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pVault® Help

After you select your client and your vault, the following page displays:

 

eFormsiPhoneMainMenu-mh

 

This page is your main page.

This is where you can start creating a new form.

Note:  For details on creating a new form, click here.

 

This main page provides an overview of what form templates are available for you to use, and visually shows you where your forms are (In Progress, Submitted, Synced) and if you have forms from others (Routed To Me).

 

If you need to change vaults after you have logged in, click Menu.

 

The following dialog box displays:

 

eFormsiPhoneMenu-mh

 

If your company has multiple vaults, you can click the Vault field dropdown arrow to view all the available vaults.

 

There is a Settings grid made up of General, Admin and Diagnostics.

 

General

Click General.

The following page displays:

eFormsiPhoneGeneralSettings-mh

 

This is where you can reset your password or set your device to sync automatically.

Admin

Click Admin.

The following page displays:

eFormsiPhoneAdminSettings-mh

 

This is where you can view your device name. You can also unlink your device here.

Diagnostics

Click Diagnostics.

The following page displays:

eFormsiPhoneDiagnosticsInformation-mh

 

Use the information here to help you troubleshoot phone issues with the app.

 

 

Version 2024.01.36 1/30/2025
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