Extend FileBound’s Capabilities & Unlock New Opportunities with Modules
FileBound’s modules add to the software’s functionality, allowing you to further streamline your document processes.
Electronic Forms
Leave your paper forms in the past! Easily create and distribute forms with the easy-to-use drag-and-drop forms designer or transform existing PDFs into electronic forms.
With this module, forms can be accessed within FileBound by your users or through an outward-facing portal for clients or vendors to access. Upon submission, FileBound 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.
Here’s how implementing this software will help your business thrive:
- Streamline processes to reduce manual work
- Eliminate bottlenecks
- Build from templates or create custom workflows with a no-code interface
- Easily enforce centralized document storage and indexing to ensure version control
- Automatically import and route content based on rule configurations
- Set up scheduled events and action alerts
- Customize your dashboard to monitor progress and review process analytics
- Enable remote work with easy access from anywhere
- Route documents to individuals or departments
- Meet regulatory compliance guidelines more easily
- Improve audit readiness
- Reduce labor and real estate costs
Integration
Bouncing from one application to another adds time to a busy day. By integrating FileBound with third-party applications or custom systems, you can simply get down to business. You can integrate your existing line-of-business systems, including:
- CRMs
- HRMS
- Financial systems and ERPs
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. The system is also able to predict future performance based on historical data, providing you with actionable business insights.