Upland FileBound Overview

Upland's FileBound offers secure document management and workflow automation to streamline content routing and storage. Documents from any format are efficiently handled.

Use Cases

Customers recommend Workflow Management, Collaboration, Content Management, as the business use cases that they have been most satisfied with while using Upland FileBound.

Other use cases:

  • Contract Management
  • Customer Case Management
  • Digital Signature
  • Training & Onboarding
  • Competitive Intelligence
  • Meeting Management
  • Public Relations
See all use cases See less use cases

Business Priorities

Increase Sales & Revenue and Improve ROI are the most popular business priorities that customers and associates have achieved using Upland FileBound.

Other priorities:

  • Improve Internal Communications
  • Improve Consistency
See all business priorities See less business priorities

Upland FileBound Use-Cases and Business Priorities: Customer Satisfaction Data

Upland FileBound works with different mediums / channels such as Mobile. and Offline.

Upland FileBound's features include Recording, and Personalization. and Upland FileBound support capabilities include 24/7 Support, Chat Support, Email Support, etc. also Upland FileBound analytics capabilities include Analytics, and Custom Reports.

Reviews

"FileBound empowered us to unburden our staff’s days from manual timeconsuming duties. Now they have more time for tasks that matter most for the community we serve. After all, we’re here to help people, not to focus on paperwork." - Lisa Wagnon

Peer review evidence (same sources as the product rating summary)

"...Robust workflow with easy design and included E-forms...." Peer review by Consultant
"...We are also able to collaborate on projects as a team...." Peer review by Vince F., Information Services
"...A comprehensive Enterprise Content Management (ECM) application, FileBound includes e-forms, data capture, analytics, mobility and integration, so there s no need to buy extra modules to ensure work flows smoothly throughout the enterprise. ...." Peer review

Upland FileBound, Intelligencebank DAM, Responsive (formerly RFPIO), Hyland Governance, IntelligenceBank, etc., all belong to a category of solutions that help Content Management Systems. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Upland FileBound

Top Industries

  • Education
  • Non-Profit Organization Management
  • Government Administration

Popular in

  • Enterprise
  • Mid Market
  • Small Business

Upland FileBound is popular in Education, Non-Profit Organization Management, and Government Administration and is widely used by Enterprise, Mid Market, and Small Business.

Upland FileBound Customer wins, Customer success stories, Case studies

How efficiently Does Upland FileBound manage your Workflow Management?

How does Upland FileBound facilitate Collaboration?

How can Upland FileBound optimize your Content Management Workflow?

What solutions does Upland FileBound provide for Contract Management?

13 buyers and buying teams have used Cuspera to assess how well Upland FileBound solved their Content Management Systems needs. Cuspera uses 524 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Content Management Systems needs.

CUSTOMERS TESTIMONIALS
Upland FileBound testimonial

Lisa Wagnon

Administrative Management

Volunteers of America Southeast Louisiana

FileBound empowered us to unburden our staff’s days from manual timeconsuming duties. Now they have more time for tasks that matter most for the community we serve. After all, we’re here to help people, not to focus on paperwork. Testimonial By Lisa Wagnon
Upland FileBound testimonial

Judy Gibbons

Information Systems Manager

Cache County School District

We needed a way to simplify processes and digitize our archived and current records into a cohesive system. With FileBound, we are more responsive and organized than ever Testimonial By Judy Gibbons
Upland FileBound testimonial

Sarah Powers

Lead Case Manager

Stand Down

FileBound has helped our busy team by leaps and bounds! Service time has gone from weeks to only a day or two for our clients, and it has certainly made life easier for our staff as well. Implementation was fast and the support experts are so helpful. The capabilities of the software has rescued us. Testimonial By Sarah Powers
CUSTOMERS TESTIMONIALS
Upland FileBound testimonial

Lisa Wagnon

Administrative Management

Volunteers of America Southeast Louisiana

FileBound empowered us to unburden our staff’s days from manual timeconsuming duties. Now they have more time for tasks that matter most for the community we serve. After all, we’re here to help people, not to focus on paperwork. Testimonial By Lisa Wagnon
Upland FileBound testimonial

Judy Gibbons

Information Systems Manager

Cache County School District

We needed a way to simplify processes and digitize our archived and current records into a cohesive system. With FileBound, we are more responsive and organized than ever Testimonial By Judy Gibbons
Upland FileBound testimonial

Sarah Powers

Lead Case Manager

Stand Down

FileBound has helped our busy team by leaps and bounds! Service time has gone from weeks to only a day or two for our clients, and it has certainly made life easier for our staff as well. Implementation was fast and the support experts are so helpful. The capabilities of the software has rescued us. Testimonial By Sarah Powers
 

A top law firm - Legal Services - Large

BA Insight’s AI Enablement Platform helped a top law firm connect Microsoft Copilot with iManage. Attorneys now use natural language to find case files instantly. The firm automated document summarie...s and improved security compliance. Copilot became more useful, saving time and boosting accuracy. The law firm now leads in legal AI adoption and future-proofs its workflows.

