FileBoundUpland Software
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Related Products
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About
Work better together, eliminate tedious tasks, and build customized workflows that let teams easily create, route, review, process, and retrieve content. Drag-and-drop configuration lets you automate even the most intricate tasks, without the need for coding.Make workflow seamless between full time, on-site, virtual, or freelance teams across the globe. Access files, route documents for review and approval, create forms, collect eSignatures, see pending tasks, and assess project status and results from anywhere. Centralize multiple interfaces for indexing and distributing data for use in other applications. Collect information from virtually any format: email, fax, paper documentation, forms, and more.
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About
Formis is construction project management software for running the core of the job: RFIs, submittals, transmittals, document control, and approvals. It is built for general contractors who need to run the project without an enterprise platform or a six-figure implementation.
A self-serve form builder and workflow engine let a project manager build the forms, set the routing and approval steps, and edit notifications, without a consultant, on workflows you configure yourself.
Formis keeps one system of record: a document register with versions and revisions, and transmittals with acknowledgement tracking. Send transmittals to external partners without a paid seat.
When an answer is already in your indexed project documents, Formis AI can surface it, cited to the sheet and page, before an RFI is submitted. It assists your team and does not replace your Engineer of Record.
Pricing is seat-based, transparent, and published, with no setup fee.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies that need a document management system
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Audience
General contractors and construction project teams that manage RFIs, submittals, transmittals, and project documents, including owner's engineering teams running document control and deliverable reviews
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$80/month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationUpland Software
Founded: 2010
United States
www.uplandsoftware.com
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Company InformationFormis
Founded: 2025
United States
useformis.com
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Alternatives |
AlternativesNo Alternatives
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Categories |
Categories |
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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
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Integrations
CAPSYS Capture
ExpensePoint
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