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Upland FileBound
By Upland Software
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3.9 out of 5 stars
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Upland FileBound Reviews & Product Details

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Upland FileBound Overview

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What is Upland FileBound?

Upland FileBound delivers document and workflow automation applications that improve the operation of any organization by connecting users with the information they need to work more efficiently and effectively. With FileBound, users can build automated workflow processes and centrally manage documents to improve compliance, collaboration, and access to information. FileBound can be deployed locally or as a cloud-based service and has been implemented by organizations of all sizes in various industries around the world. See how easy it can be to put AI-powered document management into action at your organization by connecting with us at: uplandsoftware.com/filebound

Upland FileBound Details
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Product Description

Upland FileBound delivers document and workflow automation applications that improve the operation of any organization by connecting users with the information they need to work more efficiently and effectively. With FileBound, users can build automated workflow processes and centrally manage documents to improve compliance, collaboration, and access to information.

Seller Details
Seller
Upland Software
Year Founded
2010
HQ Location
Austin, TX
Twitter
@UplandSoftware
917 Twitter followers
LinkedIn® Page
www.linkedin.com
1,025 employees on LinkedIn®
Ownership
NASDAQ:UPLD
Total Revenue (USD mm)
$291
Description

Upland Software Inc. enables global businesses to work smarter with over 25 proven enterprise cloud software products that increase revenue, reduce costs, and deliver immediate value. Our solutions offer many integrated AI capabilities and cover digital marketing, knowledge management, contact center service, sales productivity, content lifecycle automation, and more. Upland's powerful cloud products are trusted by more than 10,000 global customers.

JC
Overview Provided by:
Jen Cramer

Recent Upland FileBound Reviews

JM
Jay M.Small-Business (50 or fewer emp.)
4.5 out of 5
"FileBound Meets our Needs Very Well"
It's a stable product. Great document management and workflow system that we use every day. We have multiple people that work remotely. Without ...
Read more
Verified User
U
Verified UserMid-Market (51-1000 emp.)
2.5 out of 5
"Good system, wish it was a little more user friendly to see exactly what documents you need quicker."
That for auditing purposes, you can quickly review docs; Rather than sifting through paper files
Read more
Verified User
A
Verified UserSmall-Business (50 or fewer emp.)
5.0 out of 5
"Easy to use . Makes seamlessly work flow"
The graphical approach in designing workflow automation
Read more

Upland FileBound Pricing

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Upland FileBound Media

Upland FileBound Demo - Upland FileBound: AI-Enhanced workflow automation and secure document management
FileBound's user-friendly, powerful document management and workflow automation capabilities helps eliminate manual work, improve daily processes, uncover areas for improvement, and more. Eliminate time-consuming work and get more done.
Upland FileBound Demo - FileBound Subscriptions: Choose your best fit
FileBound's Document Management edition provides users with secure and organized document search and retrieve, notation and revision features, file tracking, system and usage reports, and more! FileBound’s Workflow edition helps businesses automate their daily tasks, validate documents, and es...
Upland FileBound Demo - FileBound Workflow Automation: Work smarter (and faster)
Your organization is driven by the data you have. So why not build the workflows you need to get the content you really want? FileBound unites teams with universal content access so they can easily pinpoint just what they need to keep business moving. Automate routing and approval processes s...
Upland FileBound Demo - FileBound eForms Portal: Fast, friendly, reliab
If paper processes don’t spark joy, just ditch them. Create forms quickly with FileBound's drag-and-drop forms designer or automatically transform existing PDFs into electronic forms to get work done faster. Capturing content via electronic forms makes your work day simpler since you don’t hav...
Upland FileBound Demo - FileBound Analytics: Turn data into meaningful insights
Truly revolutionizing work management takes more than getting control of documents and routing them through a process. Without an understanding of what the data means or where there is opportunity for process improvement, an organization won’t get the complete value of a solution they’ve invested...
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32 Upland FileBound Reviews

3.9 out of 5
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32 Upland FileBound Reviews
3.9 out of 5
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3.9 out of 5
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Overall Review Sentiment for Upland FileBoundQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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JM
Chief Operating Officer
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about Upland FileBound?

It's a stable product. Great document management and workflow system that we use every day. We have multiple people that work remotely. Without easy online access to documents and workflows, our operational efficiency would be significantly diminished. Review collected by and hosted on G2.com.

What do you dislike about Upland FileBound?

I have no dislikes. All of the problems we encountered in the early days of its use (years ago) have been addressed. It's not perfect, but then again, what software system is? Review collected by and hosted on G2.com.

What problems is Upland FileBound solving and how is that benefiting you?

Quick access to documents from anywhere and document workflows. FileBound is a key system we use every day to workflow various documents between people spread across the country. We also use FileBound forms to collect information online from constituents and workflow that data for processing. Review collected by and hosted on G2.com.

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Vivek K.
VK
General Manager, Sales
Mid-Market(51-1000 emp.)
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Review source: G2 invite
Incentivized Review
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about Upland FileBound?

It can be applied to various workflows within the business so it's a real platform Review collected by and hosted on G2.com.

What do you dislike about Upland FileBound?

The UI can be a bit dated and archaic at times Review collected by and hosted on G2.com.

What problems is Upland FileBound solving and how is that benefiting you?

