Mariner-software Narrator for Windows Manual de usuario Pagina 1

Paperless for Windows2.0User Guide© Copyright 2011 Mariner Software, Inc. All Rights Reserved. No part of this documentation may be copied, photocopie

System Requirements & TroubleshootingSystem Requirements•Windows Vista or Windows 7•Windows Vista or Windows 7 Professional editions required for

Paperless NotesNotes Before using Paperless, you should have a basic knowledge of the Windows Operating System (OS). You should understand pointing, c

Chapter 2: SetupOnce youʼve installed the software, youʼll need to set up your scanner to scan your receipts, as well as customize your preferences fo

Scanner PreferencesTo set-up your scanner: Choose Preferences from the Paperless Edit menu. Choose from the options below:TWAIN Scanner - Sets Paperle

Scanner TroubleshootingIf you have problems with your scanner and Paperless, it is often the case that your scannerʼs driver software is involved. Ple

Files PreferencesThe Files preferences tab controls how you work with the items in your libraries: •PDFs: Use external Viewer - check this option to

•Files: Auto fill receipt information from previous files - if this is turned on, Paperless will search through your receipts after you type in a mercha

Chapter 3: LibrariesPaperless allows you to create libraries that are primarily designed to store and organize your receipts, documents, and other ite

Open library in new window - check this to launch a new window for your library.Click OK.A new dialog will appear, prompting you to name your new libr

Renaming or Moving LibrariesMoving and renaming libraries is a simple task that is accomplished through Windows Explorer.In order to rename a library,

Chapter 1: Introduction! 4Installing & Launching! 7Check For Updates! 9System Requirements & Troubleshooting! 10System Requirements! 10Trouble

Automatically Opening Libraries Paperless will open the library or libraries that were open when the application last quit. Simply open the libraries

Chapter 4: Using PaperlessPaperless is easy to use for multiple purposes. This chapter deals with the main functions of the application, using receip

Scanning FilesTo scan a single-page item, or to scan many individual single-page items using a ScanSnap or other scannerʼs automatic document feeder (

When your scan is complete, your item will be displayed in the Paperless Import window, where you can use the various buttons in the toolbar to manipu

0 You can enter information about an item while it is in the Inbox, by using the pane on the right. For your convenience, some of the fields may be aut

Working with Your ItemsWorking with your items is easy in Paperless - there are several ways to view them in your library.A Paperless library in Detai

The Main WindowPaperless allows you to change the way you view your data. The main window has three panes: 1 The pane on the left (the source list pan

1 Combo View: The bottom portion of this view displays a list of your items, while the top portion displays a graphical view of the selected item.If

View PreferencesThe View preferences tab allows you to control the main windowʼs display settings: •Show item counts - check this option to display i

Viewing or hiding item infoTo view or hide the detail pane: Select an item from the list.0 Click on the Show Details / Hide Details icon in the Toolb

Saving receipts and documents! 45Importing! 46Drag and drop! 46Import menu item! 47Printing Items! 48Reports! 49Creating a Report! 49Viewing and Editi

Viewing and editing itemsTo see an item in its own window:1 Double-click the item to open the Paperless PDF Viewer; or0 Single click on the item, then

Entering line items or “Splits”Your receipts may have items from one or more categories: for instance, you go to Target and buy a DVD player, pick up

Combining itemsPaperless lets you easily combine or merge items stored in your library.To combine two or more items:1 Select the items. 0 Right-click

Adding pages to itemsPaperless lets you easily add pages to receipts or documents stored in your library.To add a page to a receipt or document:1 Sele

Removing pages from itemsTo remove pages from an item:1 Select the file.0 Choose Remove Page(s) from the Edit menu. The file will appear in the Quick PD

Changing item detailsYou can change an itemʼs information at any time after scanning or importing it. Simply click on the item to display its informat

SearchingPaperless makes it easy to find items in your library.To find an item:1 Enter a search term in the search field in the Toolba r. 0 Click the Se

