Services

Services that turn workflows into governed systems

Choose the delivery support you need — from rapid prototypes to production-grade governance and ongoing optimisation.

Rapid workflow prototyping

Validate your process quickly with a working prototype in Caspio or Smartsheet — ready for stakeholder review.

Workflow design & implementation

Build structured workflows with roles, stages, validation, and reporting — aligned to how your teams operate.

Document control & governance

Establish a reliable system of record with controlled storage, auditability, and predictable retrieval.

Integration & automation

Connect identity, storage, and business apps — and automate document filing at the right workflow stage.

Security & resilience review

Strengthen governance with retention, controlled access, and resilience patterns that reduce operational risk.

Ongoing optimisation

Improve performance over time with reporting, iteration, and support for new processes and teams.

How APDocs powers controlled document workflows

Keep your workflow tools — add a governed document system of record that stays in sync with Caspio or Smartsheet.

Workflow context and requirements diagram
01

Start with workflow context

Your workflows already capture the “why” behind each document — project, case, client, stage, and owner. APDocs preserves that context so documents remain reliable evidence, not disconnected files.

  • Align documents to records (jobs, cases, projects)
  • Reduce duplication and inconsistent versions
  • Keep access consistent across teams
02

Map your source and trigger “workflow complete”

Configure APDocs to read your Caspio table or Smartsheet sheet, map key fields, then use a simple yes/no control column to trigger filing at the right stage.

  • Column mapping from Caspio/Smartsheet to APDocs
  • Workflow-driven filing triggers (no heavy integration)
  • Predictable structure and naming
Mapping workflow data to document storage diagram
Controlled storage and audit-ready access diagram
03

Store, link back, and keep the history

APDocs files your documents into secure object storage and writes links back to your source records — so users can open the current file and view its revision history without leaving your workflow tool.

  • Secure storage with strong governance patterns
  • Links saved back to your Caspio/Smartsheet record
  • Clear document history for audits and accountability
Get a demo How APDocs works

Common questions

A few quick answers to help teams scope delivery and governance.

We typically deliver solutions using Caspio and Smartsheet workflows, with APDocs providing controlled document storage and linkage.

Yes — we usually begin with one workflow and a clear “definition of done”, then extend to additional processes once value is proven.

Timelines depend on scope and data readiness, but the goal is always to get a working prototype in front of users quickly for feedback.

Start growing your business.

Tell us what you need to achieve and we’ll recommend the quickest path to a governed workflow.

Get a demo