User Guide for PaperSave for Dynamics GP
Introduction To PaperSave
Solutions Offered by PaperSave
Integrating PaperSave With Dynamics GP
PaperSave Windows Client for Dynamics GP
PaperSave's Run Time Window
Workflow Entry Viewer
Workflow User
Other Documents
Search Documents
Show Open Record Window
ScanNow Settings
Show the TWAIN Driver Window
Disable PaperSave
Help
Change Integration Mode into Web
Adding Documents
ScanNow
ScanLater
Add a document to Create Workflow Item
Microsoft Outlook Integration
Add An Outlook Email to PaperSave
Add An Outlook Attachment to PaperSave
Microsoft Office Integration
Drag and Drop
File Management (External Saving)
Attach File
PaperSave Printer
Understanding Add New PaperSave Document User Interface
Acquisition Tab
Edit Tab
Options Tab
ScanNow Settings
Help
Viewing Documents
Document Explorer
Understanding Document Explorer Ribbon
Document Explorer Filter Option
Update Document Metadata
Document Display
Understanding Source of Document Association
Document Display - Home Tab
Document Display - Navigate & Edit Tab
Document Display - Options Tab
Audit Trail
Multiple Document Explorer
Multiple Document Explorer Toolbar
Multiple Document Display
Multiple Document Display - Home Tab
Multiple Document Display - Navigate & Edit Tab
Multiple Document Display - Options Tab
Audit Trail
Workflow Item Review
Home Tab - Workflow Item Review
Annotations Tab - Workflow Item Review
Actions & Navigation Tab - Workflow Item Review
Options Tab - Workflow Item Review
Audit Trail
Searching Documents
Simple Search
Understanding Content Search
Advanced Search
How to search an external document and non-host application documents
Understanding Document Search Toolbar
Options Tab
PaperSave Workflow
Adding Documents in PaperSave Workflow
Viewing Documents in PaperSave Workflow
Home Tab - PaperSave Workflow
Annotations Tab - PaperSave Workflow
Actions & Navigation Tab - PaperSave Workflow
Options Tab - PaperSave Workflow
Audit Trail
Update Document Metadata
Using Template
Using Views
Workflow Entry Viewer
Attaching Documents
Adding Documents in Workflow Entry Viewer using Drag & Drop
Viewing Documents with Associate Event
Home Tab - Workflow Entry Viewer
Annotations Tab - Workflow Entry Viewer
Actions & Navigation Tab - Workflow Entry Viewer
Options Tab - Workflow Entry Viewer
Audit Trail
PaperSave Scan
Understanding PaperSave Scan
PaperSave Scan Tab
Options Tab
Shortcuts
Scanner
Integrating PaperSave with Payment Batch
PaperSave Help Tab
SmartList - Query Options
Add Documents from Query
Show/Export Documents from Query
Print Scan Later Coversheets from Query
PaperSave Web Client for Dynamics GP
Working With PaperSave Web Client
Add Documents
ScanNow
ScanLater
Attach File
Drag & Drop
Understanding Add Document Form
Acquisition Tab
Edit Tab
Options Tab
View Documents
Document Explorer
Document Explorer Tab
Document Explorer Options Tab
Update Document Metadata
Document Display
Source of Document Association
Home Tab
Navigate & Edit Tab
Options Tab
Audit Trail
Multiple Document Explorer
Multiple Document Explorer Toolbar
Multiple Document Explorer Options Tab
Multiple Document Display
Understanding Home Tab
Understanding Navigate & Edit Tab
Understanding Options Tab
Audit Trail
Workflow Item Review
Home Tab - Workflow Item Review
Annotation Tab - Workflow Item Review
Action & Navigation - Workflow Item Review
Options Tab - Workflow Item Review
Audit Trail - Workflow Item Review
PaperSave Options
Workflow User
Other Documents
ScanNow Settings
Show the TWAIN Driver Window
Search Documents
Disable PaperSave
PaperSave Help
About
Search Documents
Simple Search
Understanding Content Search
Advanced Search
Understanding Search Toolbar
PaperSave Web Workflow
Adding Documents Using PaperSave Web Workflow
Viewing Documents in PaperSave Web Workflow
PaperSave Web Workflow Home Tab
PaperSave Web Workflow Annotation Tab
