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Forms Automation Software with Archiving & Retention (2026) - Page 2

Last updated: April 2026

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107 software options

FileInvite logo

Streamlining loan document collection for lenders

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FileInvite streamlines document collection with e-signatures, reminders, and integrations ideal for lending and professional services.

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DocuWare logo

Document management and workflow automation software

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DocuWare digitizes and secures your documents to flow effortlessly between your colleagues — anywhere, any device, any time.

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Docubee logo

Intelligent Contract Automation

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OnTask Allows you to go beyond building a form. Build or convert your existing forms and prepare them to be routed, completed, digitally signed and approved. From anywhere on any device, OnTask makes form automation simple for the organization and the user.

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onPhase logo

Accounts payable and document automation platform

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Our Web Forms solution makes it easy to create, deploy, use and manage electronic forms. Capture business-critical data without the hassle of paper.

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Adobe Experience Manager logo

Enterprise content management system

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Built on an AI-based foundation, Adobe Experience Manager is a comprehensive suite of composable content services that empowers teams to deliver the right content to customers when and where they need it, all at scale. Adobe Experience Manager includes content and asset management, digital forms and guides, and a learning management system.

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Fluix logo

Field work done right 

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Fluix is a mobile-first workflow management software, simplifying even the most complex business processes without the need for IT.

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Gavel logo

Document automation software for legal professionals

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Gavel is a document automation software for legal professionals, enabling attorneys to automate documents, streamline client intake, and generate error-free legal forms via customizable workflows. It offers secure client data collection, conditional logic, and integration with tools like Clio and DocuSign, plus pre-built templates for practice areas such as estate planning, family law, and corporate law.

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GoSign logo

E-Signature Solution, CSR

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GoSign by InfoCert simplifies signature processes, allowing for easy management of workflows and interactions with colleagues and customers. It reduces operational time and costs while enabling quick execution of decisions, anytime and anywhere.

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WorkClout logo

# 1 Rated Quality Platform for the Automotive Industry

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WorkClout centralizes digital forms, corrective actions, safety & quality procedures, knowledge building, and data reporting. Use WorkClout's no-code form builder and automatically convert your existing excel, word, and PDF forms into a beautiful digital & reportable form.

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Checkbox logo

Automate expert processes and services using no-code

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Automate expert processes of document generation, workflow and decision making using a simple no-code, drag & drop builder.

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SafetyQube logo

Top rated, customisable EHS software for mid size companies

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SafetyQube is a market leading EHS software that helps organisations save time, manage EHS complexity and stay compliant. Collaborate easily, streamline EHS processes and break barriers that compromise Health & Safety standards. Free trial, quick setup, transparent pricing and world class support !!

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FileHold logo

Simple. Flexible. Document Management that Works!

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FileHold’s document review and workflow software is designed for organizations with 10+ users. Includes version control, automated workflows, mobile access, and Microsoft Office integration, making it easy for your team to adopt. Available on-premise or in the cloud, and fully mobile-ready.

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Kizeo Forms logo

Your data, your way, on the go!

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Kizeo Forms streamlines form automation by replacing paper-based processes with digital forms. It features customisable templates, offline data collection, automated workflows, and real-time data synchronisation. Ideal for various industries, it boosts efficiency, accuracy, and productivity.

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Wildnote logo

From Field to Report: Fast, Precise, Managed

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Accelerate field reporting with polished wetland templates, intuitive workflows, top-tier support, and data integrity—trusted by users for precision and productivity.

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Malcolm! logo

At your service

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Malcolm! is a no-code customer self service platform

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Legito logo

Processes. People. Documents. No code automation platform.

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Intuitive Document & Form Creation. No code, no limits. Easily automate forms & advanced documents. Unique interactive forms & documents that leverage inserted data.

Create tailored forms & documents with your data and your rules, without coding. Immediate ROI and a path to wider automation.

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HighQ logo

Cloud-based legal case management tool for legal teams.

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HighQ's intelligent solution combines automated workflows, document automation, and secure collaboration to transform the way professionals work and engage with clients and colleagues.

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Docsvault logo

On-premise document management for legal & business teams

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Docsvault is an on-premise document management software for law firms and businesses to organize, secure, manage documents, forms and emails. With workflow automation, OCR, AI-powered data capture, and Office & Outlook integration, it improves productivity while ensuring full control and compliance.

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iTacit logo

Workforce communication software to engage & train employees

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iTacit is a workforce communication software that enables businesses in the healthcare, banking, and manufacturing industries, as well as public sector organizations, to manage employee communications, recruiting, onboarding, engagement, training, and more.

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Droplet logo

Forms and workflow automation software

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Droplet is a forms automation software designed to help schools and government organizations create dynamic web forms to collect business data. The application enables businesses to automate approvals with detailed business logic, conduct analytics, and capture and store digital data.

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FORM OpX logo

The Digital Assistant for the Frontline

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FORM OpX empowers teams to improve operational compliance by digitizing audits and inspections on mobile to reduce risk and improve safety and quality from the frontline.

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NetDocuments logo

Cloud-based document management tool for teams.

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NetDocuments provides a cloud-native document and email management system designed specifically for legal professionals. The platform features intelligent document organization, automated email filing, and secure collaboration tools with real-time editing capabilities. NetDocuments integrates with over one hundred fifty technologies including Microsoft Teams and offers AI-powered tools that help legal teams automate workflows while maintaining document security and compliance.

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Etrieve logo

Enterprise content management software

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Etrieve is an enterprise content management software that helps businesses eliminate paper to save time and money and reduce errors ensuring the best student, staff, and faculty experience.

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Mitratech HotDocs logo

Template-driven, automated document & form assembly software

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HotDocs is a document automation solution that turns frequently used documents or forms into intelligent templates for faster reproduction with greater accuracy

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Flowfinity logo

Create, automate and integrate custom business process apps.

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No-code application configuration toolset that empowers business analysts to deliver solutions in rapid dev cycles. Our intuitive platform combines a web-based app editor, SQL database, interactive dashboards, advanced mobile data collection, process automations and simple, reliable integrations.

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