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New Features and Enhancements in FileBound 8.1.1


Update after update FileBound brings an even more flexible and user-friendly upgrade to streamline workflows, and it is done so easily and efficiently for a fair price. After countless years of teaming up with Tromba Technologies to continue to make this happen, they continue to work together and mold business processes.


Upland created FileBound to help lighten the process of working through countless paper-based procedures, turning your procedures into trouble-free document management. FileBound continues to expand and alter with users and industry. Every update FileBound helps increase workspace productivity, decrease costs, and comply with internal and external mandates.


FileBound in update 8.1.1 has become an even more polished, clean, and user-intuitive workspace for document management and workflow automation. It has created a gateway to saving more time at a lower cost, enhancing reporting capabilities, increasing compliance levels, and tons more. For less effort and more ease of use, you can securely save, access, share, and process documents for your business at any location it is needed, whenever it is needed. This update allows users to work on more at once, easily and efficiently, with more overall functionality and less bumps in the road.


Business Intelligence Reporting

Business intelligence reporting gives customers customizable insights into their FileBound data. Administrators can configure business intelligence data sources to define a subset of records in FileBound. These data sources can then be used by the new business intelligence widgets on the Workspace giving customers more control over the data they see.



Updates to eForms

FileBound has given the Forms Designer User Interface a fresh but familiar look. The new design updates the color scheme and iconography to be consistent for the end user. While we applied new styles, the user functionality is generally the same, making the transition to the new version easy for end users.


File.URL and Document.URL variables have been added in the Structured Forms Builder. Users can use these variables in forms to return URLs to view a file or document in the Web Viewer.


More updates to eForms:

  • eForm Processes have been deprecated. Existing eform processes will still work; however, you will no longer be able to add a new eform process or edit an existing one.

  • The Form Category link is now URL encoded.

  • Added a visual status indicator for Form Link controls in the Forms Designer

  • Visit our website to see all the upgrades made for eForms!

Enhancements to the Web Viewer

Users can now view multiple assignments for the same document in the Assignments section of the Web Viewer. Assignments are sorted by oldest to newest.


Users can now share entire files externally from the Web Viewer. When a file is shared, all documents within the file are shared.



More updates to Web Viewer:

  • Updated the message displayed in the dialog box that appears when opening the Advanced Line Items window

  • Users are now prompted to save unsaved changes to HTML forms in the Web Viewer.

  • Adding documents in between existing documents using drag-and-drop no longer changes the document sort order.

  • The Advanced Line Item window now only displays index fields where the Display option is selected in index field configuration.

  • Visit our website to see all the upgrades made for the Web Viewer and Web Viewers!

FileBound is evolving the document management and workflow automation industry with every update. FileBound 8.1.1 makes it even simpler for users and tenants, with added functions that increase productivity.


Featured Content





TrombaAI is Tromba’s SaaS/Cloud Automation platform. To learn more, visit www.tromba-ai.com or contact Tromba at sales@trombatech.com.


Are you an Upland FileBound customer?


Are you a Kofax TotalAgility customer?


Are you interested in Cloud or OnPremise automation platform? We can help you with all of this as well. Contact us by visiting www.trombatech.com or at sales@trombatech.com for more information.

It is never too late to digitize your mailroom


While workers have returned to the office, the mailroom will never return to how it was before the pandemic. Your company may have to exchange information with customers, suppliers, employees, or co-workers with remote or hybrid needs. The traditional mailroom can't keep up with the speed of a digital one, even with employees all in the office. The changes in the world, market, and industry make a digitized mailroom an absolute necessity in this new corporate reality.


The process of handling large volumes of documents is complicated. Your company needs to be able to communicate and access critical data and people throughout the company. Document handling issues can no longer be allowed to be a roadblock for your company. A digital mailroom helps start these critical processes. Getting documents digitized and moving allows your company to be at its most efficient.


You could scan and export each document to “digitize”, but what's the difference from just putting the documents in file cabinets? Document Automation that ensures the documents get to the necessary recipients and the correct business processes. Tromba Technologies utilizes industry-leading software that specializes in identifying and classifying documents, extracting key pieces of information, and then using that information in advanced workflows that allows your business to be more productive.

5 Benefits of a Digital Mailroom:

  1. Reduce operating costs and drive revenue with better business processes: Intelligent automation allows you to scale centrally managed mailroom operations and generate more revenue.

