UnForm

UnForm turns application print output into formatted documents, delivers them by printer, email, fax or disk, archives them, and adds scanning, OCR and approval workflow modules.

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Overview

UnForm detects print jobs from an application or scheduled data sources, applies formatting rules and prints different documents or copies to local or remote printers. The same run can email or fax documents, or send them to disk, web services, cloud servers or external processes, identifying each document in a batch to choose its destination. Documents are stored in archive libraries that users open through a browser-based archive browser with ID lookup, index browsing and search. The Image Manager scans or imports external documents, identifies them with barcodes or OCR and uploads them to libraries, and DocFlow routes archived documents through approval workflows. A built-in programming language adapts formatting, messages and data handling without changing the application. UnForm.Cloud hosts the service on a private instance.
More product details

Product

Demo Url
unform.com/sales/demo
Documentation
unform.com/support/documentation
License Model
Proprietary
Release Notes Url
unform.com/download/uf110_readme.txt
Solution Kind
Suite
Version
11.0

Who it is for

Roles
  • Administrators
Use Cases
  • Invoice data extraction

Images

Features

Document Capture

Scan or import external documents with the Image Manager

Barcode recognition and full-text OCR

More details & conditions: Document Capture

Extract and validate vendor invoice line-item detail

Categories: Document Management

Full Text Search

Find archived documents by ID, index browsing or search

Full-text OCR extraction

Categories: Document Management

Document Classification

Identify imported images through barcode or OCR zones

Analyze and identify documents before storing them in libraries

Categories: Document Management

Archiving & Retention

Document archiving in libraries with index browsing

Categories: Document Management

Document Storage

Store printed and imported documents in archive libraries

Library analysis and recovery for administrators

Categories: Document Management

Document Generation

Generate documents from print data and store them in archive libraries

Categories: Document Management

File Sharing

Send documents by email or fax from the archive browser

Grant library access to individuals or groups

Categories: Document Management

Print Management

Filter and process print jobs

Applications can print to the UnForm server as if it were network printers

Categories: Print Management

Multi-Printer Support

Print different documents or different copies to multiple printers

Categories: Print Management

Job Tracking

Monitor and analyze recent job history

View and search job, delivery and scan logs

Categories: Print Management

Job Management

Server-side job processing

Scheduled jobs at set intervals

More details & conditions: Job Management

Server manager configuration of ports, logging and external tools

Categories: Print Management

Remote Printing

CirrusPrint sends output from UnForm.Cloud to printers at premise locations

Print different copies to printers across the room or across the country

Categories: Print Management

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Document Generation

Transform print data into formatted documents

Build a batch of forms from XML data

More details & conditions: Document Generation

Add content such as a barcode to an existing printed page

Categories: Document Generation

Document Automation

Detect different print jobs automatically and apply matching processing

Run scheduled jobs without user intervention

More details & conditions: Document Automation

Built-in programming language for content-driven formatting

Categories: Document Generation

Workflow Automation

DocFlow approval workflow for documents in archive libraries

Scripted automation of scan and import jobs

More details & conditions: Workflow Automation

Scheduled jobs that obtain data from applications or folders

Categories: Document Generation

Document Templates

Formatting rules applied to print data

Change headers and messages to a different language

Categories: Document Generation

Text Editing

View and edit documents and images in the archive browser

Categories: Document Generation

Document Review

Approval processing through DocFlow

Side-by-side document viewing in the archive browser

Categories: Document Generation

Template Management

Change formatting without changing the application

Design Tool module included in the UnForm.Cloud base service

Categories: Document Generation

Technical details

Deployment

Browser Support
  • Platform
    Chrome
    Supported tasks
    • UnForm Web Extension adds buttons or links to browser-based ERP pages that open UnForm documents
  • Platform
    Edge
    Supported tasks
    • UnForm Web Extension adds buttons or links to browser-based ERP pages that open UnForm documents
Client Channels
  • Browser
Client OS
  • Platform
    Windows
  • Platform
    OSX
  • Platform
    Linux
  • Platform
    Unix
Delivery Models
  • Cloud (SaaS)
  • On premises
  • Customer cloud
Isolation Modes
  • Dedicated instance
Server OS
  • Platform
    Windows
  • Platform
    Linux

Data

Import Formats
  • XML
  • PDF

AI

Input Modalities
  • Image
Output Modalities
  • Text
Use Cases
  • Information extraction

Customization

Supported Scopes
  • Business rules
  • Workflows

Support

Channels
  • Ticket

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