FileBound integration

The FileBound integration allows you to view and open your current assignments directly from Intelligent Capture.

FileBound will only be available in the Navigation Menu if the FileBound integration has been enabled for your account and you are assigned to a role that has permission to the integration. See Integrated applications for more information.

Once the integration is enabled, you must enter your FileBound credentials under the option in your Profile Menu in order to populate your assignments. See Profile Menu for more information.

With the FileBound integration, you can: 

View document information

View an assignment

Submit documents from an assignment to a workflow

Send documents from an assignment as a fax

View document information

  1. Click the arrow next to a assignment to expand it and view document information.

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View an assignment

When you view an assignment, it will open the document in the FileBound Web Viewer.

  1. To view an assignment, do one of the following: 

    • Click the three dots next to the assignment you want to view, then select View from the drop-down menu.
    • Click the assignment details.
    • Select the check box next to an assignment, then click View.

  2. Enter your FileBound credentials in the Web Viewer.

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Submit documents from an assignment to a workflow

  1. Click the three dots next to the assignment that contains the documents you want to submit to a workflow, then select Submit to Workflow... from the drop-down menu. Or, select the check box next to one or multiple assignments, then click Submit to Workflow....

  2. Click the name of the workflow you want to submit the documents to.
  3. If prompts have been configured on the workflow Start stencil, you will be prompted to enter data field values.

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Send documents from an assignment as a fax

  1. Click the three dots next to the assignment that contains the documents you want to send as a fax, then select Send as Fax from the drop-down menu. Or, select the check box next to one or multiple assignments, then click Send as Fax.

    Send Fax will open with documents from the selected assignment attached. See Send Fax for more information.

    This option will only be available if the InterFAX integration has been enabled for your account and you are assigned to a role that has permission to the integration.

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