  2. Increase the speed of business without months of development: Deploy automation to new process activities as your business needs and priorities change without the need for coding and months of development. Build and deploy automation in a matter of days and weeks—without ripping out platforms that are core to your business or re-engineering processes.

  3. Improve customer experience: Deliver fully digital customer engagement interactions anytime, anywhere. Accelerate engagement by delivering low-latency, two-way, omnichannel customer communication faster, more targeted, and less expensive.

  4. Improve visibility and gain critical insight: Improve information visibility and accuracy and ensure regulatory compliance. Gain insight into automation KPIs with ready-to-go capture and process dashboards and customizable dashboards.

  5. Mitigate Risks and Ensure Compliance: Tromba can integrate with third-party services to execute identity verification, Know Your Customer (KYC), anti-money laundering, fraud prevention, and other needed regulatory compliance checks. Automation helps you make sure that nothing "falls through the cracks," "enters a black hole," or the proverbial "not my job can."


A digital mailroom empowers your company to be at its most efficient and productive. Tromba Technologies has decades of experience deploying solutions that help our customers digitize their documents and improve their work processes. Contact us at sales@trombatech.com.

Featured Content

TrombaAI is Tromba’s SaaS/Cloud Automation platform. To learn more, visit www.tromba-ai.com or contact Tromba at sales@trombatech.com.

Are you a Kofax TotalAgility customer?

Are you an Upland FileBound customer?

Are you interested in Cloud or OnPremise automation platform? We can help you with all of this as well. Contact us by visiting www.trombatech.com or at sales@trombatech.com for more information.

Updates to Kofax AP Automation


Kofax AP Automation Portfolio is comprised of Invoice Capture and E-invoicing Solutions along with Enterprise, Workflow, and ERP-Centric AP Solutions. This variety of solutions transforms your AP process and workflows to fit your company perfectly. AP Automation improves accuracy and efficiency, lowers capture costs, improves cash flow management, achieves compliance, increases visibility, orchestrates key processes, and most importantly ensures success. And all these benefits just got upgraded.

AP Essentials 10.4

Within Kofax’s comprehensive Invoice Capture and E-invoicing Solutions, Kofax released AP Essential 10.4 in the US, Asia, Australia, and Europe. AP Essentials 10.4 has many new and enhanced features including:


  • Cost savings functions for the accounts receivable process through expanded document automation capabilities that capture, verify, and validate incoming PO data.

  • Better extraction results with preventative measures for operator error or occasional irregular documents that degrade your stored learning data. Kofax now allows administrators to lock the learning process for specific suppliers.

  • Kofax’s new language support for global businesses, with Indonesia, Singapore, and the Philippines added to Kofax’s extensive list of supported country-specific invoice formats.

  • Increased productivity through intelligently automated workflows that enable quicker and more efficient exception handling.

  • More insights through a pre-built, zero-touch dashboard that allows you to more seamlessly measure which invoices are being processed without exception.

  • Continuing ERP ecosystem support, by testing and recertifying our integrations with CoupaLink and Oracle NetSuite, as well as a new connector for SAP S/4 HANA ES.


Kofax AP Agility 2.6.0

Within Kofax’s Enterprise, Workflow, and ERP-Centric AP Solutions, Kofax released AP Agility 2.6. AP Agility 2.6 has many new and enhanced features including:


  • Expanded extraction capabilities for the large number of customers doing business in Saudi Arabi and China. QR codes are now extracted on Chinese VAT invoices, Saudi Arabia Invoices, along with the Payee, Reviewer and Drawer fields, and the Remarks section.

  • Canadian QST support with a new field called ‘QuebecSalesTax’ is available. When enabled, the QST tax values are extracted into the field rather than the existing ‘ProvincialSalesTax’.

  • Improved company code detection, based on a preferred address (Bill-to, Ship-to, etc.) and learning from previous corrections.

  • More efficient workflows through simplified processing of invoices that relate to one-time vendors, along with additional exception handling for PO and Non-PO invoices.

  • New ERP ecosystem support with a connector for SAP S/4 HANA EX.


Kofax is continuously adding new capabilities across their AP Automation Portfolio to continue to support your AP processes.

Featured Content

TrombaAI is Tromba’s SaaS/Cloud Automation platform. To learn more, visit www.tromba-ai.com or contact Tromba at sales@trombatech.com.

Are you a Kofax TotalAgility customer?

Are you an Upland FileBound customer?

Are you interested in Cloud or OnPremise automation platform? We can help you with all of this as well. Contact us by visiting www.trombatech.com or at sales@trombatech.com for more information.

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