Browse Area

This section is designed to get the audience up and running with PaperSave Browse Area. You can learn about the key features and functionalities of our all new PaperSave Browse Area, a robust and lightweight approach to browse the documents.

Introduction to Browse Area

The Browse Area facilitates you to find PaperSave documents based on record information of an integrated application. It provides you with the flexibility to drill down to the integrated application record type and different integrated application instances. You can browse the list of integrated app records for which PaperSave documents are associated by choosing the context from the area's tree view. You can also browse PaperSave documents that are not associated with integrated application based on the document type in PaperSave.

The Browse Area enables you to add the documents to an existing record in the integrated application. It offers various file capture options such as Scan using TWAIN scanner or Fujitsu fi-NX series scanner, upload files from your file explorer, and generate barcode to scan the document at a later time. You are offered to batch these documents within the app or bring them into the app without assigning them to a batch. You can also annotate these documents to highlight important information, redact sensitive data , write comments directly on document pages, and more. You can validate the document fields and submit the document to the integrated application record.

You can go on to view the related and interrelated documents for the integrated app records, where the Browse Area provides a feature to view the latest field information for the integrated app records. You can click on a document in the list to open it in a document viewer. You can again can edit the Document fields, print, download a copy, and share a copy via email.

The following topics will help you explore the detailed features associated with each step in the Browse Area: