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pVault® Help

Users can mark documents they use on a consistent basis as Hot Documents. By identifying documents as Hot Documents, shortcut links are added to the My Paperless Environments page in a Hot Documents grid. The user can click these links to open the documents instead of having to conduct searches.

To mark a document as a Hot Document, on the Utilities tab click the Hot Document icon, Utilities Tab - Hot Documents - 48x48 - Light Version, while the document displays in the Viewer.

 

The document displays on the user's My Paperless Environments page, in the Hot Documents section:

 

HotDocumentssectionMyPaperlessPage-mh

 

MyPaperlessPagewithHotDocuments-mh

 

 

Removing a Hot Document

 

When on the My Paperless Environments page, in the Hot Documents grid, click Remove in the row of the document you want to remove. If you want to remove all listed hot documents, click the Clear All bar.

When the hot document displays in the main pVault® Viewer, click the Hot Document icon on the action toolbar to deselect it.

 

 

Version 2024.01.36 1/30/2025
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