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Document Management For Colleges & Schools

DocTech helps UK Colleges, Universities and independent schools reduce administration, securely manage documents and automate processes across Finance, pupil records, HR and school operations. 

We examine their current processes and identify their specific process challenges. We look to streamline Finance, Student and Staff based processes whilst integrating with their main systems such IMS, SIS and Finance Systems.

Overview of Education focused web-based document management software:

  • Control, Efficiency & Transparency of document based processes
  • Automated Data Capture (e.g. invoices, contracts, letters, admissions documents)
  • Reduce the Cost & Reliance on Archive and Sharepoint storage
  • Streamline Processes - Multiple Departments
  • Eradicate Data Entry, Ad hoc Forms & Signature Technologies
  • Integrated Self-service Digital Forms with Workflows & Tasklists 
  • Digital Document Pool with Bespoke Access & Edit Permission
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With our secure digital storage, pupil information is safeguarded, ensuring compliance with data protection regulations and their guardians are able to be part of seamless document workflows such as enrolment and general correspondence.

 

How Does DocuWare Help Independent Schools?

Our document management solutions go beyond just handling paperwork. Tackling processes including Accounts Payable, Student Admissions and beyond, HR, and certificates, our software caters to all aspects of educational administration.

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Our Education clients use DocuWare for invoice processing, managing applications, creating forms for all manor of processes ( see Strathallan Case Study) Integrations with your main systems and streamlining processes across Finance and HR.

 

Talk To us About Your School Processes


DocuWare Benefits for Independent Schools

  • Integration options with SIMS, iSAMs & other MIS
  • Improved student data collection for enrolment, trips or guardian authorisation
  • Secure, digital storage of all student and staff records
  • User or role based access permission to documents
  • Full visibility of every change made to a document
  • GDPR compliance
  • Paper-based processes are reduced increasing efficiency
  • Removal of physical document storage needs and costs
  • Minimised risk of costly mistakes
  • No more risk of loss, damage, or even theft. Documents are preserved and backed up

 

Talk to a Document Management Expert

Automate Document-Heavy Processes Across Your School

Independent schools manage large volumes of documents and information across pupil administration, finance, HR and everyday school operations. DocuWare brings this information together in one secure document management system, replacing paper files, shared folders and manual processes with digital documents and automated workflows.

Schools can use DocuWare to manage pupil and parent records, admissions and registration documents, digital forms, staff and HR files, invoices, purchase documents, policies, consent forms and other important school records. Information is securely stored, easy for authorised staff to find and can be accessed remotely when required.

Workflow automation can also remove many of the manual steps surrounding these documents. Forms can automatically trigger tasks, invoices can be routed for approval, documents can be sent to the right member of staff and reminders can be created for information that needs reviewing or renewing.

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Document Management for Private Schools & Colleges

At Strathallan School, DocuWare is already supporting around 30 different digital forms and 14 digital filing cabinets. More than 7,000 forms are processed around the start of the school year, covering processes such as parent and guardian information, school trips, staff onboarding, scholarships, hazards and guardianship. Submitted forms can automatically trigger the next action or reminder, while integration with iSAMS connects DocuWare with the school’s existing management system. This has helped Strathallan reduce paper, improve access to information and create a more seamless flow of information across the school.

When York College moved from five separate buildings to a single central campus, the new space brought many benefits—but also a major challenge: limited room for storing physical documents. The College quickly realised they required a more efficient, digital solution.

In addition to space concerns, York College required a secure, tamper-proof system to meet legal compliance, increase workflow transparency, improve information sharing, and reduce time spent searching for documents.

Since implementing our electronic document management software, the College has seen significant improvements across departments including HR, finance, and student records.

From processing applications to managing enrolments and admissions, our education-focused workflows have reduced manual admin while ensuring the protection of personal data every step of the way.

 

Talk To us About Your School Processes

Strathallan Independent School Adopts DocuWare

Strathallan, a leading Scottish independent school implemented DocuWare back in 2018. Their main aim was to digitise their Accounts Payable Process, automate student enrolment  and integrate with their i-SAMS system to streamline this process and reduce data entry. Once this was live and working, they turned their focus to other processes. You read about Strathallan's DocTech journey here. 

