# Upland FileBound Reviews **Vendor:** Upland Software **Category:** [Enterprise Content Management (ECM) Systems](https://www.g2.com/categories/enterprise-content-management-ecm) **Average Rating:** 3.9/5.0 **Total Reviews:** 32 ## About 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 Reviews ### 1. FileBound Meets our Needs Very Well **Rating:** 4.5/5.0 stars **Reviewed by:** Jay M. | Chief Operating Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2021 **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. **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? **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. ### 2. Filebound is a great platform for scalable workflow automation **Rating:** 4.0/5.0 stars **Reviewed by:** Vivek K. | General Manager, Sales, Mid-Market (51-1000 emp.) **Reviewed Date:** July 14, 2021 **What do you like best about Upland FileBound?** It can be applied to various workflows within the business so it's a real platform **What do you dislike about Upland FileBound?** The UI can be a bit dated and archaic at times **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 ### 3. Broad capability, fast to adopt **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** April 13, 2021 **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. **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. **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. ### 4. Canadian experience **Rating:** 4.0/5.0 stars **Reviewed by:** Eric W. | FS Sand Bulk Operator 3, Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2021 **What do you like best about Upland FileBound?** Searching vast amounts of documents for what your query is. **What do you dislike about Upland FileBound?** The location of the secure server not being in Canada. **Recommendations to others considering Upland FileBound:** With your data on Filebound you can fend off cybercrime. **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. ### 5. Good system, wish it was a little more user friendly to see exactly what documents you need quicker. **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2021 **What do you like best about Upland FileBound?** That for auditing purposes, you can quickly review docs; Rather than sifting through paper files **What do you dislike about Upland FileBound?** Some of the docs don't come over well, and not as organized as I'd like. **Recommendations to others considering Upland FileBound:** Think of exactly how you want your file people to upload the documents. **What problems is Upland FileBound solving and how is that benefiting you?** Showing auditors our breakdown of cashflow payments and receipts. ### 6. Easy to use . Makes seamlessly work flow **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** July 22, 2021 **What do you like best about Upland FileBound?** The graphical approach in designing workflow automation **What do you dislike about Upland FileBound?** Need to be an expert in PowerShell to fully enjoy the benefits of automation **Recommendations to others considering Upland FileBound:** Can be applied and use to varied industries as long as they need document management **What problems is Upland FileBound solving and how is that benefiting you?** Documents management ### 7. Like how eforms and workflow manages business processes **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Enterprise (> 1000 emp.) **Reviewed Date:** May 05, 2021 **What do you like best about Upland FileBound?** Using the form and workflow processes. Streamlining business processes. **What do you dislike about Upland FileBound?** The number of bugs that continually are introduced each time there is an upgrade **What problems is Upland FileBound solving and how is that benefiting you?** Visitless student registrations, streamlining accounting processes ### 8. Good mid range Document Management/Workflow solution **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** March 24, 2021 **What do you like best about Upland FileBound?** Ease of use of interface and the E-forms engine **What do you dislike about Upland FileBound?** I think it is very fiddly for a developer to play with **Recommendations to others considering Upland FileBound:** NOT an enterprise solution **What problems is Upland FileBound solving and how is that benefiting you?** Document Management and simple workflows ### 9. The most powerful Cloud Workflow and DMS in the market **Rating:** 5.0/5.0 stars **Reviewed by:** Joe X. | Solutions Success Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** June 18, 2020 **What do you like best about Upland FileBound?** Highly customizable workflow to meet customers changing business need. **What do you dislike about Upland FileBound?** Some customers wish to have the correct tab names to reflect the content they are browsing. **Recommendations to others considering Upland FileBound:** Best AP solution in the market. **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. ### 10. FileBound is an easy, safe, and efficient way to scan files into the computer. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Enterprise (> 1000 emp.) **Reviewed Date:** June 19, 2020 **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. **What do you dislike about Upland FileBound?** It is very particular about the way files are scanned. **Recommendations to others considering Upland FileBound:** Make sure to take your time scanning documents to make sure all of the information is correct. **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. ### 11. If used correctly, it works great! **Rating:** 2.5/5.0 stars **Reviewed by:** Stacey B. | Litigation Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** June 26, 2020 **What do you like best about Upland FileBound?** You can see all documents in a glance easily **What do you dislike about Upland FileBound?** If not used correctly, FileBound can be difficult to use and navigate **Recommendations to others considering Upland FileBound:** Pay attention and utilize training **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 ### 12. Useful, but there are kinks in the system that make it seem not as high tech as possible. **Rating:** 3.5/5.0 stars **Reviewed by:** Andrea J. | Paralegal , Mid-Market (51-1000 emp.) **Reviewed Date:** September 12, 2019 **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 **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. **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. ### 13. Good solid ECM solution **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Building Materials | Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2019 **What do you like best about Upland FileBound?