Document Management and Workflow

FileBound is a cloud-native document management and automated workflow platform that helps you eliminate manual work, improve daily processes, and uncover areas for improvement

Solutions to transform your organisation

Document Management

Streamline your operations and fully harness your information with FileBound’s complete document management solution. Designed to help you find, control, optimise and protect valuable information, FileBound’s powerful platform saves records to a central repository, integrating seamlessly with your existing business systems. Providing full access to all electronic data, FileBound organises and secures your information, simplifying document archiving and storage.

Manage all your records in a single system

Control, store and access all records with the help of FileBound’s powerful document management capabilities. Use FileBound’s user-friendly dashboard to bring documents together from separate systems, helping you easily locate records, find information and share critical data across your entire business. Collaborate across teams and locations using FileBound as a single ‘source of truth’, simplifying processes, saving time and boosting productivity thanks to FileBound’s workflow automation and document routing capabilities.

Easily access documents from anywhere

Access documents using any internet-enabled device with FileBound’s cloud-based platform. Smartphones, tablets, laptops and desktops can be used to instantly access important and critical information wherever you are, even if you’re working from home, off-site or on the road. By using a standard browser or by downloading a dedicated app, FileBound’s responsive design technology delivers easy access to documents while still providing a secure experience thanks to robust access controls on folders, files and specific functions.

Save on storage costs by eliminating paper records

Digitise paper records and provide online access to critical forms for your clients with FileBound’s integrated e-forms capabilities. Scan in physical records to ensure everyone has updated information without having to print, fax or manually send paper copies. Provide electronic forms to clients to eliminate paper and automatically capture key information at the point of entry into your organisation. FileBound takes paper out of the equation to streamline your processes, save storage costs and ensure full visibility of all your records.

FileBound Workflow

Process Automation

FileBound is an enterprise-level document management system that operates securely in the cloud and automates business processes. With our solution, you can leverage the complete capabilities of workflow automation, freeing you and your team to concentrate on essential tasks while we take care of the intricate details. Additionally, FileBound eliminates the tedium and expense of paper-based processes, which improves your productivity while complying with industry standards.

How much could your business save with Ellby?

Tell us how many of your staff are currently handling paper files and we'll let you know what your estimated savings could be, using our systems.

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All the information you need in one place

Use FileBound’s user-friendly workspace to bring documents together helping you easily locate records, find information and share critical data across your entire business.

SPEED

Streamline document collaboration and business processes

Streamline document collaboration and speed up business processes with FileBound’s document routing and automated workflow features. Create custom workflows to control the collation of feedback and information in vital business documents. Route invoices and supporting documentation automatically to designated approvers. FileBound’s simple drag and drop functionality makes automation a breeze, eliminating manual document handling and giving staff instant access to critical documents, saving your business time and money.

CONTROL

Control access to individual documents and records

FileBound’s Document Management System (DMS) makes accessing documents wherever you are easy, while also applying robust security and document control features. Assign security policies to applications within the system, such as staff files, to control access to sensitive information. Set roles within the system to ensure documents can only be actioned by approved staff. You can even control security rights around the functionality users have access to, such as printing, emailing, or editing documents, for additional security.

COMPLIANCE

Track information access to maintain regulatory compliance

An Enterprise-Grade Cloud Document Management Solution

FileBound is a cloud-based solution that meets high standards for security, reliability, and performance, without any compromise. It is hosted on state-of-the-art infrastructure, ensuring that your sensitive data is protected at all times.

Discover how FileBound can help you cut down on operational costs, streamline your business processes, and improve reporting and compliance to achieve success in every aspect of your organisation.

Enhance your productivity to a whole new level with FileBound's document management and workflow solutions.

Increase the efficiency of your Accounts Payable department by reducing staffing, enhancing transparency, and achieving better results.
Secure your sensitive Human Resources records and ensure their availability as needed.
Establish governance over your critical legal contracts, including their creation, authorisation, and life-cycle management.
Enhance your Accounts Receivable KPIs without the need for additional staff.
Automate and streamline critical staff processes such as performance management, leave application, and professional development requests.

