How it works
Three steps take you from a blank page to a live, automated process.
Create a form
A form is the basis of every task. Drag and drop the components you need, including text boxes, drop-down lists and radio buttons, then set their properties. Use one form across a whole process, or a different form at each step.
Build a task
A task is a process flow. Add components in the order you want them to run: a start action, user action, approval, send email, send SMS, API, Sharepoint, export and more. Set each component's properties and save. There's no coding. Just click a component and fill in the fields.
Run it
How a task starts depends on its start action. User tasks run when someone submits a form. Email tasks pull in messages on a schedule. API and Print tasks run whenever a call arrives or a document is printed. From there the flow moves itself forward.
Build the exact form each step needs by dragging components into place and setting their properties. Add hints to make document extraction even more accurate. A simple process might use a single form from start to finish. A multi-step approval might use a different form at each stage, with every completed form visible to the next person. Any field data can be used for conditional tests or included as text by any other task component by using variables.
Chain together start actions, user actions, approvals, emails, SMS messages, conditions, Sharepoint, export and API calls to model any process. Add variables and conditions so the flow can branch based on what's been entered into a form. Create as many tasks as you like, of any type, so NeoDocs can run across accounts, sales, production, warehouse, delivery and more.
Pull data straight out of inbound PDFs. Data will be automatically matched to the form fields whenever a matching document arrives. Ideal for supplier invoices and delivery documents, and available on any task where you want forms filled from a PDF. Document extraction can be done either from the interface or automatically when files arrive from email, print or api. If you'd rather not use document extraction, you can always enter the data manually.
A Windows application, for PC or Server, that turns any print job into a task. Download your Print-type tasks and they appear as virtual printers. Print to them from any application, including your accounting system, ERP, Office, or non-Windows hosts like Unix, Linux and AS400, and the output is saved to NeoDocs as an attachment, data extracted to a form and a new task queued. Install it inside your business, or let other companies print straight into your task flows with no APIs or programming.
iOS and Android apps are included in every subscription. Mobile users can start and action tasks from their phones, capturing signatures, photos and file uploads in the field. New tasks allocated to a user appear on the app immediately, and everything they submit is available in the web application straight away.
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Allocate deliveries automatically or manually by dragging a delivery to a driver. See where your delivery users are and which deliveries they've completed, all from the web application in real time.
Running tasks
When a task is triggered it becomes a queued task. Some queued tasks just fire, sending an email or SMS and moving on. Others wait for a person to act, such as approving a leave form, allocating an invoice or completing a delivery.
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A user action can be handled two ways:
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Using the web application.
Each user can view open and closed tasks in their Task Queue. They can save, submit and pass tasks to other users.
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Using the mobile app.
Each user action shows the form and any attachments, and can be submitted or passed to another user. On an accounts payable task, for example, an approver can add notes and pass the invoice to a second approver, who submits it ready to post into your accounting system.
BUILT FOR
REAL WORKFLOWS
NeoDocs lets you build the workflows your business actually needs — no consultants, no long setup, no bloated software. Just forms, actions, and automation you control.
Accounts Payable, simplified
Automating accounts payable has traditionally been expensive, slow, and out of reach for smaller businesses—yet the process itself is simple: an invoice arrives, it's coded, it's authorised, it's posted. NeoDocs lets you build that workflow yourself, with no third-party consultants required, keeping both cost and setup time to a minimum.
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Getting started is easy:
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Create your form — Capture the details you need, such as invoice number, date, PO number, and amounts (ex and inc tax).
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Build your workflow — Set the start action, then add user actions for coding and approval.
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From there, NeoDocs handles the heavy lifting: invoices can be pulled straight from your inbox, matched to the correct supplier, and have their data automatically extracted and populated onto your forms. Each invoice is account coded, approved through multi-step sign-off, and added to a posting table—ready to upload directly to your accounting system.
Delivery, Tracked End to End
Give mobile drivers a full proof-of-delivery flow: capture signatures on delivery, store photos, and upload supporting files. The moment a delivery is submitted, the data and images appear instantly in the web application, with maps showing where drivers are and what's already been completed.
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Getting started is easy:
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Create your delivery form — Capture name and address, plus a mobile number if you'd like to SMS the customer on completion.
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Build your workflow — Set up the task and add the user actions your drivers will follow.
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Automate deliveries — Use document extraction with Print to Task, email, or API input to create deliveries automatically.
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Allocate to drivers — Assign deliveries manually, or let the task allocate them automatically.
Endless Possibilities
Any process that passes through at least one step can be a NeoDocs task. That includes:
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Service job forms
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Expense forms
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Leave forms
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Timesheets
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Sales orders
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Mobile job forms
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External actions, such as purchase requisitions
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Contracts