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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Embrace a paperless approach with our Form & Document Management CRM designed for every team. Transitioning to a paperless environment is the ideal solution for small and medium enterprises. This system consolidates all your employees, customers, and vendors into a single database, facilitating seamless communication, task management, and paperwork handling without the need for physical documents. With all your forms and documents stored electronically, the platform offers features like routing and approval tracking. Once you have your data organized in forms, you can analyze it or search for specific criteria effortlessly. Additionally, you can collaborate with teammates and clients easily. Each staff member and contact has a dedicated File Cabinet, accompanied by a central company File Cabinet. Your documents are organized in the File Cabinet using custom fields and tags. We specialize in assisting you with digitizing documents and forms, making the transition to an electronic filing system on Paperless Online smooth and efficient. Furthermore, contacts can access a self-service portal to submit necessary forms and documents, ensuring that all data—including forms, documents, and files related to teammates, clients, and vendors—can be stored and retrieved with ease. This transformation not only enhances efficiency but also significantly reduces clutter and improves overall productivity.

Description

Our financial institutions are adopting a paperless approach. Educational institutions are following suit and minimizing paper usage as well. Even telecommunications companies are transitioning away from traditional paper bills. Imagine a scenario where employee onboarding is entirely paperless—a setting where new hires can access a secure and user-friendly portal to fill out their necessary paperwork. Envision a system that consolidates forms to effectively reduce duplicate information entries for these new employees. Picture a reality where all onboarding documents are completed, electronically signed, and submitted without ever needing to print a single page. Consider the benefits of having employee records entirely digitized, allowing for indefinite storage and effortless searching without incurring extra costs. The era of paperless onboarding has arrived, promising to streamline every aspect of your new hire documentation and onboarding process. It not only mitigates the chances of incomplete submissions but also conserves both your time and financial resources. To learn more about integrating this innovative solution into your business, click here for a price quote.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Docusign Yes 

Integrations

Docusign No 

Pricing Details

$15 per user per month
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

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

Deployment

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

Types of Training

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

Vendor Details

Company Name

Paperless Online

Founded

2003

Country

United States

Website

paperlessonline.com

Vendor Details

Company Name

eHireForms.com

Website

www.ehireforms.com

Product Features

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture No 
Document Conversion No 
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 Yes 

Forms Automation

Approval Process Control Yes 
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 Yes 

Workflow Management

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

Product Features

Onboarding

Course Management No 
Document Management Yes 
E-Verify / I-9 Forms Yes 
Electronic Forms Yes 
Electronic Signature Yes 
Employee Handbook No 
Employee Portal Yes 
File Management No 
Job Description Management No 
Orientation Management No 
Self Service Portal Yes 
Task Management No 
Tax Forms No 
Training Management Yes 

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