• Introduction to Sage Paperless Construction
  • Sage Paperless Construction - Initial Setup
    • Setup Checklist
    • Optional Setup Steps
    • Additional Adminstration Functions
  • Logging into SPC
  • The SPC Desktop
  • My Paperless Page
  • Changing the Password
  • Sage Paperless Toolbar
    • Home Tab
    • Capture Tab
    • Retrieve Tab
    • Distribute Tab
    • APFlow™ Tab
    • DocRoute™ Tab
    • Greenlight Tab
    • Image Tab
    • Annotations Tab
    • Administration Tab
    • Utilities Tab
    • Links Tab
    • Addins Tab
    • Help Tab
    • Toolbar Configuration
  • SPC Viewer Window
    • Vault Selector
    • Main Toolbar
    • Viewer Toolbar
    • Annotation Toolbar
    • Status Bar
    • Zoom Buttons
    • Thumbnails Viewer
    • Doc Info Tray
  • User Settings
    • General Tab
    • Annotations Tab
    • Categories Tab
    • Custom Stamps Tab
    • Email Tab
    • Messages Tab
    • Notes Tab
    • Print Tab
    • Quick Notes Tab
    • Save Tab
    • Scan Tab
    • Viewer Tab
• Document Life Cycle
• Capture
  • Scan To File
  • SPC Batches
    • New Batch from Existing Files
    • New Batch from Scanned Documents
    • New / Append Batch
  • Indexer
  • Mass Document Indexer
  • Importer
    • CSV Import
      • General Tab
      • Sources Tab
      • Error Options Tab
      • Archiving Options Tab
      • Configuration Tab
        • Configuration Tab - Document Import Type
        • Configuration Tab - Invoice Import Type
        • Configuration Tab - COMDATA/Finvari (ZIP) Import Type
        • Configuration Tab - Troubleshooting
    • Folder Watch Import
      • Folder Watch Import Setup
        • General Tab
        • Sources Tab
          • Folder Watch
          • FTP
          • DropBox
        • Error Options Tab
        • Archiving Options Tab
        • Folder Watch Configuration
          • Job Poll Service - Job Setup
    • Standard Import
      • General Tab
      • Sources Tab
      • Error Options Tab
      • Archiving Options Tab
      • Configuration Tab
      • Import Specification
      • Standard Import Schema
      • Standard xml File
    • Email Import
      • Outlook
        • General Tab
        • Sources Tab
        • Error Options Tab
        • Archiving Options Tab
        • Configuration Tab
        • Revoking Email Permissions
      • Gmail
        • General Tab
        • Sources Tab
        • Error Options Tab
        • Archiving Options Tab
        • Configuration Tab
        • Revoking Email Permissions
    • Barcode Import
      • Barcode Import Setup
        • General Tab
        • Sources Tab
        • Error Options Tab
        • Archiving Options Tab
        • Barcode Configuration
  • Drag and Drop Electronic Files
  • Paperless Tiff Printer
• Retrieve
  • Open Batch
  • Search
    • Browse Screen Results Options
      • Multi-Indexing
    • Advanced Searching
    • Configuring Browse View
    • Sharing Browser Templates
      • Importing Shared Templates
  • Queues
  • Reports
    • Reports List
      • Sage 100 Reports
      • Sage 300 Reports
      • Locating the Document ID
      • Locating the Invoice ID
    • Drilldown Reports
    • Reports Administration
      • Copy Reports
      • Import Custom Reports
      • Categories
  • View Snapshots
• 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
  • Embedded Multi-Media Links
  • Hot Documents
  • Inserting Pages into a Document
  • Printing Documents
  • Push to Queue
  • Rotating an Image
  • Saving to File
  • Send To New Window
  • Transferring Pages
    • Transferring Document Pages to an Existing Document
    • Transferring Document Pages to a Batch
    • Transferring Document Pages to a New Image
    • Transferring Document Pages to a Recent History Item
• Administration
  • SPC Application Server Dashboard
    • SQL Server
    • Deployment
    • App Service
    • Poll Service
    • Web Service
  • Deploying the Latest Version of SPC
  • Vaults
    • General tab
    • Adding a New Vault
      • Copying a Vault
      • Copying Vault Security Groups
      • Copying Vault Web Security Groups
    • Security Groups Tab
      • Create Security Group, Wizard Window #1
      • Create Security Group, Wizard Window #2
      • Create Security Group, Wizard Window #3
      • Create Security Group, Wizard Window #4
      • Create Security Group, Wizard Window #5
      • Index Level Security
    • Web Security Groups Tab
      • Create Web Security Group, Wizard Window #1
      • Create Web Security Group, Wizard Window #2
      • Create Web Security Group, Wizard Window #3
      • Create Web Security Group, Wizard Window #4
      • Why should you use User Mappings?
