Paperless 1.0 Manual

Paperless s 1.0 User Guide © Copyright 1998-2009 Mariner Software, Inc. All Rights Reserved. No part of this documentation may be copied, photocopied, reproduced, translated, microfilmed, or otherwise duplicated on any medium without written consent of Mariner Software, Inc. Use of Paperless software programs and documentation is subject to the Mariner Software license agreement enclosed in the Paperless package. All trade names referenced herein are either trademarks or registered trademarks of their re- spective companies. 1 of 58 Chapter 1: Introduction 4 Scanning Receipts and Documents 20 Installing & Launching 6 Working with Documents and Receipts 22 Check For Updates 8 Changing the Main Window 23 System Requirements & Troubleshooting 9 Viewing receipt and document Info 24 Hardware and Software Requirements 9 Viewing receipts and documents 25 Troubleshooting 9 Adding pages to receipts and documents 27 Paperless Notes 10 Changing details for receipts and documents 28 Notes 10 Deleting receipts and documents 28 Errors 10 Removing pages from receipts and documents 28 Thanks 10 Searching 29 Chapter 2: Setup 11 Using Collections to Organize Data 30 Scanner Setup 11 Creating and using collections 30 Scanner Preferences 12 Folders 30 Scanner Troubleshooting 13 Rearranging collections 30 Receipts and Documents Preferences 14 Smart Collections 31 Chapter 3: Libraries 15 Exporting, Emailing and Saving 32 Creating a Receipt Library 15 Email receipts and documents 32 Creating a Document Library 16 Export to CSV 32 Renaming or Moving Libraries 17 Setting up export to Quicken QIF 33 Automatically Opening Libra…