• Welcome to Docsvault
  • What's New in SB Edition
    • 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 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 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 
    • Users and Groups
      • Adding and Editing Groups
      • Adding Users using Docsvault  Authentication
      • Adding Users using Active Directory  Authentication
      • Security Rights
      • Security and Rights Summary Table
      • 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
      • Export Profile [Ent. & Ult. Editions]
    • Watch Folders
      • Simple Watch Folder
    • Electronic Workflows
    • Alerts
      • Email Alerts
      • Email Setup
    • Email Reminder Jobs
      • Email Jobs
      • Email Log
    • OCR Configuration
    • Full Text Search
    • Audit Trail
    • 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
      • Windows Explorer Integration
      • Filing Documents
      • Viewing Documents Contents
      • Scanning & OCR
      • Append Pages
      • Adding Document from MS Office Applications
      • Creating PDFs with Docsvault PDF
      • 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
      • Create PDF Version
      • Image to PDF Conversion 
      • Docsvault PDF Editor
      • 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
      • Creating Documents in Docsvault
      • Importing and Exporting Documents
        • Importing Documents
          • Using "Import Docs"
          • Scanning Documents
          • Creating PDFs with Docsvault PDF
          • Using "Send To" option
          • Filing Documents from Filing Area
          • Importing a New Version
          • Drag and Drop
          • Using Copy & Paste
          • Automatically Filing Documents (Auto-Filing)
        • Exporting Documents
          • Using "Export To Folder"
          • Using Default Email Client
          • 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
        • Document Previews [Ent. & Ult. Editions]
        • Image Viewer
        • Editing Documents using native applications
        • Creating File Version
        • Version History
        • Documents Ownership
        • Email Alerts on Documents
        • Set Relation
        • Sorting Files and Folders
        • Copying and Moving
        • Renaming a Document
      • Integrations
        • Smart search [Ent. & Ult. Editions]
        • MS Office Integration
          • Installing the MS Office Plugins
          • Adding Documents from MS Office Applications
          • Adding Mails from MS Outlook
        • Microsoft Teams Integration
      • Document Status
        • Customizing Document Status
        • Assigning Document Status
        • Clear Document Status
      • Working with PDF Documents
        • Rorder/Delete Pages
        • PDF Correction Tools
        • Merging PDF Files
      • 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
        • Saved Searches
        • Manage Saved Search
      • Profiles and  Indexes
        • Creating User Defined Indexes
        • Creating Static Indexes
        • Creating Dynamic Indexes
        • Creating Profiles
        • Using Inherit Fields
        • Using 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
      • DMS Reports
        • Custom Reports
        • Admininstrators Reports
      • Options and Settings
        • General
        • Tasks
        • Check In and Check Out
        • Import
        • Alerts
        • Workflow
        • Others
      • Administration
      • 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
      • 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