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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 SYDLE ONE?

A solid structural framework for the integration of diverse systems is vital for organizations pursuing digital transformation. By adopting automated, flexible, and outcome-oriented processes, companies can boost scalability while ensuring that their operations maintain high quality. A powerful content management system, in conjunction with streamlined processes, supports the creation and maintenance of extensive amounts of organized, up-to-date, and reliable data. The implementation of a 360-degree CRM strategy enhances the management of customer and partner relationships, which can lead to an increase in sales and improved retention levels. Utilizing real-time data analytics, showcased through visual representations or in-depth reports, makes management oversight simpler, reveals critical insights, and supports well-informed decision-making. It is imperative to synchronize all departments, such as procurement, marketing, IT, logistics, and legal, with integrated processes that promote a unified strategy. By optimizing administrative tasks, from purchasing to reimbursement processes, teams can experience a notable boost in performance and productivity. Furthermore, automating human resources activities allows for thorough management of employee processes, which range from onboarding to termination, creating a more effective organizational framework. In addition, embracing these integrated systems not only facilitates immediate improvements but also lays the groundwork for ongoing growth and operational excellence. As organizations prioritize these strategies, they will be better positioned to adapt to future challenges and opportunities.

Media

Media

Integrations Supported

Acumatica Cloud ERP
AddonSoftware
Epicor BisTrack
Epicor Eagle
Epicor Eclipse
Infor CloudSuite Distribution
Infor CloudSuite Industrial Enterprise
Infor Distribution SX.e
Infor VISUAL
Microsoft Dynamics 365
Microsoft Dynamics 365 Finance
NetSuite
Oracle Fusion Cloud ERP
Oracle Fusion Cloud Financials
PBSâ„¢ Accounting
QAD Adaptive ERP
Traverse

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

$500/month
Licensing Options: Hosted, Subscription or On-Premise
Free Trial Offered?

Pricing Information

$19 per month
Billed annually
Free Trial Offered?

Supported Platforms

SaaS
Windows
Linux

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Not specified

Company Facts

Organization Name

Synergetic Data Systems, Inc.

Date Founded

1988

Company Location

United States

Company Website

www.unform.com

Company Facts

Organization Name

SYDLE

Company Location

Brazil

Company Website

www.sydle.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 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

Content Collaboration

Not specified

Content Management

Not specified

CRM

Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Data Analysis

Not specified

Data Management

Not specified

Document Control

Not specified

Document Generation

Interaction Tracking

Document Management

Not specified

Financial CRM

Lead Management
Territory Management

Forms Automation

Not specified

Lead Management

Not specified

Workflow Management

Mobile Access
Task Management

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