Data Sheet

Let’s take a look at what FileBound can do

Eliminate tedious tasks and build custom workflows that let teams easily create, route, review, process, and retrieve content.

Document management and workflow automation software for any enterprise

FileBound provides straightforward workflow automation that improves processes by connecting users with the information they need to work more efficiently and effectively. Our drag-and-drop workflow configuration lets you automatically route data for approvals, trigger alerts, or schedule specific actions to ensure every document is handled according to internal and external compliance mandates.

FileBound allows you to centrally manage documents to easily access files, route documents for review and approval, create forms, collect eSignatures, see pending tasks, and assess project status and results from anywhere.

Our flexible integrations mean that you can say goodbye to data silos with comprehensive integration platform and API capabilities that allow you to connect to common business systems such as CRMs, ERPs, accounting systems, human resources software, student information systems, and more.

Solution benefits

  • FileBound’s electronic forms and forms portal replaces outdated, error-prone paper forms and processes with efficient digital processes.
  • Robust analytics gives you a dashboard view of processes to improve project turnaround times and boost staff collaboration.
  • FileBound Connect provides access to relevant content and data all on one screen, helping your team to get more accomplished with less effort.

We love a success story! See how FileBound helped streamline processes at nonprofit Yonkers Community Action Program.

What else can we do? FileBound handles Accounts Payable, Contract Management, and Human Resources challenges staff face daily.

Download the datasheet