UnionActive Data Manager
Build forms and working databases in one place
Collect structured information, manage submissions, generate documents, communicate with selected records, and create useful views without a separate form service.
Start with a template or build your own
Data Manager can support public forms, member workflows, internal records, and reusable databases. Start from an available template, copy a proven setup, or create an empty data group and add the fields you need.
Flexible fields
Add text, dates, selections, checkboxes, file uploads, signatures, calculations, and formatted instructions.
Useful automation
Send submission notifications, provide confirmations, and generate a PDF record that follows the form layout.
Central management
Search, sort, edit, export, download PDFs, and review records from the administration area.
Common starting points
Turn submissions into a workflow
- Let users view or edit their own records when appropriate.
- Require member login or make a form publicly available.
- Link related data groups for more advanced processes.
- Display searchable records through a controlled viewing page.
- Graph results from set-choice survey fields.
- Send email or, with an active package, text selected records.
- Export a spreadsheet for authorized reporting.
- Download a consistent PDF for an individual submission.
Data Manager availability depends on the UnionActive package and configuration. Confirm current package requirements before planning a deployment.
Replace another paper or spreadsheet process
Contact Us to discuss the form, records, permissions, notifications, and reports your workflow needs.
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