Paperless Online

Paperless Online

4 / 5
1 review

Who Uses This Software?

Paperless Online is ideally suited for organizations wanting an easy way to receive and track forms and documents.

Average Ratings

1 Review

  • 4 / 5

  • 5 / 5
    Ease of Use

  • 2 / 5
    Customer Service

Product Details

  • Starting Price
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
  • Training
    Live Online
  • Support
    Business Hours

Vendor Details

  • Paperless Online
  • Founded 2003
  • United States

About Paperless Online

Paperless Online provides a secure and easy way to receive and track forms and documents. Forms can be designed in minutes with drag and drop. It also supports workflows and collaboration. You can email a form to be filled out or reviewed. File Cabinet supports version control and access permissions. Documents can be generated with data merged and sent via DocuSign. A self-service portal allows clients to submit documents and forms, view status and also communicate with staff.

Paperless Online Features

  • Collaboration Tools
  • Compliance Tracking
  • Document Archiving
  • Document Assembly
  • Document Indexing
  • Document Retention
  • Electronic Signature
  • File Recovery
  • File Type Conversion
  • Offline Access
  • Optical Character Recognition
  • Version Control
  • Approval Process Control
  • Archiving & Retention
  • Collaboration
  • Document Indexing
  • Drag & Drop
  • Full Text Search
  • Predictive Modeling
  • Rules-Based Workflow
  • Text Editing
  • Version Control
  • Access Controls/Permissions
  • Business Process Automation
  • Calendar Management
  • Compliance Tracking
  • Customizable Dashboard
  • Document Management
  • Forms Management
  • Graphical Workflow Editor
  • Mobile Access
  • No-Code
  • Task Management
  • Third Party Integrations
  • Workflow Configuration

Paperless Online Reviews

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

Jan 17, 2018

5 / 5
Ease of Use

4 / 5
Features & Functionality

2 / 5
Customer Support

4 / 5
Value for Money

Pros: I really like the ease of use and all of the video tutorials. They are not annoying or long, they are actually useful and show you step by step how to do things. 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.