My Paperless

Sage Intacct Paperless has a very useful dashboard: My Paperless

When you log into Sage Intacct Paperless, your My Paperless page displays:

MyPaperlessPageblank-mh

My Paperless Header Navigation

	Vault Identifier	This is your vault. If you have more than one vault, click the dropdown arrow to select from the list.
	Vault Image	If you have set up a vault image, that image will display to the right of the vault label. Vault logos are optional.
	Breadcrumb	This is your first breadcrumb. As you navigate through Sage Intacct Paperless, the trail of breadcrumbs will "grow" to let you know where you currently are, and what pages you went through to get there. Note: You can navigate back to previous pages by clicking within the breadcrumb trail.
	Current version identifier	This identifies your current version of Sage Intacct Paperless.
	Notifications	System alerts display through the Notifications icon. See the Alerts topic below the table. Click here for details on how to set up system alerts.
	Recent Items	Click this icon to display a dropdown list of recent documents that you can click on for quick access. You can select the number of documents that display. Click here for details.
	RSS Feed	Click this icon to display the Paperless Environments RSS Feed topics and to access the Sage Intacct Community and Help Center toolbar. The RSS Feed is a "live" data stream that includes pertinent information about Sage Intacct Paperless. Announcements of new features, links to articles, release notes or other items of interest display here. Read the entire article by clicking in a topic to open up a new page. Click on the ribbon toolbar to access Community and Resources. You can also click the Contact Support dropdown for information on ways to reach out to support.
	Help	Click this icon to access Online Help. Online Help opens in a separate page.
	Release Notes	Click this icon to display the Release Notes page. Go here to view Sage Intacct Paperless release notes. Once on the Release Notes page, you can narrow which release notes are visible by using the field dropdown. All is the default. If you are looking for a specific release note, there is a Search field where you can enter key words.
	My Account	Click this icon to access My Account. From here you can customize your settings. Click here for details. If you have created a profile image, it could resemble this:

Alerts

New system alerts are identified through the Alerts icon, Notificationsiconwithnumber-mh .

Click here for details.

"Mark as Read" and Removing System Alerts

1.Click the icon.

A dialog box similar to the following displays:

MyPaperlessAlertsdialog-mh

2.Click the check box of the alert message(s) to indicate you read it.
Note: Every alert message will display as Unread.

3.Click MyPaperlessAlertsdialogMarkAlertsasReadbutton-mh .
Note: For each alert message that you Read, the number that displays on the Alert icon will decrease. If all alert messages are marked as Read, no number will display on the Alert icon.

4.If you no longer need to refer to the alert message(s), click the check box(es) and then click MyPaperlessAlertsdialogRemoveAlertsbutton-mh .
Otherwise, click Cancelbutton-mh to close the dialog box.

•For details on the left navigation bar, click here.

•For details on Widgets and grids, click here.

•For Capture details, click Capture.

•For Retrieve details, click Retrieve.

•For APFlow™ details, click APFlow™.

•For DocRoute™ details, click DocRoute™.