    • Bridge Tab
      • Bridged Accounting System Cache
      • Sage 100 Contractor Bridge Settings
      • Sage 100 (MAS 90/200) Bridge Settings
      • Sage 300 CRE Bridge Settings
        • Sage 300 CRE SQL Replicator
      • Sage Intacct Bridge Settings
        • Configure Purchasing
      • Custom APFlow™ Bridge Settings
    • APFlow™ Users Tab
    • Document Index Routing Tab
      • Creating New Index-Based Document Routing Rules
    • User Roles Tab
      • Adding a User Role
    • Document Publishing
  • Users
    • Standard Users
      • Adding Users
        • Adding Users - Windows Authentication
        • Adding Users - SQL Authentication
      • Copying User Information
      • Additional User Settings
      • Editing Existing Users
    • Web Users
      • Adding Web Users
        • Warning: Licensed User Count Exceeded
        • Ad Hoc Users
      • Sending Web User Invites
      • What the New Web User Receives
      • Editing Existing Web Users
    • Web Only Reviewer
      • Standard User
        • Windows Authentication
        • SQL Authentication
      • Web User
      • Removing a Web Only Reviewer Role
    • Reassign Users
  • Documents
    • Document Archive
      • Automatic Archiving
      • Manual Archiving
      • Moving Archived Documents back to Production
    • Document Categories
      • Category Properties
    • Document Classes
      • Document Class Field Locations in Sage Paperless Construction
    • Document Purge
    • Retention Hold
      • Adding Retention Holds to Documents
      • Removing Retention Hold Codes
  • Types
    • Document Types
      • Importing Predefined Document Types
      • Manually Adding Document Types
      • Editing Document Type Properties
      • Copying a Document Type
    • Index Types
      • Adding Index Types
      • Editing Index Type Properties
    • List Types
      • Creating Lists
      • Editing Lists
    • Query List Types
      • Configuring Query Lists
      • Using Query Lists
  • Queues
    • Adding a User Queue
    • Editing User Queue Properties
    • Removing a User Queue
    • Queue Categories
  • Quick Notes
    • Adding a Quick Note
    • Using Quick Notes
  • Named Locations
  • Backfills
    • Backfill Configuration
    • Adding a Custom Backfill
  • License Administration
  • System Settings
  • Locked Files
  • SMTP Settings
  • Job Poll Configuration
    • Job Poll Jobs
    • The Job Poll Service
    • Scheduling a Job Poll Job
      • APFlow Mailer for Processors Job Setup
      • APFlow Reviewer Mailer Job Setup
      • Database Maintenance Job Setup
      • DB Log Backup Job Setup
      • Document Archive Job Setup
      • Document Routing AP Invoice Job Setup
      • Document Routing Notifications Job Setup
      • PE Importer Job Setup
      • Queue Notification Job Setup
      • Sage 100 Attachment Sync Job Setup
      • Sage 300 Attachment Sync Job Setup
      • Sage 300 SM Attachment Sync Job Setup
  • Attachment Synch Configuration
    • Sage 100 Contractor Attachment Sync Setup
    • Sage 300 CRE Attachment Sync Setup
    • Sage 300 CRE SM Attachment Sync Setup
  • Cloud Sync
  • Reactivate Documents
  • Enable Full Text Searching
  • Fujitsu fi-7300NX Scanner
  • AD User Initialization
  • Paperless OCR
    • Setup
    • Mappings
    • Queues
    • APFlow™ Sidebar and OCR Validation Screen
• Utilities
  • Splitter Utility
    • Splitting to Queues
    • Splitting to Named Locations
  • Reindexer
  • Document Info
  • Batch Info
  • Bookmarks
  • Thumbnails
  • Hot Documents
  • Manage Read Only
  • Take Snapshot
  • View In Native Program
• Links
• Add Ins
• Help
• APFlow™ Module
  • Field Lookups and Filtering Options
  • Setup
    • Manage APFlow™
      • General Tab
        • Web Only Reviewer Role
      • Advanced Tab
