UnForm

UnForm

Synergetic Data Systems, Inc.
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About

Neota Logic’s no-code, logic-driven platform enables businesses to rapidly develop, deploy, and scale deterministic workflow and document automation solutions that seamlessly integrate with, and orchestrate across, their entire tech stack. Neota Logic provides proven tools that drive business transformation through powerful, trusted digital solutions. Leveraging our enterprise-grade automation platform, customers worldwide turn their ideas into secure, sophisticated applications. Our intuitive platform makes it simple for organizations to build and deploy decision-making solutions that automate the work behind their most critical processes. Built to empower self-service users while meeting enterprise requirements, Neota Logic® is a robust and flexible digital transformation platform. Paired with our expert professional services, Neota enables clients to fully realize the value of the platform.

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

Organizations in need of tailored business process automation solutions

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

Standard 3-Year SaaS Subscription Agreement. Tiered Pricing Structure Facilitates Reduced TCO & Increased ROI.
Free Version
Free Trial

Pricing

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

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 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

  • Ease of use - its ease of use allows anyone to build their own custom solution regardless if you're a professional developer or someone who has no experience coding at all. Users are given the option to use Canvas to create simple and straightforward applications or Workflows and Studio for more customization. Maintenance - Neota's built in Revision History allows anyone to review previous changes for reference. Also with Neota's autodocs feature, it documents the whole application in word format that allows application authors and subject matter experts review the content easilly. Learning Curve - Neota's learning academy guides every new user on how to navigate around the platform. Its certification courses ensures everyone to fully maximize the Neota's capabilities in building custom solutions. Built in layout components for engaging interfaces - Users are able to edit and apply themes with Neota's theme editor enabling them to customize the look and feel of their application. For developers and programmers, Neota's HTML view allows them to implement custom CSS and javascript codes to further enhance their solution. Data Management and Analytics - Neota's workbench allows application authors and administrators to view each application's data and analytics via graphs and charts together with its Data Manager that stores the data in a table format which can be exported to an excel document. Document Automation - Its document automation functionalities is on par when compared to other tools in the market. However with Neota's capability to customize forms and layouts, users can enjoy a more user friendly interface designed by its application authors. Support - Working with Neota's support team and Account Manager has been a pleasure every time I raise concerns to them. Their 24/7 coverage ensures a prompt response with assurance that your concern is being worked on. Their expertise has been a great help, explaining every step how a fix is implemented rather than just giving the solution.

Cons

  • User interface of Studio - I might not find it as a con but for some especially for young professionals, the user interface of studio might seem to be outdated when compared to other tools offering the same package. However with future updates coming to Neota, this will be addressed by moving it via web really soon.

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

Neota
Founded: 2010
United States
www.neota.com

Company Information

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

Alternatives

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altaFlow

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Interfacing Integrated Management System (IMS)

Interfacing Integrated Management System (IMS)

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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

Document Generation Features

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Robotic Process Automation (RPA) Features

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

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

Data Management Features

Customer Data
Data Analysis
Data Capture
Data Integration
Data Migration
Data Quality Control
Data Security
Information Governance
Master Data Management
Match & Merge

No-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

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

Document Generation Features

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Robotic Process Automation (RPA) Features

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

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

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 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

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

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

Integrations

Amazon QuickSight
Docusign
Epicor Eagle
Google Docs
Google Translate
Harvey AI
HubSpot CRM
HubSpot Customer Platform
Infor Distribution SX.e
Infor VISUAL
Kira
Microsoft Copilot
NetDocuments
NetSuite
OneSpan Sign
OpenAI
Stripe
Tableau
TextRazor
greenID

Integrations

Amazon QuickSight
Docusign
Epicor Eagle
Google Docs
Google Translate
Harvey AI
HubSpot CRM
HubSpot Customer Platform
Infor Distribution SX.e
Infor VISUAL
Kira
Microsoft Copilot
NetDocuments
NetSuite
OneSpan Sign
OpenAI
Stripe
Tableau
TextRazor
greenID
Claim Neota and update features and information
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