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DocuWare For Social Housing

Social HousingWe have provided DocuWare software to multiple housing associations for over 25 years. DocuWare streamline the way they manage documents, repairs, and compliance processes by replacing manual, paper-based workflows with secure, automated digital systems.

Through integration with HMS and configurable workflows and digital forms, housing teams can capture information consistently at the point of contact, route cases instantly to the right department, and maintain a clear, auditable record of every action taken. This reduces delays, improves accuracy, and supports faster decision-making across repairs and maintenance operations.

Our Housing clients share many common requirements such as the Integration of the document management system with their Finance and Housing management system. 

Muir Group document management integration with housing rely heavily on DocuWare for all of their Tenancy related processes.

They utilise the document storage, data capture, validation. DocuWare also enables auto allocation of documents to a tenancy and generates tasks in line with business rules.

They also have an Integration with Civica and SAP.

Read why many Housing Associations are replacing email folders, SharePoint & network storage.

SHG Case Study

 

Housing Clients We Work With

 

MSV Housing Group have had DocuWare from DocTech for many years integrated with Open Accounts and MRI (previously Orchard). 

We recently implemented numerous Digital Forms and Signature based processes. This includes a solution for Gas Safety Certificates saving them £22,000 per annum.

Stockport Homes Group (SHG) have replaced informal document storage such as SharePoint with a future proof DocuWare solution. They have an Integration with their HMS, Civica CX.

DocTech have many other HMS Integrations including rubixx, Aareon QL and Active-H as well all the Finance Systems within the Housing Sector.

The property maintenance and repairs regulation for Awaab's Law compliance is something we continue to help various Housing Associations with. 

Read about AI use in Housing. 

Get In Touch

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Document Management for Housing

800x400-NH-2026-Finalist Our document management solutions are suitable for both tenancy and internal business processes such as Finance and Compliance.  We have provided our main solution, DocuWare, for over 30 years and we have a range of other solutions including digital forms and digital signatures. 

DocTech are an approved supplier on The Crown Commercial Service’s G-Cloud 14 Software Framework and Government  Digital Marketplace.

 

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We have 30 years experience of integrating DocuWare with existing housing and business systems, allowing staff to access documents and information without having to switch between multiple systems. The result is a more organised, efficient and connected way of working, and is now a standard requirement for our housing projects. 

Why is DocuWare Popular with Housing Associations?

DocuWare is popular with housing associations because it provides a secure, centralised way to manage the large volume of documents and information involved in housing operations. From tenancy agreements and repairs records to invoices, inspection reports, compliance documentation and tenant correspondence, everything can be stored, organised and retrieved digitally. Automated workflows also help route documents and tasks to the right people, reducing manual administration and helping teams work more efficiently.

For housing associations, compliance, security and auditability are particularly important. DocuWare provides controlled access, document retention and audit trails, helping organisations demonstrate how information has been managed and how processes have been completed.

 

Stockport Homes Group are a typical example of an organisation needing to stop their over reliance on SharePoint. This is the start.


DocTech Social Housing Projects

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AI Adoption in Social Housing

How Can Housing Associations Get Started with AI?

AI adoption doesn't have to mean a major transformation overnight. For many housing associations, the best starting point is identifying where better information management and automation can solve an existing problem.

1. Start with a specific process
Identify a time-consuming or repetitive process that could benefit from automation. This could be processing repairs documentation, managing invoices, handling forms or routing information between teams.

2. Get your information organised
AI works best when information is accurate, accessible and structured. Review where documents and data are currently stored and look for information sitting across shared drives, email inboxes and paper files.

3. Look for quick wins
Rather than trying to automate everything at once, start with one process where automation could make an immediate difference. Intelligent document processing, automated workflows and digital forms can all provide practical starting points.

4. Make sure your systems can work together
AI and automation become much more powerful when they can work alongside the systems your teams already use. Consider how your document management system can integrate with your housing management, finance and other business systems.

5. Keep people at the centre
Successful automation isn't just about technology. Staff need to understand how new processes work and, importantly, how technology will support rather than replace their role.

6. Measure the results
Once a process has been automated, measure the difference it makes. Look at time saved, processing times, errors, staff workload and the overall experience for tenants. The results can help identify where automation could deliver the next improvement.

The key is to start with the problem, not the technology. By improving document management and automating repetitive processes first, housing associations can create the foundations for more advanced AI in the future.

Will AI Make Your Housing Association More Efficient?

AI can support housing providers towards better effiency in several practical areas, particularly where teams are dealing with large volumes of information and repetitive administration.

1. Automate document processing
AI-powered Intelligent Document Processing (IDP) can identify documents, extract key information and automatically send it to the right process. This can reduce manual data entry and speed up processes such as processing forms, correspondence, invoices and other housing documentation.

2. Improve access to information
Housing teams often need information from multiple sources to deal with a tenant enquiry or repair. A centralised document management system makes relevant records easier to find, helping staff access the right information without searching through emails, shared drives or paper files.

3. Streamline workflows
AI and automation can help route information and tasks to the right person at the right time. Approvals, notifications, reviews and follow-ups can be automated, helping reduce delays and ensuring important tasks don't get overlooked.

4. Support compliance and audit trails
Housing providers need to demonstrate that processes have been followed and actions completed. Automated workflows and controlled document management can create a clear audit trail, while making it easier to retrieve supporting information when required.

