What's New in v7.0
Automated Workflows: Docsvault's Automated Workflows will allow you to replicate your document centric business
processes like invoice approvals, purchase authorizations, document review & revisions, etc. to make them more streamlined,
more accurate and less time consuming while making the entire process traceable.
Email Automation Add-on: This add-on consists of following features:
oEmail Capture: A smart way to capture emails from your company email servers, email servers hosted with ISPs and even
from services like Gmail, Hotmail & Yahoo. It is smart enough to allow you to capture only desired emails and attachments,
so that your faxes, orders and other important emails can be captured directly to your Docsvault repository without having to
search through them manually in your mailbox.
oEmail Archive: Allows you to easily archive all your company email communications by account, year and other criteria for
compliance and e-discovery..
oAuto Emailing: A feature to automatically send customized emails based on predefined rules. This is a great feature to send
reminder emails for expiring policies, contracts, payment reminders or for any other purpose that is time sensitive.
Advanced Import Add-on: Docsvault's Advanced Import add-on is an extension of the simple import feature and is typically
used used to capture data exported from other applications or scanning software. Using the Advanced Import method, documents
from a watch folder can be imported based on their meta data available in separate csv index files. You can automatically name
and file documents based on captured meta data while populating their document profiles in Docsvault.
API Add-on: You can now integrate your document management software with other applications and internal systems using
Docsvault's REST based APIs. With Docsvault APIs you can achieve two way data exchange with virtually any business
application that is programmable.
Audit Trail: Four new audit events added to document events log: Flag Assigned, Workflow Initiated, Workflow Completed and
oYou can now make use of the asterisk (*) character as a placeholder for any unknown or wildcard terms for searching within
document contents. e.g " * policy"
oSearch in 'Current Folder only': You can now restrict searches only within the root folder specified in 'Look In' option to
exclude search in its sub folders
oSpeed increase in search results listing.
Route document option renamed to 'Document tasks'
Options 'cut, copy, paste, delete,and rename' in the document right click menu have been grouped under an 'Edit' option
Shortcut key Ctrl+P keyboard shortcut added for print in Docsvault Viewer dialog
Document Notes: The date format in Document Notes has been standardized to mmm-dd-yyyy .
Filing Area: The column sorting order in the filing area is now remembered per user
Adding Files/Folders using ‘Send To' will now display existing files in folders in the Docsvault Navigation dialog
Document Viewer & PDF Editor: For fast editing, file description dialog added in the right panel
What's New in Enterprise
Document Profile indexes: In case of new file versioning while importing documents, the new index values assigned during
import will be applied instead of retaining the index values for the older version
Fixed the issue of empty backup folder being created even in case of a backup failure
Fixed the issue of thumbnails quality deteriorating after 'undo' operation in Scan Form dialog.
Fixed the issue faced when a document is scanned and added to an existing pdf file and simultaneously 'undo checkout'
operation is performed on the same file by another user. Now the user will have an option to save the scanned documents on their
Desktop which can be imported later.
Fixed unusual ordering of pages in PDF Reorder dialog when a PDF file contains more pages then the display capacity of this
Fixed Docsvault Update Utility: User’s preference settings were not been updated in case when Docsvault Server Manager
application and Docsvault database are not installed on the same machine.
Fixed the issue of Customize Columns not being editable once set for all users by the Admin
Fixed the issue when viewing PDF files in Docsvault Viewer from a search result, the search term not being highlighted in next
documents when using the next doc button in the Viewer.
Fixed the issue of Audit trail sorting in Docsvault Web Client.
Fixed the issue of invisible import and viewer dialogs in case of improper user settings
Fixed the issue of incorrect result when searching in combination for Document version notes and Profile search using 'AND'
Fixed the issue of displaying previous criteria instead of current search criteria in Refine Search
Fixed the issue of not clearing 'Saved Search' pop up from the Main menu on Logout.
Fixed unusual behavior when sorting multiple columns in search result.
Fixed incorrect search result in Folder search, Advanced and Quick search with keywords containing characters '[, ]'
Fixedincorrect behavior of Docsvault backup to maintain one set of backup even when purging old full backup sets is set to 0 (nil)
Fixed the issue of not remembering folder shortcut link in Navigation Dialog.
