• 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
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  • PaperSave Web Client for Dynamics GP
    • Working With PaperSave Web Client
    • Add Documents
    • View Documents
    • PaperSave Options
      • Workflow User
      • Other Documents
      • ScanNow Settings
      • Show the TWAIN Driver Window
      • Search Documents
      • Disable PaperSave
      • PaperSave Help
      • About
    • Search Documents
    • PaperSave Web Workflow
    • Workflow Entry Viewer
    • SmartList - Query Options
    • Integrating PaperSave with Payment Batch
    • PaperSave Help Tab
You are here: User Guide for PaperSave for Dynamics GP > PaperSave Web Client for Dynamics GP > PaperSave Options

PaperSave Options

To perform miscellaneous actions using PaperSave Web Client click PaperSave Options available under Additional Menu.

 

Click on image to magnify/shrink
Click on image to magnify/shrink

 

PaperSave Options window will open as displayed below. You should see various options like, Workflow User, Other Documents, ScanNow Settings, Show the TWAIN Driver Window, Disable PaperSave, Search Documents, PaperSave Help and About.

 

GP Web Client-11