Company Website

Ratings and Reviews 19 Ratings

Total
ease
features
design
support

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

What is UnForm?

UnForm offers a robust solution for enterprise document management and process automation, allowing for seamless integration with any application. Our platform-independent and fully browser-based solutions empower users to create, deliver, capture, index, route, and store documents efficiently, enabling easy access to the entire transaction life cycle through a single search. With advanced data extraction and workflow functionalities, we facilitate the automation of processes that require intensive data entry. For those utilizing cloud-based ERP systems or seeking a solution that eliminates the need for hardware management, UnForm.Cloud serves as an ideal hosting service for UnForm Document Management. The implementation process for UnForm has never been simpler, especially with the reliable backing of a well-established hosting vendor like Oracle, which guarantees the safety and security of your data through meticulously managed data centers and cross-region backups. This ensures that you can consistently access your information whenever necessary, providing an additional layer of reliability for your document management needs.

What is FuseDocs?

By incorporating FuseDocs with your practice management and document management systems, you can swiftly assemble a comprehensive annual report package in mere seconds. This capability not only facilitates the establishment of consistent procedures across different teams or locations, but also enables the creation of professional, client-friendly report packages. Although electronic documents are fundamental to your operations, it's crucial for your team to focus on more pressing tasks rather than spending time on document generation. You probably have a wealth of ideas aimed at improving processes in your firm, especially given the rapid evolution and urgent need for digital transformation. However, the difficulty lies in identifying which enhancements should take precedence. In the past year, we have gathered significant feedback from clients expressing a strong interest in increased automation within their workflows, particularly concerning reviews, approvals, and finalization stages. In response to this feedback, we have launched our new Workflow feature, crafted specifically to simplify these processes and boost overall efficiency. This advancement not only streamlines operations but also fosters a culture of continuous improvement within your team. Ultimately, adopting this innovation can greatly enhance your team’s productivity while ensuring superior document management practices.

Media

Media

Integrations Supported

Acumatica Cloud ERP
AddonSoftware
Epicor Eagle
FuseSign
GreatSoft CRM
Infor CloudSuite Distribution
Infor CloudSuite Industrial Enterprise
Infor VISUAL
MYOB
Microsoft 365
Microsoft SharePoint
NetDocuments
NetSuite
Oracle Fusion Cloud ERP
Oracle Fusion Cloud Financials
QAD Adaptive ERP
SuiteFiles
Virtual Cabinet
Xero
iManage

Integrations Supported

Acumatica Cloud ERP
AddonSoftware
Epicor Eagle
FuseSign
GreatSoft CRM
Infor CloudSuite Distribution
Infor CloudSuite Industrial Enterprise
Infor VISUAL
MYOB
Microsoft 365
Microsoft SharePoint
NetDocuments
NetSuite
Oracle Fusion Cloud ERP
Oracle Fusion Cloud Financials
QAD Adaptive ERP
SuiteFiles
Virtual Cabinet
Xero
iManage

API Availability

Has API

API Availability

Has API

Pricing Information

$500/month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Synergetic Data Systems, Inc.

Date Founded

1988

Company Location

United States

Company Website

www.unform.com

Company Facts

Organization Name

FuseWorks

Date Founded

2013

Company Location

Australia

Company Website

fuse.work/fusedocs/

Categories and Features

Archiving

Access Control
Data Deduplication
Document Management
Email Archiving
Multimedia Archiving
Retention Management
Storage Management
Version Control
Web Archiving
eDiscovery

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Data Extraction

Disparate Data Collection
Document Extraction
Email Address Extraction
IP Address Extraction
Image Extraction
Phone Number Extraction
Pricing Extraction
Web Data Extraction

Document Collaboration

Access Control / Permissions
Autosave
Chat / Messaging
Cloud Storage
Comments / Annotations
Edit / Change Tracking
Electronic Signature
Multiple File Formats
Pre-made Templates
Search
User Tagging
Version Control
Workflow / Approval Process

Document Control

Archiving & Retention
Automated Routing
Change Management
Compliance Management
Electronic Signature
Escalation Management
Periodic Review
Version Control

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Document Management

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

Document Version Control

Access Controls/Permissions
Approval Process Control
Archiving & Retention
Audit Trail
Commenting / Notes
Document Check-in / Check-out
For Engineering Documents
Revision History
Version Comparison
Version Rollback

Electronic Data Capture

Audit Trail
CRF Tracking
Data Entry
Data Verification
Distributed Capture
Document Imaging
Document Indexing
Forms Management
Remote Capture
Study Management

Enterprise Content Management (ECM)

Archiving & Retention
Collaboration Tools
Content Lifecycle Management
Digital Asset Management
Document Management
Electronic Signature
Information Governance
Mobile Access
Search
Version Control
Workflow Management

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

Print Management

Cost Tracking
Device Status Monitoring
Environmental Metrics
Guest Printing
Mobile Printing
Multi-Printer Support
Multiple Authentication Methods
Print Billing
Print Job Deletion
Print Job Routing
Print Quotas / Limits
Remote Printing
Reporting / Analytics
Secure Print Job Release

Robotic Process Automation (RPA)

Analytics
Attended Automation
Code-free Development
Image Recognition
Optical Character Recognition
Process Builder
Third Party Application Integration
Unattended Automation

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Categories and Features

Robotic Process Automation (RPA)

Analytics
Attended Automation
Code-free Development
Image Recognition
Optical Character Recognition
Process Builder
Third Party Application Integration
Unattended Automation

Popular Alternatives

Popular Alternatives

MarkMagic Reviews & Ratings

MarkMagic

CYBRA Corporation
altaFlow Reviews & Ratings

altaFlow

airSlate
Interfacing Integrated Management System (IMS) Reviews & Ratings

Interfacing Integrated Management System (IMS)

Interfacing Technologies Corporation