UnForm

UnForm

Synergetic Data Systems, Inc.
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About

The only software solution that integrates visibility and control of your business processes, from concept through to invoice in one system. Complis® is a powerful and feature-rich, end-to-end web-based software-as-a-service solution (SaaS) which provides you with visibility and control of all your business processes. Complis® is not so much a “Management Information System” (MIS), it’s an “Information Management System”. It is about capturing information all in one place, intuitively, meaningfully and accurately, then using that information intelligently to save time and money. Information is never entered more than once, with no duplication or multiple logins.

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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Not Supported
Linux Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Print companies

Audience

Companies of all sizes

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$500/month
Licensing Options: Hosted, Subscription or On-Premise
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

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

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 Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Complis
Founded: 2010
United Kingdom
www.complis.com

Company Information

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

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Categories

Print Management Supported

Categories

Print Management Features

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

Archiving Features

Access Control Supported
Data Deduplication Supported
Document Management Supported
eDiscovery Not Supported
Email Archiving Supported
Multimedia Archiving Supported
Retention Management Supported
Storage Management Supported
Version Control Supported
Web Archiving Supported

Business Process Management Features

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

Data Extraction Features

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

Document Collaboration Features

Access Control / Permissions Supported
Autosave Supported
Chat / Messaging Not Supported
Cloud Storage Supported
Comments / Annotations Supported
Edit / Change Tracking Not Supported
Electronic Signature Supported
Multiple File Formats Supported
Pre-made Templates Supported
Search Supported
User Tagging Not Supported
Version Control Not Supported
Workflow / Approval Process Supported

Document Control Features

Archiving & Retention Supported
Automated Routing Supported
Change Management Not Supported
Compliance Management Not Supported
Electronic Signature Supported
Escalation Management Supported
Periodic Review Not Supported
Version Control Not Supported

Document Generation Features

Batch Processing Supported
Collaboration Supported
Digital Signature Supported
Interaction Tracking Not Supported
Multiple Output Formats Supported
Templates Supported

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Supported
Document Capture Supported
Document Conversion Supported
Document Delivery Supported
Document Indexing Supported
Document Retention Supported
Electronic Signature Supported
Email Management Supported
File Recovery Supported
File Type Conversion Supported
Forms Management Supported
Full Text Search Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Supported
Version Control Not Supported

Document Version Control Features

Access Controls/Permissions Supported
Approval Process Control Supported
Archiving & Retention Supported
Audit Trail Supported
Commenting / Notes Supported
Document Check-in / Check-out Supported
For Engineering Documents Not Supported
Revision History Not Supported
Version Comparison Not Supported
Version Rollback Not Supported

Electronic Data Capture Features

Audit Trail Supported
CRF Tracking Not Supported
Data Entry Supported
Data Verification Supported
Distributed Capture Supported
Document Imaging Supported
Document Indexing Supported
Forms Management Supported
Remote Capture Supported
Study Management Not Supported

Enterprise Content Management (ECM) Features

Archiving & Retention Supported
Collaboration Tools Supported
Content Lifecycle Management Supported
Digital Asset Management Not Supported
Document Management Supported
Electronic Signature Supported
Information Governance Not Supported
Mobile Access Supported
Search Supported
Version Control Not Supported
Workflow Management Supported

Forms Automation Features

Approval Process Control Not Supported
Archiving & Retention Supported
Collaboration Supported
Document Indexing Supported
Drag & Drop Supported
Full Text Search Supported
Remote Document Access Supported
Rules-Based Workflow Supported
Text Editing Supported
Version Control Not Supported

Robotic Process Automation (RPA) Features

Analytics Supported
Attended Automation Supported
Code-free Development Not Supported
Image Recognition Supported
Optical Character Recognition Supported
Process Builder Supported
Third Party Application Integration Supported
Unattended Automation Supported

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation Supported
Calendar Management Not Supported
Compliance Tracking Not Supported
Configurable Workflow Supported
Customizable Dashboard Supported
Document Management Supported
Forms Management Supported
Graphical Workflow Editor Not Supported
Mobile Access Supported
No-Code Not Supported
Task Management Not Supported
Third Party Integrations Supported
Workflow Configuration Supported

Integrations

Acumatica Cloud ERP Not Supported
AddonSoftware Not Supported
Epicor BisTrack Not Supported
Epicor Eagle Not Supported
Epicor Eclipse Not Supported
Infor CloudSuite Distribution Not Supported
Infor CloudSuite Industrial Enterprise Not Supported
Infor Distribution SX.e Not Supported
Infor VISUAL Not Supported
Microsoft Dynamics 365 Not Supported
Microsoft Dynamics 365 Finance Not Supported
NetSuite Not Supported
Oracle Fusion Cloud ERP Not Supported
Oracle Fusion Cloud Financials Not Supported
PBS™ Accounting Not Supported
QAD Adaptive ERP Not Supported
Traverse Not Supported

Integrations

Acumatica Cloud ERP Supported
AddonSoftware Supported
Epicor BisTrack Supported
Epicor Eagle Supported
Epicor Eclipse Supported
Infor CloudSuite Distribution Supported
Infor CloudSuite Industrial Enterprise Supported
Infor Distribution SX.e Supported
Infor VISUAL Supported
Microsoft Dynamics 365 Supported
Microsoft Dynamics 365 Finance Supported
NetSuite Supported
Oracle Fusion Cloud ERP Supported
Oracle Fusion Cloud Financials Supported
PBS™ Accounting Supported
QAD Adaptive ERP Supported
Traverse Supported
Claim Complis and update features and information
Claim Complis and update features and information