The Docsvault main window is divided into 3 panels.
Left Panel
The Left panel is divided into two parts:
Folder Tree Panel:
When users first logon to Docsvault the data folder tree appears on the left side. As the name implies, the Tree View panel presents the data folder contents in a hierarchical tree structure.
The left Tree panel can be pinned or unpinned, enabling users to collapse it to maximize workspace or expand it for easier navigation.
 Left Panel |
Folder Search
To save time and effort, use the Folder Search box to quickly search a folder stored somewhere in a cabinet. The Folder Search box is located at the top of folder section in the left panel.
In the tree, there are 4 root nodes or base containers. Users can set their preference for these nodes visibility from Tools > Others.
My Workspace
The My Workspace node in the left tree view panel allows you to quickly access user specific documents.
It provides access to your:
oTasks Calendar
oPublic Links
oRecently Documents
oChecked out documents
Workflow
The Workflow node displays the list of workflow tasks that are assigned to you as well as tasks that you have already performed.
Shared Space
This node provides a full overview of all documents shared with the user and by the user.
Documents
You can store, organize and manage all the documents in cabinet and folder structure here. Administrators group members can customize the main 'Documents' node by changing it to a more relevant name.
Individual user and Administrators group members can configure the visibilities of these nodes.
Center Panel
It consist of List view panel.
 Center Panel |
List view panel
When a cabinet or folder is selected in the tree view panel, all it's content files and folders are displayed in a list form in the list view panel.
Sorting & Filter:
You can sort and filter the list by hovering your mouse over any column header and choosing the sort or filter icon. By default, items are sorted by their modified date, ensuring the latest files appear at the top.
Doc Type Filter: Filter files by document type extension directly from the file listing or search results.
•Predefined categories like PDF, Word, Excel, Emails, Text, Images, etc. allow quick filtering of similar file types, even if they have different extensions. Example: Selecting the Word filter will list files with doc, docx, rtf, odt, wpd, etc. files.
Quick Search option is conveniently accessible from the sub-toolbar of the main Docsvault window, allowing for instant file retrieval.
Bottom panel
The bottom panel of the center display provides detailed information about selected files or folders, including general details, version history, related documents, security settings, audit trails, and linked-from data. Users can directly access related files by double-clicking within this panel. For better screen space management, users can be collapsed or pinned as needed.
Right Panel
Left panel is divided into three parts:
 Right Panel |
Profile view window: If a file is selected from the list view panel, it's corresponding profile is displayed in the Profile view panel.
Document Notes window: To add and view the notes attached to the file.
Document Task window: Document Task Panel displays a list of tasks assigned to documents. |