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Sage Paperless Construction Help

Capture Overview

The main purpose of the Sage Paperless Construction system is to store indexed documents.

Since users cannot search for documents until the documents have indexes associated with them, the most important steps within the document management practice is to capture, index, then store documents.

Use the Drag and Drop feature to capture documents to index and store into the Sage Paperless Construction system. Electronic documents such as faxes, PDFs or various Microsoft® documents can be stored in Sage Paperless Construction in their native formats. For more information, see Drag and Drop Electronic Files.

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