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FileBound

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 8.2 Features 

  • 3 min read

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Updates to Project Settings 

There are some updates to the project settings section of FileBound. Most notably, you can now configure 100 index fields in your project. This is helpful for documents like medical records, loan applications, or any other data-intensive project that you will need to be able to index. These fields are non-searchable and can be date fields, option lists, numbers, or text fields.   


Updates to Web Viewer 

The web viewer now allows users to modify PDFs within the viewer. You can rotate, reorder, and delete the pdf pages. You can even drag and drop to add pages to existing PDFs.  


Updates to Workflow 

You can now evaluate blank values for date or numeric fields in the workflow. This adds value to the workflow when key dates or numbers are missing. You can elevate those documents to different users if appropriate.   


FileBound 8.2 also allows for disabling task buttons on the assignments page. What this means is that your users will have to open and review each document before moving it along in the process. It allows for accountability among the users.  


Upland has also added a “Rights” option to the workflow Process Settings tab. This option allows you to select which users can submit documents down the workflow process, giving you more control over your workflows. 


Updates to Forms 

GroupBox control has been added to the Forms Designer. Using this control, you can create a box and then move multiple controls into it to create a group. Groups can be helpful in address fields or anything else that share a commonality with it. This also allows for single-condition rules to be applied to a group rather than having to be applied individually.  


Users can now delete rows in a table when using the forms.   


The FileBound logo on the Forms Portal can now be clicked to take you back to the main portal page. 


Other Key Features 

  • FileBound Drive, Microsoft Word, and the Excel Reporting Add-In have all been updated to work with SSO authentication. 

  • All functionality that existed in Integration Platform has been moved to Importer. 

  • OAuth authentication in the DocuSign integration is supported. 

  • Secure password requirements are now displayed when a user is forced to change their password. 

  • Nine preconfigured widgets will now be added for users with a blank Workspace by default. 

  • Users are now able to sort items on the Assignments page differently for workflows from the same project.

  • Added a User Name column to the System Errors report. 

  • Increased the maximum export size from the Search page to 5,000 lines or 200 pages. 

  • Added a My Orphaned Documents widget to the Workspace—this allows you to manage documents that are abandoned over the course of a workflow and never assigned to a user.


Tromba Technologies is a proud FileBound reseller. For more information about these features or to schedule a demo, please visit our website at www.trombatech.com or call us at (303) 680-2146. 



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?    

www.kofax.com    


Are you a Parascript 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.  

 

Upland FileBound with Tromba Technologies

  • 3 min read

FileBound

Tromba Technologies has spent years implementing and helping customers get FileBound into company workflows to enhance and simplify file organization. With FileBound, you can digitize your entire workload and keep it organized in one place. With FileBounds cloud systems, you can save, backup, edit, and open files from anywhere you can access your technology.


Simple UI and Safe Space

What you don't know or can't efficiently access can hurt you. This is especially true if you lack the critical information to provide superior customer service, complete a transaction, or adhere to compliance and security standards. Document Management with FileBound makes it easy to store all critical business content; scanned images, Word documents, audio/video files, email, and more; all in a secure, centralized repository. Users can set Records Management policies with destruction schedules against their content to ensure they fully comply with State and Federal regulations.


Analytics

Truly revolutionizing work management is more complex than simply getting control of documents and routing them through a business process. Electronically reproducing inadequate and inefficient processes is still inefficient. Organizations need data to measure process cycles, performance, compliance, and other Key Performance Indicators (KPI) to transform business processes into efficient, cost-saving ones. Without understanding what the data means or where there is an opportunity for process improvement, organizations won’t receive the total value of the solution they’ve invested in.


Accounts Payable

You're also able to set up automated accounts payable with FileBound. Your organization's resources will be used and stored more efficiently and with much less pressure on your workforce. Empowering your workers to perform critical human tasks, not the mundane, repetitive routines. You won't need to handle paper invoices, duplicate payments, or process early pay discounts. FileBound ensures you never miss an account payable deadline and don't need to do the tedious manual work on your end.


Contract Management

FileBound also has great contract creation interfaces and capabilities. Using the software, you gain more control over contract creation. You can operate and make contracts with internal templates allowing the creation of documents that stay within organization guidelines and keep things easy to make and use. Get more insight and transparency into your process with built-in analytics. Discover the full capabilities and value of the data that allows you to make better business decisions. Create convenient solutions with maximized productivity and flexibility with customized solutions with TrombaAI without requiring a single data silo.


Capture eInvoices

One of the many things FileBound can do is reliably capture eInvoices information from incoming emails and other ways like emails. You don't need to spend the time inputting the news on your own; your solution does it for you. FileBound is a handy and time-saving tool that makes your file management ten times more accessible and efficient.


Human Resources

With FileBound, you no longer need a human resources team and a few people to monitor the documents and forms submitted to them. All required files are kept safe and locked in only authorized employees to access and check. FileBound does most of the hard work to save you time and give you less complex areas to navigate and do the job you need to. FileBound does the new employee onboarding for you, which includes sending required documents, checklists, notifications, and more. FileBounds takes work off the table for manual processes. And on top of that, FileBound analytics monitor your solution's automated and manual processes to ensure 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 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.

Transform Your Daily Workload With TrombaAI

  • 2 min read

Updated: Jul 21, 2023


TrombaAI

When looking at your daily schedule, you may see the same tedious and boring tasks. Your time is not well spent doing the important tasks, making human decisions. But TrombaAI allows your workload to flow easily with intelligent automation. TrombaAI has a productive environment with a clear work queue and centralized workspace.


TrombaAI has predefined configurations that meet many needs and provide industry best practices such as TrombaAI for Invoices and TrombaAI for Claims. TrombaAI can also be tailored to your specific needs. It is built on a framework of automation intelligence technologies. Existing solutions can be modified to accommodate you, or new automaton solutions can be tailored specifically for you. It is whatever you need it to be to make your daily workload easier.


With the utilization of Cognitive Document Automation and Robotic Process Automation, you will not need to perform repetitive tasks. Retrieving pieces of information from anywhere for automation and completing tasks is what TrombaAI is and does for its users. So, you can take that stress of repetitive tasks off your shoulder and put it onto the TrombaAI.


Just some of the document sources that can automate for you are paper, email, and electronic forms, along with tedious tasks that a robot can complete with little complication. On top of that, machine learning will improve the performance of TrombaAI with every task. Your business can scale up or down your operation and storage need quickly to suit your situation, allowing flexibility as your needs change.


TrombaAI contains a very user-friendly interface and reduces the complexity of manual processing. On top of that, TrombaAI provides early visibility through centralized, front-end capture. This means with the easy-to-use interface, you can get visible captures of work to make your life easier.


TrombaAI has a Business Analytics and Process Analytics dashboard that answers when, who, how long, how often, etc. These can be used efficiently and effectively to get down into the nitty-gritty of what goes on behind the scenes, things like statistics, how efficiently things can be done, and what can be done better in the future through analytics shown through the business and process analytics tabs.


Those are just a few simple reasons to switch to TrombaAI. Let your workload transform into only the important and meaningful tasks only you can do. And don’t worry about lost work, as it is all backed up and saved for you, meaning you can work with coworkers efficiently from anywhere. So, keep your workday less stressful and more organized using TrombaAI.


Featured Content

TrombaAI is Tromba’s SaaS/Cloud Automation platform. To learn more, visit https://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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