Fixed security related issue when viewing 'Checked Out Documents' and navigating to the 'Favorite Folder' under 'My Workspace'
section from Docsvault navigation dialog
Fixed security related issue in Web Client - unable to create and import files/folder in an empty folder
What's New in v6.0
New Type of Users Licensing: Docsvault introduces two new categories of users. Additional licensing applies for each category
oRead-Only Users: This type of users may only open and read documents from Docsvault. They will not be able to edit,
delete or create documents. They would still be able to create tasks and route documents to other users in the system.
oExternal Users: With this type of licensing you can share your documents with users outside of your organization. Now you
can securely share selected folder and its contents with your clients, vendors and other business associates and even give
them the rights to upload/download files and/or create new folders.
Automatic Email Capture: Docsvault introduces a new automatic 'Email Capture' feature. This feature enables you to capture
your incoming and other emails directly from your email server by setting up capture jobs with email rules. Email jobs work in the
background and will capture desired emails and attachments and save it to the Docsvault repository on regular intervals without
any user intervention. This feature uses the IMAP protocol generally supported by all email servers.
My Workspace: A new addition to the left panel named “My Workspace” allows you to quickly access user specific documents.
It provides access to:
oUser’s Checked Out Documents
oTheir Favorite Folders
oTheir Favorite Files
oTheir Recently Accessed Documents
oTheir Recently Imported/Created Documents
oRecent New Versions created by them
File Templates: Store draft documents in File Templates for later one click creation of repetitive documents. File Templates can
contain multiple files at the same time and users can choose to create only desired files while creating new documents.
Index values from External Source: You can now fill up values for Index fields from other databases like your CRM or your
accounting software Docsvault can now instantly query other databases to bring real time data to fill up document profiles
Importing Static Index values: You can now create a predefined list for Index of 'Static Index' type by importing lists from csv or
Search Option in Navigation Dialog: Docsvault Navigation dialog now has a search option to quickly locate the folder you want
to save files to or open documents from without having to manually navigate through the entire folder hierarchy
Tasks List Export: You can now export Task lists in csv,pdf, xls, xlsx and xml formats
Save PDFs from Docsvault PDF Editor & Viewer: Docsvault PDF Editor and Viewer now have an option to save PDF files
directly to any location on your computer
Rename Main Documents Node: Administrator group members can now customize the main 'Documents' node by changing it
to a more relevant name
New Navigation Buttons: Added Back and Forward buttons to the file panel icon bar to easily navigate through previous
locations opened in Docsvault
What's New in Enterprise
Docsvault Viewer: You can now open multiple PDF and Image files in Docsvault Preview window
Document Notes: Removed word count limitation in Documents Notes
Viewer Options: Separated setting to open PDF and Image files in Docsvault Preview window.
Folder Search History: Docsvault will maintain a user specific history of last 10 keywords searched in Folder Search.
File Search History: Docsvault will maintain a user specific history of last 25 keywords entered in Search text box.
Append Scanned Page: You will now be able to specify the exact position to append a page at the time of scanning and
appending pages to a PDF file
Filing Panel: A right-click menu is added to the Filing panel in 'Scan’ and 'Filing Area' windows giving users a handy way to
rename, delete and create new folders and to refresh the folder list in that panel
Sorting Multiple Columns: Docsvault now allows you to sort by multiple columns at the same time. After sorting the first
column normally a second sort order can be added by holding the 'shift' key and clicking on the second column you wish to sort
Clear Temp Files: One click cleanup of temp files and even checked out files from local client machine. This option is available
under Options > Other dialog.
Public Shared Links list: Administrator group members and users with ability to create shared links can access a full list of
existing Public Shared Links from user options dialog in Docsvault Client application
Search Hits Highlighting: When viewing PDF files in Docsvault PDF viewer from search results only the first hit is highlighted.
Users can click the next button near the search text box or hit the Enter key to highlight the next hit
Scan Paper Size: Auto size option added to paper size in the scan dialog
File listing speedup: Further enhanced listing speed for file list panel
Web Access: You can now allow or restrict user to access documents via Docsvault web client
Now a minimum of 'Read' right is required to list contents of any folder
Fixed unusual behavior while deselecting security rights in Security dialog
Fixed the issue of incorrect import location/destination if the focus is set on the List view instead of Tree view while dragging and
dropping documents from Desktop into Docsvault tree panel
Fixed unusual behavior if the user selected 'Don't show dialog again option' while checking out folder.
Fixed the issue of incorrect behavior of Docsvault Add-ins button in Excel with multiple workbooks open.
Fixed unusual behavior of document while canceling the procedure of 'Check-In' from MS Office applications. Now, the document
will remain open in-case 'Check-In' procedure is canceled by the user.
