• Introduction to Sage Intacct Paperless
    • Document Life Cycle
  • Logging into Sage Intacct Paperless
    • New User Login
    • Idle Logout
    • MFA - Multifactor Authentication
  • My Paperless
    • Left Navigation Bar
    • Widgets and Grids
      • Column Layout
  • Sage Intacct Paperless Administration
    • Setup Checklist
    • Optional Setup Steps
    • APFlow™ Settings
      • General
      • Bridge
      • Bridge Settings
        • Universal Bridge Settings
        • Sage Intacct Settings
      • Events
      • Proxy Users
      • Route Templates
        • Column Layout
      • Routing Rules
        • Routing Rules Fields and Grids
        • Adding Routing Rules
        • Editing Routing Rules
        • Created On / Last Used On
      • Rule Groups
      • Tasks
      • Validation
    • DocRoute™ Settings
      • General
      • Events
      • Proxy Users
      • Route Templates
      • Routing Rules
        • Adding Routing Rules
        • Editing Routing Rules
        • Created On / Last Used On
      • Tasks
    • Vault Settings
      • General
      • Bridge
        • Sage Intacct Bridge Settings
          • Purchases Configuration
          • View Sync Log
      • Importer Jobs
        • Import Monitor
        • General Tab
        • Sources Tab
        • Errors Tab
        • Archiving Tab
        • Configuration Tab
      • Queues
      • Security Groups
        • General Tab
        • Document Types
        • Index Security
        • Reports
        • Users
      • Theme
      • User Roles
    • Retention
      • Archive & Purge
        • Archive Documents
          • Automatic Archiving
          • Manual Archiving
        • Purge Documents
    • Global Settings
      • Authentication Settings
      • License Info
      • Quick Notes
        • Adding a Quick Note
        • Using Quick Notes
      • System Settings
      • Vaults
        • Adding a New Vault
        • Copying a Vault
      • Documents
        • Document Categories
        • Document Classes
        • Document Types
          • Adding Document Types Wizard
          • Import Document Types
            • Adding Custom Document Types
          • General
          • Backfill
          • Categories
          • Document Routing
          • Index Types
          • Retention
          • Security
        • Locked Documents
        • Reactivate Documents
      • Indexes
        • Adding Index Types
        • Editing Index Types
        • Backfills
          • Backfill Configuration
      • List Types
      • Queues
        • Adding a User Queue
        • Queue Categories
      • Users
        • Adding Users
          • General Tab
          • APFlow™ Tab
          • Queues Tab
          • Security Groups Tab
      • Paperless OCR
        • Configuration
          • Setup
          • Data Lists
          • Workflows
        • Queues
        • OCR Icons and Validation
        • Indexing with OCR
        • APFlow™ with OCR
    • Additional Administration Functions
  • Capture
    • Drag and Drop Electronic Files
  • Index & Store
    • Indexing
      • Indexing with OCR
    • Document Storage
  • Retrieve
    • Documents
      • Document Search Results
    • Document Information Sidebar
    • Queues
    • Reports
      • Reports List
        • Locating the Document ID
        • Locating the Invoice ID
    • Sage Intacct Paperless Viewer
      • Viewer Page Navigation
      • Vault Selector
      • Annotations
  • APFlow™
    • Dashboard
    • Invoice Entry
      • Overall Page Layout
        • Document Statuses
          • Unprocessed
          • Work In Process
          • Ready for Export
          • Exported
          • Reset for Edit
      • New Invoice
        • APFlow™ with OCR
        • AP Match Code
        • Field Lookups
        • Field PO #
        • Invoice Entry - New Line
          • Add New Line
            • Match Receipts
          • Copy Line
          • Split Line
          • Change Line Type
          • Remove Line
      • Invoice Entry Sidebar Overview
      • Document Matching
      • Invoice Routing
        • Saving the Invoice to Process Later
        • Routing Rule Setup
        • Routing Internally Within APFlow™
    • Approve Invoices
      • Page Layout
        • Sidebar
          • Top Grid
          • Middle Grid
          • Bottom Grid
      • Exporting Approved Invoices
      • Statuses
        • All Non-Exported
        • Approved
        • Approval Alert
        • Non-Exported - Hold
        • Pending
        • Rejected
        • Reapprove
    • Export Invoices
    • Credit Card Importer
      • Processor Permissions
      • New Import vs. Editing Existing Import
      • Template-based Import vs. Industry Standard File
      • Credit Card Importer Main Page
        • Viewing / Changing Import Settings
        • Choosing Unassigned Transactions
        • Credit Card Importer Sidebar
        • Transferring Lines
          • From Unassigned to New Invoices
          • From Invoice to Invoice
        • Match Receipts
          • Matched Receipt Indicators on Invoice Lines
        • Secondary Vendors
        • Imported Invoices
          • Status After Importing
          • Duplicate Transactions Found
      • Troubleshooting Potential Credit Card Statement Template Errors
      • Creating Secondary Vendor Drilldown Report
    • PO Lookup
    • Subcontract Lookup
  • DocRoute™
    • Dashboard
    • Routing
      • Overview
        • Sidebars
      • Setting up a Route
        • Routing Rule Setup
      • Following up on an Existing Route
      • Route Statuses
        • Approved
        • Completed
        • Favorite
        • Flagged
        • Important
        • New
        • Pending
        • Recalled
        • Rejected
        • Sent
  • Working with Documents
    • Annotating Documents
    • Bookmarks
    • Changing Image Size in the Viewer
    • Check Out/In Documents
    • Deleting Pages From a Document
    • Document Alerts
    • Document Information
    • Document Snapshots
    • Emailing Documents
    • Hot Documents
    • Insert Pages into a Document
    • Manage Read Only
    • Printing Documents
    • Push to Queue
    • Rotating an Image
    • Send to New Page
    • Splitter Utility
      • Splitting to Queues
    • Take Snapshot
    • Transferring Pages
  • User Settings
    • Profile
    • Logout
    • Alerts
      • User Alerts
      • System Alerts
    • Annotations
    • Categories
    • Custom Stamps
    • Linked Accounts
    • Notes
    • Quick Notes
    • Themes
    • Viewer
  • Sage Intacct Paperless Mobile Applications
    • eCapture™ Cloud
      • eCapture™ Implementation
      • Credit Card Receipts
      • Submitting Documents to Index or Queue
      • eCapture™ App Instructions
      • eCapture™ Gallery
    • eForms™ Cloud
      • eForms™ Web User Configuration
      • eForms™ Administration Portal
        • Manage
          • Create New Form Template
          • Templates
            • Form Template Manager
            • Edit a Template
            • Categories
            • Questions
              • Yes/No Questions
              • Multiple Choice Questions
              • Text Field Questions
              • Slider Questions
              • Date/Time Questions
              • Media Questions
              • Signature Questions
              • GPS Questions
          • Manage Global Fields
        • Review
        • Admin
          • Announcements
          • Configuration
          • Devices
          • Import/Export
        • eForms™ User Portal
          • Page Layout
            • Left Navigation Bar
            • Your Forms
              • In Progress Forms
            • Start a New Form
        • eForms™ for Apple iPad Users
          • Navigating the App
          • Starting a New Form
            • Page Functionality When Creating a New Form