Audience

Companies of all sizes

About UnForm

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.

Pricing

Starting Price:
$500/month
Pricing Details:
Licensing Options: Hosted, Subscription or On-Premise
Free Trial:
Free Trial available.

Integrations

API:
Yes, UnForm offers API access

Ratings/Reviews - 6 User Reviews

Overall 4.2 / 5
ease 4.2 / 5
features 4.3 / 5
design 4.2 / 5
support 4.2 / 5

Company Information

Synergetic Data Systems, Inc.
Founded: 1988
United States

Videos and Screen Captures

Product Details

Platforms Supported
Cloud
Windows
Linux
Training
Documentation
Live Online
Webinars
Videos
Support
Phone Support
Online

UnForm Frequently Asked Questions

Q: What kinds of users and organization types does UnForm work with?
Q: What languages does UnForm support in their product?
Q: What kind of support options does UnForm offer?
Q: What other applications or services does UnForm integrate with?
Q: Does UnForm have an API?
Q: What type of training does UnForm provide?
Q: Does UnForm offer a free trial?
Q: How much does UnForm cost?

UnForm Product Features

Archiving

Access Control Supported
Data Deduplication Supported
Document Management Supported
Email Archiving Supported
Multimedia Archiving Supported
Retention Management Supported
Storage Management Supported
Version Control Supported
Web Archiving Supported
eDiscovery Not Supported

Business Process Management

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

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

Document Collaboration

Access Control / Permissions Supported
Autosave Supported
Cloud Storage Supported
Comments / Annotations Supported
Electronic Signature Supported
Multiple File Formats Supported
Pre-made Templates Supported
Search Supported
Workflow / Approval Process Supported
Chat / Messaging Not Supported
Edit / Change Tracking Not Supported
User Tagging Not Supported
Version Control Not Supported

Document Control

Archiving & Retention Supported
Automated Routing Supported
Electronic Signature Supported
Escalation Management Supported
Change Management Not Supported
Compliance Management Not Supported
Periodic Review Not Supported
Version Control Not Supported

Document Generation

Batch Processing Supported
Collaboration Supported
Digital Signature Supported
Multiple Output Formats Supported
Templates Supported
Interaction Tracking Not Supported

Document Management

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

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

Audit Trail Supported
Data Entry Supported
Data Verification Supported
Distributed Capture Supported
Document Imaging Supported
Document Indexing Supported
Forms Management Supported
Remote Capture Supported
CRF Tracking Not Supported
Study Management Not Supported

Enterprise Content Management (ECM)

Archiving & Retention Supported
Collaboration Tools Supported
Content Lifecycle Management Supported
Document Management Supported
Electronic Signature Supported
Mobile Access Supported
Search Supported
Workflow Management Supported
Digital Asset Management Not Supported
Information Governance Not Supported
Version Control Not Supported

Forms Automation

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
Approval Process Control Not Supported
Version Control Not Supported

Print Management

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)

Analytics Supported
Attended Automation Supported
Image Recognition Supported
Optical Character Recognition Supported
Process Builder Supported
Third Party Application Integration Supported
Unattended Automation Supported
Code-free Development Not Supported

Workflow Management

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

UnForm Verified User Reviews

Write a Review
  • John F.
    Consultant
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: Deployment
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Full-featured, mature product"

    Posted 2023-04-02

    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.

    Cons: I honestly can't think of things I didn't like. Version 10 is an outstanding product.

    Overall: I have been using UnForm for my customers since version 2 and we're currently on version 10. The product has grown and matured throughout those versions with leaps in each one. It fills several needs for my customers and does it efficiently. The integration options are numerous and well-designed. I can't wait to see what's in version 11 and beyond.

    Read More...
  • Tech A.
    IT Support
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 500 - 999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Love Unform!"

    Posted 2023-03-08

    Pros: Easy to use. Create the forms in MS Word and save as a PDF or PCL in minutes.

    Cons: It tends to hang on our IBM RS/6000 running AIX 5.3 when images.dat and jobs.dat file get too large. I created a script to clear the files.

    Overall: We've been using UnForm for almost 15 years. Send hundreds of emailed forms a day without an issue.

    Read More...
  • An UnForm User
    IT Admin
    Used the software for: 2+ Years
    Frequency of Use: Weekly
    User Role: Administrator
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Copy protection kills legacy program"

    Posted 2022-08-08

    Pros: 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.

    Cons: They charge each time you want to move older software to a new VM or fix old server. $125 per incident for versions older than 9.0 and 10 right now.

    Beware, your legacy software will be broken sooner or later if they refuse to help.

    Overall: Crap company punishing legitimate users with their copy protection. Will not reset license to activate on replacement server without ransom payment.

    Read More...
  • Bill L.
    Owner
    Used the software for: 2+ Years
    Frequency of Use: Weekly
    User Role: Deployment
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Love It"

    Posted 2021-12-04

    Pros: 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.

    Cons: There is a bit of a learning curve, but it is easily overcome and well worth it.

    Overall: UnForm is one of my all-time favorites, it has allowed me to solve many problems for my users. Printing invoices, statements & checks, fax & email integration and more recently archiving have allowed me to offer a lot of flexibility to my clients.

    Read More...
  • Kevin K.
    President
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: Administrator, Deployment
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Unform - It just works great"

    Posted 2021-10-22

    Pros: 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.

    Cons: Some libraries were discontinued on AIX so AIX support isn't as good as it used to be, but that's hardly a problem as most of our customers are now on Linux.

    Overall: It's an excellent product. Instead of having to buy separate scanning, archiving, and markup products, it's all there. The workflow is new, and I don't have a lot of experience there but it looks to be commensurately excellent like the rest of the product.

    Read More...
  • Frank K.
    Senior ERP Consultant
    Used the software for: 2+ Years
    Frequency of Use: Weekly
    User Role: Deployment
    Company Size: 1 - 25
    Design
    Ease
    Features
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "UnForm Document Management"

    Posted 2021-10-08

    Pros: Easy To Use and Very Flexible to setup in connection with Acumatica - easy installation wizard that allows deployment to users.

    Cons: A little older GUI but much simpler to setup than other products.

    Overall: The product us very flexible and easily integrates with Acumatica. If your using with Acumatica it's definitely a good choice.

    Read More...
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