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Note: The associated links provide more information about the topic and/or detailed setup instructions.

 

1.Vault(s) Setup
A Vault is the highest organization level of documents and users in Sage Intacct Paperless. When documents are indexed, they are associated with a Vault. Set up the General tab on the Vault Properties page first. Return later to complete the remaining vault setup steps. Vaults
 

2.User Setup
All Sage Intacct Paperless users are set up with access to search and view documents stored in Sage Intacct Paperless. Users can be assigned to Security Groups. This determines additional security rights and permissions when indexing and distributing documents in Sage Intacct Paperless. Users
 

3.Document Types and Index Types Setup
Document Types such as invoices, time sheets and purchase orders are the foundation of Sage Intacct Paperless. Document Types
Index Types such as job number, customer number and effective dates are the key pieces of information associated with Document Types and are used to search for, and link to, individual documents. Index Types
Note: Although Sage Intacct Paperless includes many predefined document types, not all of them may be applicable. To "clean up" the list of documents available on the Search page, uncheck the Active flag on those document types not currently being used. They can always be marked Active later if appropriate.
 

4.Security Groups Setup
Security Groups represent departments and other operating units of the company that process documents such as Accounts Payable, Payroll and Purchasing. Security Groups are used to determine what document types are associated with a company, which users are allowed to work with those documents, and what permissions the users will have with those documents (i.e., indexing, distributing, etc.). Creating Vault Security Groups
 

5.APFlow™ Module Setup (optional)
The Accounts Payable Workflow module (APFlow™), if purchased, includes identifying the bridge which is the connection between Sage Intacct Paperless and the accounting system. Additional Steps must be completed. APFlow™ Module Setup
 

6.DocRoute™ Module Setup (optional)
The Document Routing Workflow module (DocRoute™), if purchased, includes additional steps that must be complete. DocRoute™