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
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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

"For us, there is nothing more important than our employees, as we are nothing without them. Our teams work together to produce an outstanding product. The efficiencies that Upland helps us drive in the background play a large part in that." - One of Top 10 US Fruit Farming Companies

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.

Comprehensive Insights on Upland FileBound Use Cases

What solutions does Upland FileBound provide for Workflow Management?

Why is Upland FileBound the best choice for Collaboration?

How does Upland FileBound address your Content Management Challenges?

What benefits does Upland FileBound offer for Contract Management?

10+ more Business Use Cases

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.

Customer Testimonials

CUSTOMERS TESTIMONIALS
Upland FileBound testimonial

Director of Human Resources

One of Top 10 US Fruit Farming Companies

For us, there is nothing more important than our employees, as we are nothing without them. Our teams work together to produce an outstanding product. The efficiencies that Upland helps us drive in the background play a large part in that. Testimonial By One of Top 10 US Fruit Farming Companies
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

Nancy Williams

Business Analyst

Rapid City Area Schools

We looked for ways to eliminate paper and streamline processes in the district for years. Using Upland solutions, we are moving towards our goal of a paperless district, and work can be quickly and securely completed from wherever our staff is based. Testimonial By Nancy Williams
CUSTOMERS TESTIMONIALS
Upland FileBound testimonial

Director of Human Resources

One of Top 10 US Fruit Farming Companies

For us, there is nothing more important than our employees, as we are nothing without them. Our teams work together to produce an outstanding product. The efficiencies that Upland helps us drive in the background play a large part in that. Testimonial By One of Top 10 US Fruit Farming Companies
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

Nancy Williams

Business Analyst

Rapid City Area Schools

We looked for ways to eliminate paper and streamline processes in the district for years. Using Upland solutions, we are moving towards our goal of a paperless district, and work can be quickly and securely completed from wherever our staff is based. Testimonial By Nancy Williams

Case Studies

Legal Services

CASE STUDY Post & Schell

AccuRoute helped Post & Schell digitize records and mail processes. The law firm needed to reduce paper storage and give attorneys better access to documents. AccuRoute integrated with iManage to sca...n, OCR, and store files for easy access. Post & Schell cut paper storage by 75%. Attorneys now get digital mail and can access files from anywhere. The firm increased billable hours and improved efficiency with the new system.

Manufacturing

CASE STUDY Trane Technologies

Upland Ultriva helped Trane Technologies improve supply chain visibility and collaboration. Trane wanted better control over supply chain processes and to cut down on inventory and storage costs. Wit...h Ultriva, Trane streamlined its raw material supply chain, moved from build to forecast to lean production, and aligned production planning with real customer demand. Trane reduced inventory by over 25%, managed $750 million in annual material spend, and achieved a 98% accuracy rate with RFID scans. The solution enabled over 10,000 inventory transfers between Ultriva and Oracle.

Information Technology and Services

CASE STUDY Commvault

Kapost helped Commvault organize and align their marketing strategy. Before Kapost, Commvault struggled with scattered content and no clear strategy. Kapost provided a single source of truth and impr...oved team alignment. The platform made a company rebrand easy and streamlined content management. Commvault saw a 30% increase in deals, 15% increase in web traffic, and 20% increase in win rates.

Education

CASE STUDY Georgia State University IT PMO

Eclipse PPM helped Georgia State University IT PMO improve project governance and reporting. The team gained a 69% project success rate and 96.6% customer satisfaction. Demand for PMO services increa...sed by 400%. The solution gave them a single view of all projects and better reporting. The IT PMO became a trusted partner and grew its team from two to ten.

Financial Services

CASE STUDY United Wholesale Mortgage

Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The company replaced handwritten notes with a digital system, making it easy to track eve...ry client interaction. Agents now handle up to 35 cases per day, a 50% increase. Net Promoter Score improved by 23%. UWM also reduced calls about a specific mortgage term by 97% after tracking and addressing customer pain points.

Mechanical or Industrial Engineering

CASE STUDY Johnson Controls, Inc.

PowerSteering helped Johnson Controls, Inc. expand its Six Sigma and continuous improvement programs. The company needed a better way to manage projects across 300+ global plants. PowerSteering suppo...rted over 600 CI professionals and 1,000 Green Belts, enabling about 10,000 projects each year. In one plant, over 70% of savings, nearly $1 million, came from projects shared from other plants. The software made it easy to share best practices and track results, leading to big cost savings and lower energy use.

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

Financial

Upland ( UPLD ) Q2 Revenue Falls 23 % | The Motley Fool

Upland Software reported a 23% year-over-year revenue decline in Q2 2025, attributed to strategic divestitures. Despite the drop, adjusted EBITDA margin improved to 25% due to a focus on high-margin core operations. The company continues to integrate AI features across its products, including updates to the Panviva, InterFAX, and Adestra platforms. Upland added 100 new customers and expanded relationships with 263 existing clients.

Awards

Upland Software Earns 68 Badges in G2s Summer 2025 Market Reports - Nasdaq

Upland Software earned 68 badges in G2's Summer 2025 market reports, showcasing strong performance across its AI-powered knowledge management solutions. Products like Upland Panviva, Upland RightAnswers, and Upland Qvidian received multiple recognitions, highlighting their value in optimizing knowledge management and automating content workflows. These accolades reflect Upland's impact on enterprise organizations, enhancing customer experiences and ensuring compliance.

Financial

Upland Software to Release Fourth Quarter 2024 Financial Results on March 12, 2025

Upland Software will release its fourth quarter 2024 financial results on March 12, 2025, followed by a conference call and webcast.

Awards

Upland Software Earns 75+ Badges in G2 Winter 2025 Market Reports

Upland Software Earns 75+ Badges in G2 Winter 2025 Market Reports

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