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pVault® Help

Dashboard

eFormsiPadFormspdficon-mh

Click on this pdf icon to generate a pdf version of the form to email:

 

eFormsiPadPDFformreadyforemailing-mh

 

Click EMAIL (located in the upper left corner of the screen).

The actual email resembles the following:

 

eFormsiPadActualemailofpdfform-mh

eFormsiPadDashboardReadOnlyicon-mh

Click this to open a read-only version of the form similar to the following:

 

eFormsiPadreadonlyform-mh

eFormsiPadSearchicon-mh

Click this to open a search dialog. You can search by title and/or by date.

 

eFormsiPadSearchwindow-mh

 

Form

eFormsiPadediticonpencil-mh

Click this edit icon, located next to the form title, if you want to edit the current form title.

When you click the icon, and you are just beginning to work on a form, a dialog similar to the following displays:

eFormsiPadEditFormTitledialog-mh

 

When you click the icon and the form creation is underway, a dialog similar to the following displays:

eFormsiPadEditFormTitleunderway-mh

eFormsiPadrouteiconnew-mh

Click this routing icon, located next to the form title, if you want to route the current form.

When you click the icon and the form has not yet been routed, this dialog displays:

 

eFormsiPadRouteformnotyetrouteddialog-mh

 

When you click the icon and the form has been routed, this dialog displays:

 

eFormsiPadRouteformalreadyrouted-mh

 

 

Version 2024.01.36 1/12/2026
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