Company Website

Ratings and Reviews 19 Ratings

Total
ease
features
design
support

Ratings and Reviews 2 Ratings

Total
ease
features
design
support

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 ImageSite?

ImageSite and Engine-Box, our cloud-based Software as a Service version of ImageSite, offer a comprehensive and budget-friendly solution for managing both scanned and native digital engineering documents without the need for JAVA. Built entirely in HTML5, these platforms eliminate the hassle of software installation on client machines or the need for mobile app downloads. They boast robust security features, efficient file storage and organization, and effective version control, all accessible from a central point. The installation process is straightforward and typically finished within a few days, allowing users to begin utilizing the system almost immediately with minimal training, quickly realizing the numerous advantages it provides. Moreover, this ease of use ensures that teams can focus on their core tasks rather than getting bogged down in technology.

Media

Media

Integrations Supported

Acumatica Cloud ERP
AutoCAD
Epicor BisTrack
Epicor Eclipse
Google
Infor CloudSuite Distribution
Infor Distribution SX.e
Microsoft 365
Microsoft Dynamics 365
Microsoft Outlook
Microsoft SharePoint
Okta
OneLogin
Oracle Fusion Cloud ERP
Oracle Fusion Cloud Financials
PBSâ„¢ Accounting
QAD Adaptive ERP
Revit
SOLIDWORKS
Traverse

Integrations Supported

Acumatica Cloud ERP
AutoCAD
Epicor BisTrack
Epicor Eclipse
Google
Infor CloudSuite Distribution
Infor Distribution SX.e
Microsoft 365
Microsoft Dynamics 365
Microsoft Outlook
Microsoft SharePoint
Okta
OneLogin
Oracle Fusion Cloud ERP
Oracle Fusion Cloud Financials
PBSâ„¢ Accounting
QAD Adaptive ERP
Revit
SOLIDWORKS
Traverse

API Availability

Has API

API Availability

Has API

Pricing Information

$500/month
Free Trial Offered?
Free Version

Pricing Information

Call for Pricing for onpremise
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

eQuorum

Date Founded

1999

Company Location

United States

Company Website

www.equorum.com

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

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

Product Data Management

Bill of Material Management
Document Management
Formula Management
Product Analytics
Product Lifecycle Management
Testing Management
Version Control

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