Intalio vs. UnForm Comparison


Intalio	UnForm Synergetic Data Systems, Inc.	+	+
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About Discover Technology Sustainability. Content Services. Capture data digitally and manage documents, cases, records, and digital assets. Process Management. Automate your workflow and process with AI-powered solutions. Data Governance. Stay informed with the latest technologies in cognitive search and insights. Public Sector. Introduce the latest technologies in public sector institutions. Create a positive impact on citizens, businesses, and entire societies. Healthcare. Empower medical staff and offer patient-centric services with a suite of digital solutions. Streamline day to day administrative and practical activities. Oil & Gas. Manage crucial information and maintain assets through digital transformation. Implement effective strategies and conduct profitable operations. Engineering & Construction. Manage engineering documents and streamline processes within construction projects using a variety of automation tools from Intalio.		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 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 SMEs looking for an enterprise-class process management system at extremely competitive price points		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 View more images or videos		Screenshots and Videos View more images or videos
Pricing No information available. 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 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software		Reviews/Ratings Overall 4.2 / 5 ease 4.2 / 5 features 4.3 / 5 design 4.2 / 5 support 4.2 / 5 Read all reviews
		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 Supported Live Online Supported In Person Supported		Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported
Company Information Intalio Founded: 1990 France www.intalio.com		Company Information Synergetic Data Systems, Inc. Founded: 1988 United States www.unform.com
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Categories Business Process Management Supported Content Management Supported Digital Asset Management Supported Digital Signature Supported Document Management Supported Electronic Data Capture Supported Legal Case Management Supported		Categories Archiving Supported Business Process Automation Supported Business Process Management Supported Data Extraction Supported Document Collaboration Supported Document Control Supported Document Generation Supported Document Management Supported Document Version Control Supported Electronic Data Capture Supported Enterprise Content Management (ECM) Supported Forms Automation Supported Print Management Supported Robotic Process Automation (RPA) Supported Workflow Management 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 Document Management Features Access Controls Not Supported Archiving & Retention Not Supported Collaboration Tools Supported Compliance Tracking Supported Document Archiving Supported Document Assembly Supported Document Capture Not Supported Document Conversion Not Supported Document Delivery Not Supported Document Indexing Supported Document Retention Supported Electronic Signature Supported Email Management Not Supported File Recovery Supported File Type Conversion Supported Forms Management Not Supported Full Text Search Not Supported Offline Access Supported Optical Character Recognition Supported Print Management Not Supported Version Control 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 Show More Features Content Management Features Audio Content Supported Customizable Templates Supported Document Indexing Supported E-forms Supported Full Text Search Supported Image Editor Supported SEO Management Not Supported Text Editor Supported Version Control Supported Video Content Supported Website Management Not Supported Digital Asset Management Features Asset Categorization Supported Asset Library Supported Asset Sharing Not Supported Brand Control Not Supported Customizable Branding Not Supported File Conversion Supported Metadata Management Supported Mobile App Supported Reporting/Analytics Supported Search Within Document Not Supported Search/Filter Supported Version Control Supported Watermarking Not Supported Workflow Management Supported Digital Signature Features Audit Trail Supported Authentication Supported Auto Reminders Supported Customizable Templates Supported Document Analytics Supported Mobile Signature Supported Multi-Party Signing Supported Progress Tracking Not Supported Task Progress Tracking Supported Legal Case Management Features Billing Management Supported Calendar Management Supported Case Notes Supported Client Management Supported Communication Tracking Not Supported Conflict Management Supported Corporations Not Supported Court Management Not Supported Discovery Management Not Supported Docket Management Not Supported Document Management Supported Expense Tracking Not Supported Government Not Supported Law Firms Not Supported Records Management Not Supported Task Management Supported Time Tracking Supported Trust Accounting Not 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 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 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 Show More Features 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 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 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 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 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 Show More Integrations		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 Show More Integrations View All 17 Integrations
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