DocView Web Overview

DocView Web is a browser-based enterprise document management system built on ASP.NET Core. It enables organisations to upload, store, index, search, share, and process documents securely from any modern web browser – with no desktop software required.

This guide walks you through every feature of DocView Web, from your first login to advanced workflow automation. Whether you are a new user learning the basics or a system administrator configuring the platform, each page explains what the feature does, why it matters, and exactly how to use it.

Who is this guide for?

Role	What you will find
End Users	Step-by-step instructions for uploading, searching, viewing, and sharing documents.
Managers / Supervisors	Guides for purchase orders, supplier management, expense approvals, and report generation.
Administrators	Configuration pages for users, groups, document types, workflows, OCR, and security settings.

Key capabilities

1. Document Lifecycle Management
   Upload, classify, index, search, view, share, and archive documents in a single platform.

2. Role-Based Access Control
   Six built-in roles – System Admin, Super Admin, Admin, Manager, HR, and User – ensure every person sees only what they need.

3. Business Process Modules
   Purchase Orders, Supplier Onboarding, Expense Claims, Invoice Verification, and Claims Management are all built in.

4. BPMN Workflow Designer
   Design, publish, and run multi-step approval workflows with a drag-and-drop visual editor.

5. OCR & Intelligent Extraction
   Extract text from scanned documents using Tesseract or Azure AI Form Recognizer.

6. E-Signatures
   Request and track legally binding electronic signatures via DocuSign integration.

7. Theming & Personalisation
   Choose between Dark, Blue, and Light themes. Preferences are saved per user.

System requirements

Component	Requirement
Browser	Chrome 90+, Edge 90+, Firefox 88+, Safari 14+
Screen	1280 × 720 minimum (1920 × 1080 recommended)
Network	Stable internet connection (HTTPS)
JavaScript	Must be enabled

How to use this guide

Use the sidebar on the left to navigate to any topic. The guide is organised into logical sections:

• Getting Started – Login, navigation, themes, and your user profile.
• Core Features – Dashboard, document types, uploads, records, viewer, search, and history.
• Business Modules – POs, suppliers, expenses, invoices, and claims.
• Workflow & Automation – BPMN designer, workflow tasks, and general tasks.
• Collaboration & Sharing – Sharing, e-signatures, cases, and external access.
• Administration – User/group management, doc-type setup, reports, and OCR configuration.

Pro Tip

Bookmark the pages you use most often. Every heading has an anchor link you can copy and share with colleagues.

INFO

DocView Web is continuously updated. If a feature looks different from what is described here, check with your administrator for the latest release notes.