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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