Please enable JavaScript to view this site.

pVault® Help

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 vendor.
 
The following screen displays with the Vendor Info tab active:
 
GreenlightVendorscreenVendorInfotab-mh
 

4.Click the Match button, GreenlightMatchbutton-mh.
 
The following dialog box displays:
 
GreenlightVendorMatchesFounddialog-mh
 

5.Click Use Match, GreenlightUseMatchbutton-mh, if you want to match the current entry with the highlighted entry.
Click Add, GreenlightAddbuttonnoimage-mh, if you want to add the vendor without matching the insurance details.
Click Cancel, GreenlightCancelbutton-mh, if you do not want to match any part of the highlighted entry.

 

 

Version 2024.01.36 1/30/2025
© 2025 Paperless Environments, LLC or its affiliates ("Paperless") or its licensors.  All trademarks mentioned are the property of their respective owners.  Use of non-Paperless trademarks is not an endorsement of any person or product.