        • Advanced Bridge Settings
          • Sage 100 Contractor Settings
          • Sage 300 CRE Settings
          • Custom APFlow™ Bridge Settings
      • Compliance Tab
      • AP Accruals Tab
      • Credit Cards Tab
      • Document Match Tab
      • Exporting Tab
        • Add Export
        • Edit Export
        • Copy Export
      • Expense Allocations Tab
        • Allocation Rules
      • Invoice Routing Tab
        • Invoice Routing Tab Fields and Grids
          • Advanced
      • Issue List Tab
      • Payments
      • Proxy Users Tab
      • Quick Notes Tab
        • Using a Quick Note
      • Validation Tab
        • Troubleshooting
      • Bank Accounts
      • Configure Invoice Entry Fields
        • Add Field
        • Add Standard Field
        • Add Line Type
        • Field Backfills
        • Field Lookup
          • Use a List
          • Use a Query
          • Use an Index Type
          • Custom Field Description in Invoice Entry
          • Tiered Filtering
        • Field Calculation
          • Manage Calculations
        • Setting Invoice Entry Fields as Read-Only / Required
      • Procore
        • Invoice Entry
        • Revoking Access - Disabling the Interface with Procore
  • Preparing for Invoice Entry
    • Capturing Documents Overview
    • Indexing Documents Overview
  • Invoice Entry
    • Invoice Entry Access
    • Overall Screen Layout
      • APFlow™ Sidebar Overview
        • Invoice Entry Functionality
        • APFlow User Defaults
        • Unprocessed Tab
          • Multiple Entry
        • Work In Process Tab
        • Admin Tab
      • Configure User Level Invoice Entry Settings
      • Configure Invoice Entry Hot Keys
      • Pin Form
    • New Invoice
      • Screen Layout
        • AP Match Code
        • Field PO #
        • Card Issuer Account - Sage 100 Only
          • Paying a Credit Card Bill
          • Paid an Invoice by Credit Card
        • Create Paid AP Invoice - Sage 100 Only
      • Entering an Invoice Overview
        • Field Lookups
        • Invoice Entry - New Line
          • Add Blank Line
          • Delete Lines
          • Quick Lists
            • Purchase Order Quick List
            • Receiving Ticket Quick List
            • Service PO Quick List - Sage 300 Only
            • Subcontract Quick List
            • Commitment Quick List
        • Expense Allocation in Invoice Entry
        • Adding Cost Codes / Categories On the Fly (Sage 300 only)
      • Invoice Entry Sidebar
    • Document Matching
    • Invoice Routing
      • Saving the Invoice to Process Later
      • DocRoute Invoice to User(s) Outside the APFlow Approval Process
      • Routing Internally Within APFlow™
      • Routing Externally Outside APFlow™
    • Credit Card Importer
      • Processor Permissions
      • New Import vs. Editing Existing Import
      • Template-based Import vs. Industry Standard File
      • Credit Card Importer Main Screen
        • Viewing / Changing Import Settings
        • Choosing Unassigned Transactions
        • Transferring Lines
          • From Unassigned to New Invoices
          • From Invoice to Invoice
        • Hot Keys
        • Sidebars
        • Match Receipts
          • Matched Receipt Indicators on Invoice Lines
        • Manage Card Defaults
        • Secondary Vendors
        • Importing
          • Status After Importing
          • Duplicate Transactions Found
      • Troubleshooting Potential Credit Card Statement Template Errors
      • Creating Secondary Vendor Drilldown Report
  • Invoice Manager
  • Approve Invoices
    • Screen Layout
      • Ribbon Toolbar
      • Sidebar
      • Top Grid
      • Middle Grid
      • Bottom Grid
      • Configure Approve Invoices Hot Keys
      • Matched Receipt Indicators on Invoice Lines
