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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 a
PaperClipPlus account. So Click on
Register button. Next…

4. Complete the information requested
and Click Register button. Next…

5. Now that we’ve completed the
simple registration page, lets
Click 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 and
Assigning files to the TagSets. Next…

10. For illustration purposes we want to
Set up a TagSet for managing
Lease 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 for
The 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 for
Selecting 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. Now
Click Upload to upload files to PaperClipPlus. Next…

18. We have received confirmation that
3 files have been uploaded  Now close
this window. Next…

19. Right Click on folder 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 windows revealing options. We want to
Select Details. Next…

21. This screen shot provides a detail view of the
File. We want to add an additional Tag of
Rams Properties as a unique identifier. Next…

22. Rams Properties Tag is
Added. Now Click Update
Button. Next…

23. Update Confirmation is provided.
Now Update the Cardinals
And Blankenburgh Properties.
Next…

24. Once the files have been updated with their
Respective Tags. Click on Go Back icon. Next…

25. We’ve successfully added the New unique Tag
Identifiers and they’re all related to
The 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 Click
on Share button. Next..

27. We’re brought to the 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 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 Contract
and of its associative files. Next…

33. Now Alvin can View 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 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 Click
on the Details Tab for New TagSet Lease Contracts. Next…

37. Our Audit capability is one of
the strong differentiators of
PaperClipPlus. Let’s Click on the
History button. Next…

38. Now we can confirm 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 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 it
Useful. Please don’t hesitate to contact us at
Support@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