Document management and workflow guidesPlain answers before you choose a system
Our document management and workflow guides explain how to plan the work, what to check and which mistakes to avoid. They are written for the people who will run the process, whichever software you end up using.
Start with the question you have now
Each guide works through one decision step by step, with checklists you can use in your own organisation.
How to choose a document management system
Requirements, search, security, retention, workflow, integration, hosting and migration, with a checklist table and questions to ask suppliers.
Read the guideHow to design an invoice approval workflow
Approval limits and routes, segregation of duties, matching to orders and goods received, exceptions and the audit trail.
Read the guideHow to create a document retention schedule
Record types, owners, retention triggers, review and disposal, legal holds and keeping evidence of what was destroyed.
Read the guideFrom planning to a working solution
When you know what you need, see how Dev Soft UK builds it with DocView Capture, DocView Web and DocView OmniRead, or how we help with larger projects.
Solutions
Document management and workflow solutions for finance, HR, legal, insurance, public sector and more, designed and built with DocView.
Browse the solutionsServices
Custom development on Kofax / Tungsten, ABBYY and Kodak Info Input, consultancy for large projects, and general software development.
See our servicesTalk to us about your process
Read a guide, then bring us your questions. We will help you turn the plan into a process that works for your team.