Integrated scanning interface allow seamless capture of paper documents. Speed up complex scanning jobs with multiple scan profiles and batch scanning. This incredibly simple interface will change the way you view file scanning.
Create, edit and save MS office documents right within Docsvault. Does not require MS Office installed on your desktop. Start editing documents on your desktop and continue editing them outside your office with a simple web browser using the Docsvault Web Application.
Extremely flexible user and group based security along with many system level rights. User and Folder based ‘Ownership Overrides’ allow administrators to retain ownership of documents for specified users or folders. Separate export rights prevent unauthorized export of information out of system.
Automate and speed up repeatable processes like accounts payable, leave applications, order processing, purchase authorizations, etc. making them more streamlined and error free. Create and track multi-step workflow processes with no coding required. Build workflows using a graphical workflow designer that is both easy and powerful.
Retain unlimited versions of documents and revert back to any older version or promote an older version to current at any time. Versioning also offers security against unauthorized overwrites by employing the ‘New Version’ right while still allowing addition of information to a document by users with restricted rights.
Create custom “Document Statuses” like Draft, Under Revision, Published, Finalized, etc. Change in status can trigger automatic changes to the documents properties – example a published document cannot be revised anymore.
Simple free search allows search across various criteria including text within document contents. Powerful Advanced Search offers combination of various search criteria for precise results. Search results can be refined and saved for one click execution later.
Full audit trail settings allow logging of every activity happening on a file or folder. Users can see history of events on any file by a simple right click menu. Administrators and managers can query audit logs using various time, user and location criteria.
Route and forward documents and assign work tasks to other users replicating business processes. Setup deadlines and reminders to ensure timely completion of processes and tasks. Subscribe to email notifications of changes and progress.
Create retention policies for different types of documents and dispose them in accordance with local laws and industry standards. Manage the entire life cycle of physical records and digital documents – from its safe storage, classification, circulation to its final authorized disposition.
Quickly access your recently accessed, checked out, imported and created documents as well as your favorite files and folders. ‘My Workspace’ is your special corner in the system that you can call your own.
Folder Templates allow creation of predefined folder and file structures in one click with predefined security, profile and audit trail settings. Administrators can even make changes to these folder templates and push the changes to all existing folder structures created using those folder templates.
File Templates are a great way to save time while creating new documents from drafts of frequently used documents. File Templates can also contain multiple files that users can choose from while creating new documents.
Create multiple email templates for one click creation of repetitive emails with support for dynamic fields that auto populate key values from a document’s profile. Docsvault also maintains a log of sent emails for future reference by users and admins.
Powerful Alerts Notification System allows administrators to set alerts on various server side checks and events. Users can subscribe for immediate or periodic activity notifications on any files or folders activities and changes.
Get the freedom to work from anywhere using Docsvault’s web client. Access your documents from anywhere in the world using simple web browser while still keeping full control over your documents by hosting them on your own server onsite.
Free Android and iOS Mobile apps for smart phones and tablets with true anywhere accessibility to your documents and workflows to speed up decision making process. Capture documents and images when offsite with multi image uploads. Manage documents and metadata on the go.
Create PDFs from web pages or any other application and save them directly into Docsvault using the virtual Docsvault PDF printer. Cache newly created PDFs on local machine even when the Docsvault client is not connected or running.
Share specific files and folders with users and groups from other departments who do not otherwise have access to them, or are located in a deep nested folder structure. Control to what extent and for how long other users can access shared documents.
Quick and easy document sharing using public URLs right from your Docsvault application. Complete share management using password-protection, expiration dates and download prevention. Comprehensive share log and downloadable reports to track shared items.
Automatically import documents from third party applications, MFPs or Fax servers. The’ Watched Folder’ feature monitors specified folders for activity and automatically imports documents into Docsvault with various options.
Tight integration into MS Office Word, Excel and PowerPoint enables easy editing of office documents right from within these applications. Save emails and attachments to Docsvault and attach documents to new emails from within Outlook.
Docsvault integration with Autodesk AutoCAD allows you to manage CAD project files and documents. Docsvault engineering workflow solution ensures engineers and companies a smooth workflow process for multi-CAD drawings projects.
The Windows Explorer File Open/Save dialog provides instant access to Docsvault storage directly from any Windows desktop application that uses ‘File > Open/Save’ dialogs. This means that you can now interact with the Docsvault repository directly from any application.
Let your users create custom reports using simple wizard to gain insight into their routine activities, measure efficiency or build various document related lists. Once built, reports are executed in real time with a simple click.
Seamlessly OCR and create searchable PDFs using Docsvault’s inbuilt scanner interface. Automatically identify image based PDFs imported into Docsvault that were created using other applications and convert them to searchable PDFs.
Import documents based on their metadata available in index files and automatically name, profile and save files into predefined folders or new folders created on the fly based on index values and filing rules.
Capture faxes, orders, applications, project docs, etc. delivered by emails using rules to capture important emails and attachments automatically from email servers and store them in neatly organized folders in Docsvault.
Easily archive all your company email communications by account, year, month, etc. for later reference, regulatory compliance and e-discovery. Archived emails are automatically indexed with proper metadata and their contents are fully searchable from the Docsvault search interface.
Schedule sending out personalized emails based on predefined rules on document indexes. Send reminder emails to customers (or yourself) for expiring policies, contracts, pending payments or for any other purpose that is time sensitive. Use email templates to customize email contents using dynamic variables.
Barcode Reader Add-on can read barcodes on documents when scanning through the Docsvault scanning interface for indexing and naming scanned documents. The smart barcode reader can read multiple barcodes and can even break down multi-valued barcodes with delimiters and map them with document profile indexes or use them for auto file naming.
Barcode and Zone OCR easily extracts values from scanned documents and uses it for naming, indexing and storage. Automate capture of data from invoices, checks, or any other business documents and speed up your scanning process.
The eForm Builder enables users to easily drag & drop readymade fields to create forms in just few clicks, without writing a single line of code. Online forms can be embedded in your website, intranet or shared with simple web links. You can notify users on form submissions and even trigger workflows.
Integrate Docsvault DMS into other applications using our REST based APIs and exchange data with virtually any business application that is programmable. This add-on is available for Enterprise edition only.