5. Reduce repetitive administration
From capturing information from incoming documents to automatically filing records and triggering notifications, automation can take care of many routine tasks. This frees housing professionals to spend more time dealing with tenants and more complex cases.

6. Build a foundation for smarter services
The biggest opportunity isn't necessarily implementing AI everywhere. By getting documents, data and workflows organised first, housing associations create a stronger foundation for more advanced AI and automation in the future.

Ultimately, AI is most valuable when it helps people work smarter. For housing associations, that means reducing administration, improving access to information and giving teams more time to focus on delivering better services to tenants.

Document Management Needs For Housing Associations

 

Integrated Document Solutions For Social Landlords

HMS Integration, Compliance, Efficiency

The Housing solutions we implement range from simple repositories to technically complex workflows and DocuWare Integrations. We help our clients improve how they capture, store and process documents. The result is a digital document pool with pre-defined user permissions, auto generated tasks and Integration with Finance and/or Housing Management System.

DocTech Capabilities Housing

 

Client Testimonials

The digital transformation at Serviceline has set a new standard for efficiency and accuracy in their operations. Their Ops Director highlighted the significant impact, stating, "DocuWare has become the centre of all activity - we use the documents to centralise our activities."
We used to spend around three hours a day looking for paperwork. Since our documents are now available digitally, with a click of a button, we were able to significantly improve our customer service. We wanted our administration service levels to match the quality of our products, and with DocuWare we have achieved just that. It has become an essential business tool for us.
Everything is now filed and is easily retrievable in one document repository. Our Customer Services team achieved a time saving of approximately 15 hours of filing per week – i.e. ½ hour per person x 5 days. The system has provided greater security, retrieval is simpler and faster, with all the information accessible from any location. We continue to work closely with DocTech on future enhancements with other teams within our business.
Staff no longer spend time looking for documents. Documents are retrieved in seconds using fixed index. There is no more need for physical storage and the filing archives soon will be gone.
This has been an IT success story for Mosscare. On the one hand staff have embraced this one piece of technology better than any other. On the other hand we are now able to offer a much better service than ever before.
DocTech continues to support SHG beyond deployment, refining workflows and ensuring user adoption as well as further integration capabilities with their Housing management system – Civica CX. The relationship didn’t stop once the system went live. That post-implementation support really helped us optimise our setup.
Once we moved our documents into DocuWare, we had a massive reduction in our physical document storage requirements which made our move and continued residence in our new campus work brilliantly. The storage and retrieval of documents is so painless and has really streamlined our workflow.
We know the team at DocTech very well and support has always been great. Since the implementation of DocuWare in 2018, we’ve had very few issues. Any we have had are rectified very quickly.
Our relationship with DocTech now spans over 25 years, and throughout that time their service has been consistently excellent. The team are always responsive, knowledgeable and genuinely interested in helping us get the most from DocuWare. Their guidance has supported us through every stage of our digital journey from our very first on-premise system to the hybrid solutions we’re implementing today. It’s a partnership built on trust and shared innovation.
I'd recommend DocTech and DocuWare to anyone still using paper. The benefits out-weigh the cost and we'd never go back. It's been a major benefit to us. We'd need an extra pair of hands if we didn't have it working so well.

Housing Processes Made Easier with DocuWare

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HMS Integration

Decrease the pressure felt by staff when faced with issues from tenants with a document management integration into your housing management system, providing instant access to the required documents in a system they're familiar with.

When documents are readily available, tenant requests can be answered and processed immediately. This saves time, money and prevents disgruntled interactions. 

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Regulatory Compliance

For social landlords,  high volumes of documents are processed constantly. 

So, how do Housing Associations maintain quality and compliance without killing efficiency? 

When documents are stored in DocuWare. regulations such as GDPR and The Data Protection Act can be easily met. 

Rules -based access, retention and deletion policies are easily implemented.

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Accounts Payable

Social Housing  Finance teams are usually a key focus for us and benefit from automated invoice processing solutions.    

Invoice data down to line item level, is automatically captured by the software, processed for approval and pushed into the finance system.  

The full purchase to pay process, managing purchase order requisitions, matching invoices with purchase orders and delivery notes are often requirements we support. 

DocTech Housing Testimonials

DocTech  have dedicated a large amount of technical resource in creating slick DocuWare integrations with various Housing specific Finance packages and Housing Management Systems.

Integrating DocuWare with your existing Housing Management System (HMS) can revolutionise your operations.

Staff can store and retrieve they documents they need in an efficient and compliant way without compromise.

 

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Stockport Homes Group

Over Reliance on Informal Document Storage: 

SHG's reliance on SharePoint and various other forms of unstructured document storage made document retrieval and control difficult, leading to concerns around compliance and efficiency.  

SHG now have a rules-based document management system and a slick integration with their Housing Management system for easy access.

MSV Housing

Improved Property Based Processes using DocuWare Forms:

It was difficult to produce accurate reports on the 9,000+ properties serviced creating yet more admin for staff.

DocuWare removes all these problems and saves MSV more than 230 annual working days and a huge £22,000 per annum.

 

Request More Information

No matter where you are at with improving your processes, we are happy to engage with you.

We can offer you a conversation via phone, MS Teams, or even a software demo. 

DocTech News & Blog

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Awaab’s Law Phase 2 For Housing Providers: Are Digital Forms The Answer?