How Easy is That

 

NeoDocs is powerful and can be used for different opportunities like business processes, output document management and AP automation. But, that doesn't mean it has to be hard!

Our philosophy is that the software should provide a useful purpose while being easy enough to use that you can create and operate the processes yourself.

The concept of Forms and Flows means that as someone developing the processes you only need to follow these 2 steps.

  1. Create the form(s) that the user can fill in. The form provides feedback to other users and can also be used to make decisions in the flow.
     

  2. Build your flow. Add the steps that you would like the process to follow, add the form(s) to the user points and complete the properties.

 

That is it.

For the user that receives a request, they simply complete the form, add notes, upload attachments, if required and submit.