Navigation:  User Guide for PaperSave Application System > PaperSave Windows Client > SmartList - Query Options > Add Documents from Query

To add documents from query you need to follow below given steps:

 

1. Open Host Application Application. Expand Microsoft Host Application drop-down list and select SmartList option as displayed below.

 

 

2. SmartList window will open as displayed below. Select the Transaction Type for which you want to add documents query. Then click Additional button in the ribbon and select PS-Add Documents from Query option.

 

 

3. Add Document window will open as displayed below. Now you need to map the Parent ID columns to Transaction Type in PaperSave by selecting appropriate values under respective columns. Then click Next icon.

 

 

 

4. Then you will be directed to Add A New PaperSave Document window as displayed below. You can add documents using ScanLater, ScanNow or Attach File. To know more on Adding Documents, click here.

 

 

5. Select Options tab. You should see Save Mappings button under Settings Group and clicking Save Mappings button will save Parent ID - TransactionType ID mapping. So next time you won't have to map the fields again in future when you try to add documents using Query.

 

 

 

 

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