Drag files here or select files to upload

Watch the video to know how to acquire a Workflow document by using "drag files here or select files to upload" from file explorer.

PaperSave provides you the following two options to acquire by uploading electronic documents:

Drag one or more documents from your file explorer to drag files tile in the file capture options panel.
Click on "select files" (from within the Drag files tile) to select one or more documents through your file explorer as shown below.

Lockbox Processed file:

PaperSave now provides add-on functionality to split the checks within Lockbox processed file* for the drop points with separator type as "Check Separator". To make this functionality work properly, you need to configure certain settings within the Miscellaneous Settings.

Note: *Please contact support@pairsoft.com to purchase/enable this feature if not yet purchased.

Warning: For the PDF files, the check separator mechanism only works if it is a searchable PDF and is a “Lockbox Processed” file.

Note: Once you acquire the item, you can validate and submit the unsubmitted document to the Workflow. Click here to learn in detail about validating and submitting the documents.