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Explore expert insights, tips, and updates on Upland FileBound, your go-to resource for automating document management and streamlining workflows. Stay ahead with best practices, success stories, and product news to help your organization work smarter.

FileBound 9.0 Is Here: What's New and What's Changed

  • 4 min read
Hands in a white coat interact with a tablet, set against a blurred blue background, suggesting a tech or medical environment.

Upland FileBound has officially released version 9.0 to customers, bringing a meaningful set of improvements that touch nearly every part of the platform. From completing a major backend overhaul to enhancing the day-to-day experience for end users and administrators alike, FileBound 9.0 represents a significant step forward in reliability, usability, and integration flexibility.

Here is a breakdown of everything that is new, enhanced, or retired in this release.

🔧  Reaper Project: Backend Modernization Complete

One of the most impactful changes in 9.0 is something you will not see directly, but you will definitely feel. FileBound 9.0 completes the multi-phase Reaper Project, a comprehensive backend modernization effort that has been underway across several releases.

Think of it as rebuilding the engine while the car is still running. The result is a platform that processes documents faster, behaves more consistently, scales better under high load, and simply has fewer of those hard-to-explain quirks that sometimes appeared in edge cases. Every customer benefits from this work, even if it never surfaces in a feature changelog.

💻  Web Viewer Is Now the Default Experience

The Beta Web Viewer that was introduced in earlier versions has now officially graduated to become the default viewing experience for all users. After extensive testing and refinement based on real customer feedback, the modern, faster, and more accessible Web Viewer takes center stage.

The legacy Windows Viewer transitions to Legacy status and is available for a limited time to help customers make the switch. However, the Windows Viewer is now fully retired and no further patches or enhancements will be provided. Teams should update their standard operating procedures, user training materials, and any scanning workflows that referenced the old viewer.

🔗  API and Integration Enhancements

FileBound 9.0 delivers targeted improvements to the APIs and integration layer with a focus on stability and performance for existing integrations. Users who rely on high-volume imports or complex project configurations will notice more reliable behavior. Core library updates also bring enhanced security and keep the platform aligned with modern development standards.

These improvements are designed to ensure FileBound remains a solid foundation for today's integration requirements while being well-positioned for future innovation.

📊  Business Intelligence Gets Smarter Tools

The Business Intelligence suite in FileBound 9.0 receives meaningful enhancements to its widget set. Users can now access better visualization options, more intuitive controls, and improved data filtering capabilities without needing technical expertise.

Whether your team is tracking document processing volumes, monitoring compliance KPIs, or identifying bottlenecks in approval workflows, these updates make it faster and easier to surface the insights that matter.

📄  Licensing Page Redesigned for Transparency

License management has long been an area where administrators wanted more clarity, and FileBound 9.0 delivers. The redesigned licensing interface provides a cleaner, more intuitive dashboard with:

•       Clearer visibility into license usage, allocation, and availability

•       Proactive alerts when approaching license limits

•       Better tools for optimizing license allocation and planning capacity

•       Fewer unexpected overages thanks to real-time usage data

 

📝  Additional Fields: More Power, More Flexibility

One of the most practically impactful upgrades in 9.0 is the expansion of Additional Fields. This feature now supports improved field types, better validation options, enhanced conditional logic, and more granular permission controls.

The real-world impact is significant. Organizations can now design data capture forms that map exactly to their business processes, without custom development. Some examples of what this enables:

•       Government agencies capturing custom metadata for public records

•       Healthcare organizations managing patient information with field-level permissions

•       Manufacturing teams tracking quality control data tied to document types

•       Any team needing conditional logic to show or hide fields based on user input

 

⚠️  What Has Been Deprecated in 9.0

Alongside the new features, FileBound 9.0 completes several planned retirements of legacy components. Here is a summary of what is going away and what to do about it:

Windows Viewer — Fully Retired

All viewing functionality now lives in the Web Viewer. No further maintenance will occur for the Windows Viewer. Update SOPs, training, and any custom plugins to work with the Web Viewer.

Mastersheets — Read-Only Mode

Existing Mastersheet data remains viewable, but create and update operations are now disabled. Teams should transition to Index Fields or Additional Fields, and update any reporting or workflow dependencies.

Vendors Tab — Removed from Administration

The Vendors tab has been removed from the Admin interface. Export any vendor data you need to retain and transition vendor management to eForms, workflows, or API-based integrations.

Print Barcode Window — Replaced by Document Stencils

The standalone Print Barcode window has been removed. Barcode generation should now be handled through Document Stencils, which offer more flexible labeling and full workflow integration.

Upland Integration (Boomi) — End of Support

Existing Boomi processes will continue to function, but no new projects will be accepted or supported. Begin cataloging your current Boomi integrations and plan your migration to FileBound REST APIs or other supported integration methods.

 

Ready to Make the Most of FileBound 9.0?

FileBound 9.0 is built around reliability, usability, and a cleaner foundation for what comes next. Whether you are a long-time FileBound user or just beginning to evaluate the platform, this release is a strong signal that the product is moving in the right direction.

