Features and concepts
New users should start here. Understand the platform, learn key terminology, and orient yourself to the interface.
What is eVault?
What eVault does and why it exists.
Key Terms
Plain-language definitions for every term you'll encounter.
Signing-in to eVault
Sign in with SSO or with an email and password.
Important Security Features
How eVault keeps documents tamper-proof, audit-ready, and defensible.
eVault Layout
Tour of the four main sections of the interface, with deeper pages for the Dashboard and Vault Explorer.
eVault Layout
Tour of the four main sections of the interface.
Dashboard
Every panel and control on the Dashboard, plus the org and vault switchers.
Vault Explorer
Left sidebar views, workflows, certified prints, paper outs, and data imports.
Transfers
Outgoing, incoming, and sent history for transfers.
Organization
Members, vaults, partners, activity, settings, integrations.
Tasks and actions
Step-by-step instructions for the most common document tasks.
Finding your documents
Browse folders, run searches, use bookmarks, and open a package's detail tabs.
Uploading and managing documents
Upload PDFs, add attachments, and update package info.
Package management
What a package is, why documents are permanent, and the sidebar package views.
Prints, Paper-outs, and Transfers
Download packages, request certified prints, paper out, and transfer.
Developer
Reference material for building server-to-server integrations against the eVault API.