Fixed the issue when installing Docsvault with Docsvault Filestream already created
Fixed the issue while creating Public Share Link in Thumbnail mode in Docsvault Desktop Clients
Fixed refresh issue when the file is imported from 'Send To' menu option from outside of Docsvault
Fixed the sorting on date column in Recycle bin
Fixed unusual behavior when refreshing the file panel in Folders with sections.
Fixed the layout issue in Logout & Task dialogs in Metropolis theme
Fixed the issue when trying to save open PDF file from browser into Docsvault using Windows Explorer integration
Fixed the issue of alphabetic sorting of user names in 'Forward' list box in Task dialog
Fixed the issue of incorrect behavior when logging out from Docsvault using the Ctrl+Alt+Del key combination
What's New in v5.7.1025
· Max File Versions Option: Admin can specify the number of file versions to keep. Docsvault will automatically
delete older versions if the number of version exceeds the maximum number specified.
· Customized Logo in Docsvault Web Client: You can now use your own Company logo in Web Clients. This
option is available from the Docsvault Web Manager dialog.
· File Download: In Docsvault Web Client you can now download files using mouse double click or the toolbar
· Multiple Files Download: Multiple selected files can now be downloaded as a zipped archive using download
button in the Docsvault Web Client toolbar
· Right Click Menu in Mobile Device Browsers: New dropdown arrow near the file icon to bring up context
menu for mobile device browsers that do not have right click facility
· New Quick Search Options:
· Match: You can now set the Quick Search option to match the keywords entered in one of the following
criteria: 'Any words', 'All words', 'Exact phrase'
· Look In: You can now select the search location i.e. 'Everywhere' to search throughout the repository or 'Under
Selected Folder only' to restrict the search to only those documents in the selected folder and its sub folders
· Copy/Paste Under Same Folder: Added option to create copies of files within same folder using Copy/Paste
operations in Web Client
· Paging: To speed up the file listing, Paging system has been introduced in Docsvault Web Client.
· Browser Compatibility: Improved compatibility of Docsvault Web Client with other standard browsers such as
Firefox and Chrome
· Quick Search: 'Numeric' and 'Date' keywords entered in quick search box will be treated as text strings to
search for partial word matches too
· Advanced Search: In Profile Search, 'Numeric' and 'Date' (mm/dd/yyyy) values entered will be treated as text
strings for 'IS' and 'Contains' criteria
· Registering .Net framework with IIS: .net framework is automatically registered with IIS on systems that
have .Net framework already installed
· Paste Menu Enabled in File Context Menu: Paste enabled in file right click menu to allow paste operation
without having to bring up empty space context menu
· Set column width: Fixed the issue while setting column widths in Docsvault Web Client for folders that have
custom columns set by users
· Memory Leak: Fixed issue of memory leakage in listing of files and folders in Desktop Client
· Email Alert: Added missing title to the date and time column in email alert notifications
· Customize Columns: Fixed the issue of 'Apply to all users' option not working as expected for 'Customize
Columns' in Docsvault Web Client
· Public Share Link: Fixed the issue of Delete and Edit buttons being displayed as disabled while creating a Public
· Column Filter: Fixed the issue of filter option being displayed in document browser of Docsvault Web Client
· Binding to existing website: Fixed the issue of site binding configuration in case web site already exists at the
time of installing Docsvault Web Application
What's New in Enterprise
What's New in v5.7.0927
Over and above all features in the Small Business edition, the Enterprise edition also includes the following:
· New: Web Access: 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 on-site. Upload, share, search
and retrieve documents from any location via the Internet. You can now perform document management tasks
from home or while on the go.
· New: Share Link: Unique web URLs provides a quick and easy way to share your business documents with your
customers, vendors or 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.
· New: 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.
· New: Export documents with full metadata: You can export any individual file/folder or the entire repository
in the original format along with its metadata information like profiles, descriptions and document notes.
· New: Schedule repository export: Schedule automatic exports of the entire repository in its original format at
desired interval. Keep a parallel copy of your repository contents in normal Windows folders.
· New: Reports: Gain instant insight into key activities in Docsvault. All these reports can be viewed, printed or
saved as pdf, html, rtf, xls, xlxs, csv, text format.
· New: Export Profile Values: One click export of complete document profiles for any profile in Docsvault in
csv,pdf, xls, xlsx and xml format.
• New: Advanced audit trail: Complete logging of document activities for comprehensive auditing.
Audit Trail logs all activities along with from–to information on events.
Easy Data Access
For any product related or general customer service questions that may arise, please use our online
Technical Support or contact us by email at: Support@DocsVault.com
Web Site: http://www.DocsVault.com
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