Filebound Connect User Guide

Tags FileBound

This article covers the basics of FileBound Connect.

In this article:

Filebound Connect App

  1. Download the application from the Software Center

Logging in to Filebound Connect

  1. Username and Password
    • Leave Blank
  2. The First Time Logging In
    • Go to Configure
    • Set the URL: https://filebound.gcu.edu/FB
    • Enable Auto Login (Optional)
      • Check the box for "Enable Auto Login" to automatically login when the application is opened

Searching for a Student

  1. Select the Project to search
    • Select dropdown box to change the project
  2. After logging in to the application, the search fields should be displayed in the bottom half of the screen. Enter at least 1 of the 3 search fields, and select Find:
  3. If the student is found, the First Name, Last Name and Student Number boxes will be populated, and the file tree will display in the top box:
  4. If there are multiple search results, select from the list
  5. Change the Separator and Divider
    • The separators will show as tabs underneath the Project
      *If there are too many separators it will display as a dropdown like the project
    • The dividers show as a checkbox list under the separators

Uploading Files through Connect

  1. From Connect
    • Navigate to the student and project you would like to upload to
    • With the correct student and project selected, click "Import"
    • Select file from the File Explorer, and select "Open"
      *Note: multiple files can be selected
    • On the Import screen files can be assigned to different Separators and Dividers, then click Save

  2. Send from computer
    • A file can be sent through Filebound Connect by right-clicking and selecting send to Filebound Connect
    • The Connect app will then be opened, as well as an Import window. You will need to select the student and project in Connect, and the Separator and Divider on the import screen.
    • See instruction in "From Connect" section above to complete the process
  3. From Outlook
    • Click save emails to Filebound
      ​​​​​​​
    • In the Save Outlook Email that pops up, you need to click "Store only attachments." This will allow you to save attachments only and select the documents you want to store.
    • Search for an select a student using the Connect window. If a student cannot be found, it gives the option to "Create"
    • After you click create, select the separator you want then click save in the "Save Outlook Email" window.

CRM Integration Mode

*Currently only setup on CRM —Financial Aid Project

  1. Turn on Integration Mode (Located in bottom right corner)
  2. Open Connect App
  3. Searching and opening a student in CRM11 will result in the student record automatically being pulled up in the Connect app

Change Default Filebound Printer

  1. Updating the Filebound Printer to print to Connect or the Integration Kit
    • When printing a document, select the Printer Properties
    • Go to the Start Application tab and update the path
      ​​​​​​​
      • For the Integration kit use:
        C:\Program Files (x86)\Filebound\Integration Kit\AutoFile.exe
      • For Filebound Connect use:
        C:\Program Files\Filebound\FileBound Connect\FBConnect.exe

 

Please reach out to [email protected] if you encounter any issues. IT Support can be contacted at 602-639-7700. Our hours of operation are Monday through Friday 6am - 7pm and Saturday 7am - 12pm.

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