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

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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
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