DocVera Collect Document Compliance Manager

What is DocVera Collect?

I built DocVera Collect for businesses and teams that need a simpler way to collect and manage documents from their clients.

It is a self-hosted web application where you can create client records, request multiple documents, send secure upload links, review submitted files, track expiration dates, handle renewals, and monitor compliance from one place.

Each organization has its own separate workspace, including its users, clients, documents, settings, email configuration, and reports.

Why I Built It

Managing client documents through email can quickly become difficult, especially when you are handling multiple clients and requirements. Files get buried in email threads, follow-ups have to be done manually, and it becomes harder to keep track of what has already been submitted.

DocVera Collect makes it easier to see:

• Which documents you requested
• Which documents have already been submitted
• Which submissions are waiting for review
• Which documents were approved, rejected, or replaced
• Which documents are about to expire
• Which clients have completed their requirements
• Who performed each action

How It Works

The process is straightforward.

Create a client, choose the documents you need, and send the client a secure upload link. Clients can submit their files through the public upload page without needing access to your workspace.

Once a document is submitted, your team can review it and approve it, reject it, or request a replacement.

After approval, DocVera Collect continues to help you manage the document lifecycle. You can track expiration dates, send renewal requests, monitor client compliance, export records, receive notifications, and review activity history.

Instead of managing document requests across emails, spreadsheets, and separate folders, you can keep the entire collection and review process in one workspace.

Requirements

Apache or NginxURL rewritingDocument root directed to the application’s public/ directoryWritable storage/ directoryWritable bootstrap/cache/ directoryCron accessPersistent or supervised Laravel queue workerHTTPS recommended for production256 MB PHP memory minimum512 MB recommended for PDF processing and larger uploads

Installation

1. Extract and upload the application files.
2. Point the web server document root to the public/ directory.
3. Copy .env.example to .env.
4. Install PHP and frontend dependencies where required.
5. Generate the Laravel application key.
6. Ensure storage/ and bootstrap/cache/ are writable.
7. Open /install in the browser.
8. Enter the application and system-owner information.
9. Configure and test an empty supported database.
10. Select local or S3-compatible storage.
11. Configure outgoing email and send the required test message.
12. Complete installation.
13. Register the first workspace account.
14. Configure a queue worker and cron schedule for production.

Verified command-line setup is also documented:

composer install
npm install
php artisan key:generate
php artisan migrate
npm run build

Docker deployment files are included as an alternative installation path.