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

GRISELDA M.

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

Validated Review

Verified Reviewer

Submitted Jan 2021

Great Product, needs better help documentation.

Likeliness to Recommend

10 /10

What differentiates FileBound from other similar products?

The high level of customization to meet specific clients needs.

What is your favorite aspect of this product?

I love to use the Filebound's workflow capabilities to customize it to our (or our clients) always changing needs.

What do you dislike most about this product?

I get frustrated every time I click on a help link (on the forums) and its says that is no longer available. Also the help provided need to be more specific, and give few examples if possible, so we don't have to submit a support ticket all the time. Also would like for it to be more affordable for smaller businesses.

What recommendations would you give to someone considering this product?

I would definitively recommend it to everybody, once you get to know all the capabilities you would not conceive your life without it. :)

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Cons

Less Generous
Charges for Enhancements
Leverages Incumbent Status

Nancy W.

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

Validated Review

Verified Reviewer

Submitted Jan 2021

Features that we couldn't find with other vendors.

Likeliness to Recommend

10 /10

What differentiates FileBound from other similar products?

The ability to integrate with our SMS and HR/Business software is invaluable. The workflow capabilities are able to meet our unique needs.

What is your favorite aspect of this product?

Integrating with our Student Management System has been a great time saver for our district. Anybody with the appropriate security can access what they need to, no matter where they are in the district. When a student transfers schools, the records are at the new building registrar's fingertips immediately. The same is true with our HR records. Supervisors can see their employee's records without having to make a trip to HR to view them.

What do you dislike most about this product?

Nothing at this time.

What recommendations would you give to someone considering this product?

Look at the product through the eyes of all the different positions in the district. We use the workflows to send employee contracts, employee trainings, capital requests, busing requests...all areas of our district. Make a list of your current processes and think about how you could do them electronically. Look at all your paper filing cabinets and think about how you could electronically file those document.

Pros

Continually Improving Product
Reliable
Performance Enhancing
Enables Productivity

phil s.

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

Validated Review

Verified Reviewer

Submitted Jan 2021

Quality product with great features

Likeliness to Recommend

10 /10

What differentiates FileBound from other similar products?

The company culture and level of support provided, quality software and excellent people to work with.

What is your favorite aspect of this product?

Constantly innovating and staying up with industry standards.

What do you dislike most about this product?

Price, in line with competitors but still a pricey product. You get your monies worth though.

What recommendations would you give to someone considering this product?

Highly recommend filebound and upland software, great people who care and will help build a solution to fit your specific needs from start to finish.

Pros

Respectful
Helps Innovate
Continually Improving Product
Reliable

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

GRISELDA M.

Great Product, needs better help documentation.

Likeliness to Recommend

Pros

Cons

Nancy W.

Features that we couldn't find with other vendors.

Likeliness to Recommend

Pros

phil s.

Quality product with great features

Likeliness to Recommend

Pros

Most Popular FileBound Comparisons

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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