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pVault® Help

1.From the ribbon toolbar, click Greenlight.

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

3.In the toolbar, click the Portal Download Queue icon, GreenlightPortalDownloadQueuetoolbaricon-mh.
 
The following screen displays:
 
GreenlightPortalDownloadQueuescreen-mh
 
This is where incoming documents, by job, download.
 

4.Double click on the entry.
 
The Index Document window displays:
 
GreenlightPortalDownloadQueueIndexDocumentwindow-mh
 
Note:  When approving documents from the Portal Work Queue | Insurance section, the default document type will be Insurance Certificates. When on the Lien Waivers tab, the default document type will be based on the type of waiver being indexed.

 

 

Version 2024.01.36 1/30/2025
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