Data Sheet

FileBound for Records Management

FileBound tackles records management by creating an end-to-end automated process that assembles information for secure access from one centralized interface.

Document management and workflow automation software that enables smarter records management.

FileBound’s document and workflow automation software helps organizations keep track of the whole document lifecycle—from onboarding new hires to managing contracts to flawlessly maintaining records to support compliance or legal claims—all from one centralized dashboard. Build it, customize it, and work faster from one user-friendly interface.

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Manage documents with a smile on your face.

  • Easily locate records, create rules for routing and retention, and secure them with permissioned administrator rights
  • Access systemwide information about content, users, projects, and activities from one dashboard
  • Schedule automated alerts to approve destruction of records and avoid potential liability

Always be ready for that next compliance audit.

  • Create retention rules and workflows to check all the boxes
  • Ensure requirements are met and provide proof that all policies and procedures were followed
  • Access a full audit trail and reporting on all records and associated actions to demonstrate compliance
“As regulations and complexities continue to mount in our industry, we have to look at ways to ensure compliance, while reducing labor-hours associated with manual audits and processes. Upland allows us to do that.”

Director of Human Resources
U.S.-based Fruit Farming Company

Did you hear? FileBound was was recognized as a gold medalist and leader in SoftwareReviews 2021 Enterprise Content Management Data Quadrant Report.

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 other departmental process challenges staff face daily.

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