Posts Tagged ‘work management’

Document Management Industry Roundup: August 22, 2014

August 21, 2014

Data security and AP automation were popular topics in the industry this week.

What’s new in the industry this week:

1. New research from our partner, AIIM, shows that 56 percent of organizations are not utilizing digital technology to archive files. See more results from the survey here:

2. While some companies are debating the best BYOD policy for their business, many employees are choosing to use their personal devices without official permission. Here’s how IT departments meet employee needs and stay ahead:

3. New developments in the cloud and ECM are improving the capabilities of AP departments. Learn more in our latest blog post, and download the The Institute of Financial Operations’ report:

4. According to The Accounts Payable Network, more than 60 percent of organizations still rely on paper-based manual processes to complete accounting and payment tasks. Our partner Kofax explains how AP automation can be a huge time and paper-saver:

5. In light of the many data breaches companies worldwide have experienced in the past year, many organizations are concerned with the security of their own information, and so are consumers. Here are a few ways companies can educate their customers about data security:

What’s new with FileBound this week:

FileBound team members Jamie and Steve accepted the ALS Ice Bucket Challenge this week, and challenged a few of our other team members to complete the challenge by next Tuesday! Watch the video here: 

You can also watch FileBound Fred accept his challenge here:

Don’t miss these upcoming events:

The second annual Upland User Conference was announced this week! Mark your calendars for April 27-30, 2015. The FileBound team will be there in Lake Buena Vista, Fla., at Disney’s Beach and Yacht Club with the rest of the Upland Software family!

Work Management Trends in AP Automation

August 20, 2014

New developments in the cloud and ECM are improving the capabilities of AP departments.

Institute of Financial Operations Executive Report Work Management Trends in AP Automation

New developments in ECM industry are changing the way AP departments operate. Changes in the cloud, mobile, and analytics are all providing new opportunities for AP departments to become more agile, meet higher performance benchmarks, and increase usability. This report from IFO explains:

  • How workflow tools allow fast response to changing business needs and can be easily implemented by users
  • Cloud-based solutions that are secure and can make it easier to deliver business continuity across a distributed workforce
  • Mobile access that is available across any device, making processes like purchase-to-pay cycles easy to complete from anywhere
  • Meaningful and insightful analytics that can be retrieved without the assistance of a database administrator, such as predictive dashboards

If you’re considering an AP automation solution or looking to improve your current process, this look at the latest trends in technology will help you better understand your best options.

Download the full whitepaper here:

FileBound 6.6 Release

October 1, 2013


FileBound 6.6 Delivers Enhanced Workflow Processing and a Remarkable Mobile Experience

Latest release of leading document management and workflow automation platform includes 78% faster Optical Character Recognition (OCR) performance plus Android and iOS device support

AUSTIN, TX – FileBound, a leading provider of document management and workflow automation software and part of the Upland family of cloud-based project, portfolio, and work management applications, today announced the availability of its latest product release, FileBound 6.6.

FileBound provides an integrated workflow and document management system that can be deployed as a cloud-based service or implemented locally.  The solution was developed on the web using a Microsoft platform so that it can be easily integrated into the most widely used software systems, and adapted to meet the individual needs of any business from SMBs to large corporations.  At the heart of the FileBound solution are process automation tools that are simple to manage, allowing non-technical users to control rules, decisions, and work assignments. Within FileBound, customers can configure and generate reports that allow them to develop systematic audit procedures, manage information processes, and comply with government regulations. FileBound’s powerful document management capabilities also help bridge the gap between digital content and paper documents, allowing organizations to seamlessly manage records and information.


The 6.6 release improves on FileBound’s class-leading software by introducing the following major enhancements:

  • FileBound Touch has been extended to the mobile phone with an updated layout and functionality designed to take full advantage of device-specific features on Android and iOS devices.
  • FileBound Capture 6.6 increases Optical Character Recognition (OCR) performance by as much as 78%, and provides many new features including pattern matching in templates, Web Viewer support for unhandled file types, and a Forms Menu that provides users the ability to select and complete an e-form without accessing an external website.
  • Visual Workflow Processing allows users to see a visual map of all the steps in a workflow process, including the path a document has taken and what steps are ahead in the workflow.

Dan Yount, FileBound General Manager, said, “With FileBound 6.6 customers have more power than ever at their fingertips to drive out cost, improve customer service and become more efficient.  FileBound is the perfect solution for organizations needing mobility, flexibility and native cloud capability to provide workflow automation to their business, no matter how big or small.”


About FileBound

FileBound provides workflow automation and document management solutions that improve the operation of any organization by connecting users with the information they need to work more efficiently and effectively. With FileBound, customers can build automated workflow processes and centrally manage documents to improve compliance, collaboration, and access to information. FileBound solutions can be deployed locally or as a cloud-based service, and have been implemented by organizations of all sizes around the world. FileBound is part of the Upland Software family of cloud-based project, portfolio, and work management applications. For more information, visit

Document Management Industry Roundup: May 17, 2013

May 17, 2013

This week’s industry news:

Take a break to catch up on this week's latest industry news

Take a break to catch up on this week’s latest industry news

Despite the cloud’s ability to provide serious benefits, many IT departments are hesitant to jump into the cloud.

US Customs is moving towards going paperless. The agency will be trialing kiosks for travelers to fill out their arrival paperwork.

“Every document that’s important to your business can and should flow into a digital records management system.”

Upland Software announces the acquisition of FileBound Document Management Solutions, making it the world’s largest provider of cloud-based enterprise software for project, portfolio and work management.

In case you missed our latest blog:

After implementing FileBound On-Demand, this regional medical center was able to deliver EOBs quicker, saving on labor costs.