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Getting Started with PaperClipPlus
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Getting Started with PaperClipPlus

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See how easy it is to share files online. PaperClipPlus.com is a free cloud service that also supports sets of files, precise control of who can get them and complete visibility.

See how easy it is to share files online. PaperClipPlus.com is a free cloud service that also supports sets of files, precise control of who can get them and complete visibility.

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Getting Started with PaperClipPlus Presentation Transcript

  • 1. Getting started with TagSets using
  • 2. Sharing TagSets• This presentation shows how easy it is to share a TagSet using PaperClipPlus™• We will upload a single TagSet and share it with a single recipient.• PaperClipPlus™ lets the sender know for sure that the recipient has gotten the file.• Other presentations show how to create TagSets and securely share with groups of people.
  • 3. We’re going to start with the basics here.That starts with Registering for aPaperClipPlus account. So Click onRegister button. Next…
  • 4. Complete the information requestedand Click Register button. Next…
  • 5. Now that we’ve completed thesimple registration page, letsClick Register button. Next…
  • 6. Now sign in  Next…
  • 7. Login…
  • 8. We’re brought to the Home Screen. Next…
  • 9. Here are the options- pretty straightforward.These options are specific to Setting up TagSets andAssigning files to the TagSets. Next…
  • 10. For illustration purposes we want toSet up a TagSet for managingLease Contracts. So let’s Click on New TagSet. Next…
  • 11. Enter Lease Contracts as the name for The New TagSet. Next..
  • 12. We’ve entered Lease Contracts as the name forThe New TagSet. Now Click Create button. Next…
  • 13. New TagSet named Lease Contracts has been created.Now let’s add New Files to this TagSet. Next…
  • 14. Standard interface is presented forSelecting Files. Click on Select Files. Next…
  • 15. Files have been selected.Now Click on Open. Next…
  • 16. Files have been Selected.Add a Description. For Illustration purposes,we’ll add Lease Portfolio…Next….
  • 17. Lease Portfolio has been added. NowClick Upload to upload files to PaperClipPlus. Next…
  • 18. We have received confirmation that3 files have been uploaded  Now closethis window. Next…
  • 19. Right Click on folder icon. For illustrationNow we have a View of New TagSet named Lease Contracts. purposes we’ll highlight the folder icon associated with the Rams Properties. Next… Now let’s update files to apply unique Tag Identifiers. Next…
  • 20. Pop up windows revealing options. We want toSelect Details. Next…
  • 21. This screen shot provides a detail view of theFile. We want to add an additional Tag ofRams Properties as a unique identifier. Next…
  • 22. Rams Properties Tag isAdded. Now Click UpdateButton. Next…
  • 23. Update Confirmation is provided. Now Update the Cardinals And Blankenburgh Properties. Next…
  • 24. Once the files have been updated with theirRespective Tags. Click on Go Back icon. Next…
  • 25. We’ve successfully added the New unique TagIdentifiers and they’re all related toThe New TagSet named Lease Contracts 
  • 26. Now we’re looking at the Details of the New TagSet named Lease Contracts.Now let’s Share this TagSet with a colleague. Let’s Clickon Share button. Next..
  • 27. We’re brought to the Share Screenshotwhere it presents us with 3 straight forwardOptions to Share a TagSet. Let’s go withOption # 3 and copy and paste text into our email client. ThenClose the Window. Next…
  • 28. Text has been pasted here…Next
  • 29. Alvin opens his email and Clicks on Link. Next…
  • 30. We arrive at this page where it asks for Alvin’s email address. Next…
  • 31. Alvin enters his email address and Clicks Go to View button. Next…
  • 32. Allen has a view of the TagSet named Lease Contractand of its associative files. Next…
  • 33. Now Alvin can View and/or Download files these files from PaperClipPlus. For illustration pto download the files. So let’s start by Clicking the Download button for the Rams Propertie
  • 34. We opt to save file. Next…
  • 35. We’re brought back to TagSet Lease Contracts View. Now let’s download the remaining files From this TagSet.Now let’s go back to our role as the person who created the TagSet Lease Contracts.Next….
  • 36. We’re back at the Author’s View. Now let’s Clickon the Details Tab for New TagSet Lease Contracts. Next…
  • 37. Our Audit capability is one ofthe strong differentiators ofPaperClipPlus. Let’s Click on theHistory button. Next…
  • 38. Now we can confirm key information, such aswhen and by whom the TagSet Lease ContractsTagSet was (created)written . And it providesthe same details when it was read by Alvin 
  • 39. For more granular detail, by placing the cursor directly over the Time Created column, you’ll Receive a Date/Time stamp down to seconds when The TagSet was created or read by email addressThis concludes our Walkthrough. We hope you have found itUseful. Please don’t hesitate to contact us atSupport@PaperCliPlus.Com if you have any questions. Enjoy 
  • 40. Simple file sharing with PaperClipPlus™• Create TagSet• Add Files to TagSet• Upload the file – Add description – Add tags• Let PaperClipPlus™ create an e-mail you send to intended recipients• Recipients click the link, enter their e-mail address and view the file• You see a log of recipients’ views in the file’s History