Log in to Sync

Vertex Sync

To log in to the Vertex Sync service, you need an organization label, a Vertex ID username and password, and a one-time code from an authenticator application. You can only log in from one Vertex BD installation to one organization.

First, set up the organization and restart the program. Then sign in to Vertex Sync with your Vertex ID.

  1. Select Archives | Vertex Sync | Sign in.
  2. Enter the organization label.
  3. If necessary, select the others settings. You can edit the settings later.
  4. Confirm by clicking OK.
  5. Restart Vertex.
  6. Select Archives | Vertex Sync | Sign in.
  7. Enter your Vertex ID (email) and password.
  8. Accept the terms and cookie settings.
  9. Enter a one-time code from the authenticator application.

Once you are logged in to Vertex Sync, the status bar displays the organization name and username.

You are logged in as long as the service refresh token is valid, even if you close the Vertex BD program. The refresh token is valid for 8 hours.

Log out of Sync

Select Archives | Vertex Sync | Sign Out.