A place for every client
Create your own client directory, then organise files into document workspaces for each job, project or matter.
DOCUMENT MANAGEMENT FOR SMALL BUSINESSESEvery document.
Every document.
Everything in order.
Your business documents deserve more than another folder. Keep files, versions and client sharing in one clear place.
Your own business. Your own team. No CRM required.
Client documentsExample
NORTHFIELD STUDIO
Website project
Files, decisions and the next step, together.
Project agreement.pdfVersion 3 · Published to client
Design brief.docxVersion 2 · Private to your team
Waiting on client
Brand assets requested. A clear next step for everyone.
FROM FIRST UPLOAD TO FINAL VERSIONLess searching.
Less searching.
More getting things done.
Practical document tools for the people doing the work.
Keep the whole story
Save new versions without overwriting earlier files. See who did what and when, and choose exactly which version a client receives.
Find what is inside
Search extracted document text, including local OCR for scans and images. See indexing status and open the original to check a result.
Bring clients into the loop
Invite clients to their own portal to upload requested files, download published versions and follow the progress you share.
Record signing decisions
Request a signature on an exact published version. Keep the signer’s account, typed name, consent, document hash and time together.
Care for your records
Set retention reviews or automatic archiving. Apply legal holds with recorded reasons, while keeping files and history intact.
CLEAR ACCESS. CLEAR RESPONSIBILITY.One business.
One business.
A place for your whole team.
Give each person their own account. Choose who administers the business, who works on documents and who only needs to view them.
- Owner, Admin, Supervisor, User and View only roles
- A record of document actions, people and times
- Private drafts and explicitly published client versions
- Separate customer access for each document workspace
A SIMPLE STARTYour first client workspace
Your first client workspace
starts here.
- 01
Create your business
Register a WorkVault account and name your business.
- 02
Add your client
Create a client in your directory and open a document workspace.
- 03
Share when you’re ready
Upload files, publish the right version and invite your client.
A FEW USEFUL ANSWERSKnow what
Know what
you’re getting.
Clear answers about what works today and what needs a connection.
Is WorkVault part of DNC Workspace?
They are separate products. WorkVault manages documents and client sharing; DNC Workspace is the CRM for clients, sales and everyday work. Each has its own accounts and data. Records and sign-ins do not automatically transfer between them.
Can I use WorkVault without a CRM?
Yes. Register here, create your business and add clients in WorkVault’s own directory. You do not need a DNC Workspace subscription or account.
Can clients see our internal documents?
Staff uploads are private until an authorised team member publishes a specific version. An invitation gives access only to its document workspace. Clients can also see their own uploads and the progress your team publishes.
Which files can we upload?
PDF, PNG, JPEG, UTF-8 TXT/CSV and non-macro Word, Excel and PowerPoint files are supported. Each file can be up to 10 MiB and must pass validation and malware scanning. There is currently no configured business storage cap.
Does Microsoft 365 work yet?
The connection is ready for administrator setup, but Microsoft 365 is not connected on this service yet. Once configured and tested with your Microsoft account, working copies can open in Microsoft’s web editor, with reviewed changes saved back to WorkVault. Outlook filing is for selected messages and attachments, not full mailbox sync.
Are invitations sent automatically?
Private invitation links are available now. The email queue and delivery history are built, but a sender mailbox must be configured before email invitations can be sent.
Are the signatures certified?
WorkVault records authenticated-account signing intent and evidence for an exact document version. It does not independently certify a person’s identity or provide qualified electronic signatures.
What does early access mean?
The available features can be used while development continues. Paid plans have not launched; check with DNC Tech Solutions before making a purchasing commitment. Retention keeps archived files rather than permanently deleting them. This is not a claim of enterprise DMS feature parity.
Your business documents.
Under control.
Give your files and the people who use them a proper home.
Create your WorkVault Already have a WorkVault account? Log in