WorkflowFirst

WorkflowFirst

RiaForm Technology
Paperless Online WorkflowFirst

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Paperless Online:

About

Go paperless. The Form & Document Management CRM for all teams. Converting to a paperless office — the ultimate solution for small & medium-sized businesses. All your employees, customers & vendors in one database. Communication, tasks, forms and all paperwork paperlessly. All forms and documents electronically. Includes routing & approval tracking. Ok, you have data in the forms. How about making sense of the data or search by criteria you need? And share with teammates and clients. Separate File Cabinets for each staff and contact, in addition to company File Cabinet. Your documents in File Cabinet by custom fields and tags. We can help you digitize documents and forms, and transfer to an electronic filing system on Paperless Online. Contacts can login to self-service portal and submit required forms and documents. Store and easily retrieve all data, including forms, documents and files of your teammates, clients and vendors.
WorkflowFirst:

About

A workflow software for everyone. Assign and track a database of forms. Get Control. Get The Big Picture. The CRM custom sample form lets you create deals, log deal activity, view deal status with a drag-and-drop kanban chart, calendar for viewing activity and much more! Submit employee details, then route the form in parallel to HR, accounting, IT, the office manager for processing. Submit the purchase req, have it send to a manager for review where they can approve or reject the request. With forms for HR to set employee leave allowances and employees to put in leave requests, management approval and more. With WorkflowFirst you get a customizable forms package, database and workflow management software in one simple-to-use interface that anyone can easily setup without programming. Configure forms to automatically be sent to 1 or more users or a group such as a specific role, optionally with conditions or scripting. With a dashboard to make sure nothing is ever forgotten.
Paperless Online:

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
WorkflowFirst:

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
Paperless Online:

Audience

Companies of all sizes searching for an advanced Document Management solution
WorkflowFirst:

Audience

Companies searching for a solution to create forms and approval workflow to get organized
Paperless Online:

Support

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

Support

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

API

Offers API Not Supported
WorkflowFirst:

API

Offers API Not Supported
Paperless Online:

Screenshots and Videos

WorkflowFirst:

Screenshots and Videos

Paperless Online:

Pricing

$15 per user per month
Free Version Supported
Free Trial Supported
WorkflowFirst:

Pricing

$99 one-time payment
Free Version Supported
Free Trial Supported
Paperless Online:

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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WorkflowFirst:

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
Paperless Online:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported
WorkflowFirst:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported
Paperless Online:

Company Information

Paperless Online
Founded: 2003
United States
paperlessonline.com
WorkflowFirst:

Company Information

RiaForm Technology
Founded: 2004
United States
workflowfirst.com
Paperless Online:

Alternatives

Etrieve

Etrieve

Softdocs
WorkflowFirst:

Alternatives

Paperless Online:
123FileIT

123FileIT

123File-IT
WorkflowFirst:
Paperless Online:
WorkflowFirst:
Paperless Online:
WorkflowFirst:
Forms.qa

Forms.qa

Vantage Technologies LLC
Paperless Online:
iPEGS

iPEGS

iPEGS
WorkflowFirst:
Crow Canyon Purchase Requests

Crow Canyon Purchase Requests

Crow Canyon Software
Paperless Online:

Categories

WorkflowFirst:

Categories

Paperless Online:

Workflow Management Features

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

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Supported
Document Capture Not Supported
Document Conversion Not 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 Supported

Forms Automation Features

Approval Process Control 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 Supported
WorkflowFirst:

Workflow Management Features

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

Integrations

Docusign Supported
WorkflowFirst:

Integrations

Docusign Not Supported
Paperless Online:
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WorkflowFirst:
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