System Overview
Docwize is organised around a set of connected modules that help users manage documents, metadata, workflows, and reporting in one environment.
At a high level, end users typically work across the following areas:
- The Homepage, which acts as the main launch point for daily work
- Explorer, where documents can be browsed and managed
- Inbox, where workflow tasks and action requests are completed
- Search, where document content and metadata can be queried
- Document Details, where metadata, files, and relationships are maintained
Different users, different paths
A user's path through Docwize can vary significantly depending on their role, permissions, and current task. A document controller, engineer, reviewer, approver, or administrator-supported user may each spend most of their time in different parts of the platform.
Depending on the task, users may work primarily in the Inbox, Explorer, Search, Records, dashboards, review tools, uploads, or document-level dialogs such as Document Details.
Typical user journey
A common end-user journey looks something like this:
- Sign in to the portal.
- Open the Homepage or go directly to the area relevant to the task.
- Continue work in the part of Docwize that matches the user's role and immediate need — for example the Inbox for workflow actions, Explorer for browsing documents, Search for finding information, or Records for structured data capture.
- Use document-level views such as Document Details when reviewing files, metadata, revisions, or relationships is relevant to the task.
- Move between modules as needed, depending on permissions, workflow design, and the type of work being done.