PaperSave Web Workflow Action & Navigation Tab
PaperSave Web Workflow Options Tab
Audit Trail
Update Document Metadata
Workflow Entry Viewer
Understanding Workflow Entry Viewer
Adding Documents in Web Workflow Entry Viewer Using Drag & Drop
Home
Annotation
Action & Navigation
Options
Audit Trail
SmartList - Query Options
Add Documents From Query
Show Documents From Query
Print Scan Later Coversheets From Query
Integrating PaperSave with Payment Batch
PaperSave Help Tab
Integration of PaperSave within SharePoint
PaperSave Web Part
Add Document
Show Documents
Show Associated Documents
Search Documents
PaperSave Configuration
PaperSave Settings
Installing PaperSave Settings
Records Management
Host Application
Add Host Application
Edit Host Application
Delete Host Application
Company
Add New Company
Edit Company
Delete Company
Module
Add Module
Edit Module
Delete Module
Transaction Type
Add Transaction Type
Edit Transaction Type
Delete Transaction Type
Document Type
Add Document Type
ScanLater Duplicate Coversheet Behavior Options
View Document Type
Edit a Document Type
Delete Document Type
Set Document Type Order
Profile Field
Adding Profile Field
Types of Profile Field
Date Type Profile Field
Number Type Profile Field
String Type Profile Field
Selecting the Display Type for the String Profile Field
Table Type Field
Workflow User Type Field
Add LookUp
Viewing Profile Field
Editing a Profile Field
Deleting a Profile Field
User Security Configuration
Profile Field Events
Global Field Template
General
Email Notifications
MultiAssociation
MultiAssociation Relationship
Transaction Type Mapped Association
Document Type Mapped Association
Configuration
Event Log
Viewing Event Message
Exporting Event Logs
Script
Add Script
Edit Script
Delete Script
Understanding Ribbon
Reports
Deploying SSRS Reports on PaperSave On-Premise
Deploying SSRS Reports on PaperSaveCloud
Working with Reports
Graphical Representation of Reports
Associated and Non-Associated Document
Document Type Security
Profile Field Security
Queue State Assignment
Recently Added Docs by Host Application
Recently Associated Workflow Item Summary
Scan Later Pending Documents Summary by Transaction Type
Workflow 2.0 Items Summary in a Workflow by Step
Workflow Items Summary by Queue
Workflow Queue Security
Understanding Ribbon
Licensing
Active Users
Concurrent Licenses
Available Licenses
Demo Licenses
Workflows
Workflow 1.0
Creating Workflow
Understanding Workflow Designer Form Interface
Designing a Workflow
Publishing Workflow
Editing Workflow
Workflow Template
Using States and Activities
StateActivity
EventDrivenActivity
QueueEntryApprovedActivity
QueueEntryRejectedActivity
CustomEventActivity
QueueEntryCreatedActivity
QueueEntryAssociatedActivity
ItemDelayActivity
CustomSetStateActivity
MoveToQueueActivity
IfElseActivity
ScriptActivity
WorkflowHistoryStampActivity
SendEmailActivity
AssociateDocumentActivity
AutoEntryActivity
StateInitializationActivity
StateFinalizationActivity
SequenceActivity
ThrowActivity
FaultHandlerActivity
Writing PreScript and Post Script on Workflow Event
Workflow Parameter
Define Workflow Parameters
State-Wise Workflow Parameters
Approver and State-Wise Workflow Parameters
Workflow Queues
Creating Workflow Queue
Set Approvers for Workflow Queue
Print Separator Sheet
Import/Export Queue
Set Workflow Parameters
Queue-Wise
State-Wise
Workflow 2.0
Creating Workflow
Understanding Workflow Designer Interface
Designing a Workflow
Saving & Publishing a Workflow
Editing a Workflow
Deleting a Workflow
WorkflowTemplates
Using Steps and Activities
StepActivity
ApproveEventActivity
RejectEventActivity
CustomEvent
DelayEventActivity
StateInitializationActivity
StateFinalizationActivity
ChangeStepActivity
Set Target Owner
ChangeWorkflowActivity
IfElseActivity
WhileActivity
SequenceActivity
ScriptActivity
WorkflowHistoryStampActivity
