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FileBound

4.1
(12)

FileBound is a cloud process automation application that improves the way organizations execute work by controlling documents, content and processes. An end-to-end solution, FileBound delivers all of the capabilities needed to implement automated workflows: forms, analytics, integration, capture and more. All of these capabilities can be accessed anywhere by authenticated users from any connected device, including mobile smartphones and touch-enabled tablets.

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FileBound review by User in Higher Education
User in Higher Education
Validated Reviewer
Review Source

"Easy to use, quick to load"

What do you like best?

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.

What do you dislike?

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.

What business problems are you solving with the product? What benefits have you realized?

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.

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FileBound review by Patrick M.
Patrick M.
Validated Reviewer
Verified Current User
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"FileBound Document Management and Workflow System"

What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product

Make sure that you have any business processes you are planning on implementing in FileBound mapped out completely and in very much detail. This will help you ensure that you are re-creating the client's business process as it currently exists.

Additionally be prepared for scope creep and be prepared to push back on it. As clients start to see and learn about the different features within FileBound they become a "kid in a candy store" and want every feature they see implemented in their new process. This is all well and fine and understandable, but you must be prepared to tell the client "not yet", and make sure you get the system implemented first. Trying to include scope creep in an initial implementation is a recipe for disaster, and will very easily cause system implementation to fail. It is best to first recreate the business process in FileBound as it is currently used so that users completely understand what they are doing in the system on a day to day basis. Once the system is implemented you can move onto "Phase 2 and Beyond", which is adding features and functionality that the client would like to improve their current process with.

What business problems are you solving with the product? What benefits have you realized?

The business problems we are solving with FileBound typically relate to paper pain within an organization. We have helped clients tackle paper problems ranging from backfile conversions and storage needs to electronic Business Process Management (BPM) to electronically capture and route documents through an organization for review. We have used FileBound in scenarios across Accounts Payable (to route and approve invoices for payment), Human Resources (to provide an Employee On-Boarding System) and within Purchasing (to create a Vendor Purchasing On-Boarding System).

What Enterprise Content Management (ECM) solution do you use?

Thanks for letting us know!
FileBound review by Thomas J.
Thomas J.
Validated Reviewer
Verified Current User
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"FileBound - A Powerful and Affordable Business Process Automation Tool "

What do you like best?

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.

What do you dislike?

Browser-based user interfaces can make consistency issues in the user experience.

Recommendations to others considering the product

Paper documents are the original way systems were integrated in the past. Today, if you see paper documents piling up, that is a sure sign that your process is overdue for automation. As you speed up your old paper processes by replacing them with e-forms and automation you will soon learn how easy it is to reproduce those wins in project after project. Just make sure that Project One is in a critical business process with an easily measurable ROI.

What business problems are you solving with the product? What benefits have you realized?

Paperwork reduction, process automation, better security, better customer experience, improved regulatory compliance, improved data collection for analytics that drive better planning.

FileBound review by Jenni V.
Jenni V.
Validated Reviewer
Verified Current User
Review Source

"Good Solid ECM Solution"

What do you like best?

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.

What do you dislike?

No ECM solution is perfect, FileBound is consistently improving through upgrades to make the software features meet client requirements.

What business problems are you solving with the product? What benefits have you realized?

Records and document management. Physical space has been reclaimed with the removal of filing cabinets, boxes, and piles of paper. Clients can now find what they need quickly.

FileBound review by Keith R.
Keith R.
Validated Reviewer
Review Source

"Small business owner "

What do you like best?

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.

What do you dislike?

I had problems with document tagging. I would have to shut the program down and start it up again.

Recommendations to others considering the product

It is a little expensive. So do your research.

What business problems are you solving with the product? What benefits have you realized?

I really love the fact that it can be integrated with Microsoft Office. That cross platform ability is a huge plus.

FileBound review by User in Banking
User in Banking
Validated Reviewer
Verified Current User
Review Source

"Versatile presentation product"

What do you like best?

Easy to use. Data is stored in an easy to navigate format.

What do you dislike?

I experience quite a bit of lag time with FileBound.

Recommendations to others considering the product

This is a great product that allows companies to keep organized and cut down on paper clutter.

What business problems are you solving with the product? What benefits have you realized?

We are trying to go as paperless as possible, and FileBound has allowed us to cut back on file cabinets and create an organized document storage solution that can be accessed by all who need it. No risk of damaging or losing paperwork is another huge plus.

FileBound review by User in Retail
User in Retail
Validated Reviewer
Review Source

"FileBound is helpful and useful"

What do you like best?

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.

What do you dislike?

It is frustrating that the desktop application has to be “installed” every time I want to use it.

Recommendations to others considering the product

FileBound is incredibly helpful for storing documents that would otherwise consume an unfortunate amount of space on the servers.

