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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 Etrieve?

Etrieve, created by Softdocs, is a fully web-based ECM solution that consolidates document management, electronic forms, and workflow capabilities into one flexible platform. Its component-based structure is tailored to meet the varied needs of educational institutions, ranging from school districts to colleges. The system can be implemented on-premises or through a comprehensive cloud-based option, marking a significant step toward a paperless environment. By adding Etrieve to your existing enterprise content management system, you can greatly improve the efficiency of e-forms and workflow automation. This solution not only aids in creating comprehensive digital records but also ensures secure, on-demand access to documents for both students and staff. Additionally, Etrieve enhances the experience for remote workers and distance learners by streamlining data collection processes, fostering greater productivity and efficiency within educational environments. Ultimately, Etrieve is an indispensable resource for contemporary institutions seeking to refine their operational workflows and adapt to the evolving demands of the educational landscape. Moreover, its user-friendly interface makes it accessible for all stakeholders involved.

Media

Media

Integrations Supported

Docusign

Integrations Supported

DocsCorp

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
On-Prem

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

Softdocs

Date Founded

1998

Company Location

United States

Company Website

www.softdocs.com/etrieve

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 Management

Not specified

Document Management

Not specified

Forms Automation

Not specified

Workflow Automation

Not specified

Workflow Management

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

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