We implemented may workflow automation solutions like Accounts payable, hr forms etc for our customers using Filebound Review collected by and hosted on G2.com.

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Verified User in Management Consulting
AM
Small-Business(50 or fewer emp.)
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Verified Current User
Review source: G2 invite
Incentivized Review
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about Upland FileBound?

FileBound workflow capability is dynamic, fast to implement and highly customisable. It's got a visual workflow designer that makes process maps easy to consume. There are lots of pre-built steps and functions and the ability to add custom scripting as needed. Review collected by and hosted on G2.com.

What do you dislike about Upland FileBound?

There is a limit of 20 pieces of metadata that requires some architectural considerations to be made.

The lack of live calculations in the document viewer is limiting. Review collected by and hosted on G2.com.

What problems is Upland FileBound solving and how is that benefiting you?

We solve Approvals problems for all sorts of document types. We have benefited from traceability and auditability. Review collected by and hosted on G2.com.

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Eric W.
EW
FS Sand Bulk Operator 3
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about Upland FileBound?

Searching vast amounts of documents for what your query is. Review collected by and hosted on G2.com.

What do you dislike about Upland FileBound?

The location of the secure server not being in Canada. Review collected by and hosted on G2.com.

Recommendations to others considering Upland FileBound:

With your data on Filebound you can fend off cybercrime. Review collected by and hosted on G2.com.

What problems is Upland FileBound solving and how is that benefiting you?

Solving problems of people seeing things that they are not supposed to buy redacting certain areas files. Review collected by and hosted on G2.com.

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Verified User in Accounting
UA
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Upland FileBound?

That for auditing purposes, you can quickly review docs; Rather than sifting through paper files Review collected by and hosted on G2.com.

What do you dislike about Upland FileBound?

Some of the docs don't come over well, and not as organized as I'd like. Review collected by and hosted on G2.com.

Recommendations to others considering Upland FileBound:

Think of exactly how you want your file people to upload the documents. Review collected by and hosted on G2.com.

What problems is Upland FileBound solving and how is that benefiting you?

Showing auditors our breakdown of cashflow payments and receipts. Review collected by and hosted on G2.com.

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Verified User in Computer Software
AC
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about Upland FileBound?

The graphical approach in designing workflow automation Review collected by and hosted on G2.com.

What do you dislike about Upland FileBound?

Need to be an expert in PowerShell to fully enjoy the benefits of automation Review collected by and hosted on G2.com.

Recommendations to others considering Upland FileBound:

Can be applied and use to varied industries as long as they need document management Review collected by and hosted on G2.com.

What problems is Upland FileBound solving and how is that benefiting you?

Documents management Review collected by and hosted on G2.com.

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Verified User in Health, Wellness and Fitness
AH
Enterprise(> 1000 emp.)
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Validated Reviewer
Review source: Organic
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about Upland FileBound?

Using the form and workflow processes. Streamlining business processes. Review collected by and hosted on G2.com.

What do you dislike about Upland FileBound?

The number of bugs that continually are introduced each time there is an upgrade Review collected by and hosted on G2.com.

What problems is Upland FileBound solving and how is that benefiting you?

Visitless student registrations, streamlining accounting processes Review collected by and hosted on G2.com.

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Verified User in Construction
CC
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Upland FileBound?

Ease of use of interface and the E-forms engine Review collected by and hosted on G2.com.

What do you dislike about Upland FileBound?

I think it is very fiddly for a developer to play with Review collected by and hosted on G2.com.

Recommendations to others considering Upland FileBound:

NOT an enterprise solution Review collected by and hosted on G2.com.

What problems is Upland FileBound solving and how is that benefiting you?

Document Management and simple workflows Review collected by and hosted on G2.com.

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Joe X.
JX
Solutions Success Consultant
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Seller invite
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about Upland FileBound?

Highly customizable workflow to meet customers changing business need. Review collected by and hosted on G2.com.

What do you dislike about Upland FileBound?

Some customers wish to have the correct tab names to reflect the content they are browsing. Review collected by and hosted on G2.com.

Recommendations to others considering Upland FileBound:

Best AP solution in the market. Review collected by and hosted on G2.com.

What problems is Upland FileBound solving and how is that benefiting you?

Workflows to automate the current manual process. Cloud based approval process with email notifications to reduce processing time. Could bases DMS to allow access from any where AR any time. Review collected by and hosted on G2.com.

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Verified User in Higher Education
UH
Enterprise(> 1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Upland FileBound?

It is user friendly and allows organizations to easily view documents and reprint them if necessary. It alleviates the need/reliance for paper copies of files. Review collected by and hosted on G2.com.

What do you dislike about Upland FileBound?

It is very particular about the way files are scanned. Review collected by and hosted on G2.com.

Recommendations to others considering Upland FileBound:

Make sure to take your time scanning documents to make sure all of the information is correct. Review collected by and hosted on G2.com.

What problems is Upland FileBound solving and how is that benefiting you?

In my work, FileBound made it much easier to pull up students' documents such as past medical history, rather than looking through the file cabinet, which would have taken a much longer time. It was also much easier to forward students' documents to others via email using FileBound. Review collected by and hosted on G2.com.

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Upland FileBound Categories on G2
AP Automation
AP Automation

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