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Upland FileBound Reviews & Product Details - Page 2

Upland FileBound Overview

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
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.


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Overview Provided by:

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 ...
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
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
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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
32 Upland FileBound Reviews
3.9 out of 5

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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SB
Litigation Paralegal
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Upland FileBound?

You can see all documents in a glance easily Review collected by and hosted on G2.com.

What do you dislike about Upland FileBound?

If not used correctly, FileBound can be difficult to use and navigate Review collected by and hosted on G2.com.

Recommendations to others considering Upland FileBound:

Pay attention and utilize training Review collected by and hosted on G2.com.

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

I am not solving any problems per se. A benefit is that all members of the time can use it Review collected by and hosted on G2.com.

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

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.

What do you dislike about Upland FileBound?

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.

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

I am solving the length of time it takes to open a file one by one and print documents one by one by quickly opening many files and printing multiple from each files. Review collected by and hosted on G2.com.

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

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.

What do you dislike about Upland FileBound?

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.

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

¡Deshacerse del papel! Esto está en nuestra lista de máxima prioridad para el próximo año. Además, tener la capacidad de buscar datos de manera fácil y eficiente o ciertos documentos sin rebuscar en pilas de papel será muy beneficioso. Review collected by and hosted on G2.com.

Verified User in Education Management
UE
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Upland FileBound?

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.

What do you dislike about Upland FileBound?

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.

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

Getting rid of paper! This is on our top priority list for the upcoming year. Also, just having the ability to easily and efficiently look up data or certain documents without rifling through piles of paper will be super beneficial. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
UI
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Upland FileBound?

Filebounds ability to organize everything Review collected by and hosted on G2.com.

What do you dislike about Upland FileBound?

Filebound has a slow loading time........ Review collected by and hosted on G2.com.

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

Filebound has made it easier to organize files. Review collected by and hosted on G2.com.

Robert V.
RV
Information Technology Staff
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Upland FileBound?

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.

What do you dislike about Upland FileBound?

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.

Recommendations to others considering Upland FileBound:

Achieving that uploading files and managing users that upload or modify files is simpler, helping that somewhat tedious tasks do not cost so much time. This software is used to perform those tasks that any company should do. Review collected by and hosted on G2.com.

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

It is a good way to organize documents from different areas of the company within a single software. In our company we have in Filebound invoices, project documents, sales documents. All of them we have divided by sections to be able to access to interact with them in the shortest time possible.

We can also select users who can upload or not files and who has access to the system, which helps our company organize itself better in document management issues and have no problems with document handling. Review collected by and hosted on G2.com.

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

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.

What do you dislike about Upland FileBound?

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.

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

Businesses need platforms to review pending documents. My job is to approve loans and financial aid, so this product makes my job 10 times easier. Review collected by and hosted on G2.com.

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

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.

What do you dislike about Upland FileBound?

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.

Recommendations to others considering Upland FileBound:

FileBound is incredibly helpful for storing documents that would otherwise consume an unfortunate amount of space on the servers. Review collected by and hosted on G2.com.

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

We are saving space on our servers and also creating less backlog. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
CI
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Upland FileBound?

The workflow and Electronic Forms are fantastic. It is also great having ready API access. Review collected by and hosted on G2.com.

What do you dislike about Upland FileBound?

It would be good if it was also available in the Microsoft Store. Review collected by and hosted on G2.com.

Recommendations to others considering Upland FileBound:

If you are looking to improve the quality of your work processes, FileBound is the superior choice. Review collected by and hosted on G2.com.

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

Accounts Payable, Human Resources and Contract Management. Review collected by and hosted on G2.com.

Keith R.
KR
Junior Photographer
Retail
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Upland FileBound?

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.

What do you dislike about Upland FileBound?

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.

Recommendations to others considering Upland FileBound:

It is a little expensive. So do your research. Review collected by and hosted on G2.com.

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

I really love the fact that it can be integrated with Microsoft Office. That cross platform ability is a huge plus. Review collected by and hosted on G2.com.