carte Courses
Don’t need the whole shebang just yet? Sign up for one of our FBU courses a la carte for a quick intro or refresher, so you can get more out of your FileBound solution.
- Introduction & End User
- Workflow Assignment Management
- Admin 101
- Admin 102
- Forms & Workflow
- Installation Specialist
- Solution Architect
- Annual Re-certification