Welcome to our one-stop resource center for helping you make the most of your Docsvault free trial.
Docsvault Architecture & Installation
This video outlines the steps to perform a new installation of the Docsvault Server and the Docsvault Desktop Client. Docsvault is multi-user software with Server-Client architecture where the server part is installed on a central server (or a designated PC) in your network, and the client part is installed on various workstation PCs. It is important for the server to meet the specified system requirements for the installation to proceed smoothly.
Docsvault Web Installation
This video outlines the steps to install Docsvault Web Client. The web application is usually installed on the server but it can also be installed on any other machine. .Net Framework 4.0 or higher and IIS Version 7 or higher are prerequisites.
Docsvault Interface
Docsvault uses a familiar Windows Explorer style interface, making it simple for the everyday use. The cabinet and the folder structures housing your your documents are presented exactly like the files and folders in your windows explorer making it easy for everyday use.
Importing Documents
Learn how you can import, manage and organize both paper files and computer generated files in Docsvault. Docsvault offers the users multiple ways of importing documents into the central repository in their original format.
Capturing & Saving Documents
No More Paper Filing: Now saving your documents happens in real time, viz as soon as you scan them. Bring down the financial and psychological cost of filing with Docsvault easy and intuitive interface to scan and convert your paper documents to searchable PDFs.
Creating Profiles and Indexes
In this video, you’ll learn how to create profiles and indexes in Docsvault. A group of custom index fields makes up a Document Profile. Docsvault ensures that the index values are verified which makes sure of all data entered in index fields being correct. Full export of profile values allow for further data manipulation in other applications.
Profiling & Indexing Documents
In this video, you’ll learn how you can organize and profile documents in Docsvault. Document profiling helps improve the accessibility of your documents within the Docsvault DMS. Docsvault, apart from the default attributes, allows the user to set custom index fields for documents to facilitate easy categorization and search.
Working with Documents
In this video, we will go over a wide range of features to organize and manage your documents in Docsvault. Some of the features that make your document management easy are, Check-in Check out, Document Status, Email Notifications and Alerts, Admin and user reports, Search and Retrieval and Smart Search.
PDF Management
In this video, we will learn how to create, manage and sign PDF documents in the document management system. Docsvault comes with an array of PDF management tools and features that enable you to view the PDF document, edit the document and even perform redaction and correction, all within the Docsvault DMS.
Advanced Features & Automation Add-ons
This video of the Docsvault focuses on the key features and benefits of automation in Docsvault using advanced and add-ons. Move from slow, inefficient and paper based processes to fast, secure and fully automated ones.
Advanced Profile Add-on: External DB Connection for Profiles
See how Docsvault can help you to integrate and keep metadata consistent across multiple systems. Fetch values and data from external databases like CRM, ERP, accounting and many more.
Creating Workflow
This video of the Docsvault outlines the steps of creating automated electronic workflows which help in managing one-step or multi-step document approval processes.
Workflow in Action
This video shows the automated electronic workflow in action and how it saves time and effort in repetitive everyday business activities thereby improving its accuracy and traceability.
Remote locations and mobile users
This video of the Docsvault Video Tour series shows how you can access your documents in the Docsvault DMS from web browsers and mobile devices.Docsvault Web Access allows users to work from anywhere using any standard web browser without losing your data. Searching for and collaborating on documents can now be done inside the web browser itself.
Docsvault mobile document management app is a client that enables secure access and searchability for all your documents stored on the Docsvault server. Users can now upload documents directly from their mobile device to the central repository. The facility of staying connected even when on the move has become a necessity and Docsvault provides it.