Delivery
NeoDocs can create an automated process that will allow mobile users to obtain signatures upon delivery as well as store photos or upload files. NeoDocs has both IOS and Android apps that are part of the subscription. At the time the delivery is completed, the information is available using the web application. Any new delivery tasks that arrive and allocated to a user are available on the app immediately.
The web application has maps so that you can see where the mobile users are and the deliveries that they have completed. As long as the delivery task has been allocated to the user, they will be able to access the form and attachments on the app in order to complete the task. As soon as the user submits the delivery as complete, the information and images are available on the web application.
All of the form data and attachments are saved and viewable from the web application.
These are the steps to setup a Delivery System
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Create a form which contains the information you will need. Generally, it would be the customers delivery name and address but can also include run numbers which are also used to auto allocate to users. Including a customer's mobile phone number would allow you to add a task action after the User Action to send an SMS to the customer when the delivery is submited.
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Build the Task. Complete the properties for the Start Action, add the number of User Actions you need and complete the properties.
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Use Templates if you are using Print to Task or email input. Then you can have one template for your delivery document and the data can be extracted automatically to populate the form. Alternatively, you can use the api input to create the delivery tasks.
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Allocate the deliveries to the users