Sage Paperless Construction Help

Information specific to the active document displays in the sidebar.

Sage Paperless Construction keeps a complete audit log of all actions taken on a document from the moment it is indexed and stored in the system to the time it is deleted.

You can click the Audit Trail button that displays at the bottom of the Document Information pane to view, export or print historical information about the document and its processing history. The audit trail displays who did what to the document and when. Click Close when finished.

Index information and fields specific to the active document displays in the sidebar. You can use the Indexes dropdown to view all the existing index values.

If you need to change any index values, complete the steps below:

Notes pertinent to the active document display in the sidebar. This includes a note detailing when the document was originally indexed.

If you have taken any snapshots of the active document, they display in the sidebar. Snapshot details (including the snapshot name, when the snapshot was taken and who took the snapshot) are listed beneath the Document Snapshots dropdown. For information on taking a new snapshot of a document, see Configure and Take Document Snapshots.

Complete the following steps to view a snapshot and/or update the document:.

Any notes pertinent to the active invoice display here. This includes a note detailing when the invoice was originally indexed.

Line notes are relevant to specific lines in the current invoice.

While editing an invoice line item, complete the following steps to add or edit a line note:

The Invoice Image section contains any matches associated with the document currently highlighted.

To add an Invoice Image page, click . A folder housing invoice images displays. Select the image to display in the sidebar.

The Reviewer Information section identifies the reviewers from the APFlow route.

Look here to determine the reviewer of each line, that individual's sequence number, the status of the document routed (for example On Hold, Approved, etc.) and the date the document was routed.

Tasks can be assigned manually to particular recipients during routing (image example below), or may be systematically included in route templates or routing rules. For information on creating tasks, see Configure APFlow™ Tasks.

Tasks assigned to individuals during the APFlow process display here:

You can enter a route message to send a response to all users in a particular route's sequence or enter a message explaining why you rejected a route. Any route messages associated with the route display in the sidebar.

Use the Preview dropdown to view a thumbnail image for all documents included in a route.

Notes pertinent to the active page display in the sidebar. Notes can be added to convey relevant information or recommendations to other ClearToPay users. Keep in mind that if a note is added at the company level, it displays on all company pages and tabs. If a note is added at the job level, it is visible throughout that job's various tabs, but does not display when viewing vendors for that job. Vendor pages also are visible throughout that specific vendor's pages, but do not display on that vendor's job or tier vendor pages.

In the sidebar, notes display the name of the user who submitted the note, the date and time the note was created and a short synopsis of the note's text.

To review the entire text within an existing note, hover over the note and click to open it.

When viewing a vendor's dashboard or pages, the compliance issues for that particular vendor (or tier) display in the Compliance Issues sidebar. The list of compliance issues may filter based on the page or record you are viewing.

As you work through issues and make updates, you can see the running list and click the Refresh icon to clear issues as they are addressed.

Document Matches contains any matches associated with the document currently highlighted. For more information on adding a matched document, see Match a Document.