Minimise the use of costly couriers for physical document delivery.
Eliminate time spent searching for records.
Put an end to the frustration of lost documents and wasted time searching. FileBound's Document Management software provides a solid foundation for your digital transformation project's success.
Access your content anytime, anywhere, and on any device of your choosing.

FileBound document and work management make all this possible!

Case Study

$80K

Saved annually

Read RDO Equipment's Story >

“Where once we only had a monthly solution for supplier processing, that process has been cut down to a two to three-day cycle.”

RDO Equipment

FileBound eForms

Automate the Creation, Distribution, and Filing of Transactional Forms

FileBound eForms are mobile accessible and can capture your data via a HTML, Microsoft Excel, Microsoft Word or Adobe PDF based form.

In order to drive down operational costs in business processes, current strategies involve exploring opportunities for automation and creating self-service front-end data entry applications. One way to consider this is by looking at how online commerce transactions take place, such as making a reservation, requesting information, or making a purchase. In these instances, the user is presented with a form in which they enter the required data and submit it.

Using electronic forms in FileBound to capture data eliminates the need for paper documents, resulting in a reduction in operational costs associated with processing forms.

Organisations using manual paper forms face high expenses in distribution and management, resulting in increased operational costs. FileBound's integrated content management solutions offer a framework for automating these processes, reducing costs and increasing efficiency.

With the FileBound Electronic Forms System, you can effortlessly develop and maintain a collection of forms that can be utilised to automate the generation, distribution, and organisation of transactional forms. These forms can be tailored to your preferences and created in various formats, such as Microsoft Word, HTML, or Excel documents. Additionally, you can easily make them available on both the FileBound platform and external websites or portals.

Once forms are completed, they can be securely stored and easily retrieved within the FileBound system. Additionally, forms can trigger automated workflow processes based on preconfigured business rules. The data entered in the forms can also be extracted to populate other systems or databases, and can be utilised to generate customised reports.

When paired with the automated workflow, the e-Forms module of the FileBound Enterprise Document Management Solution enhances the system's capabilities and enables the creation of highly efficient Business Process Automation solutions.

Some use cases for FileBound eForms include:

Job Applications
Incident Report Forms
Information Request Forms
Purchase Requisitions
Leave Applications
Online Order Forms
Employee Onboarding Checklists
Service Request Forms
Online Credit Applications
Automatically Generated Employee Review Forms

Example eForm use case:

FileBound Connect

Accessing Your Content Has Never Been Easier

FileBound Connect anticipates and intelligently delivers content relevant to a user’s needs, eliminating the tedious process of searching to retrieve related content. Transform the way users connect to your organisation’s everyday line of business applications with our clean design and out-of-the-box integrations.

Content Delivery

Connect works with business applications to anticipate which content complements the application and automatically delivers it straight to your fingertips.

Instant Notifications

Users are notified of assignments the moment they are received. One-click takes you directly into Connect to move through the approval process.

Drag and Drop

Add content to FileBound simply by dropping it into the file - Connect does the rest. Customisable folders provide an intuitive design anyone within the organisation can follow.

ERPs, CRMs, accounting systems – the number of applications employees navigate daily is cumbersome. FileBound Connect is the bridge between these systems and the content that supports them, enabling users to access relevant content while in their primary application. By empowering employees with the content and data they need, Connect helps users make intelligent business decisions.

Check out FileBound Connect in action by watching this demonstration video showing FileBound Connect working with SalesForce.

Why Choose FileBound Connect?

Out-of-the-box integration with key web-based applications.
Ease of use: thorough adoption with minimal learning curve.
Adapts to existing business processes.
Improved staff productivity, efficiency, and responsiveness.
Built-in controls that facilitate regulatory compliance and mitigates business and legal risk.

FileBound Connect Features

FileBound Connect includes a number of features to improve your user experience right out of the box.

FileBound Drive

Interact with your documents in the Windows Explorer format that your users are familiar with, while keeping the security and control of your FileBound system.