Getting Started with Paperlogix

Paperlogix makes it easy to capture and organize high quality scan of your receipts and documents.

Capturing Your First Scan

To get started scanning documents, open Paperlogix Capture by tapping the Scan button at the bottom of the app.

The capture view is designed to make scanning fast and accurate. For best quality, position your device so that your document fills most of the camera view. Paperlogix automatically detects edges of your document and crops to remove skew and perspective distortion. To learn more about capturing scans see Capturing Scans.

Documents Tab

The Documents tab presents your scanned documents as a traditional hierarchy of documents and folders. Tap any document to open it in the document viewer. You can also long-tap an item to peek into its content and perform quick actions.

Searching for Documents

To search for documents, pull down the search bar at the top of the app. You can choose to search the currently displayed collection, or All Folders.

Selecting Items and Performing Actions

Tap Edit in the upper-right to begin selecting documents or folders. After selecting one or more items you’ll find action buttons enabled at the bottom of your screen. These include actions for invoking workflows, moving, merging, tagging and deleting items.

Navigate Tab

The Navigate tab provides a convenient way to view your recent documents and tagged items.

Recent Documents

Tapping Recent Documents will display all documents created or modified within the past 30 days.

Favorites and Important Tags

Paperlogix ships with two default tags: Favorites and Important. Feel free to rename or delete these tags if you don’t need them.

Automate Tab

The Automate tab enables you to automate common actions using workflows and rules. For example, you can use automation to organize documents, rename, move, or upload to cloud services.

Workflows

Workflows are a great way to perform a series of actions, such as renaming, moving, or uploading documents. A workflow is a series of actions that you define. You can invoke a workflow manually, or from any rule. To learn more about workflows, see Workflows.

Rules

With Paperlogix you can create your own rules to perform actions or workflows.

Text Rules give you the ability to perform actions when documents contain specific text. This is great way to automatically organized scanned documents.

For example, you might use Text Rules to automatically organize and archive scanned receipts based on a store name contained in the receipt text.
Created Rules perform actions when documents are initially created.

For example, you might use Created Rules to automatically upload all new documents to your favorite Cloud Services for backup purposes.
Folder Rules perform actions when documents are added to a folder.

For example, you might use Folder Rules to upload documents to your favorite Cloud Service when they are drag-and-dropped into a particular filter.
Tag Rules perform actions when documents are tagged.

For example, you could use Tag Rules to automatically rename documents, or to invoke workflows.

Activity View

The Paperlogix Activity View provides a convenient way to view the status of your automations or cloud uploads. Tapping the circular refresh button at the upper left will open the activity view popover.

While actions are taking place the activity view will show progress, such as the percentage of an upload to a cloud service. If an action has failed, you can tap it to view details about the failure.

Clearing Activity

You can clear the activity view by tapping the Clear button in the upper right. You can choose between clearing ended events, or all events (including events that are waiting and in progress). Completed events can also be removed individually by swiping right-to-left on the event.