FileBound

Workflow automation software and document management system

Work better together, eliminate tedious tasks, and build customized workflows that let teams easily create, route, review, process, and retrieve content.

Document Management & Workflow

FileBound is a document management and automated workflow software that helps you eliminate manual work, improve daily processes, and uncover areas for improvement. Here’s how it works.

• What is a document management system?

A document management system—or DMS—is software that is used to securely receive, track, manage, and store documents digitally with the added benefit of reducing clunky paper processes. Most enterprise document management systems keep a record of every version of a document as well as associated metadata, such as which user last modified the document.

• What is workflow automation software?

Workflow automation software handles the design, execution, and automation of processes based on workflow rules. FileBound’s workflow automation technology utilizes a 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. With workflow automation software, your business can save time, eliminate errors, and reduce costs.

• What are electronic forms, and why do they matter?

Electronic forms software helps to digitize forms that used to be paper, such as client intake documentation, services requests, invoices, employee applications, or vendor documentation. By infusing electronic forms into processes, organizations can grab content more quickly from internal or external contacts, while enabling them to attach supporting documentation and provide e-Signatures 24/7 via FileBound’s Electronic Forms Portal. FileBound automatically gathers data from electronic forms to route to recipients, workflows, or ERP, SIS, and DMS systems based on rules. Electronic forms are easy to create using FileBound’s drag-and-drop interface, and a basic template library is available to help users get started.

• How can FileBound help my business get more done?

Using FileBound’s customizable dashboard, users can easily monitor approvals processes, set up action alerts for scheduled events such as contract renewal dates, and lock down sensitive information by user. Compliance audits can be dramatically faster and easier since auditors can be granted temporary secure access to everything they need in the FileBound document management system. And since you have a fully transparent view of where bottlenecks are for items such as invoice approvals or staff onboarding, improving processes and boosting staff efficiency is easier than ever.

Eliminate time-consuming paperwork and get more done with the right workflow automation software.

FileBound Approval Workflows

Straightforward workflow automation for everyone.

Drag-and-drop configuration lets you automate even the most intricate tasks, without the need for coding.

• Collect information from virtually any format: email, fax, paper documentation, forms, and more.
• Create dynamic rule sets to route data and trigger operations.

FileBound Cloud Collaboration

Empower your virtual workforce via the cloud.

Make workflow seamless between full time, on-site, virtual, or freelance teams across the globe.

• Access files, route documents for review and approval, create forms, collect eSignatures, see pending tasks, and assess project status and results from anywhere.
• Centralize multiple interfaces for indexing and distributing data for use in other applications.

Analytics make the data you have work for you

Get a real-time look at tasks and projects and use analytics to define benchmarks, discover areas for improvement, and raise productivity.

Fast adoption and a user-friendly experience

Easy to set up with little to no training required. Intuitive, logical end-user experience makes interacting with the system a breeze.

Flexible integrations get you all the content you need

Say goodbye to data silos with our comprehensive integration platform and API capabilities that allow you to connect to common business systems.

Document workflow solutions for any enterprise

Our innovative automated workflow experience eliminates tedious work, enhances productivity, and improves services across many industries.

Nonprofits

• Focus on what matters – your clients and community. Automate the rest
• Provide 24/7 online forms submission for financial and resource requests
• Reduce paperwork burden and ensure audit-readiness to secure funding
• Discover more about filebound's non-profit workflow document management.

Education

• Boost productivity and simplify tasks so you can focus on student achievement
• Digitize student records and simplify resource requests
• Ensure data compliance with state and federal agencies

Government

• Automate processes to get a handle on your mountains of documents
• Provide online forms submissions for utilities or community requests
• Securely share records and improve collaboration between government entities

Human Resources

• Improve HR efficiency and ensure employee satisfaction to promote a better work culture
• Simplify applications, onboarding, and employee review processes
• Easily maintain comprehensive employee profiles armed with action alerts

Accounts Payable

• Refine a strategic approach to accounting processes and get more done
• Automate and accelerate purchase orders and invoicing while monitoring payment status in real-time from your dashboard
• Manage vendor selection, facilitate onboarding, and provide an online self-service portal to keep processes moving

Records Management

• Improve records access and enable a remote workforce
• Grant secure digital records and files access to staff working from anywhere
• Organize and manage information chaos from one dashboard to boost productivity

Advantages of FileBound

Learn more about how FileBound’s workflow automation and document management software can help streamline processes so you can get more done.

• What role does a document management system and workflow automation software have in an enterprise setting?

Your business is driven by content, and FileBound’s software handles all the details when it comes to enterprise document management, from the time a document arrives at your business, through reviews and approvals, to secure cloud storage and retrieval. With our powerful automated workflow software, administrators can quickly drag and drop to create process-specific workflows for any task. FileBound also includes many templated, pre-built workflows for specific use cases including accounts payable, human resources, contract management, and much more.

• What advantages does FileBound provide to a larger company?

FileBound simplifies secure document management, routing, and storage of content captured from scanned images, Word documents, forms, email, and more. Plus the software integrates seamlessly with many of the CRM, HRM, ERP, SIS, and other enterprise systems you already work with every day. That means your staff can be up to speed on how to use FileBound to complete their work faster and more efficiently very quickly, with little to no training required. Using the power of FileBound Connect, you can integrate various software systems so your staff can find whatever they need in one place instead of bouncing between applications.

Empower your business with our document management system

Now your teams can collaborate to keep work flowing smoothly with access to the content they need, right at their fingertips.

Workflow automation

• Customizable workflow rules
• Graphical drag-and-drop interface for
  no-code configuration
• Automatic importing, escalations, and scheduled event capabilities
• Minimal training for user adoption

Document management

• Easy configuration for permissions and security settings
• One-click metadata searches for documents and files
• Digitize and store records securely in one place
• Highly scalable with flexible licensing options

eForms portal

• Capture and automatically route requests via workflow rules
• Replace outdated, error-prone paper forms and processes
• Provide 24/7 upload and submit capabilities
• Central portal to organize various organizational forms

Robust analytics

• Five Insights Dashboards evaluate process efficiency
• Predictive analytics recognize trends based on patterns
• Performance comparisons identify areas for improvement
• Anticipate the effects of current trends on future productivity

Wide variety of integrations

• Integration platform powered by Dell Boomi
• Open APIs allow for custom integrations with existing systems
• Fused interface provides access to data from one screen
• Single Sign-On (SSO) integrated

Want to learn more? send us an email at inquiry@infomax.com.ph or contact us through our website for inquiries & demo requests!