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DocVault — Getting Started

Signing in

DocVault runs inside your own SharePoint site — there is no separate login. Open the site your administrator gave you and you are already authenticated with your Microsoft 365 account. Everything you see respects your existing SharePoint permissions: if you cannot open a document in SharePoint, it will not appear for you in DocVault.


Moving between screens

Every screen shares the same top navigation: Home, My Workspace, Library, Search, Templates, Pipeline and Admin. The current screen is underlined in your organisation's theme colour. Two buttons sit on the right:

  • Advanced search — jumps to the Search & Discovery screen.
  • New document — opens the Library with the upload dialog already open.

Your trial

A new installation runs free for 15 days. A countdown banner appears across the top of every screen and turns red in the final three days. You can activate at any point during the trial without losing a day — select Enter license key in the banner. See Installation & Setup for full activation steps.

📸 Screenshot: Trial countdown banner

Capture: Any DocVault screen with the amber trial banner visible above the top navigation. Capture with more than three days remaining (amber), and optionally a second capture with fewer than three days (red).
Suggested callouts: (1) Days remaining (2) Enter license key link
Recommended size: 1600 × 260 px (banner crop)

Screenshot to be added.


For questions or support, contact SharePoint Designs at sharepointdesigns.com.