** Every business process depends on content. When you need to quickly add content management, electronic 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. Electronic forms help my clients move away from paper workflows that generate tedious work, to electronic workflows that generate Big Data to drive better performance. **What do you dislike about Upland FileBound?** Due to the large amount of functionality within FileBound, there have been some stability issues with previous versions of the product. When launching new versions of the product in the past, certain functions have become unstable or unpredictable, requiring FileBound to review and repair. The good news is that FileBound responds quickly when issues arise and works diligently to resolve any problems as soon as they occur, leading FileBound to address and fix many of the stability issues in previous versions through patches or updates. I am pleased to report that the currently available version, version 7, is much more stable and reliable than previous versions, while also including new functionality that has helped the product meet specific business needs and be more useful for companies of all sizes. **What problems is Upland FileBound solving and how is that benefiting you?** Get rid of the paper! This is on our top priority list for next year. Additionally, having the ability to search for data easily and efficiently or certain documents without rummaging through piles of paper will be very beneficial. ### 14. Easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** October 29, 2019 **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 **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. **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. ### 15. Working with Filebound **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 20, 2020 **What do you like best about Upland FileBound?** Filebounds ability to organize everything **What do you dislike about Upland FileBound?** Filebound has a slow loading time........ **What problems is Upland FileBound solving and how is that benefiting you?** Filebound has made it easier to organize files. ### 16. Upload and manage your business documents in the cloud **Rating:** 4.0/5.0 stars **Reviewed by:** Robert V. | Information Technology Staff, Mid-Market (51-1000 emp.) **Reviewed Date:** March 09, 2019 **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. **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. **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. **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. ### 17. Easy to use, quick to load **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Higher Education | Enterprise (> 1000 emp.) **Reviewed Date:** June 09, 2018 **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. **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. **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. ### 18. FileBound is helpful and useful **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Retail | Mid-Market (51-1000 emp.) **Reviewed Date:** January 31, 2018 **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. **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. **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. **What problems is Upland FileBound solving and how is that benefiting you?** We are saving space on our servers and also creating less backlog. ### 19. FileBound offers superior workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2017 **What do you like best about Upland FileBound?** The workflow and Electronic Forms are fantastic. It is also great having ready API access. **What do you dislike about Upland FileBound?** It would be good if it was also available in the Microsoft Store. **Recommendations to others considering Upland FileBound:** If you are looking to improve the quality of your work processes, FileBound is the superior choice. **What problems is Upland FileBound solving and how is that benefiting you?** Accounts Payable, Human Resources and Contract Management. ### 20. Small business owner **Rating:** 3.5/5.0 stars **Reviewed by:** Keith R. | Junior Photographer, Retail, Enterprise (> 1000 emp.) **Reviewed Date:** August 04, 2016 **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. **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. **Recommendations to others considering Upland FileBound:** It is a little expensive. So do your research. **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. ### 21. Versatile presentation product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** January 04, 2016 **What do you like best about Upland FileBound?** Easy to use. Data is stored in an easy to navigate format. **What do you dislike about Upland FileBound?** I experience quite a bit of lag time with FileBound. **Recommendations to others considering Upland FileBound:** This is a great product that allows companies to keep organized and cut down on paper clutter. **What problems is Upland FileBound solving and how is that benefiting you?** 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. ### 22. FileBound Document Management and Workflow System **Rating:** 3.5/5.0 stars **Reviewed by:** Patrick M. | Manager of Technical Services, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** January 06, 2015 **What do you like best about Upland FileBound?** 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 about Upland FileBound?** 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 Upland FileBound:** 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 problems is Upland FileBound solving and how is that benefiting you?** 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). ### 23. FileBound - A Powerful and Affordable Business Process Automation Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Thomas J. | Senior Technical Engineer, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** January 08, 2015 **What do you like best about Upland FileBound?** 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 about Upland FileBound?** Browser-based user interfaces can make consistency issues in the user experience. **Recommendations to others considering Upland FileBound:** 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 problems is Upland FileBound solving and how is that benefiting you?** Paperwork reduction, process automation, better security, better customer experience, improved regulatory compliance, improved data collection for analytics that drive better planning. ### 24. Good Solid ECM Solution **Rating:** 4.0/5.0 stars **Reviewed by:** Jenni V. | President, Information Services, Small-Business (50 or fewer emp.) **Reviewed Date:** December 29, 2014 **What do you like best about Upland FileBound?** 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 about Upland FileBound?