Upland Intelligent Capture Integrations

Microsoft 365 is a cloud-based productivity platform that combines familiar tools like Word, Excel, PowerPoint, Outlook, and Teams into one integrated solution. With the addition of Microsoft 365 Copilot, AI capabilities are built directly into these applications to enhance productivity and streamline everyday tasks. Users can draft documents, analyze data, create presentations, and manage emails more efficiently with intelligent assistance. The platform allows seamless collaboration across teams by enabling real-time editing, file sharing, and communication. Microsoft 365 also includes cloud storage through OneDrive, ensuring users can access their files from anywhere. Copilot helps users generate content, summarize information, and provide insights based on their data. The system is designed to support both personal and professional workflows with flexibility across desktop, web, and mobile devices.

Dropbox Business is more than just secure file storage—it’s a smart workspace where teams, tools, and content come together. Create, store, and share cloud content from Google Docs, Sheets, and Slides, Microsoft Office files, and Dropbox Paper alongside traditional files in Dropbox. Dropbox Spaces brings your files and cloud content together, so that your PowerPoints can live next to your Google Docs, Trello boards, and whatever tools your team wants to use. Easily access your team’s work from your computer, mobile device, or any web browser. Keep your team’s files and the conversations about them in the same place by connecting tools like Slack and Zoom. Intelligently suggested files and folders keep your team one step ahead by giving everyone the content they need, when they need it. A secure, distributed infrastructure—plus admin tools for control and visibility—keep your company’s data safe on Dropbox.

Box helps growing businesses manage and get more value from their content on one secure AI-powered platform. Combining file sharing, document management, workflow automation, e-signature, and AI tools in one place, Box empowers teams to reduce tool sprawl and improve visibility across all their files. Organizations use Box for secure internal and external collaboration, knowledge management, contract lifecycle management, onboarding, controlled documents, and audit-ready archiving. For teams adopting AI, Box is designed to connect AI to business content with permissions, governance, and auditability in one file system. The platform also supports compliance and security needs with features such as access controls, retention, classification, and protections for regulated environments, including support for requirements such as HIPAA and FINRA.

Access, share, and collaborate on all your files from anywhere. OneDrive connects you to all your files in Office 365 so you can share and work together from anywhere while protecting your work. Easily store, access and discover your personal and shared work files in Office 365, including Microsoft Teams, from all your devices. Edits you make offline are automatically uploaded next time you connect. Work faster and smarter with anyone inside or outside your organization. Securely share files and work together in real-time using Word, Excel and PowerPoint across web, mobile and desktop. Create, view, edit, and share files on the go with the OneDrive mobile app. Easily capture whiteboards and scan work receipts, business cards, and other paper documents for safe keeping. OneDrive helps protect your files. You can easily recover files from accidental deletes or malicious attacks and administrators can manage security policies to help keep your information safe.

Store, share, and access your files from any device. Your first 15 GB of storage are free. With Drive Enterprise, businesses only pay for the storage employees use. It comes with Google Docs, Sheets, and Slides — and works seamlessly with Microsoft Office. Keep photos, stories, designs, drawings, recordings, videos, and more. Your first 15 GB of storage are free with a Google Account. Your files in Drive can be reached from any smartphone, tablet, or computer. So wherever you go, your files follow. You can quickly invite others to view, download, and collaborate on all the files you want–no email attachment needed. Get started with Drive for free.

Microsoft SharePoint is a secure, enterprise-grade collaboration and content management platform that connects teams, information, and workflows. With AI-powered Copilot and SharePoint agents, users can instantly generate pages, summarize content, and surface insights from within their sites. It enables seamless document management, version control, and real-time collaboration—both inside and outside your organization. Customizable templates and drag-and-drop tools make it easy to design visually engaging intranet sites and portals. SharePoint also provides robust security and compliance features, including access controls, data governance, and conditional policies. Integrated deeply into Microsoft 365, it helps businesses streamline communication, boost productivity, and accelerate their AI transformation.

SAP Concur offers powerful solutions that automate and simplify business expense, travel, and accounts payable processes. Concur Expense allows employees to submit expenses easily from anywhere, ensuring timely and accurate reporting. Concur Invoice automates accounts payable workflows, improving efficiency and integration with financial systems. The platform helps businesses gain greater control over spending by connecting financial data seamlessly. Trusted by over 46,000 customers worldwide, SAP Concur delivers reliable, scalable solutions that adapt to any business size or industry. With SAP Concur, organizations can run their spending processes smoothly anywhere and anytime.

