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Document Management Software and Workflow Automation

What you don’t know – or can’t efficiently access – can hurt you. This is especially true if you don’t have pivotal information needed for providing customer service, completing a transaction, or adhering to compliance standards. Document Management Software makes it easy to store all critical business content – scanned images, Word documents, audio/video files, email and more – in a secure centralized repository. Moreover, users can set Records Management policies and destruction schedules against their content to ensure they’re in full compliance with State and Federal regulations.

As executive partners of Upland FileBound Software, we provide end-to-end document management system and workflow automation solutions, giving you the capabilities you need to improve the way work flows through your organization. We help you effortlessly manage business processes from beginning to end, while alleviating the burden of increasingly outdated paper-based processes, so you can decrease costs and increase productivity while supporting compliance with internal and external mandates.

Implementing an electronic document management system within your organization is an essential step in keeping up with the growing demands of technology, no matter what industry you are in. FileBound’s cloud-based application gives you the agility to stay ahead of the competition. We also have the technical expertise to integrate our document scanning services within any records management system you may currently have.



  • Content Management

    Improve collaboration, cut out expensive paper-based processes, increase productivity, and ensure that all work remains regulation compliant in real-time.

  • Workflow Automation

    Workflow Automation eliminates mundane tasks, unburdening employees so they can focus on the work that really matters.

  • AP Automation

    We help Accounts Payable departments of all sizes increase productivity, shorten cycle times, reduce overhead costs, and comply with financial standards and audits.

  • HR Management

    Manages and monitor the complete lifecycle of each employee record. Navigate the complexities of human capital management from the first interaction through separation.

  • Education Management

    Streamline student services by providing faculty secure and reliable access to critical student information, while also improving central office operations.

  • Contract Management

    From drafting, to client approval and renewals, to monitoring and reminders, our system enhances your Contract Management protocol.

  • Predictive Analytics

    Provides executives with real-time insights to drive intelligent business decisions and adjust processes for desired outcomes.

  • Integrations

    We can scan, index, OCR and import your files and metadata into your any existing Electronic Document Management System you may have.

Our Clients

  • Army Document Scanning
  • Yivo Document Scanning
  • US NAVY Document Scanning
  • United Water Document Scanning
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  • hipaa-compliant-medical-records-scanning
  • GSA-logo
  • ExxonMobil
  • Publishing Document Scanning
  • Colgate Document Scanning
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