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UnForm Document Management Solution

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.

Acumatica Certified Application
  • 2022 R2, 2022 R1, 2021 R2, 2020 R2
  • Fulfilled by ISV
  • Natively Built with Acumatica, Connected with Acumatica
  • Always Current
Industry Served
Cross industries
Benefits for Your Business

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
  • AI OCR
  • Data Capture
  • Data Migration
  • Automatically generate Sales Orders and Bills
  • Image Management (capture in-bound documents via scanning, monitored folders or email)

About Synergetic Data Systems, Inc.

UnForm is a powerful process automation and document management solution that is seamlessly integrated with Acumatica. Our Cloud based or On-Premise application is a fully browser-based solution that provides 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.

With well over 12,000 installations in 16 countries, 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 in the Cloud or On-Premise. We are also known for offering outstanding support to our customers. 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/

Videos

Resources

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

Screenshots

Customer Reviews

Wright, Debra
Premier Computing
Great Team
October 17th, 2022

The team is fantastic to work with. They were diligent in meetings to be sure they understood clearly the request and as a result there was very little required changes.
Very knowledgeable and easy to do planning with. Patient in time delays and responsive in their follow-up. I look forward to the opportunity to work with them in the future.
Debra Wright

Cheesman, Alan
Premier Computing
Very responsive - Solution was technical, and training enabled autonomy
October 12th, 2022

Unform did a great job at providing a solution for synching attachments from a legacy system to Acumatica. During the implementation, a very high priority issue came up with syncing, and the teams response was really great. We were able to resolve the issue and move forward quickly. I also appreciate that once the solution was validated on our side, it created great autonomy for our IT team to execute their solution whenever and however we needed. Highly recommend using Unform when migrating attachments into Acumatica.

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