Custom document management and workflow solutionsTell us the process. We design and build it with DocView.
Dev Soft UK delivers custom document management and workflow solutions built on our own products: DocView Capture, DocView Web and DocView OmniRead. You describe how documents arrive and what has to happen to them, and we configure, extend and connect DocView to do it.
From your process to a working solution
Every solution on this page is DocView, set up for the way your organisation works. Where the products do not cover a step, we build it.
Discovery
We learn how documents arrive, who handles them, the decisions they make and the systems they use, and we collect sample documents.
Configure DocView
We set up DocView Capture to read and check your documents, DocView Web to store them and run the workflow, and DocView OmniRead where recognition must stay on your servers.
Build and connect
We develop the extra steps, rules and screens your process needs, and connect DocView to your finance, HR, case or document systems.
Test on your samples
We run your own documents through the solution and adjust it with your team before anything goes live.
Go live and support
We help your users through the first live weeks and stay on hand as the process changes.
Three products behind every solution
Most solutions use two or three of them together. Each one also works on its own.
DocView Capture
Scans or imports documents, reads print, handwriting, tick boxes and barcodes, checks the data and delivers it to your systems.
DocView CaptureDocView Web
Stores and finds documents, and runs approvals, tasks, purchase orders, invoices, expenses and e-signatures on a visual workflow designer.
DocView WebDocView OmniRead
A recognition engine and API for printed text, handwriting and barcodes that runs on your own servers.
DocView OmniReadFinance and accounting solutions
For finance teams and accountancy practices who key the same figures from invoices, statements and forms every month. We capture the data once, check it and send it to your ledger with an approval trail.
- Accounts payable invoice automation, PO and non-PO
- Supplier statement reconciliation
- Supplier onboarding and bank detail change control
- Expense claims and receipts
- Corporate card and travel statement matching
- Utility and recurring bills
- Remittance advice and cash application
- Customer purchase orders to sales orders
- Bank statements
- Cheques and postal orders
- Financial statements and management accounts
- VAT returns and HMRC correspondence
- Construction CIS statements and applications for payment
- Grant claims and funding evidence
- Multi-entity and intercompany invoices
- Fixed asset register evidence
- Budget requests and capital expenditure approval
- Payment run approval
- Debt collection and credit control correspondence
- Customer credit applications
- Insurance premium and renewal documents
- Audit evidence requests
- Self-assessment tax return records for accountancy practices
- Year-end client records for accountancy practices
- Payroll change forms
- Pension and benefits forms
- Donations and Gift Aid declarations
- Rental income and agent statements
Expense and spend management solutions
For finance teams chasing receipts and checking claims against policy. Staff submit with the evidence attached, and managers approve with the receipt in front of them.
- Expense management
- Mileage claims
- Travel requests and pre-approval
- Cash advances and float reconciliation
- Petty cash vouchers
- Per-diem and subsistence claims
- Client recharges and disbursements
- Purchase card reconciliation
- Subscription and software spend tracking
Procurement and supplier management solutions
For buyers and procurement teams who need orders approved before money is committed, and supplier paperwork that is complete and current.
- Purchase requisition to purchase order approval
- Delivery notes and goods received
- Supplier contracts and renewals
- Quote and tender response comparison
- Shipping, customs and proof of delivery documents
- Supplier certificates and compliance
- Supplier risk and due diligence questionnaires
- Self-billing supplier invoices
- Purchase order acknowledgements
- Freight and carrier invoice audit
- Import and export compliance documents
- Inventory count sheets and stock adjustments
- Asset disposal and WEEE certificates
- ESG and carbon data from invoices
Contract management solutions
For legal, commercial and procurement teams who need to know what has been signed, what it commits them to and when the next notice date falls.
