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Average Ratings 19 Ratings

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Description

Explore the realm of Technology Sustainability through comprehensive Content Services. Digitally capture and oversee documents, cases, records, and digital resources effectively. Enhance Process Management by automating workflows and processes with innovative AI-driven solutions. Ensure robust Data Governance by keeping up with cutting-edge technologies in cognitive search and analytics. In the Public Sector, leverage the newest technologies to foster advancements in institutions, promoting a positive influence on citizens, businesses, and communities as a whole. In Healthcare, enable medical personnel to deliver patient-focused services using a range of digital solutions, while also optimizing daily administrative and operational tasks. For the Oil & Gas sector, oversee vital information and sustain assets through the adoption of digital transformation, implementing successful strategies for profitable operations. In the realm of Engineering & Construction, utilize a range of automation tools from Intalio to efficiently manage engineering documentation and enhance processes within construction projects, ensuring a streamlined workflow throughout. This integration of technology across various sectors not only enhances operational efficiency but also drives innovation.

Description

UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so that a transaction’s entire life cycle can be accessed with one easy search. Our data extraction and workflow capabilities enable the automation of data entry-intensive processes. UnForm.Cloud, a hosting service for UnForm Document Management, is a perfect fit for those who are running cloud-based ERP systems or looking for a solution with no hardware to purchase, manage, or maintain. Implementing UnForm has never been easier. Backed by a proven hosting vendor, Oracle, you have the peace of mind knowing your data is safe and secure with well-managed data centers and cross-region backups, ensuring reliable and continues access to your data when you need it.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Acumatica Cloud ERP No 
AddonSoftware No 
Epicor BisTrack No 
Epicor Eagle No 
Epicor Eclipse No 
Infor CloudSuite Distribution No 
Infor CloudSuite Industrial Enterprise No 
Infor Distribution SX.e No 
Infor VISUAL No 
Microsoft Dynamics 365 No 
Microsoft Dynamics 365 Finance No 
NetSuite No 
Oracle Fusion Cloud ERP No 
Oracle Fusion Cloud Financials No 
PBS™ Accounting No 
QAD Adaptive ERP No 
Traverse No 

Integrations

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

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$500/month
Licensing Options: Hosted, Subscription or On-Premise
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux Yes 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Intalio

Founded

1990

Country

France

Website

www.intalio.com

Vendor Details

Company Name

Synergetic Data Systems, Inc.

Founded

1988

Country

United States

Website

www.unform.com

Product Features

Business Process Management

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

Content Management

Audio Content Yes 
Customizable Templates Yes 
Document Indexing Yes 
E-forms Yes 
Full Text Search Yes 
Image Editor Yes 
SEO Management No 
Text Editor Yes 
Version Control Yes 
Video Content Yes 
Website Management No 

Digital Asset Management

Asset Categorization Yes 
Asset Library Yes 
Asset Sharing No 
Brand Control No 
Customizable Branding No 
File Conversion Yes 
Metadata Management Yes 
Mobile App Yes 
Reporting/Analytics Yes 
Search Within Document No 
Search/Filter Yes 
Version Control Yes 
Watermarking No 
Workflow Management Yes 

Digital Signature

Audit Trail Yes 
Authentication Yes 
Auto Reminders Yes 
Customizable Templates Yes 
Document Analytics Yes 
Mobile Signature Yes 
Multi-Party Signing Yes 
Progress Tracking No 
Task Progress Tracking Yes 

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature Yes 
Email Management No 
File Recovery Yes 
File Type Conversion Yes 
Forms Management No 
Full Text Search No 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management No 
Version Control Yes 

Electronic Data Capture

Audit Trail Yes 
CRF Tracking No 
Data Entry Yes 
Data Verification Yes 
Distributed Capture Yes 
Document Imaging Yes 
Document Indexing Yes 
Forms Management Yes 
Remote Capture Yes 
Study Management No 

Legal Case Management

Billing Management Yes 
Calendar Management Yes 
Case Notes Yes 
Client Management Yes 
Communication Tracking No 
Conflict Management Yes 
Corporations No 
Court Management No 
Discovery Management No 
Docket Management No 
Document Management Yes 
Expense Tracking No 
Government No 
Law Firms No 
Records Management No 
Task Management Yes 
Time Tracking Yes 
Trust Accounting No 

Product Features

Archiving

Access Control Yes 
Data Deduplication Yes 
Document Management Yes 
Email Archiving Yes 
Multimedia Archiving Yes 
Retention Management Yes 
Storage Management Yes 
Version Control Yes 
Web Archiving Yes 
eDiscovery No 

Business Process Management

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

Data Extraction

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

Document Collaboration

Access Control / Permissions Yes 
Autosave Yes 
Chat / Messaging No 
Cloud Storage Yes 
Comments / Annotations Yes 
Edit / Change Tracking No 
Electronic Signature Yes 
Multiple File Formats Yes 
Pre-made Templates Yes 
Search Yes 
User Tagging No 
Version Control No 
Workflow / Approval Process Yes 

Document Control

Archiving & Retention Yes 
Automated Routing Yes 
Change Management No 
Compliance Management No 
Electronic Signature Yes 
Escalation Management Yes 
Periodic Review No 
Version Control No 

Document Generation

Batch Processing Yes 
Collaboration Yes 
Digital Signature Yes 
Interaction Tracking No 
Multiple Output Formats Yes 
Templates Yes 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture Yes 
Document Conversion Yes 
Document Delivery Yes 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature Yes 
Email Management Yes 
File Recovery Yes 
File Type Conversion Yes 
Forms Management Yes 
Full Text Search Yes 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management Yes 
Version Control No 

Document Version Control

Access Controls/Permissions Yes 
Approval Process Control Yes 
Archiving & Retention Yes 
Audit Trail Yes 
Commenting / Notes Yes 
Document Check-in / Check-out Yes 
For Engineering Documents No 
Revision History No 
Version Comparison No 
Version Rollback No 

Electronic Data Capture

Audit Trail Yes 
CRF Tracking No 
Data Entry Yes 
Data Verification Yes 
Distributed Capture Yes 
Document Imaging Yes 
Document Indexing Yes 
Forms Management Yes 
Remote Capture Yes 
Study Management No 

Enterprise Content Management (ECM)

Archiving & Retention Yes 
Collaboration Tools Yes 
Content Lifecycle Management Yes 
Digital Asset Management No 
Document Management Yes 
Electronic Signature Yes 
Information Governance No 
Mobile Access Yes 
Search Yes 
Version Control No 
Workflow Management Yes 

Forms Automation

Approval Process Control No 
Archiving & Retention Yes 
Collaboration Yes 
Document Indexing Yes 
Drag & Drop Yes 
Full Text Search Yes 
Remote Document Access Yes 
Rules-Based Workflow Yes 
Text Editing Yes 
Version Control No 

Print Management

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

Robotic Process Automation (RPA)

Analytics Yes 
Attended Automation Yes 
Code-free Development No 
Image Recognition Yes 
Optical Character Recognition Yes 
Process Builder Yes 
Third Party Application Integration Yes 
Unattended Automation Yes 

Workflow Management

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

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