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FileBound

Score2 out of 10

4 Reviews and Ratings

What is FileBound?

Upland FileBound is a document management system that enables reliable, user-friendly content workflow.

Top Performing Features

  • Content capture & imaging

    The system supports the digitization of content.

    Category average: 8.5

  • Document management

    Beyond capture, the ECM supports sharing, distributing, printing, faxing, etc.

    Category average: 8.6

  • Security, risk management & information governance

    Security controls with rules, policies, and permissions defining and delimiting access to content and records. This is a core feature, and a necessity for enterprises.

    Category average: 8.2

Areas for Improvement

  • File sync, storage & archiving

    Storage system for long-term preservation & retention of content in an organized fashion; foundational to the ECM.

    Category average: 8.5

  • Records management

    Secure, policy-controlled and compliant storage, retrieval and production of records, transactional or otherwise.

    Category average: 7.9

  • Content search & retrieval

    Helps users find the content they are looking for. Various methods for assistance include filters, tags, metadata, and the like.

    Category average: 8.1

Filebound - Good for the old, not for the go forward.

Pros

  • Filebound is easily to upload documents onto and file into the proper location. You can easily find a file on your computer and have it uploaded within seconds
  • Filebound gives you customization so you can create your own folders, criteria needed to file and search for uploaded documents. You have options of file types, names, certain fields of information to display when searching for files.
  • Filebound allows you to download and print your saved documents quickly for future access. There is no limit to how you can use your scanned documents

Cons

  • Searching for Documents. Filebound does not allow you to look in differing file types for a specific document. You have to search each file type individually. And we have found that spaces or symbols are needed in front of the entered search information in order for Filebound to do a more broad search.
  • You cannot move uploaded around, if you have more than one scan in a file. Once they are uploaded into a location, you cannot move it, you can only delete it and re-scan it into the proper file.
  • If it was possible to simply drag and drop a file into Filebound to start the upload process, that would save time.

Return on Investment

  • I don't have numbers, but our organization was able to go from having three large off-site and one on-site storage units to having none. This saved money on a monthly and yearly basis.

Other Software Used

JIRA Software, DocuSign