--- title: Upland FileBound Reviews meta_title: 'Upland FileBound Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 32 reviews by the users' company size, role or industry to find out how Upland FileBound works for a business like yours. aggregate_rating: rating_value: 3.9 review_count: 32 scale: '5' date_modified: '2026-09-28' parent_category: name: Content Management url: https://www.g2.com/categories/content-management ---

Upland FileBound Reviews & Product Details

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Value at a Glance

Averages based on real user reviews.

Perceived Cost

$$$$$
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User Insights

Average based on 32 real user reviews.

Perceived Cost

$$$$$

Upland FileBound Reviews (32)

Reviews

Upland FileBound Reviews (32)

3.9
32 reviews

What do users say?

Generated using AI from real user reviews
Users consistently praise the ease of use and customizable workflow capabilities of the software, which streamline document management and enhance operational efficiency. Many appreciate its ability to organize and retrieve documents quickly, making it a valuable tool for various business processes. However, some users note that the user interface can feel dated and may require time to fully master.
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JM
Jay M.
Chief Operating Officer
Small-Business (50 or fewer emp.)
"FileBound Meets our Needs Very Well"
4.5/5
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. Review collected by and hosted on G2.com.

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? Review collected by and hosted on G2.com.

Vivek K.
VK
Vivek K.
General Manager, Sales
Mid-Market (51-1000 emp.)
Business partner of the seller or seller's competitor, not included in G2 scores.
"Filebound is a great platform for scalable workflow automation"
4/5
What do you like best about Upland FileBound?

It can be applied to various workflows within the business so it's a real platform Review collected by and hosted on G2.com.

What do you dislike about Upland FileBound?

The UI can be a bit dated and archaic at times Review collected by and hosted on G2.com.

Verified User in Management Consulting
AM
Verified User in Management Consulting
Small-Business (50 or fewer emp.)
Business partner of the seller or seller's competitor, not included in G2 scores.
"Broad capability, fast to adopt"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Eric W.
EW
Eric W.
FS Sand Bulk Operator 3
Small-Business (50 or fewer emp.)
Business partner of the seller or seller's competitor, not included in G2 scores.
"Canadian experience"
4/5
What do you like best about Upland FileBound?

Searching vast amounts of documents for what your query is. Review collected by and hosted on G2.com.

What do you dislike about Upland FileBound?

The location of the secure server not being in Canada. Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Verified User in Accounting
Mid-Market (51-1000 emp.)
"Good system, wish it was a little more user friendly to see exactly what documents you need quicker."
2.5/5
What do you like best about Upland FileBound?

That for auditing purposes, you can quickly review docs; Rather than sifting through paper files Review collected by and hosted on G2.com.

What do you dislike about Upland FileBound?

Some of the docs don't come over well, and not as organized as I'd like. Review collected by and hosted on G2.com.

Verified User in Computer Software
AC
Verified User in Computer Software
Small-Business (50 or fewer emp.)
Business partner of the seller or seller's competitor, not included in G2 scores.
"Easy to use. Makes seamless workflow"
5/5
What do you like best about Upland FileBound?

The graphical approach in designing workflow automation Review collected by and hosted on G2.com.

What do you dislike about Upland FileBound?

Need to be an expert in PowerShell to fully enjoy the benefits of automation Review collected by and hosted on G2.com.

Verified User in Health, Wellness and Fitness
AH
Verified User in Health, Wellness and Fitness
Enterprise (> 1000 emp.)
Business partner of the seller or seller's competitor, not included in G2 scores.
"Like how eforms and workflow manages business processes"
4.5/5
What do you like best about Upland FileBound?

Using the form and workflow processes. Streamlining business processes. Review collected by and hosted on G2.com.

What do you dislike about Upland FileBound?

The number of bugs that continually are introduced each time there is an upgrade Review collected by and hosted on G2.com.

Verified User in Construction
CC
Verified User in Construction
Small-Business (50 or fewer emp.)
"Good mid range Document Management/Workflow solution"
3/5
What do you like best about Upland FileBound?

Ease of use of interface and the E-forms engine Review collected by and hosted on G2.com.

What do you dislike about Upland FileBound?

I think it is very fiddly for a developer to play with Review collected by and hosted on G2.com.

Joe X.
JX
Joe X.
Solutions Success Consultant
Mid-Market (51-1000 emp.)
Business partner of the seller or seller's competitor, not included in G2 scores.
"The most powerful Cloud Workflow and DMS in the market"
5/5
What do you like best about Upland FileBound?

Highly customizable workflow to meet customers changing business need. Review collected by and hosted on G2.com.

What do you dislike about Upland FileBound?

Some customers wish to have the correct tab names to reflect the content they are browsing. Review collected by and hosted on G2.com.

Verified User in Higher Education
UH
Verified User in Higher Education
Enterprise (> 1000 emp.)
"FileBound is an easy, safe, and efficient way to scan files into the computer."
4/5
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. Review collected by and hosted on G2.com.

What do you dislike about Upland FileBound?

It is very particular about the way files are scanned. Review collected by and hosted on G2.com.

Pricing Options

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