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Document Management Software Features
Docsvault contains full range of document management features that are easy to use and do not require a steep learning curve. Docsvault is available in Small Business and Enterprise Editions.
Document Capture & Management
Centralize paper documents & electronic files and access them with one familiar interface from all workstations in your office.
Integrated Scanning and Capture
Integrated scanning interface allow seamless capture of paper documents. Speed up complex scanning jobs with multiple scan profiles and batch scanning. This incredibly simple interface will change the way you view file scanning.
Customer Friendly Licensing
Docsvault offers flexible licensing options to suit your organization's needs. Apart from standard internal users Docsvault also offers Read-only and External user licensing. For more information on user licensing Read more...
Automatic Email Capture †
Set rules to automatically capture important emails and attachments directly from your email servers and store them in neatly organized folders in Docsvault. Capture faxes, orders, applications, etc. or capture all incoming email for permanent archival. Read more...
Fine Grained Security
Extremely flexible user and group based security along with many system level rights. User and Folder based 'Ownership Overrides' allow administrators to retain ownership of documents for specified users or folders. Separate export rights prevent unauthorized export of information out of system.
Simple Workflow
Route and forward documents and assign work tasks to other users replicating business processes. Setup deadlines and reminders to ensure timely completion of processes and tasks. Subscribe to email notifications of changes and progress.
MS Office Integration
Tight integration into MS Office Word, Excel and PowerPoint enables easy editing of office documents right from within these applications. Save emails and attachments to Docsvault and attach documents to new emails from within Outlook. Read more...
Comprehensive Full Text Search
Simple free search allows search across various criteria including text within document contents. Powerful Advanced Search offers combination of various search criteria for precise results. Search results can be refined and saved for one click execution later.
Audit Trail
Full audit trail settings allow logging of every activity happening on a file or folder. Users can see history of events on any file by a simple right click menu. Administrators and managers can query audit logs using various time, user and location criteria. Read more...
Active Directory Integration
Integration with Microsoft Active Directory allows users to log into Docsvault using their Windows login name and password eliminating the need for remembering separate passwords.
Read more...
Email Notifications and Alerts
Docsvault PDF Printer
Create PDFs from web pages or any other application and save them directly into Docsvault using the virtual Docsvault PDF printer. Cache newly created PDFs on local machine even when the Docsvault client is not connected or running.
Version Control
Retain unlimited versions of documents and revert back to any older version or promote an older version to current at any time. Versioning also offers security against unauthorized overwrites by employing the 'New Version' right while still allowing addition of information to a document by users with restricted rights.
Document Profiling
Assign groups of custom index fields (text, numeric or date) called 'Document Profiles' to folders and files allowing you to identify and search for folders and files based on index field values.
My Workspace
Quickly access your recently accessed, checked out, imported and created documents as well as your favorite files and folders. 'My Workspace' is your special corner in the system that you can call your own. Read more...
Link with External databases†
Fill up values for Index fields from data in external databases like your CRM or accounting software. Docsvault can instantly query other databases to bring real time data to fill in document profiles.
Windows Explorer Integration
The Windows Explorer File Open/Save dialog provides instant access to Docsvault storage directly from any Windows desktop application that uses 'File > Open/Save' dialogs. This means that you can now interact with the Docsvault repository directly from any application. Read more...
Robust and Scalable
Docsvault will grow with your organization's needs. Docsvault is designed upon a very scalable architecture with hundreds of users and hundreds of thousands of documents storage in mind. There is no practical limit on the number of documents that can be stored or the number of users that can work on the same repository.
Web Interface †
Public Shared Link †
Connect Remote Office
Run remote Docsvault clients over secure VPN connections with near local speeds. Connect satellite and remote offices and allow them to participate in the document creation and sharing process.
Watched Folders
Automatically import documents from third party applications, MFPs or Fax servers. The' Watched Folder' feature monitors specified folders for activity and automatically imports documents into Docsvault with various options. Read more...
OCR and Searchable PDF
Seamlessly OCR and create searchable PDFs using Docsvault's inbuilt scanner interface. Automatically identify image based PDFs imported into Docsvault that were created using other applications and convert them to searchable PDFs.
Quick Email
Administrators can enable the 'Quick Email' feature allowing users to email documents directly from within Docsvault for super-fast emailing.
Folder Templates
Folder Templates allow creation of predefined folder and file structures in one click with predefined security, profile and audit trail settings. Administrators can even make changes to these folder templates and push the changes to all existing folder structures created using those folder template. Read more...
Document Relations
Users can set many-to-many relations between documents. Document Relations allow grouping and easy access of documents filed in different locations throughout the repository.
File Templates
Backup and Restore Tools*
Set full and incremental backup schedules for complete peace of mind. Included restore tools ensures minimum downtime in case of a disaster.
Records Retention†
Many more useful features…
Concurrent Access with Overwrite Protection, Customized Flags, Notes, Tasks with reminders, document links, Folder sections with colored tabs, 30+ Visual Themes, Collect Folders, File list printing, Customizable Columns with index fields, Customizable Folder Icons, internal Recycle Bin and much more.
Inbuilt PDF Editor & Viewer
Slice, dice and assemble PDFs. Annotate them with highlights, notes and custom stamps. Edit text and images in any text based PDF. Quickly preview PDFs without opening up a full PDF application.
Document Capture & ManagementCentralize paper documents & electronic files and access them with one familiar interface from all workstations in your office.
Integrated Scanning and CaptureIntegrated scanning interface allow seamless capture of paper documents. Speed up complex scanning jobs with multiple scan profiles and batch scanning. This incredibly simple interface will change the way you view file scanning.
Customer Friendly LicensingDocsvault offers flexible licensing options to suit your organization's needs. Apart from standard internal users Docsvault also offers Read-only and External user licensing. For more information on user licensing Read more...
