The paperless office is intended as a way of collating information into a digital container, like a filing cabinet, that can be easily accessed and searched, where adding new information (documents) is as streamlined and effortless as it should be.
The paperless office capability is located in various modules throughout the system, it can be recognised by the “Paperless Office” button displayed on many forms.
From Administration, select menu option “Other | Paperless Office Maintenance”
The administration menu option is a centralised way of adding documents, however in the majority of cases you will add documents from the particular area that you are working in, for example within the Sales screen in Sales Orders & Invoicing module or through the Customer screen in Customer Relationship Manager.
From this screen documents can be added to specific areas within the system.
If we select “Customer Other” in the Document select screen, we are then presented with a customer lookup list, select or search for a particular customer and click “OK”
If there are no documents for the selected customer the dialog above will be displayed. Select “OK”
To add an attachment to an existing document
Select “Attach a Document”
Browse for a document you wish to attach and select “Open”.
Another dialog will be displayed asking whether you would like to “Move” the document or “Copy” the document to the digital repository.
**Note that when you are saving a document either from ProfiitPlus or your local computer, you will need to pay attention to its location on the network or local computer so you can upload it to the paperless office. This should be a centralized place where you often save and can easily retrieve documents from.
MOVE will remove your file from its current location and move it to the paperless office system
COPY will copy the file into the paperless office system, but leave your current document untouched
Select the option you want, and click Proceed
The following dialogue box will advise that the target file has been created. Click Ok to proceed.
The document management system will be updated with the new information.
The document can be opened by double-clicking the document link in the lower window. You can add as many documents to this customer as you want. You can also scan and add the document directly if you have access to an attached or networked scanner.
The “Document Select” categories cater for the most used resources within the system. You can select a document link and delete it also.
Learn More
To read the full KB article on Paperless Office, go to our Client Portal.
Not licenced for Paperless Office? If you would like to add this to your ProfiitPlus Subscription, please call or email the Foresiight team for pricing on Paperless office.
