We have compiled a list of handy tips and tricks to help you get the most out of your FileBound solution.
If you want to keep up to date on all the newest Tips and Tricks, follow our YouTube playlist here.
FileBound Search Variables
Discover the variables that can be used within FileBound search areas to find exactly what you need.
Overview of the FileBound Web Viewer
Learn about the components of the FileBound Web Viewer.
Creating a Saved Search
Saved searches can provide instant information to a user. For example, easily see how many documents are in a particular step of the workflow by creating a saved search per status.
Workflow Assignments: Process multiple assignments at the same time
Ever wanted to process more than one assignment at a time? Learn how in this short video.
Workflow Assignments: How to sort
Sort your workflow assignments to ensure you can promptly action items.
Retain the document name when uploading
By default, FileBound may rename your uploaded document to ‘Document 001’. Learn how to change a simple setting to retain the original document name when you upload.
Want to learn more? Reach out to the team here.
If you are an existing FileBound Australia customer, please log a ticket via our Support Portal.