Knowledgebase : Features
A workflow instance can contain one or more documents. Alternately, separate instances of the same workflow can be initiated for multiple documents in one go. Apart from files, workflows can also be initiated on folders within Docsvault.
Yes, a user can belong to multiple groups, and each group can have different sets of rights. Furthermore each group can have different rights for different cabinets, folders and files. The user's rights precede that of his group. So if both the user...
Docsvault maintains a comprehensive record of all workflow activities for documents routed through a workflow process. Administrators and authorized users can query the workflow history using various filters to get insight into business processes and iden...
Transitions can trigger various automated actions on workflow documents like setting document flags, copying or moving documents to specified location, adding document notes, setting various index values for the document, emailing document, etc. 
There are three integration possibilities with Docsvault and your choice of integration method would depend on the type of integration you want with Docsvault. 1. Using Docsvault’s REST based API you can achieve a comprehensive bidirectio...
Docsvault allows you to capture your emails directly from your email server or using the MS Outlook plugin. Whether you capture emails using email capture features in Docsvault or in any other way, Docsvault lets you organize and index email messages an...
No, Docsvault locks the files from further editing until the signature request is completed or canceled. You can view the document but can't make any changes to it.
You can have hyperlinks in Forms for users to navigate to a different site or a page. Here are the fields which can be used to create a hyperlink in a form. HTML EDITOR - You are allowed to insert hyperlinks to display on your form. * Go to the_ edi...
Yes, you can have a hybrid licensing model that supports both Standard Named based and Concurrent user licensing models simultaneously within the same Docsvault installation. 
You can rename or move a shared folder/file within Docsvault without invalidating its share status.
The Watch Folder feature provides a way to automatically move electronic files into Docsvault. The Watch Folder can be created by any member of administrator group on the Server Machine using the 'Server Manager' dialog. Once created, files that are dr...
Yes. When you create a url link to share document - you can set password restriction.
Yes. You can require a participant to enter his or her system password before they can perform critical actions in a workflow.
People you request documents from can use any device be it a mobile phone, a tablet or a desktop computer. The upload interface will automatically adapt to the device for an optimal view.
Yes, it can monitor unlimited number of folders and sub folders. You can even set the time interval for the Docsvault Watch Folder service to check for new files and folders to import into Docsvault.
No. The Docsvault ActiveX component for Internet Explorer browsers is only needed for additional functionalities like web scanning and check-in/out. All other Docsvault functionalities are available for any latest web browser without any additional plugin...
The Docsvault Desktop Clients work on Windows OS only but you can use the Docsvault Web Client on a Mac/Linux workstation. Docsvault Web Clients can do everything the Desktop Client can do with a few exceptions. Docsvault Server component must always run...
Yes. In environments where changes to documents must be instantly communicated and tracked, Docsvault has a powerful built in Alerts Notification System. The alerts engine can perform several different tasks throughout the Docsvault system. The ...
Docsvault is tested to work with Windows Terminal Services. However it works with Citrix too without any issues.
Yes, Admin users have the ability to edit and reset the shared options set by you.
Yes, Docsvault stores the documents in their native formats.
A Workflow in Docsvault can be initiated in various ways: Manually Initiating a Workflow: Assigned initiators of the workflow can manually initiate a workflow on a document by right clicking on the document. Automatically Initiating a Workflow by Fo...
You will be prompted to create and save your personal signature the first time you are signing a document. You can either draw your signature & initials, select from many available styles or upload an image of your signature. If you wish to reuse your sig...
An Administrator can query the entire Signature Request log and can filter the report by sender, singers, and dates. This option is available from ADMINISTRATION menu > QUERY SIGNATURE REQUEST LOG IN Docsvault client application.
The sender can view the signing progress of any specific signature request by double-clicking on the request or clicking on the Summary button at the top of the Signature Requests tab. This view shows each signer's activity on the signature request. 
You can cancel any pending signature request at any time by selecting the request and then clicking the “Cancel Request” button from Signature Requests node. This will cancel any outstanding signing activities and will void the transaction.  All singers w...
The sender has the option of sending signers notification email as a reminder by selecting the RESEND button from the Signature Requests tab.
The last signer in the process (or the first signer in case of a single signer) gets a success message upon completing their signature which has a “Download” button to easily download signed documents and optionally the signature certificate. Additionally...
Your users can simply click on the link they get from you to open up a simple upload interface in their web browser. They can now simply drag and drop files from their desktop to send files to you.
There is no limit set to the number of users that you can share document links
You can set up as many participants as needed in workflows. When you create a workflow, you determine which users and groups will perform different roles like Initiators, Participants, Managers, and Watchers. For more information, see Assigning Permiss...
  Yes. In recent years, most countries worldwide have adopted legislation and regulations that recognize the legality of a digital signature (standard electronic signatures) and deem it a binding signature. In addition to governments, many industries ha...
There is no limit set to the number of users that you can share document links.
If you delete an item with a shared link and then restore it from recycle bin, the original link is maintained.
If someone visits a link after it has expired, the browser will display a message that the shared link is no longer valid.
The workflow design is flexible enough to allow for more than single approval on any action. You can even set transitions so that all or any x number of participants have to perform an action among many available participants.
A signature request allows you to request anyone outside your organization (i.e non-Docsvault user) to digitally sign documents simply using their web browser on any device. This feature is a part of the Digital Signatures Add-on starting with v12.
Electronic Workflow is a complete management of a sequence of steps that a digital document will pass through in any business process. Workflow consists of a series of pre-defined steps that identify the status of a document in a business process. ...
Docsvault uses your SMTP server to deliver notification emails. You can specify the SMTP settings on the server side using the Docsvault Server Manager dialog.
If the link is sent through your own email software, and no tracking information is required to use the link, 'Anonymous' will be shown as the user who downloaded files in any reports or email notifications