If you have questions about the new features, need help navigating the deprecations, or want to discuss what this release means for your organization, our team at Tromba Technologies is here to help.

Visit trombatech.com/filebound-new-features for the full release details, or contact us directly to get started.


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Components of Tromba's Cloud AI Solution

Are you interested in a Cloud or On-Premise AI platform? We can also assist you with all of this. For more information, please don't hesitate to contact us at sales@trombatech.com or visit our contact page. 


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Celebrating Independence Day

  • 2 min read
Child with American flag draped on shoulders raises fist against a bright blue sky with clouds, evoking a sense of patriotism and empowerment.

As Americans prepare to celebrate Independence Day with fireworks, barbecues, and patriotic displays, businesses across the country have their revolution to celebrate: freedom from the tyranny of manual document processing. Just as the Founding Fathers drafted the Declaration of Independence to break free from oppressive systems, modern organizations are drafting their declarations of independence from inefficient paperwork. If you enjoyed those metaphors and puns, let me assure you, there is more to come. 

Today's IDP solutions offer a new way forward, with benefits that would make even Thomas Jefferson take notice: 

  1. Liberty from Repetitive Tasks 

    Intelligent document processing (IDP) frees your team from having to type the same information across multiple forms repeatedly. By automatically populating fields with existing data, employees can focus on tasks that require human creativity and judgment, rather than spending time on mundane data entry. 

  2. The Pursuit of Accuracy 

    Manual data entry inevitably leads to errors. Automation intelligence (AI) reduces these mistakes by standardizing processes and eliminating human typos. When your documents contain accurate information the first time, you avoid the costly corrections and confusion that follow mistakes. 

  3. Independence from Physical Limitations 

    Cloud-based document systems declare independence from the physical limitations of paper. Documents become accessible from anywhere, enabling remote work and collaboration across offices, time zones, and continents. This freedom has proven especially valuable as workforces become increasingly distributed. 

  4. A More Perfect Union of Systems 

    Modern document processing doesn't exist in isolation—it integrates with your other business systems. When your CRM, accounting software, and document management systems communicate seamlessly, you create a unified business ecosystem that's greater than the sum of its parts. 

The Tromba Difference 

All silliness aside, Tromba Technologies has decades of experience in the document automation space. We specialize in analyzing, scaling, configuring, and implementing document processing solutions. Through intelligent document processing (IDP), TrombaAI combines multichannel document capture (including mobile) and intelligent OCR, giving users the power to quickly and accurately process any document important to any business. TrombaAI can deploy a comprehensive business workflow to manage and optimize all document and data capture tasks, thereby lowering operational costs and enhancing customer engagement. We can also seamlessly integrate with existing technologies, including pre-configured, system-specific connectors, APIs, or standards-based connectors. Any process can be digitally managed and improved over manual methods. 

At Tromba Technologies, our goal is to maximize your document management potential by offering a range of solutions and automation intelligence (AI) options to help your business achieve success. We hope you enjoy your July 4th holiday and contact Tromba Technologies for your AI needs. 


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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 Upland FileBound customer?   


Are you a Tungsten Automation customer?   

Tungsten TotalAgility| Tromba Technologies      


Are you a Parascript customer? 

  

Are you interested in a Cloud or on-Premise automation platform? We can also assist you with all of this. For more information, contact us at www.trombatech.com or sales@trombatech.com.  

Empower your Business with Self-Service Portals

  • 2 min read

Information is power. Businesses often have to account for stakeholders needing information and access to their systems and data. Whether external vendors submit documentation to get paid or internal personnel assist in your process, more and more people are looking to innovate with self-service portals. Portals fulfill important functions and close gaps in your business. 


External portals can allow outside users to submit invoices, making your accounts receivable more efficient and allowing direct communication with your vendors. This leads to a better customer experience and faster invoice processing. 


Customer portals allow users to submit important data and documents, like applications, that can start your business process. Applications are inefficient to fill out by hand, so allowing your customers to submit them online improves their experience and reaches more of them. 


Internal portals allow your users to update data and resolve processing issues. An insurance company may need to know the status of processing claims and claim payments. Portals allow claim representatives to look into the claim payment process, review documentation, determine what is needed, and communicate that. This boosts visibility and, in turn, allows for more efficient claims processing. 


Tromba Technologies has built many portals that fit our customers' needs. Our experience with portals has allowed our customers to gain efficiency and compete in today’s markets. We have built vendor portals, which include user self-service maintenance and the ability to submit documentation and invoices. We have also built customer portals that allow external customers to submit applications. We also have internal portals that allow for internal maintenance of vendor information and mailroom departments. If you can think of it, we can build it. 


Self-service portals allow for more engagement with your stakeholders and close gaps in your business. Tromba Technologies has the experience and the tools to help you identify your portal needs and add them to your portfolio. 


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 Upland FileBound customer?


Are you a Kofax TotalAgility customer?


Are you a Parascript customer?


Are you interested in a Cloud or on-Premise automation platform? We can help you with all of this as well. For more information, contact us at www.trombatech.com or sales@trombatech.com.


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