Setup Checklist
Note
The associated links provide more information about the topic and/or detailed setup instructions.
Vault(s) Setup: A vault is the highest organization level of documents and users in Sage Paperless Construction. When documents are indexed, they are associated with a vault. Set up the General tab on the Vault Properties page first. Return later to complete the remaining vault setup steps. See Vaults for more information.
User Settings: All Sage Paperless Construction users can search for and view documents stored in Sage Paperless Construction. Users can also be assigned to Security Groups. These groups determine additional security rights and permissions when indexing and distributing documents using Sage Paperless Construction. See Users for more information.
Document Types and Index Types Setup: Document Types such as invoices, time sheets and purchase orders are the foundation of Sage Paperless Construction. Index Types such as job number, customer number and effective dates are the key pieces of information used to search for, and link to, individual documents. See Documents and Indexes for more information.
Note
Although Sage Paperless Construction includes many predefined document types, not all of them may be applicable. To "clean up" the list of documents available on the Search page, deselect the Active flag on those document types not currently being used. You can reactivate them at a later time if appropriate.
Security Group Settings: Security Groups represent departments and other operating units of the company that process documents such as Accounts Payable, Payroll and Purchasing. Security Groups are used to determine what document types are associated with a company, which users are allowed to work with those documents, and what the users can do those documents (i.e., indexing, distributing, etc.). See Security Groups for more information.
APFlow™ Module Setup (Optional): The Accounts Payable Workflow (APFlow™) module, if purchased, includes identifying the bridge, which is the connection between Sage Paperless Construction and the accounting system. Additional Steps must be completed. See APFlow™ Settings for more information.
DocRoute™ Module Setup (Optional): The Document Routing Workflow (DocRoute™) module, if purchased, includes additional steps that must be completed. See DocRoute™ Settings for more information.