UnForm

UnForm

Synergetic Data Systems, Inc.
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About

Automation Anywhere is the leader in Agentic Process Automation (APA), putting AI to work across organizations. The company’s platform is powered with specialized AI agents, generative AI, and offers process discovery, RPA end-to-end process orchestration, document processing and analytics, with a security and governance-first approach. Automation Anywhere empowers organizations worldwide to unleash productivity gains, improve customer experiences and create new revenue streams. The company is guided by its vision to fuel the future of work by unleashing human potential through Agentic AI-powered automation.

About

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Automation Anywhere is ideal for enterprises across industries looking to automate workflows, improve efficiency, and leverage AI-powered agents to drive faster, smarter, and more cost-effective operations

Audience

Companies of all sizes

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$750.00
Cloud-Based access:
Control Room User
Unattended Bot Runner User
Bot Creator User
Add on capabilities:
Unattended Bot Runners
Attended bot Runners
Bot Insight
AARI Digital Assistant
Discovery Bot
IQ Bot Pre Built Bots in Productivity Pack
Advanced Capabilities:
Bot Store Marketplace
Mobile App
Bot Lifecycle Management
Workload Management
Built-in DR on Cloud
Free Version
Free Trial

Pricing

$500/month
Licensing Options: Hosted, Subscription or On-Premise
Free Version
Free Trial

Reviews/Ratings

Overall 4.3 / 5
ease 4.3 / 5
features 5.0 / 5
design 4.7 / 5
support 5.0 / 5

Reviews/Ratings

Overall 4.2 / 5
ease 4.2 / 5
features 4.3 / 5
design 4.2 / 5
support 4.2 / 5

Pros & Cons from Real Users

Pros

  • This is one of the leader providers in the RPA space and while we were doing our due diligence on implementing in our finance dept, we quickly realized that we can definitely leverage it in other departments as well. The overall implementation took a couple of weeks and their team was amazing at answering any questions or concerns we had.
  • I have been in a better situation to automate nearly ever business procedure such as workflow management among others.
  • I am able to automate more than 70% of my daily business procedures. I like that AA makes it easy to manage workflow.

Cons

  • So far the only feedback is we need this to run on Macs.
  • Automation Anywhere is a bit overwhelming to fully customize.
  • Creating bots on Automation Anywhere is actually daunting.

Pros from Real Users

Pros

  • End-to-end document management, from printing to archiving, with all steps in between. I am constantly amazed at the thought and depth that goes into this product suite. I love all the useful features embedded in this software. Using rule files I can create custom forms and read/write data directly from/to BBx files from BASIS International. I can add documents to the archive and create cross-referenced links to other documents. I can even use the internal object-oriented programming to do more operations. Everything is spelled out nicely in the documentation and when I need help beyond that, I get timely answers through their support ticket system. I haven't had a chance to use the DocFlow document routing system yet, but look forward to it.
  • Easy to use. Create the forms in MS Word and save as a PDF or PCL in minutes.
  • Not sure what programmer needed this crap for, but it's biting us in the butt now. I suppose some small part of our solution uses it to generate reports of some kind. But likely better options exist now and likely existed when it was first made too.
  • I like the flexibility the most, if you can dream it up in your head you can do it with UnForm. When I first started in using it in 2001 I installed the software, learned enough to be useful and was producing documents with it by the end of the first day. Since then I have used it for many clients, saving a lot of money on forms costs and eventually doing things we had never done before, such as document archiving.
  • Unform is an all-in-one solution for document markup, archiving, scanning, and workflow. It's easy to program, robust, and the tools get better every version.
  • Easy To Use and Very Flexible to setup in connection with Acumatica - easy installation wizard that allows deployment to users.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Automation Anywhere
Founded: 2003
United States
www.AutomationAnywhere.com

