FileBound Document Management & Workflow Automation Software
Transform the way you manage and process critical business documents with FileBound, an agile, cost-effective platform for document management and workflow automation in complex environments.
Cloud-Based & On-Premise Options
A Flexible Approach to Improving Productivity & Controlling Costs
With the right document management solution, you can reduce costly manual work, improve process consistency, and strengthen compliance.
FileBound can be adopted as a cloud solution or operated from within your internal IT infrastructure, depending on your unique business needs. Either way, you benefit from unlimited user licensing and a full-featured document management solution that enables teams to easily route, review, process, and retrieve documents.
FileBound On-Demand
FileBound On-Demand is an affordable cloud-based document management solution that delivers the ultimate document security features. With SOC 2 certified data centers, third-party vulnerability auditing, and industry standard security practices, this solution was developed with data protection in mind.
FileBound On-Site
FileBound On-Site delivers affordable document management solutions hosted on your internal IT infrastructure. This software is scalable, handles complex workflow processes, and integrates with internal and external systems.
Modules to Choose From
Extend FileBound’s Capabilities & Unlock New Opportunities
Further streamline your document processes with FileBound’s modules that add to the software’s functionality.
Electronic Forms
Easily create and distribute forms with the easy-to-use drag-and-drop forms designer or transform existing PDFs into electronic forms. Upon submission, forms can kick off automated workflows that are routed to the correct department or person.
Workflow Automation
Automate the assignment of tasks within FileBound to increase operational efficiencies, reduce costs, make smarter business decisions faster, and improve organizational scalability.
Integration
Stop bouncing from one application to another by integrating FileBound with third-party applications or custom systems. You can integrate your existing line-of-business systems, including your CRM, HRMS, and ERP.
Analytics
Continuously improve your processes with insight into performance and statuses. With FileBound Analytics, you’ll be able to see where documents are within a workflow as well as easily identify and mitigate bottlenecks.
Access FileBound From Your Desktop with FileBound Connect
FileBound Connect enables you to get more done with an easy-to-use desktop app. Connect is all most users need to complete their daily tasks productively.
Scan documents or import emails, attachments, and other files directly into existing projects.
Easily find and view files already stored in FileBound from your desktop.
Receive notifications directly on your desktop whenever you receive a new assignment.
Index documents in your queue with Connect’s built-in indexing queue.
Access web forms for projects right from Connect.
Pre-populate mapped field values when adding a form to an existing file.
Train and onboard new users seamlessly with an intuitive interface.
Proud Member of the FileBound Partner Advisory Board
The Partner Advisory Board consists of a select group of FileBound partners who help guide product development and go-to-market strategy. As a member of the board, we have direct access to FileBound’s executive team, enabling us to provide the best possible experience for our joint customers.
“MetaSource has been and continues to be a valued business partner.
Their professionalism, solution knowledge, and execution make them a leader within the FileBound community. We are excited to count MetaSource as an Executive Partner!”
Upland Software
Transform How You Manage Documents
Ready to start improving both operational and cost efficiency today with FileBound? Let’s discuss how the software can help you meet your unique business needs.