• Welcome to Docsvault
• What's New in SB Edition
  • Whats New in v17
  • Whats New in v16
  • Whats New in v15
  • Whats New in v14
  • Whats New in v13.5
  • What's New in v13
  • What's New in v12.5
  • What's New in v12.0
  • What's New in v11.5
  • What News in v11.0
  • What's New in v10.7
  • What's New in v10.3
  • What's New in v10.0
  • What's New in v9.0
  • What's New in v8.2.1030
  • Whats New in v8.0
  • Whats New in v7.2.0130
  • What's New in v7.0.1014
  • What's New in v7.0
  • What's New in v6.0
  • What's New in v5.7.1025
  • What's New in v5.7.0927
  • What's New in v5.5.0726
  • What's New in v5.1.1416
  • What's New in v5.1.1215
  • What's New in v5.0.0930
  • What's New in v4.5.0515
  • What's New in v4.0.1517
  • What's New in v4.0.1503
  • What's New in v4.0.1319
  • What's New in v4.0.1122
  • What's New in v4.0
• What's New in Enterprise
  • Whats New in v17
  • Whats New in v16
  • Whats New in v15
  • Whats New in v14
  • Whats New in v13.5
  • Whats New in v13
  • What's New in v12.7
  • What's New in v12.5
  • What's New in v12.0
  • What's New in v11.5
  • What's New in v11.0
  • What's New in v10.7
  • What's New in v10.3
  • What's New in v10.0
  • What's New in v9.0
  • What's New in v8.2.1030
  • What's New in v8.0
  • Whats New in v7.2.0130
  • What's New in v7.0.1014
  • What's New in v7.0
  • What's New in v6.0
  • What's New in v5.7.1025
  • What's New in v5.7.0927
• What's New in Ultimate
  • Whats New in v17
  • Whats New in v16
  • Whats New in v15
  • Whats New in v14
  • Whats New in v13.5
  • Whats New in v13
  • What's New in v12.7
  • What's New in v12.5
  • What's New in v12.0
  • What's New in v11.5
  • What's New in v11.0
  • What's New in v10.7
  • What's New in v10.3
  • What's New in v10.0
  • What's New in v9
  • What's New in v8.2.1030
  • What's New in v8.0
• Technical Data
  • Docsvault Concept & Architecture
    • Server Side Components
    • Data Files Storage
    • Remote Access
    • Networking & Firewalls
    • Full Text Indexing Requirements
    • User Authentication
    • Data Backup
  • System Requirements
  • Server Recommendations
  • Space Requirements
  • Database Engine
  • Server Best Practices
  • Scanning Recommendations
  • Trial & Licensing
• Installing Docsvault
  • System Requirements
  • Installing Docsvault Server & Desktop Client
  • Installing Web Client [Ent. & Ult editions]
  • Reinstall or Repair Docsvault
  • Uninstall Docsvault
  • Updates from Previous Version
  • Upgrade from SB Ed. to Ent. or Ult. Ed.
