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32 Upland FileBound Reviews
Overall Review Sentiment for Upland FileBound
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FileBound offers a tremendous amount of functionality at entry level cost. The features contained in FileBound are extremely useful for automating a variety of document based processes but these features are usually only found in extremely expensive enterprise level products. FileBound brings expensive product functionality to the table for mid-sized businesses that are not able or not willing to spend large amounts of capital on enterprise level software products.
The greatest thing about FileBound, in my opinion, is the flexibility to use the product within any department in an organization to tackle multiple and diverse business problems. Review collected by and hosted on G2.com.
Due to the large amount of functionality within FileBound there have been some stability issues with past versions of the product. When rolling out new versions of the product in the past certain pieces of functionality have become unstable or unpredictable, requiring FileBound to review and fix. The good news is that FileBound is quick to respond when any issues arise and they work diligently to fix any issues as soon as they arise, leading to many of the stability issues being addressed and fixed by FileBound in previous versions via patches or upgrades. I am happy to report that the currently available version, version 7, is much more stable and reliable than past versions, while including new functionality that has helped the product address specific business needs and become more useful to businesses of all sizes. Review collected by and hosted on G2.com.
Every business process depends on content. When you need to quickly add content management, e-forms and workflow to your business processes FileBound by Upland is an excellent choice. As a systems integrator, I really appreciate the web-based architecture that I can easily implement on site or in the cloud and customize for each client. The e-forms help my clients move away from paper-based workflows that generate tedious labor, to electronic workflows that generate Big Data to drive better performance. Review collected by and hosted on G2.com.
Browser-based user interfaces can make consistency issues in the user experience. Review collected by and hosted on G2.com.
FileBound is a good product to provide document management of active and inactive records. The cloud solution makes the expenditure small enough for most clients to be able to cope with while the on premise solution gives IT the control they crave.
Security and audit trails are excellent and the reporting mechanism available for higher end users is appreciated by many clients who must be able to prove who is accessing what, when and why. Review collected by and hosted on G2.com.
No ECM solution is perfect, FileBound is consistently improving through upgrades to make the software features meet client requirements. Review collected by and hosted on G2.com.
The product is fairly user friendly and easy to navigate and is also relatively easy to train end users on data input and document retrieval. Review collected by and hosted on G2.com.
From an administration standpoint I feel that I spend too much time trying to recover deleted documents and files. Although in later versions the quick delete (hidden from users view only) was made the default setting making restores quicker and easier by no longer requiring a full backup system recovery, it does still appear to be too easy for users to mistakenly delete documents. A document or file restore does require SQL knowledge to run statements for database manipulation to retrieve the deleted documents and files. Review collected by and hosted on G2.com.
Filebound was mostly used for our accounts payable department and with over 40 branches the system was able to scan, organize and submit all invoices will keeping them tied to that branch. Corporate was then able to print check in a mass batch. This saved an immense amount of time. Review collected by and hosted on G2.com.
Sometimes the loading of images and documents can take sometime, since there are so many documents this can take time Review collected by and hosted on G2.com.
I loved the ease of set up -unlimited users - report set up - I had 12 projects in it and it worked well - we used what they used to call an ASP model - seamless updates - always had online service and immediate resolution to issues- great product Review collected by and hosted on G2.com.
nothing as I was the administrator and could set up access, projects, labels, reports without delays Review collected by and hosted on G2.com.
Robust workflow and eforms capability makes FileBound an easy fit for small, medium and large companies. Also, the interface is sleek and clean. Review collected by and hosted on G2.com.
Software updates can be cumbersome at times, particularly as it pertains to the viewer. Review collected by and hosted on G2.com.
Pretty good at storing and retrieving a variety of image and document formats with fine grained access control. Review collected by and hosted on G2.com.
I hate that you have to have run the server on Windows. I have not used version 7, but the previous versions took a while to setup with quite a few support phone calls. Review collected by and hosted on G2.com.
Robust workflow with easy design and included E-forms. Review collected by and hosted on G2.com.
The viewer is a little stale and could go to be update with things like next page and next document button. Review collected by and hosted on G2.com.