Company Information

Synergetic Data Systems, Inc.
Founded: 1988
United States
www.unform.com

Alternatives

ThinkAutomation

ThinkAutomation

Parker Software

Alternatives

MarkMagic

MarkMagic

CYBRA Corporation
DocFlow

DocFlow

Obiyen
Adlib

Adlib

Adlib Software
altaFlow

altaFlow

airSlate
Interfacing Integrated Management System (IMS)

Interfacing Integrated Management System (IMS)

Interfacing Technologies Corporation

Categories

Categories

Business Process Management Features

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

Robotic Process Automation (RPA) Features

Analytics
Attended Automation
Code-free Development
Image Recognition
Optical Character Recognition
Process Builder
Third Party Application Integration
Unattended Automation

Artificial Intelligence Features

Chatbot
For eCommerce
For Healthcare
For Sales
Image Recognition
Machine Learning
Multi-Language
Natural Language Processing
Predictive Analytics
Process/Workflow Automation
Rules-Based Automation
Virtual Personal Assistant (VPA)

Low-Code Development Features

AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

Workload Automation Features

Alerts / Notifications
Audit Trails
Business Process Management
Cross-Platform Scheduling
Dashboard
Data Analysis / Visualization
Event-Triggers
Load Balancing
Resource-Based Scheduling
Robotic Process Automation (RPA)
Workflow Foundation Support

Business Process Management Features

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

Forms Automation Features

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Robotic Process Automation (RPA) Features

Analytics
Attended Automation
Code-free Development
Image Recognition
Optical Character Recognition
Process Builder
Third Party Application Integration
Unattended Automation

Archiving Features

Access Control
Data Deduplication
Document Management
eDiscovery
Email Archiving
Multimedia Archiving
Retention Management
Storage Management
Version Control
Web Archiving

Data Extraction Features

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

Document Collaboration Features

Access Control / Permissions
Autosave
Chat / Messaging
Cloud Storage
Comments / Annotations
Edit / Change Tracking
Electronic Signature
Multiple File Formats
Pre-made Templates
Search
User Tagging
Version Control
Workflow / Approval Process

Document Control Features

Archiving & Retention
Automated Routing
Change Management
Compliance Management
Electronic Signature
Escalation Management
Periodic Review
Version Control

Document Generation Features

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Document Version Control Features

Access Controls/Permissions
Approval Process Control
Archiving & Retention
Audit Trail
Commenting / Notes
Document Check-in / Check-out
For Engineering Documents
Revision History
Version Comparison
Version Rollback

Electronic Data Capture Features

Audit Trail
CRF Tracking
Data Entry
Data Verification
Distributed Capture
Document Imaging
Document Indexing
Forms Management
Remote Capture
Study Management

Enterprise Content Management (ECM) Features

Archiving & Retention
Collaboration Tools
Content Lifecycle Management
Digital Asset Management
Document Management
Electronic Signature
Information Governance
Mobile Access
Search
Version Control
Workflow Management

Print Management Features

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

Workflow Management Features

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

Integrations

Acumatica Cloud ERP
AddonSoftware
Axon Ivy
Azure OpenAI Service
Camunda
Curiosity Modeller
Epicor Eagle
Graip.AI
Infor CloudSuite Distribution
Infor CloudSuite Industrial Enterprise
Infor Distribution SX.e
MeaningCloud
Mendix
Mule ESB
NetSuite
OpenAI
QAD Adaptive ERP
SAP Store
Solvemate
V-Person

Integrations

Acumatica Cloud ERP
AddonSoftware
Axon Ivy
Azure OpenAI Service
Camunda
Curiosity Modeller
Epicor Eagle
Graip.AI
Infor CloudSuite Distribution
Infor CloudSuite Industrial Enterprise
Infor Distribution SX.e
MeaningCloud
Mendix
Mule ESB
NetSuite
OpenAI
QAD Adaptive ERP
SAP Store
Solvemate
V-Person
Claim Automation Anywhere and update features and information
Claim Automation Anywhere and update features and information