We’re excited to announce the release of our latest Docsvault update, packed with a range of new features and enhancements designed to streamline your document management processes and boost productivity.

Key Highlights:

New Archive & Delete Policies**: 

  • Define custom rules to automatically archive or delete documents based on specific criteria like creation date, modification date, or specific metadata dates.
  • Exclude important documents from automatic actions by flagging them with a special “Archive Policy Hold” status.
  • Quickly search and retrieve archived documents.

Intuitive Profile and Index Management:

  • Create a relationship between index fields to filter out the possible values for one index field based on the value of another.
  • Add or modify static index field values directly, with changes automatically reflected in existing documents.
  • Maintain data integrity by preventing manual renaming and editing metadata to automatically generated folders and files.
  • Quickly find documents based on their metadata using the new Profile Search feature.

Microsoft Office Integration: 

  • Override the default Office save dialogue to directly save documents to Docsvault.
  • Configure settings to allow or restrict users to save to local drives.

Outlook Integration:

  • Easily save sent emails to Docsvault with the new Outlook add-in option.
  • Configure ignore lists to exclude specific emails or domains from saving prompts.

Enhanced Security:

  • Ensure the highest level of security with FIPS-compliant encryption algorithms.
  • Stronger password complexity requirements

Advanced Search Capabilities:

  • Profile Search for quick, metadata-based searches
  • Enhanced Advanced Search Options

Please refer to the complete release notes for a detailed overview of all the new features, enhancements, and bug fixes.

** Features and Add-ons are available in Enterprise and Ultimate editions

For a detailed list of changes, enhancements, and fixes, please refer to the link below:

What’s new in Ent & Ult 

What’s new in SB

Upgrade Steps

Learn how to upgrade from previous versions here.

We’re committed to continuously improving Docsvault to meet your evolving needs. Thank you for choosing Docsvault!

The Docsvault Team