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 other metadata, along with static text.
Note: Only Docsvault administrators can configure default stamping rules via Server Manager. These settings are applied system-wide. However, users can temporarily disable stamping (for example, when printing or creating a PDF without the stamp) or remove the stamp from documents they can edit.
Section 1: Steps to Enable and Configure:
•Check the Enable automatic stamping
•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 Created (With Time)
•Date Modified (Last Saved)
•Date Modified (Last Saved with Time)
•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)
Using ID from Index Fields
You can display only the ID portion of an index field like client and matter using the .ID suffix. This allows documents to display only the ID portion of an index value instead of the full text.
Syntax:
[[Index Field]].ID
Example:
•[[Client]] → 10001 - ABC Corp
•[[Client]].ID → 10001
•The .ID suffix extracts only the first segment of the value (up to the first space). •This works correctly when the ID is stored at the beginning of the index value.
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Examples:
✔10001 - ABC Corp → returns 10001
✗ABC Corp 10001 → will not work correctly
✗Client-10001 ABC → returns Client-10001
Auto Document Stamping
Example Pattern:
[[Client]].ID - [[Matter]] - updated [[Last Saved]] - [[Owner Initials]]
Value Example:
10010 - 6001 - Contract Review - updated 04/02/2026 - Jameson
•Click Edit to change the stamping Options.
Section 2: Stamp Appearance Settings:
Administrators 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 Save to save the settings.
•If an existing footer is present, the stamp is added after it and matches the footer text size.
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Users also have flexible options to manage stamping at the individual document level through Docsvault Microsoft Office Add-ins.