      • View Secondary Vendor
    • Approving an Invoice Overview
    • Rejecting an Invoice
    • Placing an Invoice On Hold
    • Rerouting an Invoice
    • Exporting Approved Invoices
  • Export Invoices
    • Admin (APFlow™ Sidebar)
    • Managing Batches
  • PO Lookup
  • Subcontract Lookup
  • PO Close
  • Payment Manager
    • Getting Started Using the Payment Module
    • Access
      • Payments Tab
        • Payments Tab Toolbar
      • Invoices Tab
        • Invoices Tab Toolbar
      • Hot Key Functionality
    • Settings
      • Job Poll
    • Entering Payment Search Criteria
    • Performing Payment Searches and Results
      • Payment Search Results
    • Viewing Items
    • Saving the Search and Running a Previously Saved Search
      • New Saved Search
      • Previously Saved Search
      • Running a Previously Saved Search
    • Payment Sidebar
      • Payments Tab Sidebar
        • Alerts
        • Payment Information
        • Compliance
        • Associated Documents
        • Payment Notes
      • Invoices Tab Sidebar
        • Invoice Information
        • Compliance
        • Associated Documents
        • Reviewers
        • Invoice Notes
    • AvidPay Payment Process
  • AP Accruals
    • Expense Lines Tab
    • Job Related Lines Tab
    • Export Tab
  • Invoice Search
    • Access and Toolbar
    • Entering Search Criteria
    • Performing the Search and Search Results
    • Saving the Search and Running a Previously Saved Search
    • Sidebar
• Greenlight Compliance Manager™
  • Left Navigation Bar
    • Pending Jobs
    • Active Jobs
    • Completed Operations
    • Closed Jobs
    • Commitments
      • Creating New Commitments
      • Adding Vendors Using Commitments
      • Resetting Matched or Ignored Commitments
    • Master Address Book
      • Adding Vendors
      • Adding Contacts
      • Adding Notes
      • Adding Vendor Licenses
  • Toolbar
    • Job
      • Adding Jobs
      • Marking Jobs as Inactive
      • Reactivating Inactive Jobs
    • Vendor
    • Contacts
    • Master Address Book
    • Add Waivers
    • Record Waivers Received
    • Portal Download Queue
  • Company Level
    • Left Navigation Bar Company Sub Menu
      • Adding Job
        • Importing a Job
        • Manually Adding Jobs
      • Adding Company Vendor
      • Adding Contact
      • Adding Commitment
    • Screen Layout
    • Dashboard
      • Awaiting Approval
      • Company/Contractor Licenses Expiring (30 days)
      • Email Activity Last 72 Hours
      • Expiring Continuing Education
      • Expiring Vendor Insurance Certificates
      • Open Jobs Near Est Completed Ops Date (15 Days)
      • Out of Compliance
        • Follow Up Date Feature
    • Info/Contacts
      • Adding Company Contacts
      • Editing Company Info
    • Insurance Templates
      • Allow Job Override Templates
      • Creating All Operations/Blanket Insurance Templates
      • Creating Insurance Templates
      • Creating Job-Specific Insurance Templates
      • Creating New Insurance Rating Company
      • Setting a Default Template
      • Setting Default Job-Specific Template
    • Documents
    • Our Insurance
    • Our Licenses
      • Adding a License
      • Adding a Qualifying Party
      • Tracking Continuing Education Hours
      • Adding License Documents
  • Job Level
    • Left Navigation Bar Job Sub Menu
      • Adding Job Vendor
      • Adding Job Contact
      • Matching Vendor Insurance Data to New Job
    • Job Info
      • Job Configuration
      • Job Compliance Dashboards
      • Job Address
      • Job Status
        • Active
        • Pending
        • Closed
        • Completed Operations
      • Importing Job Templates
      • Setting a Default Vendor Insurance Template
