Exploring Surface of PaperOffice - Ultimate Document Management System - Efficient Archiving
🚀 Through the settings, tips and explanations listed in this video, you will:
Familiarize yourself with the basic program structure
Master the basic operations
Get to know different PaperOffice areas
As well as understanding how you can work with different views in PaperOffice
Learn general term definition
And learn how to use the PaperOffice functions
➡️ As a result, in just 7 simple steps you will understand the PaperOffice interface as well as all system settings and functions and learn how to use them.
Any advanced videos mentioned in the current video will be listed under "Recommended Videos" of the current description.
⏱️VIDEO CHAPTERS⏱️
00:00 Introduction to workshop
01:06 AREA 1: VIEW OPTION
01:16 What do quick views mean in the folder list?
02:38 Which folders are visible on the network?
03:04 How can I assign release levels for my folders?
03:40 How can I access the folder properties?
04:05 Are there predefined folder structures that I can use?
04:32 Which display options does PaperOffice DMS have?
05:00 AREA 2: DOCUMENT LIST
05:41 What do the symbols in the document list mean?
05:50 Can documents be virtually linked to different folders?
06:11 How can I access the document properties?
06:36 How do I add post-its (notes) to my documents?
07:09 How do I call up the ComDesk (HelpDesk)?
07:22 AREA 3: DOCUMENT PREVIEW
07:37 Where can I find the most important document elements?
08:23 How do I carry out the quick search within a document?
08:29 AREA 4: MENU ITEMS
08:49 How can documents be edited in PaperOffice?
09:35 Which filing modes does PaperOffice have and what is PIA AI?
10:12 Why do I need the daily briefing?
10:44 AREA 5: SEARCH BAR
10:51 Which information can be searched in PaperOffice?
11:05 How to search in PaperOffice?
11:58 How do I enable "Advanced Search" and limit my results with filters?
12:33 How can I export documents to my accountant with all pre-assigned fields?
12:50 AREA 6: WORKFLOWS, User Management, Automation and Monitoring and Settings
12:57 How do I open a minimized workflow?
13:20 How to set up a data backup in PaperOffice?
14:08 AREA 7: SYSTEM NOTIFICATIONS
▬ PaperOffice Trial version ▬▬▬▬▬▬▬▬▬▬▬▬
Test now PaperOffice DMS for 14 days without obligation at:
https://start.paperoffice.com/en-EN/D...
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Buy PaperOffice directly at: https://shop-en.paperoffice.com
▬ About PaperOffice (the paperless office) ▬▬▬▬▬▬▬▬▬▬▬▬
Thanks to the world's best PaperOffice OCR text recognition, live keyword search and SQL-based revision-proof data storage, you are guaranteed to find every document, even according to its content, in seconds and with ease.
PaperOffice allows documents to be recorded in a wide variety of ways. Existing electronic files are integrated into PaperOffice via drag & drop from the file system, by mass importing individual files or by importing the Windows folder structure.
The powerful and extensive workflow module PaperOffice Control enables the assignment and processing of complex processes, controls document information and tasks efficiently through the company. Both simple and complex multi-level workflows with branches can be defined. In addition to the simple approval workflows, extensive checking and approval processes can also be implemented, such as an invoice approval by defining multi-level work processes with branches through red-green queries, like a traffic light.
In addition, digital releases can be requested and further actions can be carried out. So the process overview is always kept in mind. Benefit from our experience and trust in the PaperOffice document management system: digitization of paper documents, audit-proof e-mail archiving, additional advanced search and document management - everything is integrated in PaperOffice and thus enables the perfect conversion to a paperless office.
▬ Recommended videos ▬▬▬▬▬▬▬▬▬▬▬▬
How to create notes on documents:
• How to CREATE NOTES on documents | Co...
Quick document storage process with PIA (Intelligent Automatization) / Document Management System: • Quick document storage process with P...
Efficient work with digital workflows and work assignments / Part 1 PaperOffice DMS: • Maximizing Efficiency with Digital WO...
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