Documents and document list

Questions, answers and assistance to Documents and document list

• Is a document preview of all document pages provided?

• Which symbols are displayed next to the document preview and which further options can I perform?

• Can I store notes and comments on the document preview, are they also visible on the original document?

• What is a document preview and where can I find it?
  

• How do I add documents from the file system?

• What do the symbols and colors in the document list mean?

• How can I edit, forward or open my document? What is a context menu?

• Can I simply move documents from the document list to another folder?

• How can I mark all documents in the documents list?

• How can I determine the order of documents in the documents list?

• How can I sort the documents list?

• Database, folders, documents and document folders - how is the program structured?

• How many documents can I store in PaperOffice?

• Can I connect documents with contacts and addresses?

• What is a document list and where do I find it in PaperOffice?

• What does the bottom bar in the document list mean?

Document properties

Questions, answers and assistance to Document properties

• Settings under "Document properties" - Tagging

• Settings under "Document properties" - Security

• Settings under "Document properties" - Custom fields

• Settings under "Document properties" - Basic properties

Updates

Questions, answers and assistance to Updates

• What must be considered when updating a network version?

Document status

Questions, answers and assistance to Document status

• What is a document status and for what do I need it?

• How can I set the document status for a document?

• How can I create new document status entries or edit existing ones?

• How are the status entries displayed in the interface?

Folder and folder list

Questions, answers and assistance to Folder and folder list

• How can I add or change a folder color?
  

• How can I create new folders?

• How do I change the folder icon?

• How can I manage existing folders?

• How do I change the order of existing folders or subfolders?

OCR text recognition

Questions, answers and assistance to OCR text recognition

• How do I manually update the text recognition (OCR) of documents?

• How does the text recognition works for my documents?

• I have documents in different languages, how does it work with text recognition?

Display types

Questions, answers and assistance to Display types

• Which display types are there and how can I change them?

• Display by folder

• Display by status

• Display by keywords

• Display by document type

• Display by contact

Scan (ScanConnect)

Questions, answers and assistance to Scan (ScanConnect)

• My scanner does not support TWAIN. How can I still scan or add the documents in PaperOffice?

• Which scanners are supported?

• Which program should I choose for optimal scanning?

• How does scanning with ScanConnect work?

User

Questions, answers and assistance to User

• How do I add new users?

• General information about the user administration
  

• How to manage already created users?

• How can I change an existing password for the user?

• How can I change the user photo?

• Can user rights also be set individually for different database areas?

• How do I create user groups?

Contextual help

This help is optimized for direct access directly from PaperOffice since content relates to the currently visible program interface.

• How to work with QR codes?

• Scanner

• Print separation page

• Scan2Folder

Custom fields

Questions, answers and assistance to Custom fields

• Which values can be created as custom fields?

• How can I edit custom fields?

• What does custom fields in PaperOffice mean?

• Can I search for the contents of custom fields?

Data backup and recovery

Questions, answers and assistance to Data backup and recovery

• How to backup and restore in Synology NAS of MariaDB 5?

• How do I perform a backup in PaperOffice on local database?

• How can I restore an existing backup of the local database?

Document folder

Questions, answers and assistance to Document folder

• How many documents can I connect with a document folder?

• What is a document folder and why do I need it in PaperOffice?

• How can I connect documents to a document folder?

• How can I separate documents from a document folder?

• How can I view all documents from the document folder, if only the first one is visible?

• What happens to my documents that are in favorites and I connect them into a document folder?

• Can I move the document folder to another folder?

Microsoft Office Products (AddOn)

Questions, answers and help about Microsoft Office products

• How can I save the file attachment from Outlook directly to PaperOffice?

• Can the intermediate step in the Excel data file by clicking the hyperlinks be skipped?

Search and filter settings

Questions, answers and assistance to Search and filter settings

• How is the quick search bar in PaperOffice structured and what do the buttons mean?

• How can I do a quick search?

• Are manually added notes or tasks searched through the quick search?

• Which entries can be searched in PaperOffice?

Versioning and version management

Questions, answers and assistance to Versioning and version management

Workflow with SmartSpell

Questions, answers and assistance to Workflow with SmartSpell

• What is a SmartSpell dictionary and how can I manage it?

Working with QR codes

Questions, answers and assistance to Working with QR codes

• Which label printers does PaperOffice support?

• Which label sheets are recommended for printing the QR codes?