What business problems are you solving with the product? What benefits have you realized?

We are saving space on our servers and also creating less backlog.

FileBound review by Administrator in Judiciary
Administrator in Judiciary
Validated Reviewer
Review Source

"FileBound Administration and Systems Administrator Review"

What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product

Weigh the overall licensing costs including server, client seat, maintenance, and support fees which have increased in recent years since we began using the product. Talk to others doing the same type of business for feedback and insights. Consider any data migration costs or headaches including down time if moving to FileBound from another system.

What business problems are you solving with the product? What benefits have you realized?

We are leveraging FileBound as a tool to capture and integrate document images with our case processing field driven data management system. The largest benefit is that end users are able to have all data and images for a given file in the same place. Although we also use FileBound as a stand-alone data capture and retrieval system, the main benefit for our organization by far is the integration piece.

FileBound review by Administrator in Financial Services
Administrator in Financial Services
Validated Reviewer
Verified Current User
Review Source

"In the need of a Accounts Payable management system and filebound meet and exceeded our needs"

What do you like best?

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.

What do you dislike?

Sometimes the loading of images and documents can take sometime, since there are so many documents this can take time

What business problems are you solving with the product? What benefits have you realized?

we wanted the 40 plus branches to enter in their own payables instead of have corporate enter the A/P, then after the branch entered the invoices corporate could approve online, this actually saved each corporate accounts payable employee 2 days

FileBound review by Vince F.
Vince F.
Validated Reviewer
Verified Current User
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"FileBound should be your go to ECM solution"

What do you like best?

Robust workflow and eforms capability makes FileBound an easy fit for small, medium and large companies. Also, the interface is sleek and clean.

What do you dislike?

Software updates can be cumbersome at times, particularly as it pertains to the viewer.

What business problems are you solving with the product? What benefits have you realized?

Quick retrieval of documents makes our work environment much easier. We are also able to collaborate on projects as a team. The workflows also make forms processing very manageable.

FileBound review by Kit B.
Kit B.
Validated Reviewer
Review Source

"FileBound "

What do you like best?

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

What do you dislike?

nothing as I was the administrator and could set up access, projects, labels, reports without delays

Recommendations to others considering the product

It is a great value for the functionality - worked with other software - not nearly close to meeting FileBound's capability

What business problems are you solving with the product? What benefits have you realized?

not using the product in my current position but wish I was

FileBound review by Edward L.
Edward L.
Validated Reviewer
Review Source

"Works pretty well"

What do you like best?

Pretty good at storing and retrieving a variety of image and document formats with fine grained access control.

What do you dislike?

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.

Recommendations to others considering the product

Make sure you invest time to completely setup the system and train your users

What business problems are you solving with the product? What benefits have you realized?

Document archiving

FileBound review by Consultant in Information Technology and Services
Consultant in Information Technology and Services
Validated Reviewer
Verified Current User
Review Source

"FileBound offers superior workflow"

What do you like best?

The workflow and Electronic Forms are fantastic. It is also great having ready API access.

What do you dislike?

It would be good if it was also available in the Microsoft Store.

Recommendations to others considering the product

If you are looking to improve the quality of your work processes, FileBound is the superior choice.

What business problems are you solving with the product? What benefits have you realized?

Accounts Payable, Human Resources and Contract Management.

FileBound review by Consultant in Information Technology and Services
Consultant in Information Technology and Services
Validated Reviewer
Verified Current User
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Filebound provides a complete package of document management tools including workflow, e-forms."

What do you like best?

Robust workflow with easy design and included E-forms.

What do you dislike?

The viewer is a little stale and could go to be update with things like next page and next document button.

What business problems are you solving with the product? What benefits have you realized?

AP invoice approval and HR documentation.

FileBound review by Administrator in Higher Education
Administrator in Higher Education
Validated Reviewer
Review Source

"FileBound "

What do you like best?

FileBound software is user friendly and gives companies a great place to store documentation. Filebound allows easy document retrieval.

What do you dislike?

Adminstration panel searches are not what expected.

Recommendations to others considering the product

I would recommend this application to any business that needs to structure documents for long term retrieval

What business problems are you solving with the product? What benefits have you realized?

Workflow capabilities are great and also Process Automation works well to let you know what documents your are lacking.

FileBound review by Administrator in Printing
Administrator in Printing
Validated Reviewer
Review Source

"Document Management Software"

What do you like best?

I really liked the Pricing of the software. The interface is very easy to use and the set up was fairly easy.

What do you dislike?

Any customization seems like it would require a developer to implement.

What business problems are you solving with the product? What benefits have you realized?

Allowing all offices to view documents and get rid of file cabinets.

Kate from G2 Crowd

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