UnForm

UnForm is an enterprise document management and process automation solution designed to integrate seamlessly with ERP business applications. According to the vendor, the product allows businesses of all sizes, from small to large enterprises, to create, print, deliver, capture, index, route, and store documents from start to finish. UnForm is used across various professions and industries, including accounting and finance, manufacturing, healthcare, utilities, and shipping and logistics.

Key Features

End-to-End Document Management: UnForm offers a range of document management capabilities, including the creation, printing, delivery, capture, indexing, routing, and storage of documents. The vendor claims that UnForm can transform XML and other formats into PDF and printed documents, as well as deliver documents electronically via email or fax.

Accounts Payable Automation: According to the vendor, UnForm simplifies and automates the processing of vendor invoices, leading to cost reduction and time savings. The product reportedly enables automatic identification, capture, and indexing of vendor invoices, enhancing data accuracy and reducing errors from manual data entry. UnForm also integrates seamlessly with ERP systems, facilitating invoice transaction data integration and document routing for approval and compliance.

Sales Order Automation: UnForm streamlines and automates the processing of inbound customer purchase orders, aiming to reduce order processing costs and improve operational efficiency. The vendor claims that UnForm automates the identification, capture, and indexing of sales orders, ensuring data accuracy and eliminating errors caused by manual data entry. The system is said to seamlessly integrate order transaction data with ERP systems and provide easy access to all related documents for a specific customer or order.

Print Management: UnForm allows businesses to transform print data into dynamic documents, such as adding barcodes or building complete batches of forms from XML data. The vendor states that UnForm offers advanced printing capabilities, including automatic filtering and detection of different print jobs. The system also supports printing to multiple printers across different locations.

Electronic Delivery: UnForm enables businesses to deliver documents electronically using the same printing process. According to the vendor, the product allows for the delivery of documents via email, fax, disk, web services, cloud servers, or external processes. UnForm automatically identifies individual documents within a batch and determines the correct destination for each.

Scan and Store: UnForm facilitates the scanning or importing of external documents and their storage in document libraries. The vendor claims that UnForm offers advanced document analysis and identification using barcode recognition and full-text OCR. The system also supports the automation of document processing, such as proof of delivery or vendor invoice automation, through its scripting engine. Additionally, UnForm provides efficient document storage, indexing, and linking capabilities.

Automate: UnForm empowers businesses to automate document workflow, freeing teams from monotonous and repetitive tasks. According to the vendor, UnForm supports the automation of simple processes as well as more complex procedures defined by the user. By automating document-related tasks, UnForm aims to improve internal accounting controls, reduce paper handling, and increase staff productivity.

Customize: UnForm distinguishes itself as the only document management system with its own built-in programming language. The vendor claims that users can customize document formatting using content logic, integrate with external programs and data during printing, and change formatting without modifying the underlying application. UnForm also enables the parsing and export of data from reports, providing flexibility and customization options.