more Productivity

less Admin

Provide better service and achieve efficient workflow automation with our cloud-based document management solution that can streamline even the most complex of work processes.

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Provide quality service at the lowest cost

Cloud-based collaboration is within your reach.

Want to respond to your clients faster and empower your team to work smarter, not harder?

FileBound’s intuitive interface makes streamlining your business simple and saves you costs at the same time. With customisable workflow automation for everyone, your team can retrieve data and documents, manage tasks, track progress, and access end-to-end reporting.

Why your business needs FileBound

Make document management effortless

Like the idea of freeing up more time to spend on your clients and business development goals, just by making your data management processes more simple?

FileBound’s central cloud storage coupled with seamless integration with your current operating systems means managing information and documenting compliance has never been easier. Document searches are simple to execute and it’s easy to review prior versions and see who made the latest updates and when. Team members can amend, review, and publish, and the latest version is instantly available on any device from any location.

Eliminate manual document processes for good.

Automated compliance reporting

Is compliance reporting causing you headaches?

With FileBound, every completed task is tracked, recorded, and instantly accessible to any authorised user. The advanced analytics, intuitive design, and effortless integration processes mean your records will always be accurate and up to date. Any records with issues are straightforward to detect and repair, as advanced business intelligence reporting allows you to build complex dashboards and run gap analysis and heat mapping.

Combat procrastination, competing priorities, and outdated processes that make compliance a headache.

Reach record levels of productivity

Do you want to get the best out of your team?

Ditch your antiquated administration procedures and digitise your documentation system and workflow processes with FileBound. Authorised team members can access information from anywhere on any device, so they will always know what tasks need to be completed and when deadlines are approaching.

Free up your staff to spend more time on the work that matters and less time on admin!

How FileBound works

No more paper!

Save time, money, resources, and demonstrate care for the environment by eliminating outdated paper-based processes. With FileBound, there is no need to send PDFs to your clients to print and return, as the customisable Form Designer enables you to upload and auto-populate forms in just a few clicks. Drag and drop tools allow new forms to be designed and shared quickly and easily, and editing and updating is childsplay. All completed forms are immediately imported to be shared with your teams and clients, and any corresponding workflow processes are triggered automatically.

Seamless integration with your data systems

FileBound eliminates bottlenecks caused by data silos, ensuring all authorised team members have access to the latest information, all of the time. Designed for a user-friendly experience with minimum user training required, FileBound is easy to implement and is scalable, flexible, and secure. Forms and documents are auto-populated with the details for each client, and completed and approved documents are instantly fed back into the system for storage and easy remote access.

seamless integration with your data systems

FileBound eliminates bottlenecks caused by data silos, ensuring all authorised team members have access to the latest information, all of the time. Designed for a user-friendly experience with minimum user training required, FileBound is easy to implement and is scalable, flexible, and secure. Forms and documents are auto-populated with the details for each client, and completed and approved documents are instantly fed back into the system for storage and easy remote access.

Intuitive content for easy task completion

FileBound’s intuitive features work with your existing software to anticipate the content required to complete tasks and deliver them to your team. Storing and sharing files is easy and instant notifications tell team members when new tasks are created, with access to full details in just one click. The easy to use system allows users to add new content and store it in customisable folders that are instantly available to view.

Tailor-made data security

FileBound keeps sensitive information safe, secure, and available as needed. As an Iress Open partner, you can be assured that our software complies with the highest standards of data security. In just a few clicks, account administrators can assign individual, group, or system-wide permissions ensuring only authorised users have access to confidential information. Audit trails allow managers to track who has viewed, edited or sent any document in your library.

Integrations

FileBound seamlessly integrates with some of the world’s leading applications to further streamline your business, like these:

Digitise your entire document library

FileBound can be configured for virtually any document format including emails, faxes, and forms. Advantages of waving goodbye to paper processes include:

More Time

Eliminate tedious tasks, time-consuming paperwork, searching for records, and never have to rewrite a lost document again.

More Information

Our analytics tools make your data work harder for you. Get a real-time overview of tasks, set benchmarks, and raise productivity.

More Collaboration

Work better together and get more done with customisable workflows, instant task notifications, and remote access from any device.

Skyrocket your business to success with Umlaut's range of solutions.

Contact our team today to discuss your needs and discover how our solutions could deliver big benefits to your organisation.

book a demo