 

NEXTDC - Information Technology And Services - Medium

Brisbane, Australia

NEXTDC used Altify to help their sales team work together better. The team used one approach for all sales. This made it easier to handle complex deals. With Altify, they closed their biggest deal ev...er. The sales team spoke the same language and worked as one group. Altify helped them build stronger relationships and grow revenue.

 

Powerlink - Utilities - Large

Brisbane, Australia

Powerlink uses Altify to improve sales and buyer interactions. They leverage account management features to boost data quality and team collaboration. Insight Mapping gives Powerlink transparency wit...h customers and helps account directors understand buyer needs. This approach helps Powerlink become a trusted advisor and increases revenue. Integration with third-party apps makes their sales process easier.

 

Global life sciences organization - Pharmaceuticals - Very Large

BA Insight’s AI Enablement Platform unified data from Veeva Vault, Confluence, Jira, and SharePoint for a global life sciences leader. Scientists and compliance teams now access all SOPs and regulato...ry guidelines in one place. Copilot delivers complete, context-aware answers for R&D and compliance. Compliance tasks are faster and more accurate. Teams make decisions quicker and save resources. Data security and compliance standards are maintained across all sources.

 

AAA Northeast - Automotive - Large

Providence, USA

Panviva helped AAA Northeast fix knowledge management problems after several mergers. The company had many disconnected sources for policies and procedures. Panviva created a single place for all inf...ormation. This made it easier for agents to find answers and reduced training time by half. Agents now solve more problems on the first call and give members a better experience.

 

Only One - Non Profit Organization Management - Small

Only One used Mobile Commons to boost their digital strategy. In one year, they sent 209,000 SMS messages. They added 40,000 new texting subscribers. Thousands of supporters signed climate petitions.... Mobile messaging helped them reach more people and drive action for climate causes.

Frequently Asked Questions(FAQ)

for Upland FileBound

What is Upland FileBound?

Upland FileBound is a Document management and workflow automation software enabling team collaboration, smooth workflow through automated processes, and instant access to the right content. The software can be used for enhancing productivity and services across industries such as Government, Non-profits, Education and more.

Upland Filebound can be used in employee on-boarding and review processes, and for creating a database of employee profiles with action triggers, which help in improving HR productivity and employee satisfaction. Records Management processes can be streamlined for storing securely and granting secured access to remote employees, thus enabling better productivity and information management.

The features include Workflow automation with customizable rules, Document configuration with easy configuration settings for secured access, including scalable licensing options, an eForms portal which can be accessed through automated workflow rules, Analytics with dashboards showing insights on various factors such as process efficiency, predictive analytics, performance comparisons and more.

What is Upland FileBound used for?

Upland FileBound is a Content Management Systems Software mainly used by its customers to Increase Sales & Revenue and Improve ROI by Workflow Management, Collaboration and Content Management .

What are the top features of Upland FileBound?

Recording, Personalization are some of the top features of Upland FileBound.

Who uses Upland FileBound?

Upland FileBound is used by Education, Non-Profit Organization Management and Government Administration among other industries.

What are Upland FileBound alternatives?

Intelligencebank DAM, Responsive (Formerly RFPIO), Hyland Governance and IntelligenceBank are popular alternatives for Upland FileBound.

Where is Upland FileBound located?

Upland FileBound is headquartered at Frost Bank Tower 401 Congress Avenue, Suite 1850 Austin, TX 78701-3788.
lightning

Peers used Upland FileBound for workflow management and collaboration

Upland FileBound Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

2.98/5

Read Reviews (1)
Analytics

4.47/5

Read Reviews (11)
Custom Reports

4.30/5

Read Reviews (35)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

2.98/5

Read Reviews (1)
Analytics

4.47/5

Read Reviews (11)
Custom Reports

4.30/5

Read Reviews (35)

Software Failure Risk Guidance

?

for Upland FileBound

Overall Risk Meter

Low Medium High

Top Failure Risks for Upland FileBound

Upland Software, Inc. News

Awards

Upland Software Earns 43 Badges in G2's Summer 2026 Market Reports

Upland Software received 43 badges in G2's Summer 2026 Market Reports, highlighting its strong performance and recognition across various categories.

Financial

Upland Software Reports First Quarter 2026 Financial Results

Upland Software announced its financial results for the first quarter of 2026.

Financial

Upland Software Q1 revenue falls 24%, guides 2026

Upland Software reported a 24% decline in Q1 2026 revenue to $48.7 million, primarily due to 2025 divestitures. Despite the drop, the company exceeded guidance midpoints for revenue and Adjusted EBITDA, and introduced new AI-powered products like the Upland BA Insight Platform and AI Conversational Search for Upland Panviva Sidekick. Upland also expanded its customer base, adding 107 new customers and enhancing relationships with 189 existing ones.

Financial

Upland Software to Release First Quarter 2026 Financial Results on May ...

NR Reason: The article is about the schedule for Upland Software's financial results announcement, which fits the "Financial" category, but the specific details of the financial results are not provided.

Upland Software, Inc. Profile

Company Name

Upland Software, Inc.

Company Website

https://uplandsoftware.com/

Year Founded

2010

HQ Location

Frost Bank Tower 401 Congress Avenue, Suite 1850 Austin, TX 78701-3788

Employees

251-500

Social

Financials

PRIVATE