Part 1 · Installation guide
Whether you're an IT admin setting things up for your organisation or an end user getting started for the first time, this walks you through every step. By the end you'll have Doc‑Salvage fully installed and be ready to jump into the app.
1. Prerequisites
Before installing, make sure you have the following in place. A few minutes checking these now saves time later.
Windows OS
Doc‑Salvage currently runs on Windows. Support for other operating systems is on the way.
M365 work email with Global Admin
A Microsoft 365 work email with Global Admin privileges — without it the installer can't provision resources on Azure.
Active Azure subscription
The tenant you plan to use must have an active Azure subscription attached to it.
A working internet connection
Installation connects to Azure and M365, so a stable connection matters throughout.
A working default browser
A browser window opens for the sign-in steps, so make sure your default browser is set up and working.
2. Installing Doc‑Salvage
Downloading the app
1
Visit the Doc‑Salvage website and head to the download section.
2
Click the Get it from Microsoft Marketplace link to begin the download.
3
Once the download completes, launch the installer to get started.
Good to know · There's no registration form to fill in — once the installer launches, you'll move straight to sign-in.
3. Sign-in & resource provisioning
Azure sign-in
When the installer launches, a browser window opens automatically — this is completely normal. You'll be prompted to sign in.
1
Sign in using your M365 work email address — the one with Global Admin privileges.
2
If you manage multiple tenants, select the one with an active Azure subscription from the login interface.
3
Once signed in, close the browser if it doesn't close automatically and return to the installer — provisioning begins straight away.
Please note · By signing in, you accept the Terms and Conditions of the Doc‑Salvage service. We encourage you to read through them before you begin.
What gets provisioned
Doc‑Salvage now sets up everything it needs on Azure, automatically — so sit back and let it do its thing. The following resources are created inside a resource group called docsalvage:
Important · Do not tamper with, modify or delete the docsalvage resource group or any of its contents. These resources are critical to how Doc‑Salvage works, and interfering with them could stop the app functioning correctly.
Note · Provisioning typically takes a few minutes. A progress indicator shows while this happens — hang tight.
Microsoft 365 sign-in
Near the end of provisioning, a browser window opens once more for your M365 sign-in. This lets Doc‑Salvage retrieve your Active Directory profile, which is essential for the app to work correctly. This extra sign-in only happens once, on your initial login — you won't be asked again on future launches.
1
Sign in using your M365 account credentials.
2
Once signed in, return to the installer to complete the process.
4. You're all set
Congratulations — you've successfully installed Doc‑Salvage. Once installation completes, you'll be taken automatically to the Main Page, where you can start exploring everything the app has to offer.
Coming soon · Screenshots and video walkthroughs will be added to this guide to help you navigate the app with ease.
Ran into an issue?
1.Retry the installation. Close the installer, relaunch it and go through the steps again — most issues resolve on a second attempt.
2.Still not working? Reach out to our support team at
hello@bybwe.com and we'll be happy to help.
Part 2 · Quickstart
Get up and running fast
Four key actions to help you hit the ground running. You don't have to do them all at once — but start with transferring files, since other features depend on having documents in your Library first.
1. Transferring files to your Library
The Library is your central document hub — where all your documents live, organised and ready for the app to work with.
1
In the left navigation, click the Library icon to open the Library page.
2
At the top right, click the + icon to create a new folder, then fill in a clear Folder Name and pick the Local Folder on your PC to transfer files from.
3
Click Confirm to start the transfer. Doc‑Salvage moves your files into the new folder in your Library.
Note · Processing may take a few minutes. Wait for the Ready notification at the base of the page before using the AI Document Finder.
Good to know · v1.1 supports a shallow folder structure — folders inside folders aren't supported just yet. Deep structure is coming.
2. Finding a document
Let the AI do the heavy lifting. The Document Finder is an AI agent that finds documents for you — just ask in plain language, no complicated search queries needed.
1
In the left navigation, click the Workspace icon to open the Workspace.
2
In the chat box, type what you're looking for — Doc‑Salvage understands your intent and brings the document back.
› Find me the invoice from January 2024
› Where is the contract for Acme Ltd?
Good to know · The more descriptive your request — document type, date, identifying details — the better the results.
3. Inserting documents into your accounting system
Insert payables, create receivables, insert receipts and reconcile bank statements — all from within the app. First, connect your accounting app.
Step 1 — Connect your accounting app
1
In the left navigation, click the Apps icon to open the Apps Catalogue.
2
Find your accounting app — v1.1 supports Xero and QuickBooks — and click Connect beneath its logo.
3
Enter your accounting platform credentials on the sign-in page and follow the on-screen instructions to finish connecting.
Step 2 — Insert documents via the Workspace
Open the Workspace and type what you'd like to do — Doc‑Salvage handles the insertion into your connected accounting system:
› Insert this invoice as a payable
› Create a receivable from this purchase order
› Insert this receipt
› Reconcile my bank statement
Good to know · v1.1 supports Xero and QuickBooks. Support for more accounting platforms is coming in future versions.
4. Setting up email document collection
The Document Collector monitors your email for specific document types and automatically uploads them to a folder of your choice — so nothing slips through the cracks.
1
In the left navigation, click the Settings icon to open Preference Settings.
2
Go to the Automation section, find Document Collector and switch on its toggle.
3
Define your rule: a Document Type to watch for (e.g. invoice, receipt, statement) and a Destination Folder in your Library.
4
Save your rule — Doc‑Salvage now monitors your email and collects matching documents at periodic intervals.
Note · Collection happens at periodic intervals — documents won't appear instantly, but are collected automatically over time. No action needed once the rule is set.
Good to know · v1.1 supports one collection rule at a time. Support for multiple rules is coming in a future version.
You're off to a great start.
As you get comfortable, explore Audit Trails to monitor activity across the app, and check Preference Settings to set storage and token budgets that keep your costs in check. There's a lot more to discover — enjoy the journey.
