Skip to main content

DocVault — Templates & Administration

Templates & Libraries​

The Templates screen carries your organisation's approved starting points. Cards tagged Global are available to every department; cards tagged with a department name are restricted to it. Cards tagged Sample are the built-in starters that ship with DocVault.

  • Upload template — add a real Word, Excel, PowerPoint or PDF file and choose whether it is Global or scoped to one department.
  • Use template — opens the new-document dialog with the template pre-selected. DocVault copies the template into the department library you choose, applies your metadata, assigns the next document number and opens the copy for editing.
  • New library — register an additional department library with its own document-number prefix and default review cycle.
📸 Screenshot: Templates gallery

Capture: The Templates screen showing at least one uploaded Global template, one department-scoped template and several Sample cards, with the scope filter dropdown visible.
Suggested callouts: (1) Upload template button (2) New library button (3) Global / department / Sample tags (4) Use template button (5) Scope filter
Recommended size: 1600 × 1100 px

Screenshot to be added.

Administration overview​

The Admin screen carries five panels:

  • Data source & setup — the Dev / Live toggle, the current mode badge, how many department sources are connected, and a link to run or re-run the Setup Wizard.
  • Branding — theme colour, logo and welcome banner. See Branding below.
  • Documents by status — a live bar chart of the whole repository.
  • Roles & permissions — a reference matrix of the five DocVault roles and what each can do.
  • Retention & disposition rules — the retention schedule reference for each record class.
  • Activity & audit log — the most recent status changes across all libraries.
note

The Roles & permissions matrix and the Retention & disposition table document your governance model for auditors. They are reference views: actual permissions are managed in SharePoint, and retention is enforced by Microsoft Purview.

📸 Screenshot: Administration — full page

Capture: The full Admin screen. Capture in Live Mode so the green LIVE MODE badge and the connected-source count are visible.
Suggested callouts: (1) Data source & setup with Dev/Live toggle (2) Branding panel (3) Documents by status chart (4) Roles & permissions matrix (5) Retention rules (6) Activity & audit log
Recommended size: 1600 × 2400 px (full-page capture)

Screenshot to be added.

Branding​

Only site administrators can change branding; everyone else sees the panel with a lock notice.

  • Primary theme colour — one colour drives the whole portal: buttons, links, highlights and accents. Pick from eight presets, use the colour picker, or type a hex value.
  • Logo — upload a PNG, JPG, SVG or WebP. Raster images are downscaled automatically. The logo appears in the top navigation, the footer and the activation screen. Reset to default removes it.
  • Welcome banner — choose a solid colour or an image URL for the Home hero. Leave the colour blank to use the default DocVault gradient. A live preview sits beside the controls.

Select Save branding. Other pages pick up the change on their next load.

📸 Screenshot: Branding panel with a custom colour and logo

Capture: The Branding panel after a non-default theme colour has been chosen and a logo uploaded, with the welcome banner preview reflecting the choice.
Suggested callouts: (1) Theme colour picker and swatches (2) Logo upload and preview (3) Background type buttons (4) Live banner preview (5) Save branding
Recommended size: 1600 × 1000 px

Screenshot to be added.

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