Docsvault Document Management Software

Key Features

• Email Management for Outlook

  Integrates with Microsoft Outlook to save incoming and outgoing emails and attachments directly to matters or projects.

• Microsoft Office Integration

  Supports editing and version management within Word and Excel, including automated footer stamping.

• Built-in PDF Tools

  Includes tools to merge, split, redact, and apply Bates numbering to PDFs within the system.

• AI-Assisted Processing and OCR

  Uses OCR and indexing to make scanned documents searchable and help users locate information.

• Version Control

  Tracks document history, supports version comparison, and allows users to restore previous versions.

• Access Controls and Auditing

  Provides granular user permissions and audit trails to monitor actions within the repository.

• Workflow Automation

  Supports predefined routing and approval workflows for documents.

Use Cases

• Legal Matter Management

  Organizing legal documents, pleadings, and correspondence by client and matter for case access.

• Regulatory Compliance

  Supporting compliance with HIPAA, GDPR, and ISO 9001 through secure storage, retention policies, and audit reports.

• Digital Archive Migration

  Moving from discontinued legacy systems to an on-premise repository while preserving folder structures.

• AP Invoice Processing

  Using document capture to route invoices and maintain financial records.

• HR Document Digitization

  Managing employee records and onboarding workflows while securing personnel files.

Integrations

• Microsoft Outlook
• Microsoft Word
• Microsoft Excel
• Active Directory

FAQ

What is Docsvault?

Docsvault is an on-premise document management system that helps businesses centralize, search, and secure digital documents and emails.

Is Docsvault suitable for law firms?

Yes, it is designed for legal professionals and includes matter-centric organization and tools for managing discovery, contracts, and pleadings.

How much does Docsvault cost?

The Small Business Edition starts at $15.55 monthly for 5 users. Pricing varies based on the chosen edition and number of user licenses.

Does Docsvault support regulatory compliance?

Docsvault includes features designed to help organizations meet regulations such as HIPAA, GDPR, ISO 9001, SEC, and SOX.