• Launching and Activation
  • Launching Docsvault
    • Server login
    • Client login
    • Web login  [Ent. & Ult. Editions]
  • Activating Docsvault
  • Deactivate License
• Server Manual
  • Docsvault Server Manager
  • Login
  • Services
  • Repository
    • Settings
    • Backup
      • Manual Backup
      • Schedule Backup
    • Restore
  • Export Repository
    • Manual Repository Export
    • Data Export Jobs
  • Users and Groups
    • Adding and Editing Groups
    • Adding Users using Docsvault  Authentication
    • Adding Users using Active Directory  Authentication
    • Security and Rights Summary Table
      • Security Rights
    • User Settings
    • External Users
      • Creating External Users [Ent. & Ult. Editions]
      • External Users Login
      • Creating Folders
      • Uploading Documents
      • Downloading/Viewing Documents
    • Concurrent Users
  • User Connections
    • Current
    • Connection Log
    • Login Security
      • Login Lockout Settings
      • Two-Factor Authentication
      • Setup Two-Factor Authentication at User Level
  • Profiles and Indexes
    • Creating User Defined Index
    • Creating Static Indexes
    • Creating Dynamic Indexes
    • Profiles
      • Setting Up Inherit Index Fields
      • Setting Up Filing Template
      • Setting up Dependent Fields
    • Export Profile [Ent. & Ult. Editions]
  • Watch Folders
    • Simple Watch Folder
  • Workflow
  • Alerts
    • Email Alerts
    • Email Setup
  • Email Reminder Jobs
    • Email Jobs
    • Email Log
  • OCR Configuration
  • Full Text Search
  • Audit Trail
  • Archive and Delete Policy
    • Creating an Archive or Delete Policy
    • Searching and Managing Archived Documents
    • Handling Deletions
    • Monitoring and Reporting
    • FAQs on Archive and Delete Policy
  • Retention [Ent. & Ult. Editions]
  • Reports [Ent. & Ult. Editions]
  • Others
  • Licensing
  • About Docsvault
• Client Manual
  • Getting Started
    • Document Hierarchy
    • Creating a New Cabinet
    • Creating a New Folder
    • Folder Sections
    • Templates
    • Creating New Documents
    • Importing Documents
    • Filing Documents
    • Viewing Documents Contents
    • Scanning & OCR
    • Append Pages
    • Adding Document from MS Office Applications
    • Document Profiles
    • Rubber Band OCR
    • Securing Documents
    • Audit Trail
    • Document Tasks
    • Task Management
    • Checking Out and Checking In Documents
    • Document Versioning
    • Exporting Documents
    • Deleting and Restoring Documents
    • Routing Documents
    • Share Documents [Ent. & Ult. Editions]
    • Change View Layout
    • Email Documents
    • Searching Documents
    • Set Relation
    • Creating Document Links
    • Document Notes
    • Notifications & Email Alerts
    • Document Thumbnails
    • Changing Appearance
  • Features
    • Docsvault Explorer
    • Menu Bar
    • Tool Bars and Keyboard Shortcuts
    • Docsvault Main Window
    • My Workspace
    • Tasks Calendar [Ent. & Ult. Editions]
    • Manage Favorites
    • Edit My Profile...
    • My Address Book
    • Working with Cabinets
      • Create a New Cabinet
      • Edit Cabinet Properties
      • Delete a Cabinet
      • Rename a Cabinet
      • Change a Cabinet Icon
      • Custom Document IDs
    • Working with Folders
      • Create a New Folder
      • Edit Folder Properties
      • Restrict Sub-Folder Template
      • Move a Folder
      • Rename a Folder
      • Delete a Folder
      • Recovering Folders & Documents
    • Creating Folder Sections
    • Templates
      • Folder Templates
      • File Templates
      • Profile Templates
      • Security Templates
      • Audit Templates
      • Email Templates
      • Filename Template
    • Creating Documents in Docsvault
    • Importing and Exporting Documents
      • Importing Documents
        • Using "Import Docs"
        • Scanning Documents
        • Creating PDFs with PDF Printer
        • Using "Send To" option
        • Filing Documents from Filing Area
        • Importing a New Version
        • Drop Folder
        • Drag and Drop
        • Using Copy & Paste
        • Automatically Filing Documents (Auto-Filing)
      • Exporting Documents
        • Exporting Documents
        • Sending Document as Email Attachments
        • Using Quick Email
        • Using Email Template
