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pVault® Help

There are many places in pVault® where notes can be added to documents, invoice, routing, etc.

If users are typing the same text repeatedly, add a system “Quick Note” that allows users to select the text from a list and then paste it into the note they are entering.

 

1.From the ribbon toolbar, click Administration.

2.Click Quick Notes, Administration Tab - Quick Notes - 48x48 - Light Version.
 
The window similar to the following displays:
 
QuickNotesScreen
 

This is available to all users in the system.

Note:  Individual users can add their own personal quick notes through the User Settings window. (Refer to Quick Notes)

 

 

Version 2024.01.36 1/30/2025
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