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32 Upland FileBound Reviews
Overall Review Sentiment for Upland FileBound
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The ability to quickly look through files and print specific documents from each file. The feature you can bring up files all at once in one window is very helpful Review collected by and hosted on G2.com.
It is easy to accidentally click off a screen when you worked so long on opening multiple files with no way to recover them. Also, there should be an option to type in multiple file numbers (more than 3) at once to open multiple files. Sometimes the files open with sub categories of and sometimes not. Review collected by and hosted on G2.com.
Todo proceso de negocio depende del contenido. Cuando necesite agregar rápidamente administración de contenido, formularios electrónicos y flujo de trabajo a sus procesos comerciales, FileBound by Upland es una excelente opción. Como integrador de sistemas, realmente aprecio la arquitectura basada en web que puedo implementar fácilmente en el sitio o en la nube y personalizar para cada cliente. Los formularios electrónicos ayudan a mis clientes a alejarse de los flujos de trabajo en papel que generan trabajo tedioso, a los flujos de trabajo electrónicos que generan Big Data para impulsar un mejor rendimiento. Review collected by and hosted on G2.com.
Debido a la gran cantidad de funcionalidad dentro de FileBound, ha habido algunos problemas de estabilidad con versiones anteriores del producto. Al lanzar nuevas versiones del producto en el pasado, ciertas funciones se han vuelto inestables o impredecibles, lo que requiere que FileBound revise y repare. La buena noticia es que FileBound responde rápidamente cuando surgen problemas y trabajan diligentemente para solucionar cualquier problema tan pronto como surjan, lo que lleva a que FileBound aborde y solucione muchos de los problemas de estabilidad en versiones anteriores a través de parches o actualizaciones. Me complace informar que la versión actualmente disponible, la versión 7, es mucho más estable y confiable que las versiones anteriores, al tiempo que incluye una nueva funcionalidad que ha ayudado al producto a satisfacer necesidades comerciales específicas y a ser más útil para empresas de todos los tamaños. Review collected by and hosted on G2.com.
I like the filing options; easy ways to see and leave notes, and annotations you can make within each document Review collected by and hosted on G2.com.
It is sometimes (very) slow to catch up to the speed at which I am trying to work. I also wish there was an option to upload multiple documents then 'file' them accordingly instead of scan, file, scan, file. It is just very time-consuming sometimes. Review collected by and hosted on G2.com.
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I like the simplicity of the program to upload documents and create managements and divisions depending on which person uploads the files.
Any type of file can be scanned and uploaded immediately. This is something that we use a lot, since it simplifies us the rise of invoices, budgets or other administrative issues.
The management of permissions to users is also done quite intuitively and helps each person know where they should upload and modify their files. Review collected by and hosted on G2.com.
When you first enter Filebound you can see multiple options for uploading files, managing scanned documents and your employees' permissions, all of this may seem a lot at first and you may not understand everything well. You need to spend time with the program to learn its operation well.
Sometimes the program is blocked and it takes a while to work well again, but it is not something that affects the integrity of the program, it only causes a little delay in the execution of the tasks. Review collected by and hosted on G2.com.
Filebound is an amazing software for uploading, viewing, and downloading transcripts, documents, and more. I love how easy it is to access important files and have them be protected to view. The software is fast and dependable. For professionals who are looking to view financial information online through PDF, this is the way to go. Review collected by and hosted on G2.com.
When I first started using this product, I did not have the ability to print. I did not have the access to do certain things. Luckily, through IT help, I was able to fix that problem. Review collected by and hosted on G2.com.
It is great to have a program that can store all invoices, credit memos, etc. for a company in one place that won’t clog up the servers onsite. Review collected by and hosted on G2.com.
It is frustrating that the desktop application has to be “installed” every time I want to use it. Review collected by and hosted on G2.com.
The workflow and Electronic Forms are fantastic. It is also great having ready API access. Review collected by and hosted on G2.com.
It would be good if it was also available in the Microsoft Store. Review collected by and hosted on G2.com.
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Mobile compatibility. It allows you to access this software remotely through a mobile-optimized site and on their Android or iOS mobile app. That is a huge plus. Review collected by and hosted on G2.com.
I had problems with document tagging. I would have to shut the program down and start it up again. Review collected by and hosted on G2.com.