Video Tutorials

Using Folders
Using Tags
Using Document Types
- Set a Document Type
- Drag & Drop Document to a Document Type
Using Search
- Using Quick Search
- Using Advanced Search
- Using Saved Search
Import from Paperport

Using Folders

The video below shows how you can create folders and sub-folders, rename them, add documents, move files between folders etc.

Using Tags

Below, you’ll learn how to add a tag, drag and drop a document on a tag, remove it from a document, and delete the tag altogether.

Using Document Types

Setting a Document Type

Click the play button below to learn how to set a document type and index the document.

Drag & Drop Document to a Document Type

Click the play button below to learn how to automatically set a document type using the drag & drop feature.

Using Search

Using Quick Search

Search documents in a finger-snap. The video below shows you how.

Using Advanced Search

Searching documents using multiple criteria was never so simple. Don’t believe us. Click play below and see for yourself.

Using Saved Search

Save the advanced search queries you frequently use and you won’t have to ‘search’ those files ever again!

Import from Paperport

Using Paperport? View the video below to learn how easy it is to import your documents from Paperport and begin managing documents more effectively and completely!