Hot Documents

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Hot Documents

You can mark documents used on a consistent basis as Hot Documents. When you identify a document as a Hot Document, a shortcut link is added to the My Paperless page. You can click this link to open the document instead of having to conduct searches.

 

1.To mark a document as a Hot Document, click the Hot Document icon, Hot DocumentPAP - pVault Cloud - Queue Icon - Hot Document - Black, while the document displays in the Viewer.
 
The following Add Hot Document dialog box displays:
 
PVCAddHotDocumentdialog-mh

 

2.Click AddHotDocumentbutton-mh.
 
The document displays on the user's My Paperless page, in the Hot Documents section:
 
PVCMyPaperlessPageHotDocumentsgridcomplete-mh

 

PVCMyPaperlessPagewithWidgetsHotDocuments-mh

 

 

Removing a Hot Document

 

To delete all documents listed on the Hot Documents grid, click the Checkboxwithcheckmark-mh in the header. Then click Clearbuttonwithtrashicon-mh.

To delete a single document listed on the Hot Documents grid, click the Checkboxwithcheckmark-mh on the document line to be deleted. Then click Clearbuttonwithtrashicon-mh.

 

The following Clear Hot Documents dialog box displays confirming the removal of the hot document from the grid:

 

PVCMyPaperlessPageHotDocumentsgridRemoveDocumentdialog-mh

 

Click Confirmbutton-mh.