Docsvault: The Leading On-Premise Alternative for Worldox Document Management.

Docsvault lets you create custom logical folder structures tailored to your business needs. The Profile Filing Template feature automatically places documents in the correct folders based on their metadata. This ensures that all files related to a particular client and matter are stored together in a single location. You can use the same profile to save emails, scanned files, images, and media files, keeping everything related to a matter in one place.

Docsvault’s tight Microsoft Office integration allows you to save all your Word, Excel, and PowerPoint files directly to the Docsvault repository.

• One-click saving: Save documents from MS Office applications to Docsvault with a simple click of the “Save” button.
• Version control: Save changes back to Docsvault as new versions (or overwrite if you have permission)
• Quick and easy document creation: Create new Word and Excel documents directly within Docsvault.

Docsvault integration with MS Outlook offers a streamlined approach to managing client communications. You can effortlessly:

• Save incoming emails: Use the Docsvault Add-in to save emails and their attachments directly into the Docsvault repository.
• Prompt users to save sent emails: Configure Docsvault to prompt users to save sent emails to Docsvault.
• Customize ignore lists: Reduce unnecessary prompts by creating ignore lists for specific email addresses or domains.

Docsvault offers powerful features to help you efficiently organize and retrieve documents:

• Document Status: Use visual flags to quickly categorize documents based on their status or importance.
• Custom tags and categories: Utilize metadata fields to create and assign descriptive tags and categories to documents, providing a flexible way to organize and classify your information.
• One-click retrieval: Combine flagging and tagging to easily locate and retrieve documents with a single click.

Docsvault’s robust version control system provides all the features for maintaining document integrity and tracking changes:

• Automatic versioning: Docsvault creates and tracks new versions of your documents upon check-in, ensuring a complete history of changes.
• Version History: Easily review version history to identify who made changes and understand the evolution of your documents.
• Version Notes: Add comments to specific document versions to provide context, clarify changes, or discuss modifications with colleagues.
• Event History: Track complete history of all user activities happening on any document.

Docsvault offers robust features to enable secure and efficient document sharing:

• Internal sharing: Easily share documents within your organization, granting appropriate access levels to specific users or groups.
• External sharing: Share documents securely with clients or external collaborators, providing controlled access and tracking their activity.
• Permission management: Granularly controls who can view, edit, or download shared documents, ensuring data confidentiality.
• Audit trails: Track document access and activity, providing transparency and accountability.

Docsvault offers a comprehensive migration process that ensures a smooth transition from Worldox to Docsvault while preserving your valuable data and metadata:

• Structure preservation: The migration process maintains the original document structure and hierarchy, ensuring that your data is organized in a familiar manner within Docsvault.
• Metadata mapping: Docsvault’s migration process allows for precise mapping of Worldox metadata fields to corresponding fields in Docsvault, preserving the essential information associated with your documents.

Our team will guide you through a smooth migration from Worldox to Docsvault, ensuring a seamless transition.