Best Document Management Software for Acumatica Cloud ERP

Transforms how finance teams handle crucial documentation such as contracts, invoices, receipts, financial statements, and purchase orders. DocuPhase can digitize paper records, centralizing these documents into an easy-to-use repository and simplifying how data is stored and retrieved for enhanced security and compliance.

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.

MindCloud is not only a modern iPaaS but also provides a full service solution for small and medium sized businesses that doesn't require you assigning technical staff to the project. We have over 50 pre-built connectors and can add any new software platform that has an API or allows automated import/exports. We also support EDI and FTP integrations. Some of our features connectors are: Salesforce, Monday.com, Hubspot, QuickBooks Desktop, QuickBooks Online, Method:CRM, Zapier, Walmart, Amazon, Overstock, Ebay, Groupon, Mercado Libre, HSN, Airtable, Google Sheets and many, many others. Automate all of your business process with MindCloud. Eliminate double data entry. Integrate your business. Simplify your life.

Docusign, a cloud-based electronic signature system that allows companies of all sizes to sign, send and manage agreements from any device, anytime, anywhere. Docusign is trusted by more than 250,000 businesses in 188 countries. It allows users to sign various types documents, including school permission slips, business agreements, contracts, agreements, and approvals. Docusign allows users to send and sign documents using multiple languages. It also offers a mobile app for Android, iOS and Windows. Docusign allows you to digitally notarize notarial acts for your organization. It allows a Notary Public, who can act as an in-person witness, to electronically sign documents.

Excel recognizes your patterns and organizes your data to save time. Excel allows you to create spreadsheets quickly using templates or your own. You can also use modern formulas for calculations. You can present your data in new charts and graphs with sparklines, formatting, tables and tables. With just one click, you can easily create forecasts that predict trends. You can share your workbook with others, and you always have the most current version. This will help you get more work done. Office 365 allows you to work in Excel files from your mobile device, desktop, or web browser. Excel now allows you to add data directly from a photograph. The Excel app allows you to take a photo of a printed table on your Android/iPhone device and convert it into an editable Excel table. This new image recognition function eliminates the need for you to manually enter hardcopy data.

Acrobat Sign is the only eSign tool that includes all the features of Adobe Acrobat. Sign documents using Acrobat PDF from any device, mobile or desktop. Signing is easy for your recipients -- no need to download or sign up. Adobe Scan is a free mobile app that allows you to scan and upload PDFs. Join 500,000 organizations that are elevating customer experience through electronic signature software and features of Acrobat PDF. Adobe makes it simple for you to create PDFs, edit them, collaborate on them, esign and share them, from any device. Choose from a variety of scalable document-signing solutions to meet your business needs – with or without PDF management features. Acrobat Sign is Microsoft's preferred electronic signature solution. It integrates with Microsoft's most comprehensive suite of apps, allowing you to send and sign PDFs from the app that you are currently using.

Microsoft 365 (formerly Microsoft Office 365) is now available. Outlook, OneDrive and Excel, Word, PowerPoint, Excel, PowerPoint and OneNote allow you to be more creative and achieve the things that matter with Microsoft 365 (formerly Microsoft Office 365). You get the latest Office apps, both online and desktop, when you subscribe to Microsoft 365. You can access Office apps on your desktop, tablet, and phone. * Microsoft 365 + your device + Internet = productivity wherever and whenever you are. OneDrive makes it easy to access the work you have done from anywhere, and to others when you share or collaborate. There is help at every turn. Chat, email, or call to speak with a live person. Get Office today - choose the right option for you

GoFormz holds multiple patents on its digitization technology, including a method that preserves the look and feel of your original paper forms. GoFormz also provides an additional viewing mode for users working on smaller devices. Users can easily toggle between their original Form View and List View. Requiring no code or IT support to get started, GoFormz focuses on the front-end user experience and remains the leader in user adoption. With our powerful form builder features you can quickly create new forms – easily drag-and-drop fields like Signatures, Images, Barcodes, and Maps, and include Logic and Calculations. GoFormz forms can be filled out from remote locations – even while offline! Once forms are completed, they are automatically stored in the GoFormz Cloud as well as routed to collaborating team members, clients, integrated platforms, and more.

Uplevl allows you to store all accounts payable documents in one location and make them accessible from anywhere using our cloud-based platform. Our powerful and simple-to-use search engine allows you to find exactly what you are looking for and tracks revisions and versions automatically. Flexible workflow capabilities allow you to route documents to review and approval according to pre-set rules. You can organize your invoices and related documents in a way that is most beneficial for your business. This will allow you to spend less time searching for invoices and more time actually working on them. Your AP documents can be found and processed easily by using tags, meta-data and automated workflow routing. You can rest assured that your documents are stored securely and hosted by AWS. There are multiple backups and redundant backups. Uplevl is HIPAA compliant. It provides strong security at all levels of the datacenter, network and data, as well as application and data level.

DocLink automates and streamlines manual processes and automates transactions in accounts payable and other areas. DocLink, our document management solution and process automation software, will help you support your remote workforce. DocLink is a document management and process automation solution that helps companies manage their data. It automates workflows, streamlines processes, and goes paperless. DocLink allows you to digitally transform any department, including accounts payable, accounts receivables, human resources and sales order processing. Legal is also possible. DocLink gives you unlimited visibility, so you can easily manage all your documents, data and processes from anywhere. Improved communication with customers, vendors, and employees will be a benefit. DocLink will help you manage all aspects of your document lifecycle.

Hub is our latest product. It consists of two components: Designer, and Hub Platform. Hub allows you create stunning templates and to output data-rich documents. To enjoy document automation, you only need to sign up once. You can use our template management solution, schedule future reports, and create documents on-demand. Windward Hub is a comprehensive, hosted solution that allows you to create, manage, and share all your documents and reports from one place. Windward allows for the creation of contracts, proposals and sales collateral with a simplified process. Our dynamic document generation solution ensures that you get accurate and error-free documents every single time. Windward Hub centralizes the creation of templates. No more emailing files back-and-forth or trying to find the right version. You can view the most current versions of your document template in the Windward Hub portal: One location for managing all templates throughout the document automation process results in more time savings.