Enhancements in 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helps you effortlessly manage business processes from beginning to end while alleviating the burden of increasingly outdated paper-based processes.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

FileBound 8.0

FileBound Connect

FileBound eForms

FileBound Workflow

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?

www.kofax.com

Kofax TotalAgility (KTA) | Tromba Technologies

Are you an Upland FileBound customer?

www.filebound.com

FileBound Enterprise | Tromba Technologies

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.

Find more time in your day!

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

Location: OnDemand Video Replay

Best regards, The Tromba and FileBound team

FileBound Workflow Solutions

Kofax RPA Solutions

Struggling to enable your remote workers?

“Work” has changed for 2020! How “Work” is performed has changed in 2020. Where “Work” is performed has changed in 2020.

Something that Tromba Technologies has specialized in for over a decade is hepling organizations to manage “work”. Tromba's customers use Upland FileBound Enterprise to help organizations manage their “work” from anywhere, at any time. Knowledge workers, processors, and end-users receive assigned work items; know what work needs to be completed in what priority; view documents; and perform actions from anywhere on any device.

FileBound Enterprise enables mobile workers

Are you facing new challenges with a remote or a “at-home” workforce? Tromba Technologies implements FileBound Enterprise for it's customers using automation workflow to automatically assign work items to users based upon dynamic process rules. Your users can use their laptops, pads, and phones to view work items and related documents. Once the work item is completed, the work item will automatically move to the next step in any workflow.

FileBound Enterprise Electronic Forms Portal

Are you stuck using paper forms? Do you have a directory full of PDF forms like Change of Address? Employee Forms? Customer Forms? Paper forms and even form-fill PDFs that require being printed add unnecessary process burden. These forms also make remote work to process these forms nearly impossible. Tromba Technologies enables organizations with FileBound Enterprise's native Electronic Forms Portal. FileBound Enterprise's Forms Portal allows organizations to use electronic forms as documents and data. These electronic forms can be submitted to users and systems. Improve your customer's experience. Let them submit documents and data directly into your business processes using electronic forms. FileBound’s Forms Portal is user friendly! It allows users to create Forms using a WYSIWYG designer that is entirely drag-and-drop. No html or coding knowledge required! FileBound has a power electronic form signature feature. DocuSign digital signature integration is native in FileBound Enterprise as well. FileBound Enterprise’ Forms Portal reduces process times for any form-driven process.

By moving your HR, Customer Service, and other departments to use electronic forms, you can leap forward enabling remote workers and moving your organization away from the dependency of paper and internal PDF forms for your business assets.

Are your users having difficulty finding and using documents? FileBound Enterprise at its core is an Electronic Content Management platform. FileBound Enterprise is a secure centralized repository that is accessible from anywhere with any device. FileBound Enterprise can seamlessly transition data to and from existing application data environments. Users rely upon entire enterprise eco-systems to get work done. FileBound Enterprise eliminates the duplicate effort and information silos by seamlessly integrating with your other data environments.

Tromba Technologies is an Upland FileBound Reseller. We provide services and solutions utilizing all Upland FileBound products and automation capabilities. Contact Tromba today to discuss how FileBound can enable your new and existing remote work strategies. Begin your automation journey with Tromba Technologies today!