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Forms Automation Software with Archiving & Retention (2026)

Last updated: April 2026

Why is archiving & retention important for forms automation software users?

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

Archiving and retention in forms automation software streamline record-keeping by ensuring easy access to historical data. It allows for efficient storage, retrieval, and management of documents, supporting compliance and reducing administrative tasks. Of the 118 reviewers who rated archiving & retention, 69% rated this feature as important or highly important.

Key features of forms automation software based on insights from 4166 verified reviews

Customizable Forms: Reviewers appreciate the ability to design forms with themes, brand colors, and specific question types tailored to business needs. 94% of reviewers rated this feature as important or highly important.
Customizable Fields: Users highlight the flexibility to create fields that collect precise data, ensuring accuracy and relevance for various purposes. 94% of reviewers rated this feature as important or highly important.
Forms Creation & Design: Reviewers value the ease of creating and designing forms with templates, drag-and-drop features, and various customization options. 92% of reviewers rated this feature as important or highly important.
Process/Workflow Automation: Users note the efficiency gained from automating workflows, integrating with other tools, and reducing manual tasks. 87% of reviewers rated this feature as important or highly important.
Access Controls/Permissions: Reviewers find it helpful to manage user access levels, ensuring data privacy and secure collaboration on forms. 85% of reviewers rated this feature as important or highly important.
Electronic Signature: Users emphasize the convenience and security of capturing electronic signatures directly within forms for quick, paperless approvals. 83% of reviewers rated this feature as important or highly important.