Upland FileBound is a comprehensive document management system (DMS) designed to securely receive, track, manage, and store documents digitally, effectively reducing reliance on paper processes. It maintains a record of every document version along with associated metadata, such as the user who last modified the document. The platform also offers workflow automation capabilities, utilizing a drag-and-drop configuration to replace manual tasks and automatically route documents, data, or files to individuals or line-of-business systems based on predefined rules. This automation saves time, eliminates errors, and reduces costs. Additionally, FileBound includes electronic forms and a forms portal, enabling organizations to capture and process data efficiently. The software integrates seamlessly with many enterprise systems, allowing staff to utilize FileBound with minimal training.

Key Features & Benefits

• Document Management: Securely receive, track, manage, and store documents digitally, reducing paper processes and maintaining a record of every document version.
• Workflow Automation: Utilize a drag-and-drop configuration to replace manual tasks and automatically route documents, data, or files to individuals or line-of-business systems based on predefined rules.
• Electronic Forms & Forms Portal: Capture and process data efficiently through electronic forms and a forms portal.
• Seamless Integration: Integrate with many enterprise systems, allowing staff to utilize FileBound with minimal training.