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Ratings and Reviews 0 Ratings
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What is Papyrus?
Papyrus functions as a comprehensive document management system designed to reduce time spent on file handling, duplicating prints, organizing papers, and finding and sharing reports. When used alongside ClientAccessWeb, it allows for the seamless delivery of statements directly to your clients' accounts. Research shows that users often dedicate about thirty minutes each day trying to find files on their networks, and they frequently come up empty-handed. By utilizing Papyrus, you can maintain compliance readiness with quick access to necessary documents. Additionally, it converts textual reports such as Commission, Paid & Unworkable, and Productivity into searchable PDF formats, which streamlines the retrieval process. This level of efficiency not only conserves valuable time but also significantly boosts productivity across your organization, creating a more effective workflow for everyone involved. Ultimately, implementing Papyrus could lead to a transformative impact on how your team manages documentation.
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.
API Availability
API Availability
Pricing Information
Pricing not provided
Pricing Information
$15 per user per month
Free Version
Free Trial Offered?
Supported Platforms
SaaS
Supported Platforms
SaaS
Customer Service / Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Online Training
Training Options
Documentation Hub
Webinars
Online Training
Company Facts
Organization Name
Applied Innovation
Date Founded
2001
Company Location
United States
Company Website
www.appliedinnovationinc.com/papyrus/
Company Facts
Organization Name
Paperless Online
Date Founded
2003
Company Location
United States
Company Website
paperlessonline.com
Categories and Features
Document Management
Collaboration Tools
Compliance Tracking
Document Archiving
Document Retention
File Recovery
File Type Conversion
Offline Access
Optical Character Recognition
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