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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 OGBOOKS?

OGBOOKS revolutionizes the accounting processes in the Oil and Gas industry, enabling users to effectively oversee their operations internally while minimizing both time and expenses through our specialized software. This comprehensive tool includes a wide array of features such as Accounts Payable, Accounts Receivable, Investor Management, Joint Interest Billing, and Payroll, among other essential functions. By facilitating the importation of revenue data from EnergyLink, OGBOOKS ensures a smooth and efficient integration experience. Users benefit from Automatic Backups, Excel data export capabilities, and unique functionalities like Ownership Transfer and a Virtual Filing Cabinet for enhanced document organization. The Virtual Filing Cabinet simplifies the scanning of invoices and related documents, significantly improving overall document management. Flexible training options are provided, allowing users to choose between online, phone, or in-person instruction. For additional support, users can refer to the user manual accessible from the Help menu within the software. By directly importing EnergyLink data into the Revenue Distribution module, OGBOOKS removes the burdensome task of manual data entry, resulting in a process that is both simple and efficient. Furthermore, this software boasts a plethora of additional features aimed at optimizing your workflow, while the Automatic Backups feature guarantees that your data remains securely backed up locally with no extra effort required. With these robust capabilities, OGBOOKS stands out as a vital tool for modern Oil and Gas accounting.

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

Windows

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
Online Training

Company Facts

Organization Name

Paperless Online

Date Founded

2003

Company Location

United States

Company Website

paperlessonline.com

Company Facts

Organization Name

Bayside Computer Systems

Date Founded

1975

Company Location

United States

Company Website

www.baysidecomputersystems.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

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Expense Tracking
General Ledger
Nonprofits
Purchase Orders

Oil and Gas

Not specified

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