Knowledgebase : How do I ...?
Docsvault offers free mobile apps for Android and iOS (iPhone/iPad) mobile devices. This feature is included in Docsvault Enterprise Edition v8.2 and up. Navigate your entire repository, search, create new folders, upload new documents from gallery or u...
No. You can send a document request to anyone. People you request files from do not need a Docsvault account to upload documents.
YES. In order to change shared link permission * Open the share link properties dialog from the PUBLIC SHARE node * Under the SHARE OPTIONS, check the box next to EXPIRY * Specify a date. The shared link will expire at the end of the chosen day ba...
Yes. Docsvault offers fine grained security that can be defined even at a file level. Users and Groups based security along with many right levels that can be applied flexibly throughout the repository coupled with many system level rights and owne...
You can easily convert multiple Tiff files in any folder to PDF filesby simply selecting all tiffs and choosing the “Convert Tiff to PDF” option from its right click menu.
At times you might face a situation where you need to transfer the license of an existing user after they have reached the end of their employment. In such case, you can do one of the following: If you need to replace the user leaving with a new incoming...
You can make desired index fields mandatory so that users will have to fill them up before importing a document in Docsvault. For detail, see 'Creating and Editing Profiles' under 'Profiles and Indexes' section in the Help manual.
You can set a password for any shared link that you create. This helps ensure that only recipients with the correct password have access to the shared content.
You can remove a file from the link at any time from your PUBLIC SHARE node. * EDIT the link and click on +FILES * In the expanded panel, click the DELETE button next to the linked file. The delete file will no longer be visible to anyone who uses ...
There are couple of options available which will allow you to segregate fields in Docsvault eForm: SECTION: This field inserts a section break. You can enter header or section title with a description. PANEL - This field allows you to insert panel in ...
The built in Docsvault PDF viewer can identify a digitally signed PDF file and will automatically validate all digital signatures in the document. The result of the validation process will be displayed in a special signature strip at the top of the docume...
You can use the built-in Document Preview feature to view DWG and DXF files in Docsvault. The drawing preview has many engineering drawing controls that allow you to see drawings in different colors and backgrounds, show/hide dimensions and tex...
The File upload control allows uploading single or multiple files in Docsvault eform. Simply drag files in the drop zone. The files uploaded will be displayed in the specified location. You also have an option to insert uploaded images as appended pages i...
You will have to expire a document request link when you want to stop access to that link. Once a document request link is expired, people with an invitation link will no longer be able to upload files. You may restore a request link at anytime by simply ...
You can create a document request link in the Docsvault Client from REQUEST LINK under MY WORKSPACE > PUBLIC SHARE node * Click NEW button. Navigate to the folder where you want the uploaded files to be stored * On the DOCUMENT REQUEST LINK screen y...
There are various ways you can share your form with your users electronically. See Share Codes. Simply copy one of the snippet options from the Share Codes page that suits your requirement.
You can use HTML editor field to insert an image in the eform. * Go to the_ edit mode_ of your Form Designer. * Drag and drop the HTML EDITOR field in your form. * Select IMAGE/VIDEO icon from the toolbar. * SAVE the changes in Editor.
You can invite anyone to upload files to your Docsvault repository using a simple web based drag and drop interface by sending them a Document Request link via email, instant message or by an embedded drop zone on your own website. See "How do I create a ...
To move your current Docsvault server to a new server machine with or without updating to a new version, follow the steps below: SERVER SIDE: 1. On the old Docsvault server computer log in to the Docsvault Server Manager dialog and perform a manual ba...
To move your database to your own SQL server, please follow the steps below. * Ensure that your new SQL server has File Stream feature enabled and full text search feature installed. See this link for more details: http://www.docsvault.com/online-help/...
To move your data repository (it’s basically an SQL server database) to a new location you can follow one of the steps below depending on your situation:  * IF SQL SERVER EXPRESS WAS INSTALLED BY DOCSVAULT: From the Docsvault Server Manager dialog, go ...
There are two ways to share the files or folders in your Docsvault with other. You can create a share link from the right click menu of any file or folder and copy the URL and paste it into an email, instant message etc., or use EMAIL SHARED LINK option t...
If you're the creator of the shared link or an administrator user, you can unshare it at any time. * Select the link from your PUBLIC SHARE * Click on the EXPIRE LINK The link will not be valid anymore.
You can configure Docsvault to automatically capture emails from any email server that supports IMAP (Internet Message Access Protocol). The process to capture emails can be summed up in following three steps: (_Note: This feature is available in Enterpr...
You can query external databases to populate document profile values by linking any index in Docsvault with any SQL based external database. This feature is very useful in using real time data to fill up document profiles from say your CRM or accounting s...
Docsvault’s Share feature allows you to create web links for files and folders to be shared by simply right clicking on any file or folder and selecting the “Share” menu. Note that you need proper system rights to create public links and an active...