Skip to main content

pVault Help

Portal Dashboard Navigation

When you log in to the portal, the following My Paperless dashboard page displays:

Portal_MainDashboardPVC.png
Portal_ClientSelector.png

Client Identifier

This is your current client, or company. If you are working on projects associated with multiple companies who have given you access to the portal, you can select different companies from a dropdown list.

PVCVaultdropdownlisttoolbar-mh.PNG

Vault Identifier

This is your current vault. In ClearToPay™, each job is tied to single vault. If your currently selected client has more than one vault, you may need to select a different vault from the dropdown list to find the job you are looking for.

Hard_Hat_Developers_Logo.png

Vault Image

If you have set up a vault logo image, that image should display to the right of the vault label. Vault logos are optional.

PVCMyPaperlesslabeltoolbar-mh.PNG

Breadcrumbs

As you navigate through pVault®, the trail of breadcrumbs grows to let you know where you are, and what pages you accessed to get there.

Note

You can navigate back to previous pages by clicking within the breadcrumb trail.

people_filled_icon.png

Community

Access the Paperless Environments Community by clicking the Community icon. See Paperless Community for more information.

person_account_icon.svg

My Account

Use the My Account icon to access your profile and customize your User Settings. See Access and Update User Settings for more information.

If you have uploaded a profile image, that image displays instead of the My Account icon.