Paperless Online Features

Paperless Online

Document generation, document filing, & form automation

4.0/5 (1 review)

Paperless Online Feature Summary

  • Form automation
  • Document filing
  • Document generation
  • Contact records
  • Custom data fields
  • Custom forms
  • Configurable workflows
  • Self-service portal
  • Task assignments
  • Reminders
  • Email template creation
  • Automated emails
  • Data merge
  • Custom reporting
  • Custom charts
  • Electronic signature
  • DocuSign integration
  • Messaging

Collaboration Feature Comparison

Most popular features of all Collaboration apps

API (177 other apps)
Access Control (116 other apps)
Activity Dashboard (80 other apps)
Activity Tracking (76 other apps)
Automatic Notifications (107 other apps)
Chat (100 other apps)
Collaboration Tools (176 other apps)
Collaborative Workspace (134 other apps)
Commenting (122 other apps)
Communication Management (76 other apps)
Customizable Branding (82 other apps)
Document Storage (113 other apps)
Drag & Drop Interface (97 other apps)
File Management (86 other apps)
Instant Messaging (79 other apps)
Permission Management (106 other apps)
Projections (115 other apps)
SSL Security (97 other apps)
Search Functionality (147 other apps)
Third Party Integration (109 other apps)

Paperless Online Feature Reviews

1 reviewers had the following to say about Paperless Online's features:

Shelley Hipps

I have helped set up this program and trained agents and admin users how to best utilize it.

2018-01-17

Pros

I like the fact that there is no contract and that you can back up all your files easily.

Cons

I don't like that the commission module has to be seen by all master admins, there should be a way to turn that off and on. The customer service has room for improvement too.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more