- Contract lifecycle management
- E-signature workflows
- Legacy contract import and extraction
- Contract renewals and notice deadline tracking
- Supplier contracts and service level performance
- Customer contracts and order forms
- Property and equipment leases
- Data processing agreements and sub-processor register
- Contract amendments and variations
- Licence and royalty agreements
- Framework and call-off contracts
- Sales proposal and quote approval
- Partner and reseller agreements
HR document and workflow solutions
For HR and payroll teams who hold sensitive records for every employee, from the first offer letter to the leaver's checklist, and must keep them complete and restricted.
- Employee onboarding
- Right-to-work checks
- Employee file digitisation
- Payslips, P60 and P11D
- Leave, absence and fit notes
- Leavers
- CV and application parsing
- DBS and professional registration tracking
- Performance reviews and appraisals
- Training records and certifications
- Disciplinary and grievance case files
- Flexible working and change-of-terms requests
- Maternity, paternity and shared parental leave evidence
- Contractor and freelancer onboarding
- Timesheets
- Occupational health and accident records
- Visa and sponsorship documents
- Employee equipment and asset agreements
Legal and compliance solutions
For law firms, in-house legal teams and compliance officers who work to fixed deadlines and must show who saw a document, what was decided and when.
- Legal matter intake and correspondence filing
- Contract review and obligations
- Non-disclosure agreements
- Court and tribunal documents
- Conveyancing documents
- Wills and deeds storage
- Subject access requests
- Litigation disclosure preparation
- Powers of attorney and lasting powers of attorney
- Probate and estate administration
- Personal injury claims
- Immigration case bundles
- Board minutes, resolutions and statutory registers
- Regulatory correspondence
- Policy and procedure acknowledgement
- Data breach incident log
- Whistleblowing and speak-up reports
- Gifts and hospitality register
- Conflict-of-interest declarations
- Trademark and IP portfolio documents
Mailroom and customer correspondence solutions
For contact centres and back offices where letters, e-mails and forms from customers arrive in one stream and each must reach the right team quickly.
- Digital mailroom: classify and route
- Complaints handling
- Customer correspondence and change requests
- Application forms
- Account opening and sign-up forms
- Proof-of-identity re-verification
- Returns and refund requests
- Product registration and warranty cards
- Customer feedback forms and surveys
- Service cancellation and retention requests
- Change of ownership and name change requests
Insurance document solutions
For insurers, brokers and claims handlers who receive forms, estimates, reports and photographs that must be read, linked to the right claim or policy and acted on.
- First notification of loss and claim documents
- Policy applications and proposal forms
- Broker submissions and bordereaux
- Medical reports for claims
- Motor claims
- Property claims
- Travel insurance claims
- Life and protection medical evidence
- Subrogation and recoveries correspondence
- Complaints and ombudsman cases
Banking and lending solutions
For banks, lenders and wealth managers who check identity, income and company documents before an account is opened or a loan is agreed.
- Customer KYC and AML onboarding
- Mortgage and loan applications
- Proof of address
- Company documents
- Business account opening
- Direct debit mandates and standing order forms
- Bereavement and deceased customer notifications
- Wealth management client onboarding and suitability
- Pension transfer requests
- Asset finance applications
- Letters of credit document checking
- Fraud and chargeback disputes
Healthcare document solutions
For practices, clinics and care providers who need patient documents filed to the right record quickly, with access limited to the people who need them.
- Patient referral letters
- Patient record digitisation
- Clinic letters and discharge summaries
- Prescriptions and consent forms
- Care home admissions and care plans
- Dental and optometry forms
- Pharmacy prescriptions and delivery records
- Clinical trial documents
- Healthcare supplier invoices
- Lab results filing
Public sector and charity solutions
For councils, public bodies and charities that process applications, evidence and requests from the public, often against a deadline set in law.
- Council tax and housing benefit evidence
- Planning applications and building control
- Freedom of information requests
- Licensing applications
- Blue Badge and concessionary applications
- Parking penalty challenges and appeals
- Social care assessments and referrals
- Electoral registration forms
- School admissions appeals
- Grant applications and monitoring returns
- Charity beneficiary applications and evidence
- Procurement tender evaluation
Property and construction solutions
For landlords, property managers, contractors and facilities teams who hold certificates, job sheets and project paperwork for many sites at once.
