Navigation:  User Guide for PaperSave for Blackbaud's Student Information System > PaperSave Windows Client > PaperSave Query Related Features > Add Documents from Query

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

 

1. Open Student Information System Application. Select Plug-Ins Section in the left panel of the screen. You should see PaperSave Add Documents from Query under Plug-Ins as displayed below. Click PaperSave Add Documents from Query.

 

 

2. Below displayed window will open. Set the filters as per your requirement to see the list of queries in the bottom panel of the screen. Then select the desired query and click Run & Add Documents button.

 

 

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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