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Document Management Solution

Synergetic Data Systems, Inc.

It’s not just document management. It’s behind-the-scene empowerment. No matter its source. No matter where it’s going. No matter what you need or want it to do. UnForm will find, enhance and deliver your information with speed and precision.

UnForm® is a platform-independent software product that captures documents from your ERP and automatically archives the documents allowing you to go completely paperless. Available On-Premise or in the cloud using Google Chrome browser.

UnForm provides a strong, browser-based document management platform for Acumatica users. For your document output, UnForm supports direct PDF printing, email-to-print, and document archiving. When installed along with CirrusPrint, Acumatica documents can be printed anywhere in the world from email or a user’s browser. For document input, UnForm supports automated PDF and image processing, from different sources, including email and scan-to-disk applications. Using the Acumatica REST API, inbound invoices can generate Acumatica bills, and inbound purchase orders can create Acumatica sales orders. UnForm document processing is fully customizable, with a powerful built-in scripting engine.

Certification:
Acumatica Certified Application
2019 R2 2019 R1 2018 R2
Natively Built with Acumatica
Industry Served:
Cross industries

Key features

  • Document retrieval using Acumatica interface

  • DocFlow – Business Process Automation

  • Dynamic Documents

  • Cloud or on-premise

  • Signature Capture

  • AP & PO Automation

  • ERP outbound documents archiving

  • Image Management (capture in-bound documents via scanning, monitored folders or email)

  • Print Management and e-Delivery

Benefits for Your Business

Benefits for Your Business

About Synergetic Data Systems, Inc.

Synergetic Data Systems Inc., commonly known as SDSI, was founded in 1988 with the mission of creating software that is both useful and powerful. Over the many years since then, we have published a number of tools that fulfill that mission. Be sure to check out one of our new solutions, CirrusPrint. CirrusPrint is designed to manage and streamline printing and document delivery across networks. https://cirrusprint.com/

With well over 10,000 installations of SDSI software around the world, we are a highly respected software company in all the markets we serve. Our products are known for offering more features, more power, more value, and more reliability than competing products and may be deployed on-premise or in the cloud. We are also known for offering outstanding support to our customers.

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Resources

UnForm Document Management Overview
UnForm Document Management Solution
UnForm Scanning Solution
UnForm DocFlow Solution

Screenshots

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