UnForm

UnForm

Synergetic Data Systems, Inc.
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About

Fielda can help manage assets and complete inspections faster and error-free. We combine mobile data collection, GIS, automate workflows, and reporting to simplify your field operations. Fielda is a Smart, Intuitive, and Simple Mobile Data Collection Software for a business involving data collection and management. Fielda is specifically designed for data collection so that your team members can gather field asset information, capture asset photos, leverage GIS maps, and create workflows on the go. Fielda being a no-code platform, anyone in your team can create unlimited forms or checklists, manage workflows, share data with the team on a real-time basis. Customize your workflows, forms, priorities, and reports. Manage your projects intuitively with smart decisions from real-time data. Empower your supervisors and managers to monitor, track and manage multiple projects at the same time.

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 Supported
iPad Supported
Android 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

Companies in need of a no-code platform that helps make automating field operations easy

Audience

Companies of all sizes

Support

Phone Support 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

$15 per user per month
Billed annually
Free Version Not Supported
Free Trial 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 Not 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

Fielda
United States
fielda.com

Company Information

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

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Categories

Forms Automation Supported
GIS Supported
Inspection Supported
Mobility Supported

Categories

Electronic Data Capture Features

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

Forms Automation Features

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

Field Service Management Features

Billing & Invoicing Not Supported
Contact Database Not Supported
Contract Management Not Supported
Customer Database Not Supported
Dispatch Management Not Supported
Electronic Signature Not Supported
Inventory Management Not Supported
Mobile Access Supported
Payment Collection in the Field Not Supported
Quotes / Estimates Not Supported
Routing Not Supported
Scheduling Not Supported
Service History Tracking Not Supported
Time Clock Not Supported
Work Order Management Supported

GIS Features

3D Imagery Not Supported
Census Data Integration Not Supported
Color Coding Not Supported
Geocoding Supported
Image Exporting Not Supported
Image Management Not Supported
Internet Mapping Not Supported
Interoperability Not Supported
Labeling Not Supported
Map Creation Not Supported
Map Sharing Not Supported
Near-Matching Not Supported
Reverse Geocoding Not Supported
Spatial Analysis Supported

Inspection Features

Appointment Management Not Supported
Customer Database Not Supported
Dispatch Management Not Supported
Equipment Tracking Not Supported
Photos In Reports Not Supported
Print on Site Not Supported
Report Templates Not Supported
Speech Recognition Not Supported
Subcontractor Management Supported

Location Intelligence Features

Behavioral Analytics Not Supported
Data Visualization Supported
Demographic Data Supported
Geocoding Supported
Geofencing Not Supported
Location Tracking Supported
Predictive Analytics Not Supported
Trade Area Analysis Not Supported

Mobility Features

App Management Not Supported
Barcode Scanning Not Supported
Compliance Management Supported
Content Management Not Supported
Data Collection Not Supported
Data Management Not Supported
File Management Not Supported
Forms Automation Not Supported
Mobile Messaging Not Supported
Remote Access Not Supported
Remote Systems Monitoring 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

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

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

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

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

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
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Claim Fielda and update features and information