Average Ratings 0 Ratings
Average Ratings 19 Ratings
Description
By integrating FuseDocs with your practice management and document management systems, you can compile an entire annual report package in just seconds. This allows you to establish uniform procedures across various teams or locations while creating professional report packages that are user-friendly for your clients. While electronic documents form the backbone of your operations, your team shouldn't waste time generating them when they could be concentrating on more important tasks. You likely have numerous ideas for process enhancements within your firm, particularly in response to the rapid changes and the pressing demand for digital transformation. The challenge lies in determining which improvements to prioritize. Over the past year, we've received substantial feedback from clients indicating a desire for increased automation within workflows, particularly in the areas of reviews, approvals, and finalization. In response to this input, we have developed our new Workflow feature, designed specifically to streamline these processes and enhance overall efficiency. Ultimately, embracing this innovation can significantly elevate the productivity of your team while ensuring high-quality document management.
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
Integrations
AddonSoftware
No
Epicor BisTrack
No
Epicor Eagle
No
FuseSign
Yes
GreatSoft CRM
Yes
Infor CloudSuite Distribution
No
Infor CloudSuite Industrial Enterprise
No
Infor Distribution SX.e
No
MYOB
Yes
Microsoft Dynamics 365
No
Integrations
AddonSoftware
Yes
Epicor BisTrack
Yes
Epicor Eagle
Yes
FuseSign
No
GreatSoft CRM
No
Infor CloudSuite Distribution
Yes
Infor CloudSuite Industrial Enterprise
Yes
Infor Distribution SX.e
Yes
MYOB
No
Microsoft Dynamics 365
Yes
Pricing Details
No price information available.
Free Trial
No
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
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
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
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
FuseWorks
Founded
2013
Country
Australia
Website
fuse.work/fusedocs/
Vendor Details
Company Name
Synergetic Data Systems, Inc.
Founded
1988
Country
United States
Website
www.unform.com
Product Features
Robotic Process Automation (RPA)
Analytics
No
Attended Automation
No
Code-free Development
No
Image Recognition
No
Optical Character Recognition
No
Process Builder
No
Third Party Application Integration
No
Unattended Automation
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
