DocVault — Overview
Product: DocVault DMS by SharePoint Designs
Package version: 1.0.74
Audience: End users, document owners, approvers, administrators
Compatible with: SharePoint Online (Microsoft 365)
What is DocVault DMS?
DocVault DMS turns a SharePoint site into an ISO 9001-aligned controlled document management system. Every document carries governed metadata, moves through a two-stage approval workflow, keeps a full version and audit history, and can be found either by metadata facets or by asking a question in natural language.
The product is delivered as nine SharePoint Framework (SPFx) application customizer extensions — one per screen. Each renders edge-to-edge in the page's Top placeholder, so every DocVault screen fills the full width of the browser.
The nine screens
| Screen | Page | What it is for |
|---|---|---|
| Home | DocVault-Home.aspx | Landing dashboard: greeting, search, your open work, department libraries, recent activity |
| My Workspace | DocVault-Workspace.aspx | Your personal queue: items needing attention, assigned reviews, drafts, recently viewed |
| Document Library | DocVault-Library.aspx | Browse and filter every controlled document; upload new documents; check documents out |
| Search & Discovery | DocVault-Search.aspx | Copilot grounded answers, full-text content search, advanced metadata filters |
| Document Detail | DocVault-Document.aspx | One document: metadata, versions, workflow, comments, audit trail, permissions |
| Approval Pipeline | DocVault-Pipeline.aspx | Kanban board of every document by approval stage — the document controller's view |
| Templates & Libraries | DocVault-Templates.aspx | Approved company templates; create a new document from a template |
| Administration | DocVault-Admin.aspx | Data-source mode, branding, status chart, roles, retention rules, audit log |
| Setup Wizard | DocVault-Setup.aspx | One-time provisioning of the document backend (administrators only) |
Two data modes
DocVault installs in Dev Mode and shows a built-in sample set of 24 documents so you can explore every screen before touching real data. A DEV MODE badge appears in the top navigation while this is the case. Once an administrator has run the Setup Wizard, switching to Live Mode in Administration makes every screen read your real SharePoint libraries.
Nothing you do in Dev Mode is written to SharePoint. Check-outs, comments and status changes are simulated in the browser only.
📸 Screenshot: The DEV MODE badge in the top navigation
Capture: Top navigation bar of any DocVault page while in Dev Mode. Crop to the navigation strip only.
Suggested callouts: (1) DocVault logo (2) Screen tabs (3) DEV MODE badge (4) Advanced search / New document buttons
Recommended size: 1600 × 200 px (banner crop)
Screenshot to be added.
For questions or support, contact SharePoint Designs at sharepointdesigns.com.