Upland Software, Inc.

FileBound

Composite Score

9.0 /10

CX Score

9.3 /10

88 Reviews Write a Review

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What is FileBound?

FileBound is a cloud-based application that automates the flow of enterprise work. Manage business processes from beginning to end, and reliably connect people and information wherever they are. FileBound helps you drive out paper-based processes to decrease costs and increase productivity, and supports compliance with internal and external mandates.

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Awards & Recognition

FileBound won the following awards in the Enterprise Content Management - Enterprise category

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2024 Data Quadrant Gold Medalist

Latest Award, 2024

3 Top Rated Capabilities

6 Top Rated Features

Latest Award, 2024

2024 Emotional Footprint Champion

2024

Product Impact

2024

Strategy and Innovation
Contract Negotiation

2022

2021 Data Quadrant Gold Medalist

2021

FileBound Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on FileBound.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

91 Likeliness to Recommend

99 Plan to Renew

87 Satisfaction of Cost Relative to Value

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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+93 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love FileBound?

0% Negative

6% Neutral

94% Positive

Pros

Respectful
Enables Productivity
Acts with Integrity
Trustworthy

Feature Ratings

Average 86

Workflow Process Automation

Search

Access Permissions Management

ECM Document Management

File Conversion

Capture Channels

Collaboration

Ediscovery Audit Trail

File Approvals Esignatures

Metadata Management

Mobile

Vendor Capability Ratings

Average 84

Vendor Support

Ease of IT Administration

Business Value Created

Ease of Implementation

Usability and Intuitiveness

Ease of Data Integration

Breadth of Features

Availability and Quality of Training

Quality of Features

Ease of Customization

Product Strategy and Rate of Improvement

FileBound Reviews

AnnMarie L.

Role: Operations
Industry: Technology
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Aug 2023

Easy to use and customize to individual needs.

Likeliness to Recommend

7 /10

What differentiates FileBound from other similar products?

FileBound has the ability to be customized to the individual needs of each customer. As resale partners our customers receive world class support on a personalized basis, something customers of other software applications do not receive. FileBound has the ability to help the smallest to largest businesses streamline their document management processes, making their everyday tasks more efficient.

What is your favorite aspect of this product?

That it offers our customers the ability to streamline everyday tasks, saving them valuable time and money.

What do you dislike most about this product?

I dislike most the fact that every time an update is done features that have worked in the past no longer work. When a previously working feature does not work after an update there seems to be no sense of urgency to fix the issue. We try to figure out work arounds but sometimes there is nothing that can be done. Examples we have a user who has not been able to use their login for 2 months because the no longer have the ability to see line items attached to a project, when support is questioned we just receive the same answer that it is being worked on. Or the fact that we are not able to currently archive data.

What recommendations would you give to someone considering this product?

I would tell them it is a great product that can save their organization time, money and stress. This opinion may change in the near future due to the lack of response and accountability when features that have previously worked stop working as expected after an update. There are times that multimillion dollar businesses come to a stop because they can't process invoices or on board new employees.

Pros

Respectful
Includes Product Enhancements
Security Protects
Altruistic

Cons

Less Efficient Service
Less Effective Service
Less Caring

Tony R.

Role: Information Technology
Industry: Technology
Involvement: IT Leader or Manager

Validated Review

Verified Reviewer

Submitted Aug 2023

Filebound has an excellent user friendly interface

Likeliness to Recommend

9 /10

What differentiates FileBound from other similar products?

Friendly user interface. Powerful workflow and forms engine. Modern look and feel.

What is your favorite aspect of this product?

The ease with which you can train a new organization and get them up in running quickly with an Enterprise wide solution

What do you dislike most about this product?

Lack of signature pad support.

What recommendations would you give to someone considering this product?

Filebound is a system with tremendous versatility and scalability. Once you introduce the product to one department or objective, the system will grow to other parts of the organization to allow for a more efficient workplace.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

John I.

Role: Information Technology
Industry: Technology
Involvement: IT Development, Integration, and Administration

Validated Review

Verified Reviewer

Submitted Aug 2023

intuitive and very easy to use

Likeliness to Recommend

9 /10

What differentiates FileBound from other similar products?

Ease of use

What is your favorite aspect of this product?

Workflow and Online Forms

What do you dislike most about this product?

upgrades are always an issue, on-site and cloud

What recommendations would you give to someone considering this product?

Just confirm it has all the elements you need

Pros

Continually Improving Product
Reliable
Enables Productivity
Trustworthy

FileBound

What is FileBound?

Company Details

Book a Free Demo Today!

Awards & Recognition

2024 Data Quadrant Gold Medalist

2024 Emotional Footprint Champion

2023 Data Quadrant Gold Medalist

2023 Emotional Footprint Champion

2022 Data Quadrant Gold Medalist

2022 Emotional Footprint Champion

2021 Data Quadrant Gold Medalist

FileBound Ratings

91 Likeliness to Recommend

99 Plan to Renew

87 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+93 Net Emotional Footprint

How much do users love FileBound?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Workflow Process Automation The extent to and ease of which actions within the system can be configured to be performed automatically

Search The system can search an entire body of a document for a keyword or phrase.

Access Permissions Management The granularity of user-access controls that can be configured in the ECM system

ECM Document Management Includes lifecycle management, access and permissions, and ability to administer, view, create, edit, and delete content assets.

File Conversion You can convert files from given types to other formats within the ECM system (e.g. from Word to PDF).

Capture Channels Variety of ways a file can be ingested into the ECM system

Collaboration Includes ability to view, share and direct work between co-workers in real or near real-time.

Ediscovery Audit Trail The extent to which files and file histories are tracked & ability to manage files en masse for the purposes of legal proceedings

File Approvals Esignatures Ability to capture approvals by the ECM system as part of a workflow

Metadata Management A metadata layer makes reporting easy and eliminates the need for coding and SQL, allowing users to see and access information in simple business language.

Mobile Ability to support multiple devices, OSes and platforms using mobile optimized, HTML-based web access and/or native applications.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

FileBound Reviews

AnnMarie L.

Easy to use and customize to individual needs.

Likeliness to Recommend

Pros

Cons

Tony R.

Filebound has an excellent user friendly interface

Likeliness to Recommend

Pros

John I.

intuitive and very easy to use

Likeliness to Recommend

Pros

Most Popular FileBound Comparisons

Microsoft Sharepoint

Canon Therefore

Laserfiche

DocStar

Oracle Content Management

Xerox DocuShare

Feature Ratings

Workflow Process Automation

Search

Access Permissions Management

ECM Document Management

File Conversion

Capture Channels

Collaboration

Ediscovery Audit Trail

File Approvals Esignatures

Metadata Management

Mobile

Vendor Capability Ratings

Vendor Support

Ease of IT Administration

Business Value Created

Ease of Implementation

Usability and Intuitiveness

Ease of Data Integration

Breadth of Features

Availability and Quality of Training

Quality of Features

Ease of Customization

Product Strategy and Rate of Improvement