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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.

New Features and Enhancements in FileBound 8.1.1

  • 3 min read

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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.


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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.


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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.


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


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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.


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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 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.

FileBound eForms

  • 3 min read

FileBound eForms

Do you find that your electronic processes depend on forms that become paper? Do you have paper forms that ultimately get printed and signed? Have you tried creating PDF forms, and yet they still become paper?

FileBound document management and workflow automation software truly help eliminate manual paper-based processes. Organizations that use FileBound find FileBound Electronic Forms empower their Enterprise by eliminating paper processes, overcoming the PDF chaos, automating daily process tasks, and capturing customer information anytime and anywhere.

FileBound Electronic Forms support form overlays and can be drag-and-drop designed HTML forms to create new forms shared with internal and external users quickly. Using FileBound's feature-rich Forms Portal, users can quickly transform their existing PDF forms into full-featured electronic forms with digital signature integration. FileBound Electronic Forms are supported on all mobile platforms.

Additional Electronic Forms features include the ability to fill out forms online and offline, upload supporting documents with the Electronic Forms, initiate business processes from Electronic Form submissions, and much more.

With FileBound eForms, the possibilities are practically endless. Customers have designed forms for everything from allowing employees to request time off to enabling college students to drop or add classes to gathering online applications from potential employees and PO request forms. FileBound Electronic Forms help organizations:

  • Capture and automatically route requests, business processes, and workflow rules.

  • Gather information and data with less impact on staff workload.

  • Efficiently replace outdated, manual, and tedious paper forms and inefficient processes.

  • Provide 24/7 upload and submission capabilities from anywhere at any time.

  • Create a central portal to organize various organizational forms.

  • Integrate digital signatures into the document creation process.

  • Improve customer experience.

Enhancements to FileBound eForms with FileBound 8.0

FileBound electronic forms just got better. This update made eForms more secure and easier to manage and use. Create, distribute, and file transactional forms simply using the software itself or an outward-facing portal. eForms can be configured as Microsoft Word, Excel, or HTML for enhanced flexibility.

With a unique new feature, Anonymous Forms, forms can be received from outside the organization, and the sender will receive information via email, thanks to the enhanced workflow automation. FileBound 8.0 also allows users to limit file size and type within documents. This way, everyone collaborating on a document has a specific format and guarantees all users can open it on their devices.

Tromba's favorite feature in this update is the new ability to save a form while still in progress. Rather than feeling pressured to finish or restart, users can now save and return later. This change is also accompanied by the ability to view version history and see the changes made to the form over time.

FileBound eForms Benefits

  • Automatically auto-populate numeric fields, data, text, and more directly into the form and route directly to workflows or applications.

  • Save time historically spent handling paper forms or trying to manually track requests via email.

  • Eliminate the risk of important forms being misplaced, overlooked, or submitted as incomplete.

  • Enable multiple forms in one view based on the audience.

  • Allow users to effortlessly attach supplementary information or documents.

  • Include eSignature capabilities to securely capture signoffs and speed up turnaround.

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.

FileBound Connect

  • 2 min read

FileBound Connect

FileBound Connect is all about accessing your content in the efficient and most user-intuitive way. FileBound Connect is intelligently designed to eliminate the process of searching to retrieve relevant content. Transform how your users connect to your organization daily through your business applications with our clean design and out-of-the-box integrations.

ERPs, CRMs, accounting systems – the number of applications employees navigate daily is cumbersome. FileBound Connect bridges these systems and the content that supports them, enabling users to access relevant content in their primary application. By empowering employees with the content and data they need, Connect helps users make intelligent business decisions.

FileBound Connect Features

Intelligent Content Delivery

With intuitive content delivery, instant notifications, and drag-and-drop functionality, Connect integrates with your existing systems to quickly get you the information you need and make your workday go more smoothly.

Content Delivery

Connect works with business applications to anticipate which content complements the application and automatically delivers it straight to your fingertips.

Instant Notifications

Users are notified of assignments the moment they are received. One click takes you directly into Connect to move through the approval process.

Drag and Drop

Add content to FileBound simply by dropping it into the file – Connect does the rest. Customizable folders provide an intuitive design anyone in an organization can follow.

FileBound Drive

Interact with your documents in the Windows Explorer format that your users are familiar with, while keeping the security and control of your FileBound system.

FileBound Send and Save

Store your emails within FileBound at the time of sending them.

Enhancements to FileBound Connect with FileBound 8.0

FileBound 8.0 now allows bulk document export. Now users can export entire folders of documents saving significant time. Users are also able to access forms for a project directly from Connect.

When collaborating on a document, especially when you leave it and return, finding where you left off can be challenging. The search is unnecessary and time-consuming. Filebound now has a feature that enables users to open a viewer to a selected divider. Small details such as these allow FileBound to redirect valuable time to valuable tasks.

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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