- Lettings and tenancy documents
- Property compliance certificates
- Service charge invoices and leasehold documents
- Construction project documents
- Subcontractor pre-qualification and insurances
- Health and safety files and O&M manuals
- Facilities maintenance job sheets
- Estate agency sales files
- Property inspections and inventories
- Utility meter readings and energy invoices
Education document solutions
For schools, colleges and universities handling admissions, consent forms and assessments in term-time peaks.
- Student admissions and enrolment
- Exam and assessment form processing
- Safeguarding and consent forms
- Student finance and bursary applications
- Coursework submission and moderation records
- Safer recruitment checks for staff
- School trip consent and medical forms
- Academic transcript and certificate verification
Logistics and fleet solutions
For transport, warehouse and field service operators whose paperwork travels with the goods, the vehicle or the engineer and comes back signed.
- Proof of delivery capture
- Vehicle documents
- Driver documents and tachograph records
- Fleet fines and penalty charge notices
- Vehicle defect reports and walkaround checks
- Field service job cards and customer sign-off
- Warehouse receiving discrepancies
- Dangerous goods notes and shipping declarations
Retail and manufacturing solutions
For quality, operations and customer teams who match certificates to batches, record safety checks and handle claims from customers and franchisees.
- Warranty and returns claims
- Quality certificates
- Health and safety forms
- Product specifications and supplier technical files
- Batch records and certificates of analysis
- Non-conformance and CAPA reports
- Food safety and HACCP records
- Hotel folios and group booking invoices
- Franchise reporting
- Customer loyalty and competition entry forms
IT and security solutions
For IT and security teams who approve access, track licences and keep evidence that equipment and data were disposed of properly.
- IT access requests and joiner, mover and leaver forms
- Software licence entitlements and audits
- Vendor security assessments
- Change requests and change board approvals
- Asset disposal and data destruction certificates
Scanning and records management solutions
For scanning bureaus and records teams converting paper archives, scanning on request and managing retention through to destruction.
- Back-file conversion projects
- Scan-on-demand requests
- Records retention and destruction
Processes that fit any department
For any team with a document process of its own: archive it, approve it, process a form or turn an inbox into cases.
- A new process designed from scratch
- Document archiving
- Approval workflow for any document
- Form processing
- E-mail to case
Several solutions, delivered together for your sector
Many organisations need a group of the solutions above at once. We deliver them as one project for your sector, sharing the same users, documents and connections.
- Accountancy practices
- Law firms
- Scanning bureaus
- Small and medium business finance
- HR departments
- Property management
- Construction
- Healthcare practices
- Insurance claims
- Public sector
- Charities
- Logistics
Questions about our solutions
Is this an off-the-shelf product?
No. Each solution is DocView Capture, DocView Web and, where needed, DocView OmniRead, configured for your process and extended by Dev Soft UK where the products do not cover a step. You get our established products, shaped around the way you work.
What if my process is not listed?
Tell us about it. The list shows common processes, not the limit of what we build. If documents arrive, need to be read, checked, approved or filed, we can usually design a solution for it with DocView, and we will tell you plainly if DocView is not the right fit.
How much does a solution cost?
The DocView Capture software licence is from $250 per month, and hosting by us is extra and quoted on your requirements and volumes. DocView Web is priced on request, and DocView OmniRead is $100 per month per server with unlimited pages. Configuration and development are quoted once we understand your process.
Can we try DocView before we commit?
Yes. There is a 14-day online demo of DocView Capture with no installation and no credit card, and a separate 30-day installed evaluation. We can also show DocView Web with a walkthrough.
Where does the solution run?
We can host it on Azure, AWS, Google Cloud or another provider of your choice, or install it on your own servers or cloud.
A full list of these solutions, each with a short description, is on docview.ai/solutions.html.
Tell us the process you want to fix
Describe how your documents arrive and what has to happen to them. We will come back with questions and a suggested approach.
