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.

Other use cases:

  • Contract Management
  • Customer Case Management
  • Digital Signature
  • Training & Onboarding
  • Competitive Intelligence
  • Meeting Management
  • Public Relations
See all use cases See less use cases

Business Priorities

Increase Sales & Revenue and Improve ROI are the most popular business priorities that customers and associates have achieved using Upland FileBound.

Other priorities:

  • Improve Internal Communications
  • Improve Consistency
See all business priorities See less business priorities

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
Upland FileBound testimonial

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.

Testimonial By Becky Dufresne
Upland FileBound testimonial

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
Upland FileBound testimonial

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
CUSTOMERS TESTIMONIALS
Upland FileBound testimonial

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.

Testimonial By Becky Dufresne
Upland FileBound testimonial

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
Upland FileBound testimonial

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
 

PPG Industries - Manufacturing - Very Large

Pittsburgh, USA

ComSci helped PPG Industries improve IT cost visibility. Managers now track spending and validate charges with dashboards. The solution replaced a legacy system, making data more accurate and easy to... use. PPG uses ComSci modules for billing, demand management, and analytics. This led to better control of IT consumption and reduced overall spend.

 

Fortune 100 financial services firm - Financial Services - Very Large

New York, USA

Upland ComSci helped a Fortune 100 financial services firm allocate $50 million in IT expenses to the right business lines. The firm used ComSci to gain detailed IT financial insight and improve cost... transparency. Senior leaders now use ComSci data to make critical business decisions. The tool enabled real-time, consumption-based conversations and streamlined data gathering. Managers can now accurately forecast technology costs and approve projects with confidence.

 

A large retail brokerage and bank - Financial Services - Very Large

Upland ComSci helped a large retail brokerage and bank gain full visibility into IT costs. The firm struggled with unclear technology cost allocation and rising regulatory expenses. ComSci provided a... single, holistic view of IT spend, enabling better collaboration between IT and business units. Reporting that once took six months now takes one day. The bank can now make strategic decisions with accurate, unified data.

 

Immediate Media Co. - Media Production - Large

London, UK

Immediate Media Co. used Upland Adestra to personalize emails for BBC Good Food consumers. Personalized emails led to a 6.5% higher click-through rate. Users were 133% more likely to click on persona...lized content. There were 49% more sign-ins from those who clicked through personalized emails. Page views increased by 13%.

 

Salem Five Bank - Banking - Medium

Salem, USA

Salem Five Bank uses Panviva to train new contact center agents faster. The bank faces a tough job market for skilled agents with banking experience. Panviva helps new hires learn complex processes q...uickly. This reduces the time it takes for agents to become competent on the phones. The learning curve for new recruits is much shorter with Panviva.

 

Zimmer Radio, Inc. - Media Production - Medium

Joplin, USA

Zimmer Radio, Inc. used Second Street to run a "Mutt Madness" contest during March basketball season. The contest drove over 2,000 participants and 200 photo entries. Cornerstone Animal Hospital, the... sponsor, gained 600+ new email subscribers and saw a $20,000 year-over-year sales increase. Zimmer Radio earned $2,500 in sponsorship revenue and grew its own email list. Social media and email marketing were key to the campaign's success.

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?

Upland FileBound is a Content Management Systems Software mainly used by its customers to Increase Sales & Revenue and Improve ROI by Workflow Management, Collaboration and Content Management .

What are the top features of Upland FileBound?

Recording, Personalization are some of the top features of Upland FileBound.

Who uses Upland FileBound?

Upland FileBound is used by Education, Non-Profit Organization Management and Government Administration among other industries.

What are Upland FileBound alternatives?

Intelligencebank DAM, Responsive (Formerly RFPIO), Hyland Governance and IntelligenceBank are popular alternatives for Upland FileBound.

Where is Upland FileBound located?

Upland FileBound is headquartered at Frost Bank Tower 401 Congress Avenue, Suite 1850 Austin, TX 78701-3788.
lightning

Peers used Upland FileBound for workflow management and collaboration

Upland FileBound Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

2.98/5 ★

Read Reviews (1)
Analytics

4.47/5 ★

Read Reviews (11)
Custom Reports

4.30/5 ★

Read Reviews (35)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

2.98/5 ★

Read Reviews (1)
Analytics

4.47/5 ★

Read Reviews (11)
Custom Reports

4.30/5 ★

Read Reviews (35)

Software Failure Risk Guidance

?

for Upland FileBound

Overall Risk Meter

Low Medium High

Top Failure Risks for Upland FileBound

Upland Software, Inc. News

Awards

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.

Awards

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.

Partnership

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.

Financial

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

Company Name

Upland Software, Inc.

Company Website

https://uplandsoftware.com/

Year Founded

2010

HQ Location

Frost Bank Tower 401 Congress Avenue, Suite 1850 Austin, TX 78701-3788

Employees

251-500

Social

Financials

PRIVATE