Sapling AI Writing Assistant

Sapling AI Writing Assistant

Sapling Intelligence
UnForm

UnForm

Synergetic Data Systems, Inc.
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About

AI writing assistant for customer-facing teams. Sapling sits on top of CRMs and messaging platforms to help agents more efficiently compose personalized responses. Managers gain conversational insights to coach and prepare teams. Sapling provides functionality for autocomplete, spelling and grammar checking as well as snippets/canned messages/text expander. All services can be self-hosted, provided on-premise or cloud-premise to meet enterprise security and privacy requirements. Spelling and Grammar checking APIs allow users to integrate Sapling's language models into custom applications and use cases. Sapling Suggest retrieves relevant responses from a team knowledge bank and allows agents to respond more quickly to customer inquiries by simply clicking on the desired response. Empower agents instead of providing brittle, decision tree-based chatbots.

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.

About

We help businesses maximize efficiency across the organization-from automating Medical Records processing to Inventory Management, Accounts Payable/Receivable and Human Resources. Simply put, we provide a clear view of the critical information, records, documents, collaboration and processes that make up your world. WorldView manages your critical information and processes in a safe and compliant cloud, making it accessible anywhere your employees are, without cumbersome and expensive software and servers. Barcode recognition is used to separate, classify, and index the documents automatically. This feature applies the barcode to outgoing documents for tracking in order to recognize where the document is at each stage of the process without hands on the actual document. Save your employees’ time by streamlining how they retrieve the information, data or documents they need. Our document management solution is as user-friendly as it is robust.

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook 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

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

Audience

Customer-facing teams interested in an AI writing assistant to help them craft better responses in less time

Audience

Companies of all sizes

Audience

Organizations looking for a powerful Document Management solution

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

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 Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Screenshots and Videos

Pricing

$25 per month
Contact us for pricing tiers for enterprise teams.
Free Version Supported
Free Trial Supported

Pricing

$500/month
Licensing Options: Hosted, Subscription or On-Premise
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not 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

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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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

Training

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

Company Information

Sapling Intelligence
Founded: 2018
United States
sapling.ai/

Company Information

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

Company Information

WorldView
Founded: 2001
United States
www.worldviewltd.com

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Categories

Categories

Categories

Proofreading Features

Contextual Speller Supported
Dictionary / Thesaurus Supported
Grammar Check Supported
Plagiarism Detection Not Supported
Punctuation Check Supported
Reporting & Statistics Supported
Spell Check Supported
Style Check Supported
Text Editor 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

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

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

Document Management Features

Access Controls Supported
Archiving & Retention Not Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Not Supported
Document Capture Not Supported
Document Conversion Not Supported
Document Delivery Not Supported
Document Indexing Not Supported
Document Retention Supported
Electronic Signature Not Supported
Email Management Not Supported
File Recovery Supported
File Type Conversion Supported
Forms Management Not Supported
Full Text Search Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Not Supported
Version Control Supported

Integrations

AddonSoftware Not Supported
Confluence Supported
Epicor Eagle Not Supported
GPT-3.5 Supported
GPT-4 Supported
Gmail Supported
Helpshift Supported
HubSpot CRM Supported
Infor VISUAL Not Supported
Intercom Supported
Mailchimp Supported
Microsoft 365 Supported
Microsoft Outlook Supported
Microsoft Word Supported
NetSuite Not Supported
NiCE CXone Mpower Supported
Notion Supported
Oracle Fusion Cloud ERP Not Supported
Salesforce Supported
Zoho Mail Supported

Integrations

AddonSoftware Supported
Confluence Not Supported
Epicor Eagle Supported
GPT-3.5 Not Supported
GPT-4 Not Supported
Gmail Not Supported
Helpshift Not Supported
HubSpot CRM Not Supported
Infor VISUAL Supported
Intercom Not Supported
Mailchimp Not Supported
Microsoft 365 Not Supported
Microsoft Outlook Not Supported
Microsoft Word Not Supported
NetSuite Supported
NiCE CXone Mpower Not Supported
Notion Not Supported
Oracle Fusion Cloud ERP Supported
Salesforce Not Supported
Zoho Mail Not Supported

Integrations

AddonSoftware Not Supported
Confluence Not Supported
Epicor Eagle Not Supported
GPT-3.5 Not Supported
GPT-4 Not Supported
Gmail Not Supported
Helpshift Not Supported
HubSpot CRM Not Supported
Infor VISUAL Not Supported
Intercom Not Supported
Mailchimp Not Supported
Microsoft 365 Not Supported
Microsoft Outlook Not Supported
Microsoft Word Not Supported
NetSuite Not Supported
NiCE CXone Mpower Not Supported
Notion Not Supported
Oracle Fusion Cloud ERP Not Supported
Salesforce Not Supported
Zoho Mail Not Supported
Claim Sapling AI Writing Assistant and update features and information
Claim Sapling AI Writing Assistant and update features and information
Claim WorldView Document Management and update features and information
Claim WorldView Document Management and update features and information