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.
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.
The Navigate tab provides a convenient way to view your recent documents and tagged items.
Tapping Recent Documents will display all documents created or modified within the past 30 days.
The tags section displays all of your tags. Tapping a tag will display all documents and folders having the tag.
You can create a new tag by typing a name into the New Tag field. While editing a tag you can choose between seven colors by tapping the colored circle. Tapping Edit will enable you to re-order the list of tags, or delete tags.
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.
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 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.
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.
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.
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.