Hot Documents

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Hot Documents

 

Users can mark documents they use on a consistent basis as "Hot Documents".  Hot Documents add shortcut links to the My Paperless Page. The user can click these links to open the document instead of having to conduct searches.

To mark a document as a Hot Document, on the Utilities tab, click the Hot Document icon,HotDocumentButton, while the document displays in the Viewer.

The document displays on the user's My Paperless Page, in the Hot Documents section:

 

HotDocumentssectionMyPaperlessPage-mh

 

HotDocumentsScreen

 

 

Removing a Hot Document

 

On the My Paperless Environments page, in the Hot Documents pane, click Remove in the row of the document to remove.

With the hot document displaying in the main Sage Paperless Construction Viewer, click the Hot Document icon on the action toolbar to deselect it.