Getting started
Set up your account and understand how docEvault fits together.
How docEvault worksThe core loop behind docEvault — request documents, let your client upload them without an account, then review and act on what comes in.Creating your docEvault accountSign up with your work email or Google, set up your organization, and get through the first-run checklist.Setting up your encryption passphraseHow docEvault's end-to-end encryption works, how to choose a passphrase, and why nobody can recover it for you if it's lost.
Core workflow
Request documents, track what comes in, and act on it.
Adding contactsCreate the client records you collect documents from, add phone numbers for SMS, and archive contacts you no longer work with.Creating a document requestBuild a checklist of the documents you need, send it to one or more contacts, and let each of them upload through their own private portal link.Using templatesSave a document checklist once and reuse it across contacts, so you're not retyping the same intake packet every time.The client portalWhat your contact sees when they open their upload link — the checklist, uploads, phone camera capture, and messaging you back.Document statuses explainedWhat Requested, Under Review, Approved, Needs Revision, and N/A each mean, and which of them block a request from completing.Reviewing and approving documentsCheck each uploaded file, approve it or send it back with a note, and message the contact without leaving the request.Downloading documentsDownload an individual file or pull everything from a request down as a single ZIP.Reminders and message sequencesHow docEvault chases contacts for you — the four moments in a sequence, how to change the wording, and how to send a one-off nudge.SMS reminders and consentWhat you need before docEvault will text your clients — a Professional plan, carrier verification for your firm, and recorded consent from the contact.E-signaturesSend a document for signature, place signature, date, and text fields, and track who has signed.Fillable formsPublish a form your contact completes in the browser — no printing, scanning, or PDF editor on their end.
Account & team
Seats, roles, plans, and billing.
Inviting team membersShare contacts, requests, and templates across your firm by inviting colleagues to your organization.Roles and permissionsdocEvault has two roles — admin and member. What each can do, and the safeguard that stops you locking yourself out.Plans and billingThe three docEvault plans, what each includes, and how to change plan, add seats, download invoices, or cancel.Storage and file size limitsThe per-file upload ceiling and storage allowance on each plan, and what to do when a client's file is too big.
Integrations
Connect docEvault to the other tools you use.
For clients
Uploading documents to a firm that asked for them? Start here — you don't need an account.
How to upload your documentsA step-by-step guide for clients who received a docEvault link and need to send documents to a firm. No account or password required.Is docEvault safe to upload documents to?What docEvault is, how your documents are protected, and how to check that the link you received is genuine before you upload anything.I didn't get my upload linkWhat to do when the email or text with your docEvault document request never arrived, or you can no longer find it.My upload isn't workingFixes for a document that won't upload to a docEvault request — file too large, unsupported format, poor connection, or an expired link.Photographing a document with your phoneHow to take a photo of a paper document that a firm will actually accept, without a scanner.Stopping text message remindersHow to opt out of docEvault text reminders, what happens after you do, and how to start receiving them again.
Troubleshooting
Fixes for the problems that come up most often.
Frequently asked questionsQuick answers to the questions docEvault support gets most often, with links to the full explanation for each.Why was I suddenly logged out?docEvault allows one active session per seat, so signing in somewhere else ends your previous session. What that means and how to avoid it.Forgot your passwordReset your docEvault login password by email, and why that's a different thing from your encryption passphrase.Forgot your encryption passphraseWhat you can and can't recover when the passphrase protecting your organization's documents is lost.A contact isn't getting my remindersWhy a client isn't receiving docEvault emails or texts, and how to work through it from the firm's side.My contact can't upload a fileDiagnose a client who says the upload isn't working — file size, an expired link, or something you can fix from your side.
Can't find an answer? Email support@docevault.com with your organization name and, if it's about a specific request or contact, which one.