To get started with Boost, you first need to learn about the basic concepts.
The core entity in Boost is the Form. A form is very similar to the actual paper forms that you use, for example to do your Tax returns.
Once you have defined a Form in the system, you can create many instances of the form. For example, you can create a form for expense reports and allow your employees to fill in their own expenses.
A form is divided into different sections called modules. So for example, an expense report may have three modules, one general section containing employee information, one for general expenses and one for travel costs.
Once you have defined a form, you can attach different templates to a form. A Template is the view with which a form is displayed. For example, you may want to capture the employee information in a CV form and render it into a nicely formatted PDF document to present to potential clients.
It is also possible to define workflows on forms so you can get an easy overview of the status of your business. A good example is to create a Workflow for new expense reports. This way, the system will notify users every morning if there are new, unprocessed expense reports that need to be handled.
Boost also allows you to define reports on forms. A Report allows you to get a visual overview of the state of your documents. A good example of this would be a form to collect some feedback from your customers. You could create a questionnaire form with some questions for your customers including a field where they can select their country and the role of the person filling in the form. With Boost you can then very easily chart the distribution of responses over country or over role.
In addition, it is possible to organise your forms by defining different categories and assigning your forms to a specific Category.
The Boost system allows you to differentiate between user types using departments. This enables you to create different Departments reflecting the actual state of you organisation. For example, you can create a department for Human Resources and one for Legal and assign users to the different departments. Next you can specify that certain documents are only visible to certain departments and then only users belonging to that department will be able to see the documents.
You can manage the access to a form and its functionality by setting the Rights of a form or form section to a specific department. This way you can allow all employees to create expense reports but only allow members of the finance department to set an expense report to paid or rejected.
Finally, it is possible to define Transformations on forms. Transformations allow you to create new forms from other forms and external data based upon certain rules that you can define. A good example of this is to define a form for contracts and another for invoices. The contract specifies prices and conditions and the invoice specifies what needs to be billed. Now it is possible to generate invoices from contracts by using an excel sheet as input of work done and combining this with the contract. If this sounds a little complex or abstract, take a look at the example to help you understand it better.