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.

How we deliver

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.

  1. Discovery

    We learn how documents arrive, who handles them, the decisions they make and the systems they use, and we collect sample documents.

  2. 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.

  3. 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.

  4. Test on your samples

    We run your own documents through the solution and adjust it with your team before anything goes live.

  5. Go live and support

    We help your users through the first live weeks and stay on hand as the process changes.

Finance and accounting

Finance 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
Expenses, travel and spend

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 supply chain

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.

Contracts and commercial

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
Human resources and payroll

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.

Customer service and mailroom

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.

Insurance

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.

Banking, lending and wealth

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 and care

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 charities

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, construction and facilities

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.

Education

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, transport and fleet

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, hospitality, manufacturing and pharma

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, security and operations

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 bureaus and records management

Scanning and records management solutions

For scanning bureaus and records teams converting paper archives, scanning on request and managing retention through to destruction.

General processes

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.

Industry packages we deliver

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.

Questions

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.