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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 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.



FileBound 8.0

Flexible workflows are only increasing in demand. Implementing cloud-based or on-premises document management solutions is an excellent way to easily and cost-effectively streamline workflows. FileBound and Tromba Technologies have worked together for decades to streamline workflows and transform business processes.

FileBound helps you effortlessly manage business processes from beginning to end while alleviating the burden of increasingly outdated paper-based processes. You can decrease costs and increase productivity while supporting compliance with internal and external mandates. FileBound continues to grow and adapt with the industry and users.

FileBound 8.0 is an incredibly user-friendly document management and workflow automation solution. Using the latest version of FileBound software will save time, reduce operational costs, enhance reporting, increase compliance, and much more. You’ll be able to securely save, access, share, and process the documents you or your team members need at any location, any time. FileBound 8.0 has been built to help users breeze through their everyday tasks, including bulk document downloads, workflow management and reporting, more powerful e-forms, and more.

So, what’s new about FileBound 8.0?


Easier to Use Interface

FileBound's new look enhances the user-friendly interface and desktop companion, FileBound Connect. This change kept a familiar structure, making it easy for user adjustment.


Enhancements to FileBound Connect

FileBound Connect anticipates and intelligently delivers content relevant to a user’s needs, eliminating the tedious process of searching to retrieve related content. Transform how users connect to your organization’s everyday business applications with our clean design and out-of-the-box integrations.

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

When collaborating on a document, especially when you leave the document and return, it can be very difficult to find where you left off. 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.


Enhancements to eForms

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.

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.

Updated: Feb 23, 2023


Tromba Technologies FileBound Workflow and Kofax RPA Intelligent Automation Webinar
Tromba Technologies FileBound Workflow and Kofax RPA Intelligent Automation Webinar

Hello,

Have you wondered about automating daily repetitive tasks or how to make your employees more productive? Perhaps you have heard about robotic process automation (RPA) and how it can help make your operations more efficient, but aren’t sure where to start? Do you currently use FileBound’s Workflow and need to automate process tasks or are needing to extend FileBound’s capabilities with RPA and Intelligent Automation? Join us to learn how Kofax RPA adds Intelligent Automation and Robotics Process Automation to your FileBound Enterprise Workflow. Even if you do not currently use FileBound or Kofax RPA, join us to learn how FileBound and Kofax RPA can give you time back into your day!


You are invited!!


Join Tromba Technologies and Upland FileBound for a “FileBound and Kofax RPA” webinar. You’ll discover the real-world business benefits of FileBound Automation Workflow extended with Kofax RPA Intelligent Automation.


Agenda:

  • Introduction Tromba, FileBound, and Kofax RPA

  • Introduce RPA Benefits

  • Real-world FileBound business use cases to spark ideas

Register now for this unique webinar opportunity!

Event Details

Date: Thursday, September 10, 2020

Time: 2:00 to 2:30 Eastern

Best regards, The Tromba and FileBound team



FileBound Workflow Solutions
FileBound Workflow Solutions
Kofax RPA Solutions
Kofax RPA Solutions

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