Upland Software has announced a new release for its FileBound workflow automation solution. The latest release focuses on content availability, performance and reliability, security, and enhances the day-to-day interaction between FileBound and an organisation's everyday line-of-business applications.

The latest release features innovative technology that bridges the FileBound platform to a company's critical business applications, such as Salesforce CRM, Microsoft Dynamics GP, and Skyward School Management Software.

The new capability provides FileBound administrators with more control over notifications and exports through process and data collection improvements.

FileBound Connect anticipates and intelligently delivers content relevant to your needs, eliminating the tedious process of searching to retrieve related content. It’s clean design and out-of-the box integrations transform the way you connect to your everyday line of business applications.

• Content Delivery: Manual searching is a thing of the past. Connect anticipates the content you need based on the business applications (e.g. ERPs, CRMs, accounting systems, etc.) you work with and automatically delivers it straight to your fingertips.
• Instant Notifications: Users are alerted of assignments the moment they are received. Just one-click and the user is already moving the task through the approval process.
• Drag and Drop: Add content to FileBound simply by dropping it into the file – Connect does the rest.

Key benefits of this release include:

• Enhanced business automation by transforming traditional PDFs into clickable, html-based forms in seconds
• More efficient routing of workflow assignments by collecting pertinent details via online, fillable forms with conditional capabilities
• Improved flexibility and enforcement of security and content control through more granular security and permission controls.
• Improved user adoption and understanding across the organisation via context-sensitive help documentation

"Customer feedback is at the heart of the Upland customer experience, which is why we were committed to improving customer efficiency and productivity in this latest FileBound release," said Sean Nathaniel, CTO and SVP of Workflow Automation Solutions at Upland Software.

"By helping organizations eliminate their PDF chaos and empowering employees to quickly and easily access relevant content and data stored in FileBound, users are able to make intelligent business decisions and boost productivity."

FileBound's suite of controls continue to expand, while offering more granular configurations:

• Group Administrator: The Group Administrator controls accessibility and settings for a Group. This addition completes the Administration suite of permissioning levels to ensure users have the tools needed to be compliant with security and access audits.
• Metadata Auditing: Index level auditing monitors any edits to an index field and tracks the user who made the change, as well as, the change and the previous and resulting values.
• Locking Rights: FileBound has expanded its locking capabilities to files and metadata while also allowing administrators to grant these rights to specific groups and users.
• Most and Least Restrictive Group Settings: Misconfigurations sometimes lead to conflicting rights or permissions for users. FileBound takes the guesswork out of aligning these settings as administrators are able to set their system to enforce group security from a most restrictive or least restrictive standing, providing users the access they need while still adhering to comprehensive security and audit processes.

For more information on this release, visit http://info.uplandsoftware.com/filebound-v7.4release.html or request a demo here: https://uplandsoftware.com/filebound/demo-request/