** No ECM solution is perfect, FileBound is consistently improving through upgrades to make the software features meet client requirements. **What problems is Upland FileBound solving and how is that benefiting you?** 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. ### 25. FileBound Administration and Systems Administrator Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Judiciary | Enterprise (> 1000 emp.) **Reviewed Date:** February 03, 2015 **What do you like best about Upland FileBound?** 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 about Upland FileBound?** 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 Upland FileBound:** 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 problems is Upland FileBound solving and how is that benefiting you?** 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. ### 26. In the need of a Accounts Payable management system and filebound meet and exceeded our needs **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 31, 2015 **What do you like best about Upland FileBound?** 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 about Upland FileBound?** Sometimes the loading of images and documents can take sometime, since there are so many documents this can take time **What problems is Upland FileBound solving and how is that benefiting you?** 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 ### 27. FileBound **Rating:** 5.0/5.0 stars **Reviewed by:** Kit B. | Senior Coordinator, Electronic Records - Information Management, Oil & Energy, Enterprise (> 1000 emp.) **Reviewed Date:** February 03, 2015 **What do you like best about Upland FileBound?** 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 about Upland FileBound?** nothing as I was the administrator and could set up access, projects, labels, reports without delays **Recommendations to others considering Upland FileBound:** It is a great value for the functionality - worked with other software - not nearly close to meeting FileBound's capability **What problems is Upland FileBound solving and how is that benefiting you?** not using the product in my current position but wish I was ### 28. FileBound should be your go to ECM solution **Rating:** 5.0/5.0 stars **Reviewed by:** Vince F. | President/CEO, Information Services **Reviewed Date:** January 08, 2015 **What do you like best about Upland FileBound?** 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 about Upland FileBound?** Software updates can be cumbersome at times, particularly as it pertains to the viewer. **What problems is Upland FileBound solving and how is that benefiting you?** 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. ### 29. Works pretty well **Rating:** 2.5/5.0 stars **Reviewed by:** Edward L. | Linux System Administrator & Programmer, Internet, Small-Business (50 or fewer emp.) **Reviewed Date:** December 29, 2014 **What do you like best about Upland FileBound?** Pretty good at storing and retrieving a variety of image and document formats with fine grained access control. **What do you dislike about Upland FileBound?** 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 Upland FileBound:** Make sure you invest time to completely setup the system and train your users **What problems is Upland FileBound solving and how is that benefiting you?** Document archiving ### 30. Filebound provides a complete package of document management tools including workflow, e-forms. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 27, 2015 **What do you like best about Upland FileBound?** Robust workflow with easy design and included E-forms. **What do you dislike about Upland FileBound?** The viewer is a little stale and could go to be update with things like next page and next document button. **What problems is Upland FileBound solving and how is that benefiting you?** AP invoice approval and HR documentation. ### 31. FileBound **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Enterprise (> 1000 emp.) **Reviewed Date:** December 29, 2014 **What do you like best about Upland FileBound?** FileBound software is user friendly and gives companies a great place to store documentation. Filebound allows easy document retrieval. **What do you dislike about Upland FileBound?** Adminstration panel searches are not what expected. **Recommendations to others considering Upland FileBound:** I would recommend this application to any business that needs to structure documents for long term retrieval **What problems is Upland FileBound solving and how is that benefiting you?** Workflow capabilities are great and also Process Automation works well to let you know what documents your are lacking. ### 32. Document Management Software **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Printing | Small-Business (50 or fewer emp.) **Reviewed Date:** December 29, 2014 **What do you like best about Upland FileBound?** 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 about Upland FileBound?** Any customization seems like it would require a developer to implement. **What problems is Upland FileBound solving and how is that benefiting you?** Allowing all offices to view documents and get rid of file cabinets. ## Upland FileBound Discussions - [What does Filebound do?](https://www.g2.com/discussions/what-does-filebound-do) - [Why FileBound?](https://www.g2.com/discussions/why-filebound) - [What is FileBound capture?](https://www.g2.com/discussions/what-is-filebound-capture) - [How does FileBound work?](https://www.g2.com/discussions/how-does-filebound-work) - [View Upland FileBound pricing details and edition comparison](https://www.g2.com/products/upland-filebound/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-16+11%3A19%3A31+-0500&secure%5Bsession_id%5D=bb678bba-4b39-425f-9573-152df3be192d&secure%5Btoken%5D=9e37e1ec60504e595965b9554c7113f442de64b9d0dcdf00f675306022634047&format=llm_user) ## Upland FileBound Features **Invoice Management** - Capture - Supplier Portal - Repository **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Invoice Processing** - Matching - Payments - Workflows - Tax Compliance **Analytics** - Due Dates - Benchmarking - KPIs **Integration** - Accounting - Payment Integration - ERP **Risk** - Analysis - Identification - Scoring **Recovery** - Reporting **Audit** - Filters - Post Audits - Overpayments - Duplicates **Fraud** - Data Generation **Agentic AI - AP Automation** - Autonomous Task Execution - Proactive Assistance - Decision Making ## Top Upland FileBound Alternatives - [Laserfiche](https://www.g2.com/products/laserfiche/reviews) - 4.7/5.0 (1,204 reviews) - [Hyland OnBase](https://www.g2.com/products/hyland-onbase/reviews) - 4.4/5.0 (308 reviews) - [DocuWare](https://www.g2.com/products/docuware/reviews) - 4.4/5.0 (232 reviews)