DocFinity vs. FileBound Comparison


DocFinity Optical Image Technology	FileBound Upland Software	+	+
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About DocFinity is high-powered, next-generation Enterprise Content Management, Business Process Management, Workflow, and Records Management software. Enhance document management and business process requirements with self-service efficiency in a range of markets for accounts payable, accounts receivable, contract management, customer service, human resources, legal and IT system administration. Scan, upload, import, store and index documents, audio, video, and other content files with flexible, user-friendly search and retrieval. Make data or specific functions accessible for third-party users through intuitive gateways styled to match your company’s brand. Use drag-and-drop workflow design and digital routing to standardize movement of data to people and systems, while eliminating error-prone repetition. Connect related documents and data within business applications of all types, including Web Service APIs and Microsoft Office.	About Work better together, eliminate tedious tasks, and build customized workflows that let teams easily create, route, review, process, and retrieve content. Drag-and-drop configuration lets you automate even the most intricate tasks, without the need for coding.Make workflow seamless between full time, on-site, virtual, or freelance teams across the globe. Access files, route documents for review and approval, create forms, collect eSignatures, see pending tasks, and assess project status and results from anywhere. Centralize multiple interfaces for indexing and distributing data for use in other applications. Collect information from virtually any format: email, fax, paper documentation, forms, and more.
Platforms Supported Windows Supported Mac Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Businesses seeking a next-generation enterprise content management solution	Audience Companies that need a document management system
Support Phone Support Supported 24/7 Live Support Supported Online Not Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Not Supported Free Trial Not Supported	Pricing No information available. Free Version Not Supported Free Trial Not Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software

Training Documentation Not Supported Webinars Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported
Company Information Optical Image Technology Founded: 1986 www.docfinity.com	Company Information Upland Software Founded: 2010 United States www.uplandsoftware.com
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Categories Business Process Management Supported Content Management Supported Document Management Supported Records Management Systems (RMS) Supported	Categories Document Management Supported
Document Management Features Access Controls Supported Archiving & Retention Supported Collaboration Tools Supported Compliance Tracking Supported Document Archiving Supported Document Assembly Not Supported Document Capture Not Supported Document Conversion Not Supported Document Delivery Supported Document Indexing Supported Document Retention Supported Electronic Signature Not Supported Email Management Supported File Recovery Supported File Type Conversion Supported Forms Management Supported Full Text Search Supported Offline Access Supported Optical Character Recognition Supported Print Management Supported Version Control Supported Show More Features Business Process Management Features Access Controls / Permissions Not Supported Alerts / Notifications Not Supported Business Process Automation Not Supported Business Rules Management Supported Collaboration Supported Process Change Tracking Not Supported Process Mapping Not Supported Process Modeling & Design Supported Visual Workflow Management Not Supported Content Management Features Audio Content Supported Customizable Templates Supported Document Indexing Supported E-forms Supported Full Text Search Supported Image Editor Supported SEO Management Not Supported Text Editor Supported Version Control Supported Video Content Supported Website Management Supported	Document Management Features Access Controls Supported Archiving & Retention Not Supported Collaboration Tools Supported Compliance Tracking Supported Document Archiving Supported Document Assembly Not Supported Document Capture Not Supported Document Conversion Not Supported Document Delivery Not Supported Document Indexing Not Supported Document Retention Supported Electronic Signature Not Supported Email Management Not Supported File Recovery Supported File Type Conversion Supported Forms Management Supported Full Text Search Not Supported Offline Access Supported Optical Character Recognition Supported Print Management Not Supported Version Control Not Supported
Integrations CAPSYS Capture Not Supported ExpensePoint Not Supported Microsoft 365 Supported Microsoft SharePoint Supported View All 2 Integrations	Integrations CAPSYS Capture Supported ExpensePoint Supported Microsoft 365 Not Supported Microsoft SharePoint Not Supported View All 2 Integrations
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