Best Document Management Software for Microsoft Power Automate

Jotform has been trusted by more than 18,000,000 users around the world. It is an all-in one platform that provides powerful tools for data collection and management. You can create digital forms and surveys for any business without any programming. You can create your own form or use one of the 10,000+ pre-made templates. Advanced features such as conditional logic, autoresponder email, and 100+ integrations to popular apps allow you to go beyond the basics. You can make the most of your data with Jotform PDF editor, Jotform Report Builder, and Jotform Approvals. Turn your responses into PDFs or visual reports. Jotform allows you to collect the data you need in order to grow your business. Create an online store with Jotform Store Builder — no coding required. Sell products, services, and subscriptions; collect donations; and receive payments through one of our 30+ supported payment gateways.

Parseur is the best email parser and document processing platform. With Parseur, automatically extract text from emails, PDFs, CSVs or Excels and sends it to any app, spreadsheet or database. Parseur will save your business hundreds hours of manual data entry and lets you automate your business. Parseur comes loaded with ready made templates for many industries including food delivery orders (e.g. Grubhub, DoorDash), Google Alerts, real estate leads (e.g. Zillow, Apartments.com), Job applications (e.g. LinkedIn), Bookings (e.g. Airbnb) and many more!

Document reviews can be simplified by making it easy for everyone to view, annotate and share documents in real time. Facilitate centralized feedback, comments and discussions on documents without ever having to remove them from your secure NetDocuments environment. Margin Notes allows you to communicate content changes clearly and quickly refer to feedback. You can quickly add comments directly from the preview window to a document, allowing your team to collaborate without having to download or open the actual document. You can collaborate in real-time, and communicate with your team around the document without having to edit it. This allows you to avoid waiting for a colleague or creating a duplicate of a document that may not contain someone else's edits.

Secure collaboration with anyone, anyplace, on any device. It is our top priority to protect your cloud files. We have developed advanced security controls, intelligent threats detection, and complete information governance. We also know that your needs are not limited to these security controls. Strict data privacy? Check. Check. Check. Check. You should check. Collaboration is key to your business. This includes customers, partners, vendors, and teammates. Everyone can work together on your most important content easily if they are in the same place. You should not be sharing files but frustration. You should be able to rest assured that your data is safe. It is a waste of time to work on cumbersome, manual processes every day. We let anyone automate repeatable workflows that are important to your business, such as HR onboarding and contract management. Your workflows will move faster. You have more time for what is most important.

Secure electronic signatures are a key tool to keep your business moving forward. You can create documents, accept payments, and set up automated workflows. E-Sign is a global leader in electronic signature solutions. Our eSignature platform speeds up agreements, eliminates manual tasks, makes it easy to connect to the tools and systems that you already use. Everyday life is awash with agreements. From sales contracts and offer letters, to account openings or invoices, agreements are everywhere. E-Sign's electronic signature solution allows you to quickly complete contracts, approvals, or other agreements. E-Sign can be integrated into your digital ecosystem so you can extend these benefits beyond the initial stages of the agreement process to include preparing, managing, and acting on agreements.

airSlate WorkFlow, the first and only no-code platform for business automation, is a holistic platform. AirSlate WorkFlow combines electronic signing, no-code robotic automation, contract negotiations, document generation, and web forms in a single business automation platform. Configure and automate every business process, and integrate it with any system of records without writing a line of code. Start any process directly from your record system with just one click. Automatically pre-fill data, route documents according to real-time updates and archive completed documents. Start in minutes by choosing from tens or thousands of pre-built document templates and workflows for any industry and department. No need to integrate multiple platforms or services. The time to value is reduced by 10x with no-code configuration and deployment.

dox42 is a revolutionary software product that automates document and data integration. It is flexible, powerful, and intuitive. The dox42 Microsoft Office Add Ins allow business users to quickly and easily design templates in a uniform corporate design. Integrate the dox42 Server or the SaaS Version dox42 online seamlessly into Office 365, Dynamics 365 and SharePoint websites, applications, CRM systems, ERP systems, workflows, and other software.

