Table of Contents
Paperless app
Installation
Downloading and installing the app
Running the Paperless app
Checking for Updates
Troubleshooting upgrade problems
Modules - General Description
Generating and emailing an invoice
Converting and Sending Invoices
Setting up contacts email accounts
Merging multiple documents in one PDF file
Filtering Invoices which have not been sent
Re-Processing Documents
Sorting documents
Adding multiple documents to an email
Exporting to Excel
Exporting Documents as XML
Editing email addresses
Customizing Email Subject and Body
Complete list of Replacement Variables
Adding Document References in Visual
Attaching Documents to emails
Sending documents to different printers
Using different accounts for sending emails
Outlook Client vs Smtp
Authentication for Smtp and Gmail
Using different Smtp accounts for different Site Ids
Customer Statements
Dunning Letters
Vendor Summary
Travellers
Electronic Payments
ACH
Functioning principles
Information required on the Paperless app Settings
Information required In Visual Manufacturing Settings
Generating an ACH file
Handling payments for Vendors (CCD) and Individuals (PPD) simultaneously
IAT - International ACH Transactions
EFT
Report Templates
Distinct templates for each Customer or Vendor
Amazon-type Shipment Notifications
SSRS Report Builder
Logic Extender
Using Formatted Fields
Support for Oracle
Application Log
Post Processor
Add-Ons
DocuSign Integration
Hyperlinks to Visual
Security Certificate
Single Sign-on
Multi-Configuration Mechanism
Release Notes Paperless app (summary)
Enhancements in Version v16.05
Enhancements in Version v16.07
Enhancements in Version v17.02
Enhancements in Version v17.09
Enhancements in Version v18.12
Installation
Downloading and installing the app
Running the Paperless app
Checking for Updates
Troubleshooting upgrade problems
Modules - General Description
Generating and emailing an invoice
Converting and Sending Invoices
Setting up contacts email accounts
Merging multiple documents in one PDF file
Filtering Invoices which have not been sent
Re-Processing Documents
Sorting documents
Adding multiple documents to an email
Exporting to Excel
Exporting Documents as XML
Editing email addresses
Customizing Email Subject and Body
Complete list of Replacement Variables
Adding Document References in Visual
Attaching Documents to emails
Sending documents to different printers
Using different accounts for sending emails
Outlook Client vs Smtp
Authentication for Smtp and Gmail
Using different Smtp accounts for different Site Ids
Customer Statements
Dunning Letters
Vendor Summary
Travellers
Electronic Payments
ACH
Functioning principles
Information required on the Paperless app Settings
Information required In Visual Manufacturing Settings
Generating an ACH file
Handling payments for Vendors (CCD) and Individuals (PPD) simultaneously
IAT - International ACH Transactions
EFT
Report Templates
Distinct templates for each Customer or Vendor
Amazon-type Shipment Notifications
SSRS Report Builder
Logic Extender
Using Formatted Fields
Support for Oracle
Application Log
Post Processor
Add-Ons
DocuSign Integration
Hyperlinks to Visual
Security Certificate
Single Sign-on
Multi-Configuration Mechanism
Release Notes Paperless app (summary)
Enhancements in Version v16.05
Enhancements in Version v16.07
Enhancements in Version v17.02
Enhancements in Version v17.09
Enhancements in Version v18.12