      • Setting a Job's Expiration Threshold
      • Completed Operations
        • Setting the Estimated Completed Operations Date
        • Setting a Job to Completed Operations
        • Setting the Completed Operations Date, Tracking Years and Status
        • Setting Insurance Policies for Tracking on a Completed Operations Job
    • Contacts
      • Adding Project Contacts
      • Adding a Non-Company Contact to a Job
      • Importing a Non-Company Contact to a Job
    • Insurance
      • Importing Insurance Templates
      • Selecting All-Operations Insurance Tracking vs. Job-Specific Insurance Tracking
      • All-Operations Insurance Tracking
      • Job-Specific Insurance Tracking
      • Setting a Default Template
      • Assigning Insurance Templates to Vendors
      • Editing Job Templates
      • Updating Insurance Templates on a Project
    • Lien Waiver Config
      • Screen Layout
      • Set Lien Waiver Tracking
      • Adding Default Lien Waiver Forms
      • Configuring Through Dates
      • Assigning Lien Forms to a Job
    • Lien Waivers
      • Adding a New Vendor
      • Recording Signed Waiver by Job
      • Recording Multiple Signed Waivers by Job
      • Merging Invoice Transactions onto Lien Waiver Documents
    • Certified Payroll
    • Commitments
    • Documents
    • Notes
    • Custom Compliance
  • Vendor/Subcontractor Level
    • Accessing Vendors
    • Emailing Non-Compliant Vendors Using Email Templates
    • Left Navigation Bar Vendor Sub Menu
      • Manually Adding Vendors
      • Adding Existing Vendors
      • Adding Tier Vendor
      • Adding Existing Tier Vendor
      • Adding Contact
      • Removing Vendor
    • Vendor Info
      • Portal button
      • Emails button - Compliance Emails and Other Templates
      • Match button
      • Management Approval - Requesting a Vendor Record be Approved
      • Issue grid - Compliance Issues
      • Activity grid - Vendor Activity Log
    • Contacts
      • Adding New Vendor Contacts
      • Adding an Existing Vendor Contact
      • Adding Vendor Insurance Contacts
      • Importing Vendor Contacts from the Accounting System
      • Setting up Vendor Contacts
    • Insurance
      • Adding Insurance Companies
      • Applying Insurance Templates to a Vendor Record
      • Tracking Endorsements on Vendor Records
      • Configuring Policy Tracking
      • Entering Other Insurance Policies Data
      • Using the Insurance Compliance
      • Setting Insurance Policies - Tracking a Completed Operations Job
      • Waiving Insurance Requirements
      • Using Follow Up Dates
    • Lien Waiver Config
      • Screen Layout
      • Lien Release Forms
      • Commitment Summary
      • Set Lien Waiver Tracking
      • Changing Default Waiver Forms
      • Automated Waiver Configuration
    • Lien Waivers
      • Single Lien Waiver Generation
      • Mass Lien Waiver Generation
      • Editing Generated Lien Waiver
      • Generating Waiver Forms on the Vendor Level
      • Generating Waiver Forms By Job Using AP Invoice
      • Emailing Lien Waiver Forms
        • Emailing Waivers by Vendor
        • Emailing Mass Waivers
      • Compliance Emails and Other Templates
      • Recording Signed Waivers
        • Recording Signed Waiver by Vendor
      • Invoice Transactions List on Lien Waiver Documents
    • Certified Payroll
      • Turning Certified Payroll Tracking On - Vendor Record
      • Generating New Certified Payroll
      • Recording Certified Payroll
      • Indexing Certified Payroll Documents
      • Final Certified Payroll
      • Out of Compliance Certified Payroll
    • Licenses
    • Commitments
    • Documents
    • Notes
    • Custom Compliance
    • Portal
      • Screen Layout
      • Jobs
      • Contacts / Users
      • My Account