    • Filing Area
    • Scanning and OCR
      • Scan Jobs
      • Scanning a Document
      • Scan Ribbons and Tools
    • Working with Documents
      • Viewing Document Details
      • Viewing Document Thumbnails
      • Viewing Documents Ownership
      • Document Previews [Ent. & Ult. Editions]
      • Image Viewer
      • Editing Documents using native applications
      • Creating File Version
      • Version History
      • Comparing Documents
      • Email Alerts on Documents
      • Set Relation
      • Sorting Files and Folders
      • Copying and Moving
      • Renaming a Document
    • Integrations
      • MS Office Add-ins
        • Installing MS Office Integration
        • Saving & Profiling Documents
        • Check-In / Check-Out from Office Apps
        • Overriding Default Save Behavior
        • Document Stamping
        • Creating PDF and PDF-A Copies
        • MS Outlook
          • Importing Inbound Emails from MS Outlook
          • Saving Sent (Outbound) Emails
      • Adobe Acrobat Integration
      • Microsoft Teams Integration
      • Smart search [Ent. & Ult. Editions]
    • Document Status
      • Customizing Document Status
      • Assigning Document Status
      • Clear Document Status
    • Working with PDF Documents
      • Create a PDF Copy
      • Create a PDF Version
      • Creating PDFs using PDF Printer
      • Docsvault PDF Editor
      • Scan & Add Pages
      • Split & Extract Pages
      • Append Pages
      • Rorder/Delete Pages
      • Merging PDF Files
      • Image Correction & Redact
    • Docsvault PDF Editor
      • Overview
      • Exploring Docsvault PDF Editor
      • Toolbars
      • Menubar
        • File Menu
        • Edit Menu
        • View Menu
        • Document Menu
        • Comments Menu
        • Form Menu
        • Object Menu
        • Tools Menu
        • Window Menu
      • Working with Documents
        • Creating a new PDF File
        • Opening a PDF File
          • Opening PDF document with security restriction
        • Reading a PDF file
        • Viewing Document Properties
        • Saving a PDF file
        • Print a PDF file
        • Header and Footer
        • Watermarks
        • Background
        • Bates Numbering
        • Add Barcode
        • Add Image
        • Insert Pages
        • Working with Pages
        • OCR Pages
        • Signatures and Initials
        • Redaction
      • Comment And Markup Tools
        • Basic Tools
        • Page Content Editing
        • Comments
          • Edit Multiple Comments
          • Flatten Comments
          • Summarize Comments
          • Show Comments List
        • Sticky Note Tool
        • Typewriter Tool
        • Textbox Tool
        • Callout Tool
        • Highlight Text Tool
        • Crossout Text Tool
        • Underline Text Tool
        • Line and Arrow Tools
        • Shape Tools
        • Pencil and Easer Tool
        • Stamp Tool
        • File Attachment Tool
        • Sound Tool
        • Stamp Pallet
      • Form
        • Manage Form Data
        • Highlight Fields
        • Reset Form
      • Object
      • Keyboard shortcuts
    • Search
      • Using Folder Search
      • Quick Search
      • Setup Search Options
      • Advanced Search
      • Profile Search
      • Saved Searches
      • Manage Saved Search
    • Profiles and Indexes
      • Creating User Defined Indexes
      • Creating Static Indexes
      • Creating Dynamic Indexes
      • Creating Profiles
      • Using Dependent Index Fields
      • Using Inherit Fields
      • Filing Templates
      • Assigning Profile/Indexes to Documents
    • Audit Trail
      • Setting Audit Trail
      • Querying Audit Trail
      • Document Audit Trail
    • Task Management
      • Tasks Manager
      • Adding Tasks
      • Working with Tasks
      • Setting Priority and Task Filing
      • Other Task Features
    • Workflow [Ent. & Ult. Editions]
      • Creating & Editing Workflows
        • Graphical Workflow Designer
        • Creating a New Workflow
        • Workflow Steps
        • Workflow Step Transitions
        • Automatic Actions
        • Workflow Notifications
        • Setting Workflow Preferences
      • Initiating a Workflow
      • My Workflow Tasks
      • Tracking Workflow Progress
      • Monitoring a Workflow
      • Workflow History
      • Workflow Audit
