Initial Setup

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Initial Setup

The Sage Paperless Construction hierarchy begins with the concept of document “vaults”. Vaults are the highest levels of organization of documents and users in Sage Paperless Construction. Vaults are the equivalent of filing cabinets that store paper documents.

 

Depending on the system purchased, a single vault is all that is needed to store the documents, or several vaults may be necessary to separate documents for different departments or companies.

 

For security access, vault security groups are defined for each vault, and users are assigned to these security groups. Security groups are used to limit document and report security throughout the Sage Paperless Construction system.
Users must be associated with at least one active group; however, they can be associated with multiple groups in one or more vaults.

 

 

 

InitialSetup