Ratings and Reviews 19 Ratings
Ratings and Reviews 0 Ratings
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 Optio?
The premier solution for equity compensation tailored for European and global corporations. Recognizing that your equity management needs are distinct to your organization, our software is designed to adapt and evolve alongside your business, offering a dynamic framework that maintains its significance over time. With our exceptional platform, you can gain expertise in equity compensation while ensuring compliance, conserving precious time, and inspiring your team to reach their highest potential. Our user-friendly admin portal streamlines the management of grants, exercises, and purchases, simplifying processes by automating essential tasks, consolidating documents, signatures, and data into one accessible location, and minimizing complexity. By providing your employees with clear and comprehensible information regarding their equity, you foster transparency that enhances morale and aligns their ambitions with your company’s success, ultimately nurturing a culture of ownership and engagement. Such alignment not only drives performance but also cultivates a deeper sense of commitment among your workforce.
Integrations Supported
Acumatica Cloud ERP
AddonSoftware
Epicor BisTrack
Epicor Eagle
Infor CloudSuite Distribution
Infor CloudSuite Industrial Enterprise
Infor Distribution SX.e
Infor VISUAL
API Availability
Has API
API Availability
Pricing Information
$500/month
Licensing Options: Hosted, Subscription or On-Premise
Free Trial Offered?
Pricing Information
Pricing not provided
Supported Platforms
SaaS
Windows
Linux
Supported Platforms
SaaS
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
Training Options
Documentation Hub
Online 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
Optio
Date Founded
2018
Company Location
Norway
Company Website
www.optioincentives.com
Categories and Features
Archiving
Access Control
Data Deduplication
Document Management
Email Archiving
Multimedia Archiving
Retention Management
Storage Management
Version Control
Web Archiving
Business Process Automation
Not specified
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
Cloud Storage
Comments / Annotations
Electronic Signature
Multiple File Formats
Pre-made Templates
Search
Workflow / Approval Process
Document Control
Archiving & Retention
Automated Routing
Electronic Signature
Escalation Management
Document Generation
Batch Processing
Collaboration
Digital Signature
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
Document Version Control
Access Controls/Permissions
Approval Process Control
Archiving & Retention
Audit Trail
Commenting / Notes
Document Check-in / Check-out
Electronic Data Capture
Audit Trail
Data Entry
Data Verification
Distributed Capture
Document Imaging
Document Indexing
Forms Management
Remote Capture
Enterprise Content Management (ECM)
Archiving & Retention
Collaboration Tools
Content Lifecycle Management
Document Management
Electronic Signature
Mobile Access
Search
Workflow Management
Forms Automation
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
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
Image Recognition
Optical Character Recognition
Process Builder
Third Party Application Integration
Unattended Automation
Workflow Management
Access Controls/Permissions
Approval Process Control
Business Process Automation
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Mobile Access
Third Party Integrations
Workflow Configuration
Categories and Features
Equity Management
Cap Table Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Public Equity
VSOP Management
Valuation Management
Vesting Management