SendEmailActivity
AutoEntryActivity
AssociateDocumentActivity
ThrowActivity
FaultHandlerActivity
Types of Target Owner
Writing PreScript and Post Script on Workflow Event
Workflow Parameter
Define Workflow Parameters
Step-Wise Workflow Parameters
Approver and Step-Wise Workflow Parameters
Drop Points
Add Drop Point
Electronic Submission
Email Box
IMAP Mail Server
POP Mail Server
File Folder
PaperSave Scan
Understanding Home Tab of Drop Points
Profile Field Template
Workflow Fields
Adding Workflow Field
Types of Workflow Fields
Date Type Workflow Field
Number Type Workflow Field
String Type Workflow Field
Selecting the Display Type for the String Workflow Field
Table Type Workflow Field
Workflow User Type Workflow Field
Add Lookup
Editing Workflow Field
Deleting Workflow Field
Field Security Configuration
Field Events
Workflow User
Understanding Workflow User Options
Add Workflow User
Workflow Super User
Out of Office
Import From Group
Example
Save Workflow To File
Load Workflow From File
PaperSave JavaScript library functions
Configure Email Notifications for Workflow 1.0 & Workflow 2.0
Retention Policy
Retention Rules
Retention Policy Run Schedule
Add Retention Policy Rule
Create a Rule based on a Formula
Create a Rule based on a Query
Edit Retention Policy Rule
Delete Retention Policy Rule
Archive Databases
Purged Documents
Utilities
Barcode Test Utility
Configuration Import/Export
Import Configurations
Export Configurations
Document Import
Creating a CSV file
Importing a CSV File
Application Service Recycle
Audit Log
Understanding How Audit Log Works
Accessing Audit Log from PaperSave Start.aspx page
Audit Log Viewer
Configuration
Audit Detail
User/Group Management
Help
PaperSave Security Configuration
Document Security
Annotation Security
Profile Field Security
Queue Security
Workflow Security
Appendix
Feature Parity Between Windows & Web
Quick Access Toolbar
For Windows Based Applications
For Web Based Applications
How to get Report Server Web Service URL
Steps For Role Assignment From Report Manager
Restricted Keywords
PaperSave supported Transaction Types for Dynamics GP
Non Supported Transaction Types through External Saving/ SharePoint/ PaperSave Desktop (Record Browser)/ PaperSave Web (Web Record Browser)
How to Add Users or Groups
MultiAssociation Relationship supported Transactions
PaperSave Scripting for browser based user interfaces
Out of the Box Document Types and Profile Fields
JavaScript Intellisense
Scanner Recommendation
Search Text using Full Text Search
Install and Configure Full Text Search
Install and Configure iFilter
Supported MIME Types for Content Search
Different Types of Search Patterns
List of Restricted Special Characters
Backing Up and Restoring PaperSave Database
Backing Up PaperSave Database
Restoring PaperSave Database
Shortcut Keys
Shortcut Keys for Document Display Window
Shortcut Keys for PaperSave Workflow
Shortcut Keys for Workflow Entry Viewer
Shortcut Keys for Workflow Item Review
Shortcut Keys for Drop Point
Shortcut Keys from Host Record Window
Troubleshooting and Tips
PaperSave Scan Run-Time Error
Refresh Local Cache
Add-Ons
PaperSave Recapture
PaperSave Desktop
Advance Security Module
PaperSave Auto Entry Client for GP
PaperSave Mobile Application
PaperSave Web Application
Miscellaneous
PaperSave Services
PaperSave DropPoint Processing Service
PaperSave Retention Policy Server
PaperSave Timer Service
PaperSave Cross Domain Support
Supported File Formats
Unsupported File Formats
For PaperSave Standalone Application
PaperSave Variables for Script Execution
Understanding PaperSave Annotation Options
IE Settings for PaperSaveCloud & On-Premise
Logging into the Cloud
Customer Support
All Files
PDF Downloads
You can download any of the following PDFs:
Getting Started Guide
HTML5 Guide
Key Features Guide
Shortcuts Guide
Touring the Workspace Guide
What's New Guide
