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What is IndyForms?

IndyForms is a user-friendly digital system for forms and documents that streamlines administrative processes and eliminates the need for paper. By automating tasks, it enables organizations to function more effectively while adhering to compliance standards. With an AI-driven design tool and an extensive template library, users can effortlessly create various forms such as contracts and registrations, facilitating the management and analysis of data collection. The platform simplifies the submission process with conditional logic, allowing forms to feature interactive components like videos, legally binding eSignatures, and payment collection options. It promotes real-time collaboration among team members and external partners, allowing action items to be assigned to forms to ensure all responsibilities are fulfilled. Documents are stored securely and are easily accessible from a single platform, with controlled versions that update in real time. In addition, automated workflows manage approvals, recurring tasks, due dates, and reminders, providing users with a comprehensive overview of progress and overdue items at any moment, which enhances overall productivity. Ultimately, IndyForms transforms the way businesses handle documentation and administrative responsibilities.

What is FileBound?

Enhance collaboration, streamline repetitive tasks, and create customized workflows that empower teams to easily generate, route, examine, process, and access content. With a user-friendly drag-and-drop interface, you can automate intricate tasks without needing any programming knowledge. This ensures a seamless workflow for teams working full-time, on-site, remotely, or as freelancers around the world. You can retrieve files, forward documents for review and approval, create forms, collect eSignatures, track outstanding tasks, and assess project progress from anywhere. Combine multiple platforms for indexing and distributing data, ensuring compatibility with various applications. Furthermore, collect data from diverse formats such as emails, faxes, physical documents, forms, and more, thereby boosting overall productivity and organization. This comprehensive approach not only simplifies processes but also fosters a collaborative environment where teams can thrive together.

Media

Media

Integrations Supported

CAPSYS Capture
ExpensePoint
Stripe

Integrations Supported

CAPSYS Capture
ExpensePoint
Stripe

API Availability

Has API

API Availability

Has API

Pricing Information

$10/Admin Licence/Month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

IndyForms

Date Founded

2022

Company Location

Australia

Company Website

indyforms.com

Company Facts

Organization Name

Upland Software

Date Founded

2010

Company Location

United States

Company Website

www.uplandsoftware.com

Categories and Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Categories and Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

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