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Upland FileBound Reviews & Product Details

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

Seller

Upland Software

Discussions

Upland FileBound Community

Overview by

Jen Cramer

Value at a Glance

Averages based on real user reviews.

Perceived Cost

$$$$$

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Upland FileBound Media

Upland FileBound Demo - Upland FileBound: AI-Enhanced workflow automation and secure document management

FileBound's user-friendly, powerful document management and workflow automation capabilities helps eliminate manual work, improve daily processes, uncover areas for improvement, and more. Eliminate time-consuming work and get more done.

Upland FileBound Demo - FileBound Subscriptions: Choose your best fit

FileBound's Document Management edition provides users with secure and organized document search and retrieve, notation and revision features, file tracking, system and usage reports, and more! FileBound’s Workflow edition helps businesses automate their daily tasks, validate documents, and es...

Upland FileBound Demo - FileBound Workflow Automation: Work smarter (and faster)

Your organization is driven by the data you have. So why not build the workflows you need to get the content you really want? FileBound unites teams with universal content access so they can easily pinpoint just what they need to keep business moving. Automate routing and approval processes s...

Upland FileBound Demo - FileBound eForms Portal: Fast, friendly, reliab

If paper processes don’t spark joy, just ditch them. Create forms quickly with FileBound's drag-and-drop forms designer or automatically transform existing PDFs into electronic forms to get work done faster. Capturing content via electronic forms makes your work day simpler since you don’t hav...

Upland FileBound Demo - FileBound Analytics: Turn data into meaningful insights

Truly revolutionizing work management takes more than getting control of documents and routing them through a process. Without an understanding of what the data means or where there is opportunity for process improvement, an organization won’t get the complete value of a solution they’ve invested...

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Jay M.

Chief Operating Officer

Small-Business (50 or fewer emp.)

5/19/2021

"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.

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. Review collected by and hosted on G2.com.

Vivek K.

General Manager, Sales

Mid-Market (51-1000 emp.)

7/14/2021

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

Small-Business (50 or fewer emp.)

4/13/2021

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.

FS Sand Bulk Operator 3

Small-Business (50 or fewer emp.)

6/15/2021

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

Mid-Market (51-1000 emp.)

8/9/2021

"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

Small-Business (50 or fewer emp.)

7/22/2021

Business partner of the seller or seller's competitor, not included in G2 scores.

"Easy to use . Makes seamlessly work flow"

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

Enterprise (> 1000 emp.)

5/5/2021

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

Small-Business (50 or fewer emp.)

3/24/2021

"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.

Solutions Success Consultant

Mid-Market (51-1000 emp.)

6/18/2020

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.

Recommendations to others considering Upland FileBound:

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

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. Review collected by and hosted on G2.com.

Verified User in Higher Education

Enterprise (> 1000 emp.)

6/19/2020

"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.

Recommendations to others considering Upland FileBound:

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 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. Review collected by and hosted on G2.com.