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Tutorials

Paperclip Minute

The Paperclip Minute is a monthly video showcasing features, helpful tips, and new enhancements. You’ll find recordings of all previous Paperclip Minutes here.

May 19, 2023

eM4 Proof of Agreement

This month we are showcasing eM4 POA, our Proof of Agreement, solution. It requires no setup and provides the simplest implementation of e-signing (using Click/Close or Click/Agree). Watch our short video below to learn why your team should choose eM4 POA.

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April 18, 2023

Forgotten Password

Ever forget the password for your Paperclip Login? Do you know how to re-set your security questions? Watch our quick video to find out how:

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March 21, 2023

Document Quick View

This month we cover our Document Quick View, or “Peak” View. It’s an easy way to scroll through all documents in a folder to both view and/or edit. Watch our quick video to find out more

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February 15, 2023

Print to TIFF

This month we discuss how to convert non-PDF documents into TIFF doc types! Did you know if you are sending through Internet Express, your document MUST be TIFF or PDF? Watch our one-minute video to find out more

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November 17, 2022

Can we talk about Annotations.

This month we talk Annotations! What are they? How can you use them in your workflow? Watch our one-minute video to find out

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October 19, 2022

Printing directly into Paperclip

Did you know you can print directly into Paperclip? Our team calls this “Print to Tiff.” This month we show you how easy it is. Anywhere you can go to File and choose “print”, you can print directly into the folder in Paperclip!

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September 20, 2022

Updating a SmartList

Did you know it’s easy to update a SmartList? This month we cover how to clean up your SmartList drop down menu. Choices that are misspelled, don’t make sense, or just plain don’t belong can be removed!

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August 16, 2022

Internet Express Sending/Tracking: Did you know?

Did you know that only TIFF and PDF doc types can be sent to the carriers through Internet Express? This month we cover important items such as this that will make your sending go smoothly. We also review secure sending and tracking if anyone on your team needs a refresher!

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July 19, 2022

Change Password and Security Questions

This month we review how to change your password and security questions. Watch our quick video to find out tips to help if you are having trouble re-setting!

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June 21, 2022

The Quick Filter Button

This month we review the Quick Filter button. Watch our 1-minute clip to find out what it is and how to use it to quickly find the folder(s) you are looking for!

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Paperclip Minute

The Paperclip Minute is a monthly video showcasing features, helpful tips, and new enhancements. You’ll find recordings of all previous Paperclip Minutes here.