Using Collections to Organize DataCreating collectionsCollections help you organize your files. You can create collections or use smart collections to

Smart CollectionsSmart collections expand on collections by allowing you to specify criteria detailing which items are to be included in the collectio

0 Select the type of match, such as equals, contains, is in the range, is greater than, etc. This will vary depending on the field you have chosen.0 En

Chapter 1: IntroductionPaperless allows you to easily scan, store and organize receipts and documents. By storing documents digitally, you’ll reduce t

Using and rearranging collectionsItems can appear in as many collections as you want. To remove an item from a collection, simply open the collection,

Exporting, Emailing and SavingPaperless allows you to export, email, and save your documents, receipts, and other library items.Emailing itemsSending

ExportingPaperless allows you to export an item or folder of items from your Library. To export an item or folder: 1 Select the item or folder you wan

Setting up export to Quicken QIFThe following only applies to receipts:Select Show Library Configuration from the View menu.Click on the Payment Method

Export to Quicken QIFTo export an item or folder to Quicken QIF:Select the item you would like to export and choose Export to QIF... from the File men

Saving receipts and documentsSaving receipts and documents is quick and easy. In Paperless, your information is automatically saved in the library file

ImportingPaperless allows you to easily import files of different types, including PDF and JPEG, into your libraries. Drag and drop There are four ways

Import menu itemTo Import files from the menu:1 Choose File --> Import...A window appears attached to the library into which you are importing.0 Sel

Printing ItemsPrinting receipts is very simple:1 Select the item(s) you want to print.0 Choose Print... from the File menu, type Ctrl+P, or use the co

ReportsYou can create, view, and print reports in Paperless.Creating a Report To create a report:1 Choose Reports... from the File menu.A window appe

Taxes and AccountingIn many cases, the IRS (or other tax authority) will accept electronic copies of your receipts. Paperless makes gathering informat

Report Title - Names the report.Sub Title - Describes your report.Available Fields - Displays all the fields in your current library.Report Fields - Se

Viewing and Editing ReportsTo view or edit an existing report, choose Reports... from the File menu, launching a window that displays your current lis

Printing ReportsTo print a report:1 Choose Reports from the Window menu.The reports window appears.0 Select a report.0 Click the Show Report button or

Chapter 5: Advanced TopicsNow that weʼve looked over the basic functions of Paperless in depth, weʼll cover a few remaining topics, including backing

BackupsBackup your libraryThere are a number of ways to backup your Paperless library.Use a third party product to backup your computer. (This is high

Library ConfigurationLibrary Configuration (accessed from the main window menu) allows you to display and control information specific to a library. This

General FieldsThe General Fields tab lets you customize information related to Merchants/Titles, Categories, and Subcategories.Merchants/Titles: The M

Payment MethodsThe Payment Methods tab is useful for entering information that lets you easily name and identify payment types for your receipts.Here

Custom FieldsPaperless lets you add an unlimited amount of custom fields to your libraries, to help you better organize your documents. Examples of cus

Data TypesPaperless lets you customize your Data Types and choose which fields to display in the main window for each one. The default data types are C

Store multiple librariesPaperless allows you to have multiple libraries for your data. This lets you separate out receipts for each year, each project

Some Data Types have fields that make sense to associate with them - for instance a Contact data type might have Personal Phone or Work Address fields,

TagsPaperless lets you define an unlimited amount of Tags for your files - these tags can be particularly useful when you are creating Smart Collections

DropletsA droplet is a small application that embeds information about your library. Paperless automatically creates droplets for each of your librari

Installing & Launching To install Paperless:1Double-click the Paperless installer icon. 0Follow the prompts as indicated.Once the installation is

RegistrationTo register Paperless:•When you first launch Paperless, you will be promptedto register the software or operate it in Demo Mode.•Click on t

Check For UpdatesYou can check for updates. Hereʼs how: Click on the Help Menu. Select Check for Updates... Once selected, Paperless will check for an