How to Use

Getting started with
Delian Vault.

Everything you need to know — from creating your vault on the first launch to redacting documents, granting permissions, and running encrypted backups. Takes about 15 minutes to read.

Contents

  1. Create your vault
  2. Save your recovery key
  3. Import your first document
  4. Organise with folders, tags, and statuses
  5. Search inside every document
  6. Redact sensitive text
  7. Add Bates numbers and stamps
  8. Draw and place your signature
  9. Track document versions
  10. Create users and grant permissions
  11. Review the audit log
  12. Back up your vault
  13. Enable Touch ID
  14. Best practices

1Create your vault

Open Delian Vault for the first time. You'll see the Create Your Vault screen.

  1. Enter an Admin Name — this is your username for logging in. It can be anything (your name, a handle, initials).
  2. Choose a password. It must be at least 8 characters with one uppercase letter and one number. Longer is better — try a phrase like correct-horse-battery-staple.
  3. Confirm the password.
  4. Click Create Vault.
Important

Your password is the encryption key. If you forget it and lose your recovery key, your documents cannot be recovered. Not by us, not by anyone. Save both before you continue.

2Save your recovery key

Immediately after creating the vault, a sheet appears with a 24-word recovery phrase. This is the only way to regain access if you forget your password.

  1. Click Reveal to unblur the words.
  2. Click Copy to copy the phrase, or Save as Text to write it to a file.
  3. Write the words on paper and store them somewhere physically safe (a safe, a locked drawer, a bank deposit box).
  4. Tick "I have written down my recovery key".
  5. Click Continue.
Best practice

Never store your recovery key digitally. Not in Notes, not in a photo, not in a password manager on the same Mac. Paper in a locked place is the correct way — it's the same principle banks use for safe-deposit boxes.

3Import your first document

After onboarding, you land on the Dashboard. Click Documents in the sidebar.

You can import in three ways:

Folders are scanned recursively — drop an entire folder of contracts and every file inside gets imported. Duplicates (same name and size) are skipped automatically. Files are encrypted with AES-256 before being written to disk.

Tip

Re-importing a file with the same name doesn't create a duplicate — it becomes a new version. More on that in step 9.

4Organise with folders, tags, and statuses

Folders

Click the funnel icon in the Documents toolbar → New Folder…. Give it a name and click Create. Move documents in by right-clicking a document → Move to folder.

Tags

Select one or more documents, open the Actions menu in the bulk bar, and choose Add Tag…. Tags are freeform — use anything meaningful: contract, financials, 2026. Filter by tag from the funnel menu.

Favorites

Hover any document and click the star to mark it as a favorite. Toggle the star filter from the funnel menu to see only favorites.

Statuses

Right-click any document → Set Status → choose Draft, Review, Approved, or Signed. The status shows as a colored badge on each row. Use the funnel menu to filter by status.

5Search inside every document

There are two search modes:

On import, every PDF is scanned for text. If the PDF is a scan of paper, Delian Vault runs OCR on-device using Apple's Vision framework to make it searchable. The results show the matching snippet with context.

6Redact sensitive text

Open any PDF, then click the rectangle.slash icon in the left tool rail (or right-click the document in the list and choose Redact).

  1. The PDF opens in the redaction editor.
  2. Drag across any area of the page — a live red-bordered rectangle follows your mouse.
  3. On release, the rectangle becomes solid black.
  4. Draw as many boxes as you need across as many pages as you like.
  5. Click Apply — the boxes are burned into a new PDF.
  6. Click Preview to verify. The redactions are now permanently flattened — the underlying text is gone, not just hidden.
  7. Click Export to save the redacted file.
Undo / Redo

Press ⌘Z to undo the last box, ⌘⇧Z to redo. The Clear button removes all boxes at once — this is also undoable.

Note

Redaction only works on PDF documents. If you need to redact a different file type, convert it to PDF first.

7Add Bates numbers and stamps

Bates numbering

  1. Open a PDF.
  2. Click Bates in the left tool rail.
  3. Enter a prefix (e.g. ABC- or SMITH-).
  4. Set the start number (usually 1, or the number where the last batch left off).
  5. Choose the number of digits (4, 5, 6, or 8).
  6. Pick the position on the page — top/bottom, left/right, or center.
  7. Click Apply. The numbers are stamped on every page.

