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What is Paperless Online?

Adopt a paperless strategy with our comprehensive Form & Document Management CRM tailored for teams of all sizes. Moving to a digital system is particularly beneficial for small and medium-sized businesses. This innovative platform unifies all employees, clients, and suppliers into one centralized database, which streamlines communication, task oversight, and document management without relying on physical paperwork. By storing all your forms and documents electronically, the system provides functionalities like routing and tracking approvals. Once your data is structured within forms, you can effortlessly analyze or search for specific information. Moreover, it promotes easy collaboration among colleagues and clients. Each employee and contact enjoys a personal File Cabinet, alongside a central company File Cabinet for greater organization. Documents within the File Cabinet can be categorized using custom fields and tags for added convenience. Our expertise lies in helping you convert your documents and forms, ensuring a smooth transition to an electronic filing system with Paperless Online. In addition, contacts benefit from a self-service portal, allowing them to submit essential forms and documents, which guarantees that all data—forms, documents, and files related to team members, clients, and vendors—can be easily stored and accessed. This shift not only boosts efficiency but also significantly minimizes physical clutter and enhances overall productivity, fostering a more organized work environment. Embracing this digital transformation can lead to lasting improvements in your operational workflow.

What is Cabinet EDMS?

The Cabinet Document Management System is an advanced solution for managing files and documents, featuring thorough auditing of records, version control, and quick search functionalities paired with flexible document type management. Not only is this system packed with capabilities, but it is also crafted to be straightforward and easy to navigate. Cabinet has proven to be a multifunctional tool that offers significant benefits to a variety of organizations. Its user base includes both private and public entities, reflecting its versatility in improving document and file management practices while making operations more effective and economical. In essence, Cabinet simplifies the storage and retrieval of various documents and files, ensuring accessibility and affordability for its users. Furthermore, its ability to adapt to the unique needs of different organizations enhances its standing as an indispensable tool for efficient document management, making it an asset that organizations cannot overlook. In today's fast-paced digital world, having such a system in place is crucial for maintaining order and efficiency in document handling.

Media

Media

Integrations Supported

Docusign

Integrations Supported

API Availability

API Availability

Pricing Information

$15 per user per month
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

Paperless Online

Date Founded

2003

Company Location

United States

Company Website

paperlessonline.com

Company Facts

Organization Name

Aqubix

Date Founded

2008

Company Location

Malta

Company Website

www.aqubix.com

Categories and Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
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

Workflow Management

Access Controls/Permissions
Business Process Automation
Calendar Management
Compliance Tracking
Document Management
Forms Management
Mobile Access
Task Management
Third Party Integrations
Workflow Configuration

Categories and Features

Content Collaboration

Not specified

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Delivery
Document Retention
Email Management
File Recovery
File Type Conversion
Full Text Search
Offline Access
Optical Character Recognition
Version Control

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