Introduction to pVault® > pVault® - Initial Setup

Note: The associated links provide more information about the topic and/or detailed set-up instructions.

1.pVault® Application Server Dashboard

The pVault® system depends on the pVault® Application Service running on the local server where the pVault® files were installed. The pVault® Application Server Dashboard is the mechanism for starting and stopping services as well as performing updates on the pVault® System. pVault® Application Server

2.Vault(s) Setup

A Vault is the highest organization level of documents and users in pVault®. When documents are indexed, they are associated with a Vault. Set up the General tab on the Vault Properties screen first. Return later to complete the remaining vault setup steps. Vaults

3.Users Setup

All pVault® users are set up with access to search and view documents stored in pVault®. Users can be assigned to Security Groups. This determines additional security rights and permissions when indexing and distributing documents in pVault®. Users

4.Document Types and Index Types Setup

Document Types such as invoices, time sheets and purchase orders are the foundation of pVault®. Document Types

Index Types such as job number, customer number and effective dates are the key pieces of information associated with Document Types and are used to search for, and link to, individual documents. Index Types

Note: Although pVault® is installed with many predefined document types, not all of them may be applicable. To "clean up" the list of documents available on the Search screen, uncheck the Active flag on those document types not currently being used. They can always be marked Active later if appropriate.

5.Security Groups Setup

Security Groups represent departments and other operating units of the company that process documents such as Accounts Payable, Payroll and Purchasing. Security Groups are used to determine what document types are associated with a company, which users are allowed to work with those documents, and what permissions the users will have with those documents (i.e., indexing, distributing, etc.). Creating Vault Security Groups

6.APFlow™ Module Setup (optional)

This Accounts Payable Workflow module (APFlow™), if purchased, includes identifying the bridge, which is the connection between pVault® and the accounting system. Additional steps must be completed. APFlow™ Module Setup

7.Web Modules Setup (optional)

Web modules, if purchased, include eCapture™, ePortal and eForms™. Special Web Security Groups must be set up. Additional steps must be completed. eCapture™ ePortal eForms™ eDocRoute eDocuments eInvoice™ Review

8.DocRoute™ Module Setup (optional)

This Document Routing Workflow module (DocRoute™), if purchased, includes additional steps that must be completed. Document Routing

Setup Checklist

Setup Checklist