      • Add New Access Code
      • User Guides
  • Manage Greenlight™
    • Users
    • Configuration
      • External Queries
      • Map Insurance
      • Map License - Sage 100 Only
      • Configuring Settings
        • Administration Approval for Compliance
        • Restrict Jobs to Company-Defined Templates
        • Allow All Operations Vendors
        • Track Commitments
        • Required Signed Commitments
        • Required Signed POs
        • Track Company Insurance
        • Track Company License
        • Track Vendor/Contractor License
        • Greenlight Labels
      • Vendor License Tracking
        • Configuring Vendor License Tracking
        • Configuring Vendor License Tracking Expiration Threshold
      • Vendor Approval System
      • Insurance Templates
      • Creating Insurance Endorsements
      • Setting Endorsements on Insurance Templates
      • Setting the Insurance Expiration Threshold
      • Insurance Rating Service
      • Job Sort Method
      • Completed Ops Period (Months)
    • Other Insurance
    • Custom Compliance
      • Validation Type - Date Value
      • Validation Type - Numeric
      • Validation Type - Yes/No
      • Validation Type - Ranked List
        • Navigating Ranked List Creation
    • Portal
    • Company Roles
    • Job Roles
    • Vendor Roles
    • Email Templates
      • Configuring Automated Expiration Email Alerts
      • Creating Out of Compliance Email Template
      • Lien Form Email Templates
      • Lien Compliance Email Templates
    • External Connections
    • External Queries
    • Company Lookup Tables
      • Compliance Activities
      • Creating Custom Endorsements
      • Creating Custom License Types
      • Waiver Forms - Custom Lien Release Forms
        • Uploading Custom Waiver Forms
    • System Lookup Tables
      • Creating New Insurance Rating Company
      • Project Insurance Types
      • Creating Custom Vendor Notification Types
      • Creating Custom Vendor Types
    • Greenlight™ and the Job Poll Service
  • Reports
    • Manage Reports
    • Report Categories
    • Running Reports
    • Report List
• CDPlus (CD+) Module
• DocRoute™ Module
  • Document Routing and the DocRoute™ Sidebar
    • Settings
  • Quick Route
  • Index Based Document Routing
  • Manage Document Routing
  • DocRoute™ Route Recipient
• DocuSign Integration
  • Troubleshooting Best Practices
• Sage Paperless Construction Web Applications
  • eCapture™
    • eCapture™ Implementation Checklist
    • eCapture™ Advanced
      • Credit Card Receipts
      • Submitting Documents to Index or Queue
    • eCapture™ Web User Configuration
      • Credit Card Receipt Configuration
    • eCapture™ App Instructions
    • eCapture™ Gallery
  • eDocRoute™
    • Main Pane
      • Create Route
    • Details
  • eDocuments™
    • eDocuments™ Web User Configuration
    • Main Pane
  • eForms™
    • 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
            • Acknowledge
        • Manage Global Fields
      • Review
      • Admin
        • Announcements
        • Configuration
        • Devices
        • Import/Export
      • Add Field Reports
        • Sage 100 Field Reports
        • Sage 300 Field Reports
    • 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
  • eInvoice™ Review
    • eInvoice™ Web User Configuration
    • Screen Layout
    • Main Pane
    • Details
      • Invoice Line Items
  • ePortal™
    • Screen Layout
    • Manage Users
      • Reset Passwords
• Advanced Integration
  • Sage 100 Contractor
    • Job Routing - Sage 100 Contractor
    • Sage 100 Contractor API Usage and Configuration
    • Credit Card Management Integration
  • Sage 300 CRE
    • Job Routing - Sage 300 CRE
    • PO Module for Sage 300 CRE Only
      • Procedures