      • Workflow Reports
    • Email Reminder Jobs
    • Public Links
      • Share Links
        • Sharing a File
        • Managing Shared Links
        • Viewing Shared Link
      • Document Request Links
        • Creating a Document Request
        • Managing Document Requests
        • Uploading to a Document Request
    • Shared Space
      • Sharing files with internal users
      • Viewing & Managing Shared Space
        • Shared With Me
        • Shared By Me
    • Docsvault Desktop Links
    • Records Retention [Ent. & Ult. Editions]
      • Managing physical records
      • Managing electronic records
      • Working with Records
        • Search Records
        • Records Audit
        • Circulating Records
          • Records Check In/Out
          • Checked-Out Records
          • Circulation Audit
        • Records Disposition
          • Create Batch
          • Open Batches
          • Approved Batches
          • Rejected Batch
          • Disposed Batches
          • Disposition Audit
      • Retention Settings
        • Retention Schedules
        • Retention Security
        • Custom Fields
        • Hold Types
        • Circulation
        • Fiscal Years
    • Archive Documents
    • DMS Reports
      • Custom Reports
      • Admininstrators Reports
    • Administration
    • Options and Settings
      • General
      • Tasks
      • Check In and Check Out
      • Import
      • Alerts
      • Workflow
      • Others
    • Analytics Tools
      • User Security Audit Report
      • Dynamic Folder Usage Report
      • Find Duplicates
• Web Manual [Ent. & Ult. Editions]
  • Setting up Web Client
  • Web Manager
  • Web Client Login
  • Getting Started
    • Docsvault Web Explorer
    • My Workspace in Web
    • Adding Cabinets
    • Adding Folders
    • Working with Documents
      • Uploading Documents
      • Downloading Document
      • Viewing Document
      • Editing Documents
      • Copying and Moving Files and Folders
      • Version Control
      • Routing Documents
      • Quick Email
      • Document Status
      • Set Document Relations
      • Email Alerts
    • Profiling
    • Search
    • Audit Trail
    • Task Management
    • Workflow
    • Archive
    • Retention Schedule
    • Administration
    • Options
    • Web Themes
• Docsvault Mobile Apps
  • Setup Docsvault Mobile App
  • Using Docsvault Mobile
  • Create a folder
  • Uploading a file
  • Previewing and Sharing files
  • Working with Documents
  • Working with multiple files and folders
  • Search Documents
  • Mobile Workflow
    • My Workflow Tasks
    • Participated By Me
    • Managing/Watching
  • Settings
• Add-ons
  • Optical Character Recognition Add-on
    • OCR Configuration
    • OCR Conversion to Searchable PDF file
    • Re-OCR PDF File
    • OCR Status
    • Optimizing OCR Accuracy
  • Barcode Reader Add-on
  • Advanced Import Add-on
  • Advanced Profiles Add-on
    • Fetching Index Values From External DB
    • Using External Indexes
  • Email Automation Add-on
    • Email Capture & Email Archiving
  • Digital Signature
    • Signing Documents in Docsvault
      • Digital Certificates
      • Digital Certificates Status
      • Signing Documents
      • Getting Sign in person
      • Validating Digital Signatures
      • Query Signature Log
    • Getting Signatures from Others
      • Sending Signature Requests
        • Managing Signature Requests
        • Signature Requests Audit Log
      • Signing Documents
      • Signature Certificate
  • Web eForms Add-on
    • Creating Forms
    • Form Designer
      • Form Calculations
    • Building Multi-Column Forms 
    • Managing Forms
    • Forms Settings
      • General Settings
      • Submit Behavior
      • Email & Notifications
        • Dynamic Email Notification
      • Document Creation
      • Security
      • Accessing Forms
      • Field Rules
    • Reports
    • Themes
    • Submissions
    • Analytics
• Troubleshooting and Tech Help
  • SQL Server Requirements
    • Prerequisites for using your own SQL server
    • Common reasons for SQL server installation failure
  • Common errors-Docsvault Web Application Installation
  • Client Connections & Firewall
  • Remote Connection Over Internet
  • Fulltext Search Help
  • Scanner Button Integration
  • Unable to Connect Mobile App
  • Log Files Location