FileBound Reviews & Product Details

FileBound Overview

What is FileBound?

FileBound provides a user-friendly, powerful end-to-end solution for documents and forms management and workflow automation, with robust analytics and mobile capabilities that improve the operation of any organization by connecting users with the information they need to work more efficiently and effectively. With FileBound, customers can build automated workflow processes and centrally manage documents to improve compliance, collaboration and access to information. FileBound applications can be deployed locally or as a cloud-based service and have been implemented by organizations of all sizes around the world.

FileBound Details
Website
Product Description

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.


Seller Details
Seller
Upland Software
Ownership
NASDAQ:UPLD
Company Website
Year Founded
2012
HQ Location
Austin, TX
Total Revenue (USD mm)
$222
Twitter
@UplandSoftware
706 Twitter followers
LinkedIn® Page
www.linkedin.com
800 employees on LinkedIn®
Description

Upland is a provider of cloud-based Enterprise Work Management software. Their family of applications connects people through technology, automates the flow of work and brings visibility to all aspects of the organization.


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FileBound Reviews

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Solutions Success Consultant
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best?

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

What do you dislike?

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

Recommendations to others considering the product:

Best AP solution in the market. Review collected by and hosted on G2.com.

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

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. Review collected by and hosted on G2.com.

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UH
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

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?

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

Recommendations to others considering the product:

Make sure to take your time scanning documents to make sure all of the information is correct. Review collected by and hosted on G2.com.

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

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. Review collected by and hosted on G2.com.

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Litigation Paralegal
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

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

What do you dislike?

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

Recommendations to others considering the product:

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

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

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.

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Paralegal
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

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?

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

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.

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UB
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

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?

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

¡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.

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UE
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

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?

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

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.

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UI
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

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

What do you dislike?

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

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

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

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Information Technology Staff
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

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?

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 the product:

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

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.

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UH
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from the seller
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

What 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. Review collected by and hosted on G2.com.

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UR
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
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. Review collected by and hosted on G2.com.

What do you dislike?

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 the product:

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

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

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CI
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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?

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 the product:

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

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

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Junior Photographer
Retail
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
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. Review collected by and hosted on G2.com.

What do you dislike?

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 the product:

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

What 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. Review collected by and hosted on G2.com.

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UB
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

Easy to use. Data is stored in an easy to navigate format. Review collected by and hosted on G2.com.

What do you dislike?

I experience quite a bit of lag time with FileBound. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

This is a great product that allows companies to keep organized and cut down on paper clutter. Review collected by and hosted on G2.com.

What 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. Review collected by and hosted on G2.com.

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Manager of Technical Services
Information Technology and Services
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
Business partner of the seller or seller's competitor, not included in G2 scores.
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

What 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). Review collected by and hosted on G2.com.

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Senior Technical Engineer
Computer Software
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
Business partner of the seller or seller's competitor, not included in G2 scores.
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. Review collected by and hosted on G2.com.

What do you dislike?

Browser-based user interfaces can make consistency issues in the user experience. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

What 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. Review collected by and hosted on G2.com.

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President
Information Services
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
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. Review collected by and hosted on G2.com.

What do you dislike?

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.

What 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. Review collected by and hosted on G2.com.

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AJ
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

What 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. Review collected by and hosted on G2.com.

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AF
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
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. Review collected by and hosted on G2.com.

What do you dislike?

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.

What 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 Review collected by and hosted on G2.com.

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Senior Coordinator, Electronic Records - Information Management
Oil & Energy
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
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 Review collected by and hosted on G2.com.

What do you dislike?

nothing as I was the administrator and could set up access, projects, labels, reports without delays Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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

not using the product in my current position but wish I was Review collected by and hosted on G2.com.

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President/CEO
Information Services
Validated Reviewer
Verified Current User
Review source: Invitation from G2
Business partner of the seller or seller's competitor, not included in G2 scores.
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. Review collected by and hosted on G2.com.

What do you dislike?

Software updates can be cumbersome at times, particularly as it pertains to the viewer. Review collected by and hosted on G2.com.

What 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. Review collected by and hosted on G2.com.

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Linux System Administrator & Programmer
Internet
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

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.

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. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Make sure you invest time to completely setup the system and train your users Review collected by and hosted on G2.com.

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

Document archiving Review collected by and hosted on G2.com.

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CI
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best?

Robust workflow with easy design and included E-forms. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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

AP invoice approval and HR documentation. Review collected by and hosted on G2.com.

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AH
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

FileBound software is user friendly and gives companies a great place to store documentation. Filebound allows easy document retrieval. Review collected by and hosted on G2.com.

What do you dislike?

Adminstration panel searches are not what expected. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

I would recommend this application to any business that needs to structure documents for long term retrieval Review collected by and hosted on G2.com.

What 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. Review collected by and hosted on G2.com.

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AP
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
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. Review collected by and hosted on G2.com.

What do you dislike?

Any customization seems like it would require a developer to implement. Review collected by and hosted on G2.com.

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

Allowing all offices to view documents and get rid of file cabinets. Review collected by and hosted on G2.com.

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Do you work for FileBound?