Strathallan now create their own Digital Forms for innumerable different events, trips and processes. They sit on the school's intranet and are pivotal to the smooth enrolment of students every academic year.  The forms are public meaning users do not require a software license to complete them. 

These forms have replaced all paper forms, removing storage costs and the associated risks of keeping information in hard copy.  The school has greatly improved compliance and control.

strath quote & image  (1)Educational institutions choose to partner with us due to our experience in education sector - particularly with Independent Schools and Colleges. 

Experience guarantees you a smooth implementation and the integration options available to make your processes more efficient, transparent and compliant.

Why Independent Schools Choose DocTech

Discover the power of DocTech systems for streamlining your document based processes.

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Our comprehensive solutions handle a wide range of documents, from careers information, student records, finance records and HR documents. With our scalable and efficient document management and scanning solutions, you can capture, store, and index all your important paperwork in one central filing cabinet.

Our user-friendly system allows staff from every department to access current documents with one click of a mouse. And with our robust document security and granular access permissions, you can rest assured that only authorised personnel will have access to confidential information.

Today, schools, colleges, and universities must comply with various regulatory bodies and acts. From Ofsted to the Freedom of Information Act, we understand the importance of meeting these requirements. That's why our solutions are designed to accurately meet the provisions of the Higher Education Act, ensuring that you stay compliant without hindering efficiency.

A Great fit for Independent Schools: DocuWare Forms 

Digital forms give independent schools a simpler way to collect information from pupils, parents, guardians and staff, replacing paper forms, PDFs and information sent back and forth by email. Forms can be tailored to individual school processes, with mandatory fields and document uploads helping ensure the right information is provided first time.

Once a form is submitted, DocuWare can automatically store the information and start the next stage of the process. This could include notifying a member of staff, routing information for approval, creating a task or reminder, or connecting information with other school systems – reducing administration and creating a more consistent flow of information across the school.

Digital forms & Automated Workflows For Independent Schools

Simplify Pupil & Parent Data Collection

Use digital forms to securely collect pupil and parent information, reducing paperwork, incomplete submissions and time spent manually processing data.

Manage International Pupil Documentation

Securely manage passports, guardianship information, visas and other documentation required for international pupils in one central system.

Connect DocuWare with Your School MIS

Integrate DocuWare with systems such as iSAMS to connect documents with existing pupil information and reduce duplicate data entry.

Managing and submitting documents related to bursaries and tuition fees can be a daunting task. But with DocTech, you have powerful tools such as self-service digital forms at your disposal. Our solutions help education establishments effectively manage and submit the necessary documents to the Office of Fair Access (OFFA), ensuring that you meet all the requirements.

And when it comes to Tier 4 Border Legislation, our system is here to help. We understand the challenges of managing paperwork for students coming from abroad, which is why we offer a secure electronic document pool with integrated digital forms. Whether it's confirmation of acceptance, proof of funds, passports, ID cards, or Tier 4 Visas, you can liaise with parents and guardians and store all these important documents securely with software from DocTech.

Get In Touch

One System for Documents & Processes Across Your School

We are industry experts with over 75 years of combined experience on our team. We have delivered success for hundreds of businesses just like yours.

Document Management

With DocuWare all your documents are stored and shared digitally. It’s faster, more transparent, and more efficient than traditional paper-based, SharePoint  or network folder methods.

Go Paperless

Accounts Payable

Automate manual data entry, provide accurate data capture of incoming invoices and get real time information. Ensure your team has full visibility of the process from start to finish and share data with your ERP/ Finance System.

Streamline Accounts

Workflow

We create digital workflows to meet an organisation’s bespoke requirements. We can provide an electronic system to track, edit, store and manage all documents associated with any existing or new process.

Digital Processes

Employee Management

Digitise HR records into a centralised and secure system. Enables only authorised access, provides easy applicant tracking and digitise holiday requests and expenses.

Comply with GDPR

Paper Heavy

Reduce all associated paper costs and digitally store your documents in a secure and centralised location. Documents cannot be lost or duplicated and are readily available when you need them.

Reduce Paper Use

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Contact us now for more information 0161 647 7040