Using FileBound

Depending on your permissions, you may be able to do the following in FileBound:

• Configure your Workspace where you can quickly access projects, files, and documents via widgets.

• View and take action on your workflow assignments.

• Manage records.

• Search for files.

• Open files in a viewer.

• Index documents in the Indexing Queue.

• View files that have been sent to your Clipboard.

• Add content to FileBound.

• View and unlock documents that have been locked.

• Gain further insight into files, documents, forms, user rights, audit trails, workflow information, and more with reports.

• Access the Forms menu, where you can fill out forms without having to access the Forms Portal

• Access files and documents in your Recycle Bin, where they are stored until they are permanently deleted from the system.

• Access the Search Portal and Forms Portal where information from within FileBound can be shared with customers and vendors outside the application.