Important: A license is required.
Documents can be dragged and dropped directly into Viewpoint and indexed in pVault®.
To seamlessly work with Vista, pVault® must know which user is performing the attachment functionality from Vista. To do this, the user ids in Vista must be mapped to user ids in pVault®.
1.From the ribbon toolbar, click Administration.
2.Click Configure Viewpoint API, 
.
The Configure users window similar to the following displays:
The Configure users window displays two columns. The column on the left contains a dropdown of Vista user ids from which to select. The column on the right contains a dropdown of pVault® users from which to select.
3.Match the Viewpoint User column user to the Paperless User column user.
4.Click Finish.
The Vista and pVault® configuration is set up with many of the Vista forms set up in pVault®. The pVault® Administrator should review each form:
• Make adjustments for which document types to retrieve for each Vista form.
• Establish search parameters for results by index type.
• Define the index information mapping in Vista to index values on pVault® documents.
• Define which default document types will be used when indexing.
• Determine whether or not index values will backfill into the Vista report tables.
Every attachment function is based on specific Vista forms. Consequently, every form has its own configuration. When clicking the paperclip or dragging and dropping a document onto the Vista Form, Vista sends information about the form and index data to pVault® for the subject record. This information serves two functions:
• Searches can be performed in pVault® to locate relevant documents for the subject record.
• Indexing information can be gathered from Vista to be stored with the documents moving into pVault®.
