View Documents

Documents contain vital information that drive our business operations. They come to us in many forms: Paper and electronic. We also create documents through Microsoft Office, Outlook and our ERP / CRM solutions such as AP Checks, PO Forms, Delivery tickets, Bill of Landings and the list goes on. Documents added to PaperSave can be viewed from Host Application (here, Host Application). Open Host Application and select a Transaction Type for which you would like to view the documents. Expand Additional menu as displayed below. You should see PaperSave Show Documents and PaperSave Show Associated Documents options.

 

PaperSave Show Documents: On clicking this option, Document Explorer window will open, if more than one document exists for the selected record. Then you can select a particular document or multiple documents to view it in Document Display window. If you have selected multiple documents, then Multiple Document Display window will open. You can navigate to Next or Previous document using respective Document Navigation buttons.

 

However, if only one document exists for the selected record, then Document Display window will open on clicking PaperSave Show Documents option.

 

PaperSave Show Associated Documents: On clicking this option, Multiple Document Explorer window will open, if associated documents exists for the selected record. Or else you should see a message saying that no associated PaperSave documents exists, related to this transaction.

 

Following topics talks about the various user interfaces available for viewing PaperSave Documents:

 

1. Document Explorer

 

2. Document Display

 

3. Multiple Document Explorer

 

4. Multiple Document Display