Transforming how professionals work combining artificial intelligence, security and risk mitigation with market leading document and email management. The iManage Cloud is a modern cloud architecture designed to support the unique needs of professional work product management. Users can work effectively on high or low bandwidth connections and even when disconnected. iManage Cloud delivers an optimized user experience when working with large files, fully secured and back-up across a network of worldwide data centers. Proven deployment methodology, annual subscription pricing and rapid onboarding all increase your organization's agility.

Simplify document reviews by making it easy for everyone on your team to preview, annotate, share, and mark up documents in real-time without ever sending an email or downloading a file to your desktop. Facilitate centralized feedback, comments, and discussions on documents without ever removing them from your secure NetDocuments environment. Communicate content edits clearly and quickly reference feedback with Margin Notes. Users can quickly add comments to a document directly from the preview window, enabling your team to collaborate without downloading or opening the document itself. Collaborate in real-time and communicate around the document, without editing directly within the document. By doing so, you avoid the need to wait for a colleague to check a document in so you can work, or create a duplicate version that may not include someone else’s edits.

InterFAX provides HIPAA & PCI-DSS compliant, cloud-based, scalable fax solutions for businesses of all sizes. The service is ideal for multi-office and remote workers as users may securely access the Control Panel from any internet-enabled device. Features include comprehensive audit trails, automatic fax deletion upon delivery, enterprise user management, as well as an integrated faxing platform/API with automatic fax removal. A Business Associate Agreement (BAA) is available upon request.

The Dialogic® PowerVille™ LB is a software-based high-performance, cloud-ready, purpose built and fully optimized network traffic load-balancer uniquely designed to meet challenges for today’s demanding Real-Time Communication infrastructure in both carrier and enterprise applications. Automatic load balancing for a variety of services including database, SIP, Web and generic TCP traffic across a cluster of applications. High availability, intelligent failover, contextual awareness and call state awareness features increase uptime. Efficient load balancing, resource assignment, and failover allow for full utilization of available network resources, to reduce costs without sacrificing reliability. Software agility and powerful management interface to reduce the effort and costs due to operations and maintenance.

Upland Altify is the revenue optimization company. Helping companies to generate value with every customer interaction to grow revenue. Customer Revenue Optimization (CRO) helps sales teams win the opportunities that matter, grow revenue in their key accounts and improve sales execution by aligning the extended revenue team. Built natively on the Salesforce platform, Altify’s CRO applications help thousands of salespeople, sales leaders and executives achieve sustained customer revenue optimization and sales success. ALTIFY SALES PROCESS MANAGER guides sellers to follow a structured, proven sales process that improves their ability to deliver a winning outcome for both the seller and the customer. Based on proven industry templates and configured to your business, Sales Process Manager is a visual representation of your sales process, with links to the right content and tools your sales people need to move opportunities through the sales funnel.

RicohDocs acts as an advanced office automation platform that offers end-to-end solutions to SMBs as well as large-scale business owners. RicohDocs' Android and iOS application enable users to access the advanced features of the SMS Marketing software while on the go. Users can perform all the major actions using the mobile application. RicohDocs is a complete office automation system that enables the users to automate all business processes with absolute ease. No matter how complicated a task is, with RicohDocs you can handle it smoothly, within a short period of time. It's software that has been designed to create, store, collect, convey and manipulate different types of office information for handling basic business processes. Right from electronic transfer and raw data storage to managing the electronic business information, one can handle all the business processes using RicohDocs.

Xerox® DocuShare® is a content management platform designed to spark peak performance at your organization. When your company's digital files are on Xerox® DocuShare®, your staff can access the documents, images, layouts and presentations they need to collaborate, make informed decisions and get things done. By having all files in one place, DocuShare® improves workflow and makes it easier to stay organized and stay on track. Capture, index and store structured and unstructured content for simpler downstream use and help your office go digital. Promote communication through document-level collaboration capabilities that help departments and distributed teams work more efficiently. Protect sensitive data and minimize your organization’s risk with user- and group-based access, auditable tracking and reporting and retention. Use powerful search capabilities to find business-critical content online and offline whether at your desktop, on a mobile device or a multifunction printer (MFP).