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What is iDocuments?

There are tasks that are crucial for your operations and others that align with your ambitions. Although your primary focus should be on initiatives that drive growth, you frequently get bogged down by monotonous, labor-intensive manual tasks that obstruct your advancement. iDocuments simplifies vital daily functions in key areas such as sales, procurement, and expense management through its automation features. By removing the necessity for human intervention in repetitive transactions, your team can redirect their efforts toward projects that provide substantial value and contribute to business growth. Furthermore, the solutions offered by iDocuments seamlessly integrate with a variety of essential business systems, utilizing AI and machine learning to deliver impressive returns on investment, boost efficiency, and enhance compliance. With the iDocuments Expenses tool, you benefit from an intuitive web-based and mobile platform for managing expenses, allowing you to create, submit, store, review, approve, and audit claims online, thus transforming a previously tedious process into a streamlined experience. This not only saves valuable time but also significantly improves accuracy and oversight in managing expenses, ultimately leading to better financial decision-making. By adopting iDocuments, you can truly focus on strategic initiatives that propel your organization forward.

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.

Media

Media

Integrations Supported

Docusign

Integrations Supported

Docusign

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$15 per user per month
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

Synantix

Company Location

United Kingdom

Company Website

www.idocuments.co.uk

Company Facts

Organization Name

Paperless Online

Date Founded

2003

Company Location

United States

Company Website

paperlessonline.com

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

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

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
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

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