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Properties of the documents (General)

Virtual documents are the key elements in PaperOffice and are stored in folders.

You can insert almost any content, such as paper documents, files, or digital pictures, into this folder. Virtual folders are similar to standard hanging folders or familiar Windows folders. Subsequently, and optionally, the documents can be extensively provided with various properties and user rights, linked to contacts, put on re...
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Properties of the documents (Basic properties)

In basic properties of the virtual documents, freely selectable document names can be entered and additional dates, such as "Date on the document", "Inbox or resubmission date" can be defined. This will allow you to limit your search to specific document properties, such as dates, later.

In addition, additional document comments can be entered or the document content can be described.


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Properties of the documents (Tagging)

You can prioritize documents to indicate that the document has an importance level from "low" to "high." In addition, the document status can be specified, this can be assigned a color, which appears in the document list.

Keywords, document types and original locations can also be stored.


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Properties of the documents (Custom fields)

The custom forms allow maximum customization of the virtual documents. So you can add quite a lot different custom fields.

You can determine which types of documents are displayed and see how many documents use one or the other custom fields.

With the Form Designer, new forms are quickly recreated and integrated directly into the document if desired.


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Virtual document folders (Object management)

All documents that belong to each other and should not be linked together by a folder, such as those that are related to a business transaction (Request A123, Offer A123, Invoice A123, Reversal A123, etc.) can be linked in document folders.

Each added document is displayed and listed directly as a preview image.

New documents can be quickly retrieved from e.g. Scann...
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Properties of the documents (Security | Release level)

In addition, you can specify explicitly which release level one or the other document has. Users below this release will not see the document.


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Properties of the documents (Contacts | Addresses)

Virtual documents can be linked to contacts or addresses for later filtering directly from Contact Management.

To which customer do you have which documents?

Just go to the contact management and select the contact to see all the documents associated with the contact.

Furthermore, individual comments can be deposited to each linked document...
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