Summary

FileBound is a document management and workflow automation software by Upland. It helps businesses digitize, manage, and automate the routing and storage of documents and data, aiming to eliminate manual tasks and improve efficiency. The platform offers features like electronic forms, customizable dashboards, and integrations with other business systems.

Features
6/15
See all

Must Have

4 of 5

Semantic Search

Automated Sorting Rules

Cloud Storage Integration

Privacy Controls

AI File Chat

Other

2 of 10

Manual Approval Workflow

Data Encryption & Security

Feedback-Driven Refinement

Demo Mode

Local File Access

Usage Credits & Quotas

Multi-User Collaboration

Enterprise SSO & Compliance

Centralized Team Billing

Advanced AI Model

Rationale

FileBound offers document management and workflow automation, which aligns with the concept of organizing and managing files. It explicitly mentions "AI-enhanced workflow automation and secure document management," and features like "drag-and-drop configuration to replace manual tasks and automatically route documents, data, or files to people or line-of-business systems based on pre-defined rules" and "securely receive, track, manage, and store documents digitally." The website also highlights "flexible integrations" and "API capabilities that allow you to connect to common business systems," implying cloud storage integration. Privacy and security are addressed with mentions of "lock down sensitive information by user" and "secure document management." While it uses AI for workflow automation, it doesn't explicitly state AI-powered chat with files or semantic search in the same way Dynbox does, but it does mention "Intelligent Web-Like Search" for another product within Upland, suggesting a capability for advanced search. The manual approval workflow is implied through the ability to monitor and approve processes.