Getting Started
This page covers everything you need to know before you start working in DocView Web. By the end of this guide you will understand the technical requirements, how to access the application, and what the main areas of the interface look like.
Browser Requirements
DocView Web is a modern web application that runs entirely in your browser. Make sure you are using one of the following supported browsers for the best experience:
- Google Chrome – version 90 or later
- Microsoft Edge – version 90 or later (Chromium-based)
- Mozilla Firefox – version 88 or later
- Apple Safari – version 14 or later
JavaScript must be enabled in your browser settings. If your organisation uses a corporate proxy or firewall, ask your IT department to whitelist the DocView Web URL so that all page assets and API calls load correctly.
Accessing the Application
- Open your web browser and navigate to the DocView Web URL provided by your administrator (for example
https://docview.yourcompany.com). - You will see the Login page. Enter your email address and password, then click Sign In.
- If your organisation uses Single Sign-On (SSO) via Azure Active Directory, click the SSO button instead of entering credentials manually.
First-Time Users
Your administrator will create your account and send you an email with temporary credentials. On your first login you will be asked to change your password. Make sure the new password meets the complexity rules set by your administrator (typically at least eight characters including one uppercase letter, one number, and one special character).
Interface Overview
After logging in you will see the Dashboard. The main interface is divided into four areas:
| Area | Description |
|---|---|
| Top Navigation Bar | Contains the application logo, sidebar toggle (hamburger), notifications menu, and your user-profile menu. |
| Left Sidebar | Provides quick-access links to every module: Dashboard, Document Types, Upload, Search, Purchase Orders, Suppliers, Expenses, Claims, Invoice Verification, Workflows, Reports, Tasks, and Administration settings. |
| Main Content Area | Displays the active module’s content – dashboard summary cards, document grids, detail forms, the document viewer, and more. |
| Document Tree Panel | A collapsible tree on the left (toggled via the hamburger icon) that shows your document-type hierarchy for quick navigation. |
Quick-Start Checklist
| Step | Action | Learn More |
|---|---|---|
| 1 | Log in to DocView Web | Login & Authentication |
| 2 | Explore the sidebar and navigation | Navigation & Layout |
| 3 | Choose your preferred theme | Themes & Personalisation |
| 4 | Upload your first document | Uploading Documents |
| 5 | Search and view documents | Searching Documents |
TIP
Press Ctrl + K (or Cmd + K on Mac) anywhere in this guide to open the search dialog and jump to any topic instantly.