Optional Setup Steps
Once the initial setup steps are completed, there are optional setup steps to customize the pVault® installation that can be completed at this time or later.
Document Categories: Group document types into categories for more organized access. See Document Categories for more information.
List Types: Establish custom lists of items used for lookups and index values. See List Types for more information on adding or editing list types.
User Queues: Set up additional queues to hold unprocessed documents for particular functions or groups. See Global Queue Configuration for more information.
Quick Notes: Set up system-wide notes for commonly used phrases. As the System Administrator, see Create a System Quick Note for setup instructions.
Note
As a user without Administrator access, see Create Personal Quick Notes for more information on setup instructions.
Custom Annotations: As the Administrator, add custom-designed stamps to the Annotation menu for company users. See Configure Custom Stamps for setup instructions.
System Settings: Change the system Help Key or Lookup Key, if desired. Add a login form disclaimer statement. For a list of selections as well as instructions, see System Settings.
Backfills: Customize the pre-canned backfill configurations or establish new backfill criteria for use on customized document types. For more information on backfills, see Set up Index Backfills.