Build automated form based task flows.
NeoDocs provides a low cost, easy to implement solution for automating task flows. Accounts payable automation, sign on glass proof of delivery, HR, expenses or any type of task flow. Create, build and implement it yourself within a time frame that suits you.
Delivery
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Automatically extract delivery data from emailed pdf files
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Print directly from your systems to delivery tasks
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Manually or automatically allocate delivery tasks to users
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Free Android and IOS apps. Users can action delivery tasks, upload files, photos and signatures
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Maps to view where and when delivery tasks were submitted
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Manually create ad-hoc delivery tasks from the web or mobile application
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Send sms messages or emails to your customers when the tasks is complete
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Create the forms, templates and tasks and have a delivery system up and running quickly
Accounts Payable Automation
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Automate the approval and posting of payables
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Set up yourself, low cost and easy to use
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Automatically extract the data you need from emailed pdf attachments using templates
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Send invoices for approval
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Approvers can pass the approval to another user
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Free Android and IOS apps to approve on the run
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Upload posted invoices into your accounting system
Build and Create
Design your own forms, task flows and templates to create automated processes for your business. Add user actions, email, sms and api functionality. Make it simple or use advanced options including variables, conditions and api.
NeoDocs offers a range of features designed to enhance your task flow experience. Whether you need user filled forms, automatic data extraction from email or input data using our api. Create user tasks, send emails, send sms texts, or call api endpoints to process data.
NeoDocs mobile apps allow users to work remotely and the Print to Task application means your users can be internal or external to your company and print directly to your tasks.
User Filled Forms
User filled forms are a way of starting a Task manually. Whether you require users to fill in HR forms, expense forms or specific forms for your business requirements. Users can complete the form, upload attachments and submit it to the Task.
Users can fill in forms to initiate tasks from either the web application or the Android or IOS app.
Print to Task
Print documents directly from your applications to your task flows
NeoDocs Print to Task will create a virtual printer for every Task that you have set to the type of 'Print'. These are Windows shared printers so you can print from any application from Windows, Mac, Linux, Unix, AS400 and more,
Just set the task flow type as print and then print to the printer just like any other Windows shared printer. The task flows act the same as any other type including data extraction using templates to populate forms.