Customer stories

Product Business Settings

Upland FileBound is popular in Education, Non-Profit Organization Management, and Government Administration industries and is widely used by Enterprise, Mid Market, and Small Business.

Upland FileBound Product Overview

Upland's FileBound offers secure document management and workflow automation to streamline content routing and storage. Documents from any format are efficiently handled.

How satisfied the customers are with Upland FileBound use-cases

Reviews

"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." - Lisa Wagnon
"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 Customer Insights, Testimonials and Case Studies

What Are the key features of Upland FileBound for Workflow Management?

What benefits does Upland FileBound offer for Collaboration?

What Are the key features of Upland FileBound for Content Management?

How efficiently Does Upland FileBound manage your Contract Management?

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.

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

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

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

Nancy Williams

Business Analyst

Rapid City Area Schools

We looked for ways to eliminate paper and streamline processes in the district for years. Using Upland solutions, we are moving towards our goal of a paperless district, and work can be quickly and securely completed from wherever our staff is based. Testimonial By Nancy Williams
CUSTOMERS TESTIMONIALS
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

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

Nancy Williams

Business Analyst

Rapid City Area Schools

We looked for ways to eliminate paper and streamline processes in the district for years. Using Upland solutions, we are moving towards our goal of a paperless district, and work can be quickly and securely completed from wherever our staff is based. Testimonial By Nancy Williams

Fortune 500 legal firm - Legal Services

BA Insight helped a Fortune 500 legal firm modernize its knowledge search. The firm needed to streamline how employees found information. BA Insight delivered enterprise search solutions for better d...iscovery and delivery. The new system improved productivity and supported AI use cases. The legal firm now has faster, more accurate access to knowledge.

Read on →

Global Telecom - Telecommunications

BA Insight helped Global Telecom give employees secure access to search across many platforms at once. The company needed a way to find information quickly and safely. BA Insight unified search made ...it easy for staff to get what they need from different systems. This improved productivity and kept data secure. Employees now work faster and with more confidence.

Read on →

United Wholesale Mortgage - Financial Services

United Wholesale Mortgage improved agent productivity with InGenius. They increased cases handled by 50%. The integration with Salesforce Omni-Channel helped manage workloads. They achieved a 100% su...ccess rate in meeting their 3-hour SLA.

Read on →

Georgia State University - Education

Georgia State University's PMO improved project success by 69% and increased demand for services by 400% using Eclipse PPM. They achieved 96% customer satisfaction. The PMO now has better project vis...ibility and can report effectively to leadership. Eclipse PPM was chosen for its comprehensive features and quick implementation.

Read on →

California consulting firm - Management Consulting

BA Insight helped a California consulting firm improve information access with simplified search. The firm used BA Insight's enterprise search solution to make finding information easier. This led to... better productivity for employees. The case highlights the benefits of AI-powered search and knowledge management. The consulting firm saw faster access to data and improved workflow efficiency.

Read on →

Sage - Information Technology And Services

Sage improved its Sales Customer Reference Program with Upland RO Innovation. The program influenced nearly 30% of new sales. It reduced the time sales reps spent searching for references by 85%. Sag...e now delivers 30 customer references per month on average. The program includes 800+ customer references across various verticals.

Read on →
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

Product
 

Upland Panviva's Sidekick Unveils AI Conversational Search to Elevate Enterprise Knowledge - Investing News Network

Upland Software has launched AI Conversational Search for its Panviva Sidekick, a browser-based assistant that enhances enterprise knowledge retrieval. This tool uses natural language processing and a hybrid model to provide accurate, compliant responses, crucial for regulated sectors like healthcare and finance. The AI-driven solution integrates seamlessly into existing systems, improving efficiency and compliance in contact centers.

Awards
 

Upland Software Earns 49 Badges in G2s Fall 2025 Market Reports

Upland Software earned 49 badges in G2s Fall 2025 Market Reports, highlighting the impact of its AI-powered solutions like Upland Qvidian and Upland BA Insight. These recognitions underscore Upland's commitment to delivering value through knowledge management and workflow automation, as noted by Chief Operating and Product Officer Dan Doman.

Product
 

Upland RightAnswers is Now Available in AWS Marketplace - Directors Club News -

Upland Software has launched a major update for its RightAnswers Knowledge Management solution, now KCS v6 verified. The release enhances user experience, integrates machine learning for content translation, and improves AI-enabled support. It aims to boost productivity, user satisfaction, and enterprise operations. Paychex, a long-time user, is an early adopter of this update, which was developed based on their feedback.

Financial
 

Upland ( UPLD ) Q2 Revenue Falls 23 % | The Motley Fool

Upland Software reported a 23% year-over-year revenue decline in Q2 2025, attributed to strategic divestitures. Despite the drop, adjusted EBITDA margin improved to 25% due to a focus on high-margin core operations. The company continues to integrate AI features across its products, including updates to the Panviva, InterFAX, and Adestra platforms. Upland added 100 new customers and expanded relationships with 263 existing clients.

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