How to add Paperless Documents from different Modules

The process to add a document is the same once the Add Paperless Form is opened, however opening the form varies slightly from Module to Module.

Product Line Module

1. From the Switchboard, click on the Product Lines button on the left hand side of the screen.
   1. This opens the Product Lines Modules.
2. From the drop down list at the top of the form, select the desired Product Line.
   1. Only Product Lines entered into the Module can be selected, to add paperless only product line, please see Paperless Product Lines in the Reference File Setup.
3. Click on the "Paperless Office" tab.
   1. This will open the list of Paperless Documents associated with the selected Product Line.
4. Click on the "Add Paperless Document" button to open the Add Document Form.
5. See Add Document for instructions on how to use the Add Document Form.

Paperless Module

1. From the Switchboard, click on the Paperless button on the left hand side of the screen.
   1. This opens the Paperless Module.
2. Close the Find Window by either clicking on the X in the upper right corner or by pressing the "ESC" key.
3. Click on the "New Paperless Document" button to open the Add Document form.
4. See Add Document for instructions on how to use the Add Document Form.

Company Module

1. From the Switchboard, click on the Company button on the top Module Toolbar.
   1. This will open the Company Module.
2. Close the Find Window by either clicking on the X in the upper right corner or by pressing the "ESC" key.
3. Click on the Paperless Office tab.
   1. This will open the list of Paperless Documents associated with the selected Company.
4. Click on the "Add Paperless Document" button top open the Add Document Form.
5. See Add Document for instructions on how to use the Add Document Form.

People Module

1. From the Switchboard, click on the People button on the top Module toolbar.
   1. This will open the People Module
2. Close the Find Window by either clicking on the X in the upper right corner, or by pressing the "ESC" key.
3. Click on the Paperless Office tab.
   1. This will open the list of Paperless Documents associated with the selected Person.
4. Click on the "Add Paperless Document" button to open the Add Document Form.
5. See Add Document for instructions on how to use the Add Document Form.