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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 Field2Base?

At the core of the Field2Base platform lies Mobile Formsâ„¢, a user-friendly digital forms solution that removes ambiguity when sharing data in today's complex mobile environment. This innovative platform allows companies to transform their paper order forms into digital formats, making the shift to paperless operations achievable within a matter of days. By leveraging these features, organizations can significantly boost their mobile forms workflow, integrating seamlessly with existing applications to support data-driven decision-making. Furthermore, users have the ability to customize the routing of their forms for approvals in accordance with their organization's unique regulations. Originally developed in 2002 to address the requirements of the construction industry, Mobile Formsâ„¢ has proven to be a dependable asset for the field service sector. Over time, it has become the foundational element of our entire software suite, showcasing its crucial role in optimizing business operations. Its adaptability and effectiveness have established it as an indispensable tool for contemporary businesses striving to enhance their data management strategies and achieve operational excellence. As industries continue to evolve, the importance of such solutions will only grow, further solidifying their position in the marketplace.

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

$25 per month

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad

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
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Paperless Online

Date Founded

2003

Company Location

United States

Company Website

paperlessonline.com

Company Facts

Organization Name

Field2Base

Date Founded

2002

Company Location

United States

Company Website

www.field2base.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

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Drag & Drop
Remote Document Access
Rules-Based Workflow
Version Control

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