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pVault® Help

1.From the ribbon toolbar, click Greenlight™.

2.Click Greenlight.
The main screen displays with the Dashboard tab active:
 
Greenlightmainscreenblank-mh
 

3.In the left navigation bar, click on a vendor.
The following screen displays with the Vendor Info tab active:
 
GreenlightCertifiedPayrollmainVendorscreen2-mh
 

4.Click the Certified Payroll tab.
The following screen displays:
 
GreenlightCertifiedPayrollVendorscreenPayrollpanewithtrackingrecord-mh
 

5.Click to select the Certified Payroll record in the Payrolls grid. This is the payroll you want to index.

6.In the Documents pane, enter a file path or click the Document Path field ellipsis Ellipsisicon-mhto help you locate the document from your file directory.

7.Use the Category field dropdown to make the appropriate selection. If this is a payroll, then scroll through the dropdown list and click to select Payroll.

8.Use the Document Type field dropdown to make the appropriate selection. If this is a certified payroll, then scroll through the dropdown list and click to select Certified Payroll.

9.Enter description text in the Description field.

10.Click Index.

 

 

Version 2024.01.36 1/12/2026
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