Ready-made document capture templatesYour first batch in minutes, from 72 ready-made setups

A Batch Setup describes one kind of work once: how it flows, how pages become documents, what to find, how to check it and where to send it. Start from a template, or let the assistant draft one from your requirement.

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DocView Capture Batch Setups screen showing setups as cards

72 templatesReady-made Batch Setups
28 industrySetups for real kinds of work
44 feature"System features" setups with sample documents
UK, USA, EuropeDesigned for these regions

What a Batch Setup holds

Everything about one kind of work, in one place

Instead of spreading settings across the product, a Batch Setup keeps them together. Change it once and every new batch of that kind follows the change.

Workflow. The steps a batch goes through, from scan to export, with four-eyes rules where you want them.
Image clean-up. Profiles that straighten, clean and check pages.
Documents. How pages become documents, using barcodes, separator sheets, blank pages or keywords, and what each document is.
Data to find. The fields to read, such as numbers, dates, amounts and line items.
Checks. Rules for totals, VAT numbers, IBANs, duplicates and lookups against your master data.
Output. Where the results go, such as folders, databases and business systems.

DocView Capture Batch Setup screen showing the workflow, documents and output — One Batch Setup: workflow, documents and output.

The kind of setup it creates

Examples from the gallery

These are examples of the 72 templates, not the full list. The rest are in the template gallery in the product, where you can filter by industry, region and feature. Select a filter to narrow the examples below.

Supplier invoices (basic)Invoice number, date, supplier, totals and line items, with totals checked.Finance

Supplier invoices, UKUK invoices with VAT number checks and supplier matching against your master data.UK

Supplier invoices, USAUS invoices read, checked and ready for your accounting system.USA

Supplier invoices, EuropeEuropean invoices with VAT number and IBAN checks.Europe

Credit notesRead credit notes into clean, checked data.Finance

Purchase ordersRead purchase orders into clean data for your systems.Finance

Receipts and expensesRead receipts and expense documents from upload, mailbox or folder.Finance

US tax formsForms read and checked, for finance and accounting teams.USA

MailroomClassify incoming post (invoice, order, complaint, change of address, legal letter, other) and read sender, reference and date for routing.Global

Insurance claimsClaim forms, repair estimates, invoices and police reports in one claim batch, with handwriting and tick boxes.Insurance

Bank statementsRead statements and check the values you need.Banking

KYC and onboarding, UKCustomer identity and onboarding documents for the UK.UK

KYC and onboarding, EuropeCustomer identity and onboarding documents for Europe.Europe

UK mortgage application packsSort and read the documents in a mortgage application.UK

US loan application packagesSort and read the documents in a loan package.USA

HR onboarding, UKNew-starter packs with NI number and sort code checks.UK

HR onboarding, USANew-starter packs with SSN and routing number checks.USA

UK payroll documentsPayslips, P60 and P11D documents.UK

Delivery notes and proof of deliverySeparate and index deliveries by barcode.Logistics

US bills of ladingShipping documents read and indexed.USA

CMR consignment notesInternational road consignment notes read and indexed.Europe

UK and EU customs declarationsCustoms paperwork captured for trade teams.UK and EU

US healthcare claimsCMS-1500 and UB-04 claims, with NPI checks.USA

UK patient recordsRecords indexed by NHS number, with the check digit validated.UK

Contracts as PDF/AArchive contracts as searchable PDF/A.Legal

Data subject access requestsTrack requests under UK GDPR and EU GDPR with response deadlines.UK and EU

Student admissions and recordsDigitise admissions files and student records.Public

Utility billsRead utility bills into clean data.Public

The 44 "System features" templates show one capability each, such as finders, validation or barcode separation, using sample documents. See all features or document capture by industry.

How a setup is made

From a template, or from your own requirement

Four ways to get to a setup you can run, and one way to keep it under control.

Pick from the template gallery
Open the New Batch Setup wizard and browse the gallery. Filter by industry, region (UK, USA, Europe, Global) and feature.
Follow the new setup wizard
Choose a template, give the setup a name and adjust it. Add or remove workflow steps, change fields and set where results are sent.
Ask the assistant for a draft
Type a requirement, or give it sample documents, and the Batch Setup assistant proposes a new setup or changes. You review the proposal item by item. It is applied only to a draft, never released automatically, and you can undo it.
Edit a draft and release a version
Work on a draft without disturbing live work. When you release it, the changes are listed. Batches already in progress keep their version, and you can upgrade a batch to the latest version with a preview of the changes.
Move setups between environments
Export a Batch Setup as a file and import it into another environment, for example from test to production.

The assistant uses an on-device AI model by default. You can switch on Claude, OpenAI, Azure OpenAI or Gemini with your own key. Coming from Kofax / Tungsten Capture? A batch class import creates draft Batch Setups for you to review.

DocView Capture fields and validation settings of a Batch Setup — Fields and validation: what to find and how to check it.

DocView Capture workflow from capture to export — Workflow: from capture to export.

Where it runs

The kinds of deployment set-up

The same setups run wherever you install DocView Capture, with one Setup program for each.

One PC

A single Windows workstation, for trials, a small office or one scanning station.

Windows Server and IIS

Your own Windows Servers with IIS and SQL Server, with documents and data on your network.

Docker

Containers on Linux, macOS or Windows.

Azure

In your own Microsoft Azure subscription and region, from ready-made templates.

AWS and Google Cloud

In your own Amazon Web Services or Google Cloud account, in the region you choose.

Hosted by us

Dev Soft UK hosts it for you on Azure, AWS, Google Cloud or another provider of your choice. Hosting is quoted separately.

Deployment and security

Several organisations, one installation

Serve departments or customers from one installation

Organisations or departments, or customers when hosted, each have their own users and roles, Batch Setups, scan profiles, import sources, batches, search, reports, bookings, lookups, API keys, audit log and secrets.

Separation is enforced in the data layer: another organisation's batch cannot be opened, even by its address
People can belong to several organisations with different roles and switch from the top bar
Each organisation has its own Batch Setups, scan profiles and import sources

DocView Capture Users and roles screen — Users and roles.

Setup questions

Before you ask

How many ready-made setups are there?

72: 28 industry templates and 44 "System features" templates that show each capability with sample documents.

Can I change a template?

Yes. A template creates a draft Batch Setup that you can edit. You then release it as a version, and batches in progress keep the version they started with.

Can the assistant release a setup by itself?

No. The assistant only changes a draft, you review each proposed item, and nothing is released automatically. You can undo what it applied.

Can I define my own document types and fields?

Yes. Templates are a starting point, and you can define your own document types and fields.

Start from a setup that fits

Start a free 14-day demo with sample Batch Setups ready to run. No installation, no credit card.

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