Purge Documents
File purge allows you to permanently delete files created or modified before specified date from your Docsvault repository.
 Purge Documents |
When you use the purge feature, all tasks and audit logs related to the files being purged are permanently deleted. |
Visual Themes
If you want the Docsvault user interface to have a different look, you can do so by changing its Theme. There are 30+ different themes to choose from.
•Select the theme of your choice to change the appearance of Docsvault and give a fresh look to your Docsvault Server Manager.
 List of themes |
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Max File Versioning
Admin can specify the number of file versions to keep. Docsvault will automatically delete older versions if the number of version exceed the maximum number specified.
 Max File Versioning |
Check this option to enable automatically add "Document ID” and “Version Number” to filenames when exporting or attaching files to emails.
MS Office Integration Settings
Overwrite default "Save" button...: Enable this option to override the default Office save dialog with a Docsvault import dialog. Users can still choose to save to their local machine.
Prevent Users from saving to their local computers: Check this option to prevent users to save MS Office documents outside of Docsvault. Users will not be able to save documents anywhere other than Docsvault. (Requires the Docsvault Add-in to remain enabled).
 MS Office Integration Settings |
Document stamping allows to automatically insert text in the footer section of Word and Excel documents. These stamps include important dynamic identifiers like document ID, version number, editor, document owner and more as well as static text.
Note: Only Docsvault Admins can configure default stamping rules via Server Manager. These settings are applicable to all users system wide automatically. However, users can choose to disable a stamp temporarily (say to print a document or make a PDF copy without the stamp) or remove a stamp completely on desired documents they can edit.
Section 1: Steps to Enable and Configure:
•Check the "Enable automatic stamping..." box. Click on Edit to configure the settings.
•Create a footer pattern using a mix of text and dynamic variables.
Available Variables:
•Document ID (Document IDs will only contain number without the prefix FL)
•Version Number
•Date Created
•Date Modified (Last Saved)
•Document Owner Initials (Document Owner in Docsvault - usually the user who saves the document in Docsvault first)
•Editor Initials
•File Name
•Index Fields (Custom metadata fields)
Example Pattern:
Document ID: [DocID] | Ver: [Version] | Modified: [Date Modified] | Owner: [OwnerInitials]
Auto Document Stamping
Section 2: Stamp Appearance Settings:
Admins can define how and where stamps appear in documents.
•Stamp Position Optons:
oFooter Left
oFooter Center
oFooter Right
•Font Size:
Select a suitable font size (commonly 8pt to 12pt) for readability without disrupting layout.
•Apply Stamp To:
oAll Pages
oFirst Page Only
oOdd Pages Only
oEven Pages Only
•Click on Save to save the settings.
Users also have flexible options to manage stamping at the individual document level through Docsvault Microsoft Office Add-ins.