The Home tab is the first tab on the ribbon toolbar. It contains various user options.
A field similar to the following identifies the active vault:
Vaults are storage areas that may be bridged, or connected to, different account systems. If more than one vault is accessible by the user's login id, those vaults will be listed in the field dropdown.
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Click to save changes made to the file currently viewed in the pVault® Viewer window. |
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Click to display the Document Alerts window. Go here to set up General Alerts. Refer to Document Alerts for information on setting up or revising document alerts. |
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Click to close the currently opened document. |
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Click to display the My Paperless Environment dashboard. Refer to My Paperless Environments Page. |
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Click to display the User Settings window. Go here to look or change basic user information such as user Email, Phone Number and the Number for Texts is housed. This is also where to change the user's pVault® password. Refer to Changing the Password. Refer to User Settings. |
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Click this icon to access the Knowledge Base or to Submit a Ticket. Community. Access is per vault; not per user. This means either all pVault® users in a company have access or no one in the company has access. The Administrator decides whether or not to grant access to this feature. For setup instructions, click here. |
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Click to exit the pVault® system. |
