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pVault® Help

You can import multiple templates for a given job.

 

1.From the ribbon toolbar, click Greenlight.

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

3.In the left navigation bar, click on a job.
 
The following screen displays with the Job Info tab active:
 
GreenlightJobmainscreenInfotab-mh
 

4.Click the Insurance tab.
 
The following screen displays:
 
GreenlightJobmainscreenJobInsurance-mh
 

5.Click the Select Templates button, GreenlightSelectTemplatesbutton-mh.
 
The Assign Templates dialog box similar to the following displays:
 
GreenlightJobmainscreenJobInsurancetabSelectTemplatesAssignTemplatesdialog-mh
 

6.Select the templates by clicking the adjacent check box(es).

7.Click Save, GreenlightSavebutton-mh.
 

 

Version 2024.01.36 1/30/2025
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