Five steps. Zero implementation.
No months-long rollout. No consultants. Just a guided path from a blank account to a business that runs on its own e-documents.
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Step 01
Sign upCreate the root account. This is the architect of your business - the one who shapes what every group and user can do.
- 2
Step 02
Run the All in One WizardA short guided setup. Answer a few questions about what you do and the platform prepares your first module with sensible defaults.
- 3
Step 03
Define actionsEvery e-document is a small journey. Draw the statuses it moves through - Draft, Submitted, Approved, Completed, or anything you invent.
- 4
Step 04
Build formsFor each status, design the form that captures the right data at the right moment. Drag fields, add rules, done.
- 5
Step 05
Assign groups & usersGroups get scoped access to modules and statuses. Users log in and run the tasks. Your business is now digital.