Intelligent document automation, generation and template management ExactDocs allows you to centralize and manage all your document templates. This will allow you to create perfectly compliant, accurate documents every time. It is simple to use and a perfect companion for Microsoft productivity tools like Word, OneDrive, Dynamics 365, Dynamics 365, and Word. ExactDocs is easy to integrate with third-party systems. ExactDocs can create documents based upon complex workflows and rule sets by combining with Microsoft Power Automate or the InRule Decisions platform. ExactDocs will ensure that you never send out in error documents again. This means that you won't have to send out any more proposals with incorrect amounts or customer names, no more terms and conditions in your agreements, and no more outdated company policies in your employment contracts. You can also control your brand's image by making sure you have the most current version of your brand identity.

Plumsail Documents will save you from wasting your time copying and pasting data into documents. The product provides a tool to create automatically the documents you need with data from systems you use every day. Plumsail Documents offers a wide range of integrations with cloud storage, electronic signature solutions, and other services. It can be integrated into any of your services in Power Automate and Zapier. These are the challenges Plumsail Documents is able to solve: - data collection - document creation - the e-signature collection - automated document delivery - integration and sync with CRM, ERP, and databases All of it!

CRES is the consolidation of Real Estate Data, Documents, Business Processes, Business Intelligence, and Documents. CRES Technology helps real estate companies overcome IT operational and business productivity issues. We offer technology solutions that integrate seamlessly with your property management system, such as MRIs, Yardi, VTS or RealPage, by leveraging Office 365 and Azure Cloud. Our principals and technical staff are experts in the real estate industry. Our leadership experience spans decades in a variety of business areas, including finance, technology, customer service, and business process management. Our team of specialists has extensive experience in real estate and approaches technology with uncompromising standards to solve problems and offer solutions that improve productivity and streamline business processes.

You can create a PDF using Microsoft Office documents. Protect the content and then convert to other formats. Programmatically modify a document by inserting, rotating, reordering and rotating pages. You can also compress the file. To quickly deliver secure, scalable solutions, you can access the same cloud-based APIs as Adobe's end-user apps. Extract text, images and tables from native and scanned PDFs to create a structured JSON file. PDF Extract API uses AI technology to identify text objects and understand their natural reading order. This includes headings, lists, paragraphs that span multiple columns and pages, and paragraphs that span multiple columns. Italic and bold font styles can be extracted with metadata such as their position in your PDF. The extracted content is exported in a structured JSON format with tables in CSV and XLSX, and images saved in PNG.

It is time to get rid of paper files and storage fees. Thomson Reuters GoFileRoom, a cloud-based electronic document storage program for accountants and tax professionals, is available from Thomson Reuters. GoFileRoom provides a variety of features that allow your firm to have 24/7 access to cloud-based document storage. Staff can quickly attach client documents to workflows and upload files to the web-based DMS. You can streamline your processes and make your office paperless. To save even more time, integrate GoFileRoom to other products. Highlighted text can be used to query documents, workflows, or locate documents using keywords or saved searches. GoFileRoom is accessible online so that you are always using the most recent version. Reduce costs by eliminating paper files and storage fees. Flexible document retention policies should be established that meet business needs, but allow for exceptions when necessary.

Automate, simplify and grow your business. Integrating Accounting Practice Management systems will give you stress-free, efficient Document Management with intelligent automation. OnePractice Document Management is a suite of cloud-based tools that are uniquely designed to help you save time, increase efficiency, and allow you to spend more time building client relationships and generating more income. The suite includes: Templates. Use live data from your practice management software to create beautiful documents and spreadsheets. A simple set of prompts will allow you to quickly access real-time data. Mail. With just a few clicks, you can easily save your emails and attachments from Outlook online and desktop to the client folders of your document center. Mail templates. Easy creation of emails with the ability to attach files from your document center. Use prompts to populate with live practice management data and input real-time data using prompts.