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

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 does Upland FileBound facilitate Workflow Management?

How can Upland FileBound optimize your Collaboration Workflow?

What solutions does Upland FileBound provide for Content Management?

How efficiently Does Upland FileBound manage your Contract Management?

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

Lisa Wagnon

Administrative Management

Volunteers of America Southeast Louisiana

FileBound empowered us to unburden our staff’s days from manual timeconsuming duties. Now they have more time for tasks that matter most for the community we serve. After all, we’re here to help people, not to focus on paperwork. Testimonial By Lisa Wagnon
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
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

Lisa Wagnon

Administrative Management

Volunteers of America Southeast Louisiana

FileBound empowered us to unburden our staff’s days from manual timeconsuming duties. Now they have more time for tasks that matter most for the community we serve. After all, we’re here to help people, not to focus on paperwork. Testimonial By Lisa Wagnon
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

Johnson Controls, Inc. - Mechanical Or Industrial Engineering

PowerSteering helped Johnson Controls, Inc. expand its Six Sigma and continuous improvement programs. The company needed a better way to manage projects across 300+ global plants. PowerSteering suppo...rted over 600 CI professionals and 1,000 Green Belts, enabling about 10,000 projects each year. In one plant, over 70% of savings, nearly $1 million, came from projects shared from other plants. The software made it easy to share best practices and track results, leading to big cost savings and lower energy use.

Read on →

A Fortune Global 500 oilfield services firm - Oil & Energy - Very Large

BA Insight delivered modern search solutions for a Fortune Global 500 oilfield services firm. The company needed to improve enterprise search and information access. BA Insight's platform enabled bet...ter search, discovery, and knowledge delivery. The solution helped unlock the firm's AI investments and improved employee productivity. The case highlights the impact of advanced search technology in the oil and energy sector.

Read on →

Federated Media - Media Production

Upland Second Street helped Federated Media run public service campaigns with radio and digital contests. They worked with The City of Fort Wayne to raise awareness on key issues. The campaigns broug...ht in $13,600 in annual revenue. Community engagement and participation increased. Federated Media used quizzes and contests to educate and collect first-party data.

Read on →

Incisive Media - Publishing

Incisive Media improved email deliverability with Upland Adestra's workshops. Open rates increased from 9.7% to 26% and 8.8% to 24% after implementing recommendations. Click-through rates also improv...ed significantly. The company plans to continue using the Premier Service Plan for ongoing improvements.

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Nestlé - Food & Beverages

Nestlé partnered with RightAnswers by Upland to improve their IT customer support. This helped reduce demand on support teams and improved the end user experience. Nestlé is the world's largest food ...and beverage company.

Read on →

USA Today - Media Production - Large

Upland Second Street powered a national sweepstakes for USA Today, generating $2.2M in revenue. The campaign featured HGTV stars and a $100,000 grand prize, driving 145,000 entries. USA Today gained ...thousands of new opt-ins and social followers. The interactive platform enabled strong audience engagement and first-party data growth. Strategic brand alignment boosted measurable results for the media company.

Read on →

Frequently Asked Questions(FAQ)

for 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 42 G2 Spring 2026 badges

Upland Software received 42 badges in the G2 Spring 2026 awards, highlighting its strong performance and recognition in the software industry.

Awards

Upland Software Earns Over 40 Badges in G2s Spring 2026 Market Reports

Upland Software earned 42 badges in G2's Spring 2026 market reports, highlighting the success of its AI-powered solutions like Upland Panviva and Upland RightAnswers. These recognitions reflect Upland's commitment to delivering impactful customer value through its knowledge management and content automation tools.

Awards

Upland Software Earns Over 40 Badges in G2s Spring 2026 Market Reports

Upland Software earned 42 badges in G2's Spring 2026 market reports, highlighting the success of its AI-powered solutions like Panviva, RightAnswers, BA Insight, and InterFAX. These recognitions underscore Upland's commitment to delivering impactful results and customer value through its knowledge and content management software.

Product

Upland Software Adestra Improves Marketing Impact With Multi-Channel Automation

Upland Software's Adestra enhances marketing impact through multi-channel automation, optimizing email marketing performance and maximizing digital ROI. Adestra integrates email with other digital touchpoints, offering sophisticated automation, flexible segmentation, and real-time analytics. This empowers marketers to deliver personalized experiences and improve engagement across customer journeys.

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