Upland FileBound Overview
Upland's FileBound offers secure document management and workflow automation to streamline content routing and storage. Documents from any format are efficiently handled.
Use Cases
Customers recommend Workflow Management, Collaboration, Content Management, as the business use cases that they have been most satisfied with while using Upland FileBound.
Business Priorities
Increase Sales & Revenue and Improve ROI are the most popular business priorities that customers and associates have achieved using Upland FileBound.
Upland FileBound Use-Cases and Business Priorities: Customer Satisfaction Data
Upland FileBound works with different mediums / channels such as Mobile. and Offline.
Upland FileBound's features include Recording, and Personalization. and Upland FileBound support capabilities include 24/7 Support, Chat Support, Email Support, etc. also Upland FileBound analytics capabilities include Analytics, and Custom Reports.
Reviews
"The real value is how FileBound allows students to fill out required forms at their convenience, whether lounging in their dorm room at 2:00 a.m., standing in line for their coffee on their smartphones, or planning classes in their advisor’s office.... We no longer need to schedule meetings with students just to get a form signed." - Becky Dufresne
Peer review evidence (same sources as the product rating summary)
"...When you need to quickly add content management, e-forms and workflow to your business processes..." Peer review by Thomas J, Senior Technical Engineer, Computer Software
"...With FileBound, customers can build automated workflow processes and centrally manage documents to improve compliance, collaboration and access to information...." Peer review
"...FileBound simplifies secure document management, routing, and storage of content captured from scanned images, Word documents, forms, email, and more...." Workflow Automation Software & Document Management System
Upland FileBound, Intelligencebank DAM, Responsive (formerly RFPIO), Hyland Governance, IntelligenceBank, etc., all belong to a category of solutions that help Content Management Systems. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Popular Business Setting
for Upland FileBound
Top Industries
- Education
- Non-Profit Organization Management
- Government Administration
Popular in
- Enterprise
- Mid Market
- Small Business
Upland FileBound is popular in Education, Non-Profit Organization Management, and Government Administration and is widely used by Enterprise, Mid Market, and Small Business.
Upland FileBound Customer wins, Customer success stories, Case studies
How can Upland FileBound optimize your Workflow Management Workflow?
How can Upland FileBound enhance your Collaboration process?
What makes Upland FileBound ideal for Content Management?
How can Upland FileBound enhance your Contract Management process?
13 buyers and buying teams have used Cuspera to assess how well Upland FileBound solved their Content Management Systems needs. Cuspera uses 524 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Content Management Systems needs.
| CUSTOMERS | TESTIMONIALS |
|---|---|
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The real value is how FileBound allows students to fill out required forms at their convenience, whether lounging in their dorm room at 2:00 a.m., standing in line for their coffee on their smartphones, or planning classes in their advisor’s office. We no longer need to schedule meetings with stude...nts just to get a form signed. |
|
We needed a way to simplify processes and digitize our archived and current records into a cohesive system. With FileBound, we are more responsive and organized than ever Testimonial By Judy Gibbons |
|
|
For us, there is nothing more important than our employees, as we are nothing without them. Our teams work together to produce an outstanding product. The efficiencies that Upland helps us drive in the background play a large part in that. Testimonial By One of Top 10 US Fruit Farming Companies |
| CUSTOMERS | TESTIMONIALS |
|---|---|
Becky Dufresne Associate Registrar for Records & Registration Cedarville University |
The real value is how FileBound allows students to fill out required forms at their convenience, whether lounging in their dorm room at 2:00 a.m., standing in line for their coffee on their smartphones, or planning classes in their advisor’s office. We no longer need to schedule meetings with stude...nts just to get a form signed. |
Judy Gibbons Information Systems Manager Cache County School District |
We needed a way to simplify processes and digitize our archived and current records into a cohesive system. With FileBound, we are more responsive and organized than ever Testimonial By Judy Gibbons |
|
Director of Human Resources One of Top 10 US Fruit Farming Companies |
For us, there is nothing more important than our employees, as we are nothing without them. Our teams work together to produce an outstanding product. The efficiencies that Upland helps us drive in the background play a large part in that. Testimonial By One of Top 10 US Fruit Farming Companies |
Frequently Asked Questions (FAQ)
What buyers ask before choosing Upland FileBound
What is Upland FileBound?
Upland FileBound is a Document management and workflow automation software enabling team collaboration, smooth workflow through automated processes, and instant access to the right content. The software can be used for enhancing productivity and services across industries such as Government, Non-profits, Education and more.
Upland Filebound can be used in employee on-boarding and review processes, and for creating a database of employee profiles with action triggers, which help in improving HR productivity and employee satisfaction. Records Management processes can be streamlined for storing securely and granting secured access to remote employees, thus enabling better productivity and information management.
The features include Workflow automation with customizable rules, Document configuration with easy configuration settings for secured access, including scalable licensing options, an eForms portal which can be accessed through automated workflow rules, Analytics with dashboards showing insights on various factors such as process efficiency, predictive analytics, performance comparisons and more.
What is Upland FileBound used for?
What are the top features of Upland FileBound?
Who uses Upland FileBound?
What are Upland FileBound alternatives?
Where is Upland FileBound located?
Upland FileBound Competitors
Upland FileBound Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (1) |
| Analytics | Read Reviews (11) |
| Custom Reports | Read Reviews (35) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (1) |
| Analytics | Read Reviews (11) |
| Custom Reports | Read Reviews (35) |
Software Failure Risk Guidance
?for Upland FileBound
Overall Risk Meter
Top Failure Risks for Upland FileBound
Upland Software, Inc. News
Upland Software Earns 43 Badges in G2’s Fall 2026 Market Reports
Upland Software earned 43 badges in G2's Fall 2026 Market Reports, highlighting its AI-powered solutions like Upland RightAnswers and Upland Panviva. These recognitions are based on customer reviews and reflect Upland's focus on unifying enterprise knowledge and data.
Upland Software Earns 43 Badges in G2’s Fall 2026 Market Reports
Upland Software earned 43 badges in G2's Fall 2026 market reports, highlighting its AI-powered solutions like Upland RightAnswers and Upland Panviva. These badges reflect customer satisfaction and the company's focus on unifying enterprise knowledge and data for actionable outcomes.
Upland Software and Carahsoft Partner to Expand Public Sector Impact
Upland Software has partnered with Carahsoft Technology Corp. to expand its reach in the public sector. Carahsoft will act as Upland's Master Government Aggregator, distributing Upland's knowledge management and contact center solutions through various government procurement channels. This partnership aims to enhance service delivery and compliance for government agencies by leveraging Upland's AI-powered technologies.
Upland Software Reports Second Quarter 2026 Financial Results - Yahoo Finance
Upland Software announced its financial results for Q2 2026, reporting a total revenue of $49.1 million, an 8% decrease from the previous year due to prior divestitures. The company also issued guidance for Q3 and full-year 2026, projecting further revenue declines. Despite the losses, Upland added 81 new customers and expanded relationships with 200 existing ones.
Upland Software, Inc. Profile
HQ Location
Frost Bank Tower 401 Congress Avenue, Suite 1850 Austin, TX 78701-3788
Employees
251-500
Social
Financials
PRIVATE