ThinkAutomation

ThinkAutomation

Parker Software
UnForm

UnForm

Synergetic Data Systems, Inc.
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About

Develop the automations that work for you. With ThinkAutomation, you get an open-ended studio to build any and every automated workflow you could ever need. All without volume limitations, and all without paying per process, license or ‘robot’.

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

Companies of all sizes

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

$2,700/year
Standard - $2,700
Profesional - $4,600
Enterprise - Request
Free Version
Free Trial

Pricing

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

Reviews/Ratings

Overall 4.6 / 5
ease 4.4 / 5
features 4.6 / 5
design 4.7 / 5
support 4.8 / 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

  • We are a long time ThinkAutomation customer, having started with email2db, then ThinkAutomation v4 and now the brilliantly executed ThinkAutomation v5. As a long ago software engineer and systems architect, TA5 provides a very easy to implement, expansive REST and JSON focused world of automation enabling any to any systems integrations which are key to any mult-channel e-commerce business. Further, their ability to integrate C# ‘scripts’, and ever expanding downloadable automation libraries, their simple to advanced language constructs and extensibility, means that this BPA engine can be strategically adopted by any business, small to enterprise class, to automate whatever manual processes and forward looking advantageous business extensions you wish. And let me tell you, TA5 is rocket fast!
  • Once you're used to the software, it's simple to use and extremely flexible and drives a lot of the automation of our internal processes.
  • It's easy to use, has many integrations and triggers, low cost, fixed fee and fully customisable. The moto is if you can think it you can Automate it and that has held true. Within our business and for clients we have used ThinkAutomation to eliminate mundane manual effort and give time back to the business to drive greater customer value-add activities.
  • - All round integration and extraction options - Integration with Azure - A helpful support desk and customer success managers - Extensive scripting options
  • ThinkAutomation has been a very useful piece of software that has allowed our IT team to not only automate a lot of our processes but has also helped save both our IT and HR team time. Another pro to mention would be the support team, when we've had previous issues, the team have responded immediately whether through live chat or email.

Cons

  • I had concerns with TA4 because of its more limited capabilities, it TA5 changes the game.
  • I think a couple of things it could improve on, are examples to work with, some areas (such as connecting it to an API to extract data) are lacking examples to show "what good looks like" so you spend a lot of time working it out yourself. I'd like the option to choose what email to bring into the find & extract helper, not just "get last". Copying and pasting an email into this works differently to how it reads an actual email.
  • There is no detailed workflow visualisation for your automations.
  • - Still some errors in the newly added features (bugs) - Documentation on Azure could be more elaborate - I am missing tutorials on writing scripts and creating triggers/integrations
  • We have had a few issues with ThinkAutomation, a lot of it we didn't fully understand and other aspects were due to the features in TA4 being Beta so not yet fully integrated into the software. Every so often these little issues still pop up but thanks to the support team we have a lot of it under control and know how to fix the issue going forward.

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

Parker Software
Founded: 2003
United Kingdom
www.thinkautomation.com

Company Information

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

Alternatives

Nividous

Nividous

Nividous Software Solutions

Alternatives

DocFlow

DocFlow

Obiyen
MarkMagic

MarkMagic

CYBRA Corporation
Parseur

Parseur

Parseur Pte. Ltd.
altaFlow

altaFlow

airSlate
Interfacing Integrated Management System (IMS)

Interfacing Integrated Management System (IMS)

Interfacing Technologies Corporation

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

Data Extraction Features

Disparate Data Collection
Document Extraction
Email Address Extraction
Image Extraction
IP Address Extraction
Phone Number Extraction
Pricing Extraction
Web Data Extraction

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

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 Entry Features

Abbreviation Detection
Data Capture and Transfer
Data Cleansing
Data Entry Verification
Data Search Flexibility
Duplicate Detection
Flexible Search
Image Entry
Library Conversion
Mis-Keyed Variation Detection
Phonetic Variation Detection

OCR Features

Batch Processing
Convert to PDF
ID Scanning
Image Pre-processing
Indexing
Metadata Extraction
Multi-Language
Multiple Output Formats
Text Editor
Zone Selection Tool

Professional Services Automation Features

Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Reporting Features

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Text Mining Features

Boolean Queries
Document Filtering
Graphical Data Presentation
Language Detection
Predictive Modeling
Sentiment Analysis
Summarization
Tagging
Taxonomy Classification
Text Analysis
Topic Clustering

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

Data Extraction Features

Disparate Data Collection
Document Extraction
Email Address Extraction
Image Extraction
IP Address Extraction
Phone Number Extraction
Pricing Extraction
Web Data Extraction

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

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

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 Generation Features

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

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

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

Microsoft Dynamics 365
Acumatica Cloud ERP
Azure Marketplace
Epicor BisTrack
Epicor Eagle
Epicor Eclipse
Infor Distribution SX.e
Infor VISUAL
Microsoft Azure
NetSuite
Oracle Fusion Cloud ERP
Oracle Fusion Cloud Financials
QAD Adaptive ERP
SQL Server
Sugar Connect
Sugar Market
Sugar Sell
Traverse
Twilio
Zoho CRM

Integrations

Microsoft Dynamics 365
Acumatica Cloud ERP
Azure Marketplace
Epicor BisTrack
Epicor Eagle
Epicor Eclipse
Infor Distribution SX.e
Infor VISUAL
Microsoft Azure
NetSuite
Oracle Fusion Cloud ERP
Oracle Fusion Cloud Financials
QAD Adaptive ERP
SQL Server
Sugar Connect
Sugar Market
Sugar Sell
Traverse
Twilio
Zoho CRM
Claim ThinkAutomation and update features and information
Claim ThinkAutomation and update features and information