| User Guide for PaperSave Application System |
| Introduction To PaperSave |
 | Solutions Offered by PaperSave |
| Integrating PaperSave With Host Application |
| PaperSave Windows Client |
| 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 |
| SmartList - Query Options |
| Add Documents from Query |
| Show/Export Documents from Query |
| Print Scan Later Coversheets from Query |
| PaperSave Help Tab |
| PaperSave Web Client |
| 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 |
| 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 I Reviewed |
| 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 |
| 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 |
| PaperSave Global Configurations |
| Customer Support |
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