The Home Tab is the first tab on the ribbon toolbar. It contains various user options.
A field similar to the following identifies the active vault:
Vaults are storage areas that may be bridged, or connected to, different accounting system. If more than one vault is accessible by the user's login id, those vaults are listed in the field dropdown.
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Save |
Click to save changes made to the file currently in the Sage Paperless Construction Viewer dialog. |
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Alerts |
Click to display the Document Alerts dialog. Go here to set up General Alerts. See Document Alerts for information on setting up or revising document alerts. |
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Close |
Click to close the currently opened document. |
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My Paperless |
Click to display the My Paperless dashboard. See My Paperless Page. |
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User Settings |
Click to display the User Settings dialog. Go here to look or change basic user information. User Email, Phone Number and the Number for Texts information is housed here. This is also where to change the user's Sage Paperless Construction password. See Changing the Password. See User Settings. |
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Quit |
Click to exit the Sage Paperless Construction system. |
