Uploaded byFred Domke
Getting Started with PaperClipPlus
This document outlines the process of creating and sharing a tagset using PaperclipPlus, including registration, uploading files, and assigning unique tag identifiers. It details how to share the tagset with a colleague and track recipient activity. The walkthrough concludes by highlighting the platform's audit capabilities and encouraging users to reach out for support.
Getting Started with PaperClipPlus
- 1. Getting started withTagSets using
- 2. Sharing TagSets • Thispresentation 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 tostart with the basics here. That starts with Registering for a PaperClipPlus account. So Click on Register button. Next…
- 4. Complete the informationrequested and Click Register button. Next…
- 5. Now that we’vecompleted the simple registration page, lets Click Register button. Next…
- 6. Now sign in Next…
- 7.
- 8. We’re brought tothe Home Screen. Next…
- 9. Here are theoptions- pretty straightforward. These options are specific to Setting up TagSets and Assigning files to the TagSets. Next…
- 10. For illustration purposeswe want to Set up a TagSet for managing Lease Contracts. So let’s Click on New TagSet. Next…
- 11. Enter Lease Contractsas the name for The New TagSet. Next..
- 12. We’ve entered LeaseContracts as the name for The New TagSet. Now Click Create button. Next…
- 13. New TagSet namedLease Contracts has been created. Now let’s add New Files to this TagSet. Next…
- 14. Standard interface ispresented for Selecting Files. Click on Select Files. Next…
- 15. Files have beenselected. Now Click on Open. Next…
- 16. Files have beenSelected. Add a Description. For Illustration purposes, we’ll add Lease Portfolio…Next….
- 17. Lease Portfolio hasbeen added. Now Click Upload to upload files to PaperClipPlus. Next…
- 18. We have receivedconfirmation that 3 files have been uploaded Now close this window. Next…
- 19. Right Click onfolder icon. For illustration Now 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 windowsrevealing options. We want to Select Details. Next…
- 21. This screen shotprovides a detail view of the File. We want to add an additional Tag of Rams Properties as a unique identifier. Next…
- 22. Rams Properties Tagis Added. Now Click Update Button. Next…
- 23. Update Confirmation isprovided. Now Update the Cardinals And Blankenburgh Properties. Next…
- 24. Once the fileshave been updated with their Respective Tags. Click on Go Back icon. Next…
- 25. We’ve successfully addedthe New unique Tag Identifiers and they’re all related to The New TagSet named Lease Contracts
- 26. Now we’re lookingat the Details of the New TagSet named Lease Contracts. Now let’s Share this TagSet with a colleague. Let’s Click on Share button. Next..
- 27. We’re brought tothe Share Screenshot where it presents us with 3 straight forward Options to Share a TagSet. Let’s go with Option # 3 and copy and paste text into our email client. Then Close the Window. Next…
- 28. Text has beenpasted here…Next
- 29. Alvin opens hisemail and Clicks on Link. Next…
- 30. We arrive atthis page where it asks for Alvin’s email address. Next…
- 31. Alvin enters hisemail address and Clicks Go to View button. Next…
- 32. Allen has aview of the TagSet named Lease Contract and of its associative files. Next…
- 33. Now Alvin canView and/or Download files these files from PaperClipPlus. For illustration p to download the files. So let’s start by Clicking the Download button for the Rams Propertie
- 34. We opt tosave file. Next…
- 35. We’re brought backto 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 atthe Author’s View. Now let’s Click on the Details Tab for New TagSet Lease Contracts. Next…
- 37. Our Audit capabilityis one of the strong differentiators of PaperClipPlus. Let’s Click on the History button. Next…
- 38. Now we canconfirm key information, such as when and by whom the TagSet Lease Contracts TagSet was (created)written . And it provides the same details when it was read by Alvin
- 39. For more granulardetail, 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 it Useful. Please don’t hesitate to contact us at Support@PaperCliPlus.Com if you have any questions. Enjoy
- 40. Simple file sharingwith 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