Meet FileBound, agile and cost-effective document management and workflow automation software built to transform the way you manage and process critical business documents. FileBound can improve productivity, reduce manual work and operational costs, enhance your reporting, ensure compliance, and more. With FileBound, you can securely store, access, share, and process business documents whether your employees are working remotely or in the office.
FileBound can be adopted as a cloud solution or operated from within your internal IT infrastructure, depending on your unique business needs. Either way, you benefit from unlimited user licensing and a full-featured document management solution that enables teams to easily route, review, process, and retrieve documents.
FileBound’s modules add to the software’s functionality, allowing you to further streamline your document processes.
Leave your paper forms in the past! Easily create and distribute forms with the easy-to-use drag-and-drop forms designer or transform existing PDFs into electronic forms.
With this module, forms can be accessed within FileBound by your users or through an outward-facing portal for clients or vendors to access. Upon submission, FileBound forms can kick off automated workflows that are routed to the correct department or person.
Automate the assignment of tasks within FileBound to increase operational efficiencies, reduce costs, make smarter business decisions faster, and improve organizational scalability.
Here’s how implementing this software will help your business thrive:
Bouncing from one application to another adds time to a busy day. By integrating FileBound with third-party applications or custom systems, you can simply get down to business. You can integrate your existing line-of-business systems, including:
Continuously improve your processes with insight into performance and statuses. With FileBound Analytics, you’ll be able to see where documents are within a workflow as well as easily identify and mitigate bottlenecks. The system is also able to predict future performance based on historical data, providing you with actionable business insights.
FileBound Connect enables you to get more done with an easy-to-use desktop app. Connect is all most users will need to complete their daily tasks productively.
With Connect, you can:
MetaSource is proud to be a member of the FileBound Partner Advisory Board. The Partner Advisory Board consists of a select group of FileBound partners who help guide product development and go-to-market strategy. As a member of the board, we have direct access to FileBound’s executive team, enabling us to provide the best possible experience for our joint customers.
MetaSource has been and continues to be a valued business partner. Their professionalism, solution knowledge, and execution make them a leader within the Upland FileBound community. We are excited to count MetaSource as an Executive Partner!