Left Pane
Dashboard
Select Dashboard to display transactions and tasks for the logged-in user.
- By default, the Transaction grid displays:
- All open transactions that were created by the logged-in user or have at least one task assigned to the logged-in user.
- All open transactions with at least one task assigned to the logged-in user.
- By default, the Tasks grid displays all open tasks assigned to the workflow roles associated to the logged-in user.
The grids can be customized by changing the filter settings.
Manage
Select Manage to access to the following sections in Vanceo:
- HMDA Processing
- Interfaces
- Parties
- Products
- Security
- Transaction Templates
- Users
Note: For Help information, select Manage Menu.