pVault® Help

1.

Document Categories

Group document types into categories for more organized access.
Click here for more information.

2.

List Types

Establish custom lists of items used for lookups and index values.
Click here for more instructions on adding or editing list types.

3.

User Queues

Set up additional queues to hold unprocessed documents for particular functions or groups.
Click here for detailed instructions.

4.

Quick Notes

Set up system-wide notes for commonly used phrases.
As the company Administrator, click here for setup instructions.
Note: As a user without Administrator access, click here for Quick Note setup instructions.

5.

External Links

Set up links to external programs. URLs can also be added to the pVault toolbar.
Click here for detailed setup instructions.

6.

Custom Annotations

As the Administrator, add custom-designed stamps to the Annotation menu for company users.
For setup instructions, click here.

7.

Browser Templates

Set up search templates to share with other users on the Search screen, allowing users to view search results in a folder structure.
Click here for detailed instructions on creating templates as well as directions for sharing them.

8.

System Settings

Change the system Help Key or Lookup Key, if desired. Add a login form disclaimer statement, allow users to submit tickets or access the Community page.
For a list of selections as well as instructions, click here.

9.

SMTP Configuration

Configure the system for SMTP (Simple Mail Transfer Protocol) emailing for use in system notifications and external web-based email systems.
Click here for instructions in setting up SMTP.

10.

Attachment Synch Configuration

Configure accounting software packages to "link" to documents housed in pVault.
Accounting software packages are limited to: Sage 100 Contractor, Sage 300 CRE, Sage 300 SM, MIPS, MRI and Foundation. Other accounting software packages are not configurable.
Click here for directions on attaching documents.

11.

Job Poll Configuration

Set up scheduled maintenance jobs to run. This includes database backups and document archiving.
For instructions on how to set up Job Poll Service jobs, click here.

12.

Query Lists

Establish custom queries against additional accounting software tables or other external database tables for use in look-ups and backfills.
Click here for the setup instructions.

13.

Backfills

Customize the pre-canned backfill configurations or establish new backfill criteria for use on customized document types.
For more information on backfills, click here.