Paperless Online is a cloud-based document management system which enables users to create, receive, and track documents and forms. The system stores important documents in an electronic file cabinet, with a self-service portal allowing contacts to submit required documents and forms. Contact records store information about clients, leads, and vendors, with users able to add custom data fields to records additional details. The messaging feature lets users communicate with contacts, and automatically stores messages as tickets within each contact’s record.
With Paperless Online, users can create custom forms, documents, and emails, with the ability to automate forms using configurable workflows, and send out emails to contacts automatically. Data merge is supported for emails and documents, including letters, contracts, certificates, and labels, allowing users to set up standard templates and then personalize each by merging in contacts’ details. Electronic signatures can be captured through integration with DocuSign, with users able to sign forms directly from their emails on any device, and signed documents stored within individual contact records. Users can also create and assign tasks and reminders, and generate custom charts and reports.
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