Stamps

  1. Open a PDF.
  2. Click Stamps in the left tool rail.
  3. Choose from: APPROVED, CONFIDENTIAL, DRAFT, EXHIBIT A, EXHIBIT B, EXHIBIT C, PRIVILEGED, COPY, ORIGINAL, VOID, REVIEWED, SIGNED.
  4. Click a stamp to place it on the current page.

8Draw and place your signature

  1. Open a PDF, then click Sign in the left tool rail.
  2. Draw your signature with the mouse or trackpad in the signature box.
  3. Click Clear to try again, or Use Signature to confirm.
  4. The document is now in signature-placement mode. Click anywhere on the page to place your signature at that spot.
  5. The signature is burned into the PDF immediately.
  6. Export the file to save.
Tip

You can place the same signature multiple times on different pages. Just click Sign again, then click where you want it to go.

9Track document versions

When you import a file with the same name as an existing document, Delian Vault doesn't overwrite it. Instead, it creates a new version.

Each version is logged in the audit trail with a timestamp and note.

10Create users and grant permissions

Add a user

  1. Click Users in the sidebar (admin only).
  2. Click Add User.
  3. Enter a name, password, and choose a role:
    • Admin — full access to everything
    • Editor — can view, import, edit, and share documents
    • Viewer — read-only access to documents they're granted
  4. Click Create.

Grant per-document access

  1. In the Documents list, select one or more documents.
  2. Open the Actions menu in the bulk bar → Apply Permissions…
  3. Pick the user, the access level (View / Edit / Delete), and optionally an expiry date.
  4. Click Apply.
Time-limited access

Set an expiry when granting permission — e.g. "view until 30 days from now". After that date, the permission is automatically revoked. Perfect for external counsel or consultants who need temporary access.

11Review the audit log

Click Audit Log in the sidebar. Every action in the vault is recorded here:

Search by keyword, filter by user, or export the log for compliance reporting. Admins can delete individual entries or clear the entire log — both actions are themselves logged.

12Back up your vault

Choose Vault → Export Vault Backup… from the menu bar.

  1. Enter a password for the backup — it can be the same as your vault password, or different. Choose something you'll remember.
  2. Choose where to save the .dvbak file.
  3. Wait for the encrypted archive to be written.

The backup contains everything:

To restore: Vault → Restore from Backup… and enter the backup password.

Routine

Export a backup at the end of every working week and store it on an external drive or in an offline location. Update the "last backup" date in your calendar.

13Enable Touch ID

If your Mac has a fingerprint sensor, you can unlock the entire vault with Touch ID instead of typing your password.

  1. Log in with your password.
  2. Open Settings → Recovery & Biometrics.
  3. Toggle Touch ID unlock on.
  4. Lock the vault (⌃⌥⌘L or click Lock Vault in the sidebar).
  5. The login screen now shows a Touch ID button. Click it and place your finger on the sensor.
Reminder

Touch ID is a convenience layer — the actual encryption is still derived from your password. If your Mac's biometric hardware is reset or you change your enrolled fingerprints, Touch ID will stop working and you'll fall back to password login.

14Best practices

Save your recovery key on paper

Not in a digital file. Not in a photo. Not in the same Mac's password manager. Paper in a locked drawer or safe-deposit box is the correct method.

Use a strong passphrase

Four random words are stronger than eight random characters. correct-horse-battery-staple is easier to remember than X7$mK#2q, and just as secure.

Back up weekly

Export a .dvbak file every Friday and store it offline. It's the only thing that protects you from a hardware failure or accidental vault deletion.

Grant the minimum permission

Give reviewers View, not Edit. Give editors access to specific folders, not the whole vault. Least privilege is the founding principle of data room design.

Set expiries on external access

When you share a document with external counsel, a buyer, or an auditor, set an expiry. You'll never have to remember to revoke it — the app does it for you.

Enable auto-lock

In Settings → Security, set auto-lock to 5 or 15 minutes. If you step away from your Mac, the vault locks itself.

Review the audit log monthly

Even if nothing seems wrong, read the log. Unexpected entries are the earliest sign of a security problem.

Never disable lockout protection

Five wrong passwords → vault locks. This is what makes brute-force attacks on your vault impossible. Leave it on.

You're ready

That's everything. Delian Vault was designed to be simple enough to use daily and secure enough to trust with anything. If you get stuck, the Support page has answers to common questions, and you can always write to us at delianvault@hermeneialabs.co.uk.

Every email is read and answered personally.