Automatic Email Capture †Set rules to automatically capture important emails and attachments directly from your email servers and store them in neatly organized folders in Docsvault. Capture faxes, orders, applications, etc. or capture all incoming email for permanent archival. Read more...
Fine Grained SecurityExtremely flexible user and group based security along with many system level rights. User and Folder based 'Ownership Overrides' allow administrators to retain ownership of documents for specified users or folders. Separate export rights prevent unauthorized export of information out of system.
Simple WorkflowRoute and forward documents and assign work tasks to other users replicating business processes. Setup deadlines and reminders to ensure timely completion of processes and tasks. Subscribe to email notifications of changes and progress.
MS Office IntegrationTight integration into MS Office Word, Excel and PowerPoint enables easy editing of office documents right from within these applications. Save emails and attachments to Docsvault and attach documents to new emails from within Outlook. Read more...
Comprehensive Full Text SearchSimple free search allows search across various criteria including text within document contents. Powerful Advanced Search offers combination of various search criteria for precise results. Search results can be refined and saved for one click execution later.
Audit TrailFull audit trail settings allow logging of every activity happening on a file or folder. Users can see history of events on any file by a simple right click menu. Administrators and managers can query audit logs using various time, user and location criteria. Read more...
Active Directory IntegrationIntegration with Microsoft Active Directory allows users to log into Docsvault using their Windows login name and password eliminating the need for remembering separate passwords.
Read more...
Email Notifications and Alerts
Powerful Alerts Notification System allows administrators to set alerts on various server side checks and events. Users can subscribe for immediate or periodic activity notifications on any files or folders activities and changes.
Docsvault PDF PrinterCreate PDFs from web pages or any other application and save them directly into Docsvault using the virtual Docsvault PDF printer. Cache newly created PDFs on local machine even when the Docsvault client is not connected or running.
Version ControlRetain unlimited versions of documents and revert back to any older version or promote an older version to current at any time. Versioning also offers security against unauthorized overwrites by employing the 'New Version' right while still allowing addition of information to a document by users with restricted rights.
Document ProfilingAssign groups of custom index fields (text, numeric or date) called 'Document Profiles' to folders and files allowing you to identify and search for folders and files based on index field values.
My WorkspaceQuickly access your recently accessed, checked out, imported and created documents as well as your favorite files and folders. 'My Workspace' is your special corner in the system that you can call your own. Read more...
Link with External databases†Fill up values for Index fields from data in external databases like your CRM or accounting software. Docsvault can instantly query other databases to bring real time data to fill in document profiles.
Windows Explorer IntegrationThe Windows Explorer File Open/Save dialog provides instant access to Docsvault storage directly from any Windows desktop application that uses 'File > Open/Save' dialogs. This means that you can now interact with the Docsvault repository directly from any application. Read more...
Robust and Scalable
Docsvault will grow with your organization's needs. Docsvault is designed upon a very scalable architecture with hundreds of users and hundreds of thousands of documents storage in mind. There is no practical limit on the number of documents that can be stored or the number of users that can work on the same repository.
Web Interface †
Get the freedom to work from anywhere using Docsvault’s web client. Access your documents from anywhere in the world using simple web browser while still keeping full control over your documents by hosting them on your own server onsite. Read more...
Public Shared Link † Create password protected public URLs to share documents with your customers, vendors and other business associates. Eliminate hassles and risks of sharing files using ftp servers and email attachments. Ensure distribution of latest versions and get full traceability of your shared resources. Read more...
Connect Remote OfficeRun remote Docsvault clients over secure VPN connections with near local speeds. Connect satellite and remote offices and allow them to participate in the document creation and sharing process.
Watched FoldersAutomatically import documents from third party applications, MFPs or Fax servers. The' Watched Folder' feature monitors specified folders for activity and automatically imports documents into Docsvault with various options. Read more...
OCR and Searchable PDFSeamlessly OCR and create searchable PDFs using Docsvault's inbuilt scanner interface. Automatically identify image based PDFs imported into Docsvault that were created using other applications and convert them to searchable PDFs.
Quick EmailAdministrators can enable the 'Quick Email' feature allowing users to email documents directly from within Docsvault for super-fast emailing.
Folder TemplatesFolder Templates allow creation of predefined folder and file structures in one click with predefined security, profile and audit trail settings. Administrators can even make changes to these folder templates and push the changes to all existing folder structures created using those folder template. Read more...
Document RelationsUsers can set many-to-many relations between documents. Document Relations allow grouping and easy access of documents filed in different locations throughout the repository.
File TemplatesFile Templates are a great way to save time while creating new documents from drafts of frequently used documents. File Templates can also contain multiple files that users can choose from while creating new documents. Read more...
Backup and Restore Tools*
Set full and incremental backup schedules for complete peace of mind. Included restore tools ensures minimum downtime in case of a disaster.
Records Retention†
Create retention policies for different types of documents and dispose them in accordance with local laws and industry standards. Manage the entire life cycle of physical records and digital documents - from its safe storage, classification, circulation to its final authorized disposition.
Read more...
Many more useful features… Concurrent Access with Overwrite Protection, Customized Flags, Notes, Tasks with reminders, document links, Folder sections with colored tabs, 30+ Visual Themes, Collect Folders, File list printing, Customizable Columns with index fields, Customizable Folder Icons, internal Recycle Bin and much more.
Inbuilt PDF Editor & ViewerSlice, dice and assemble PDFs. Annotate them with highlights, notes and custom stamps. Edit text and images in any text based PDF. Quickly preview PDFs without opening up a full PDF application.
* If SQL server is installed by Docsvault installer
† Available in Enterprise Edition
