Tutorials

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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.

April 19, 2022

eM4 POD

What’s POD? Never heard of it? See the video below to learn how to use the Proof of Delivery option of eM4 to easily confirm your recipient’s identity in a user-friendly way.

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March 15, 2022

eM4 -How to secure Force Secure

Still not encrypting your emails? Paperclip’s eM4 Service is the tool to make sure you are compliant when sending emails with confidential information. Over the next few months, we will highlight eM4 and the various options within the service. eM4 is simple and secure!

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February 15, 2022

Not using Internet eXpress? You should be.

Not using Internet eXpress to send to a carrier or 3rd Party? Think you can only send to those on our Subscriber list? See the video below on how you exchange documents with ease, at a click of a button!

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January 19, 2022

Monthly Storage Notifications

Paperclip will no longer email monthly Storage Notifications. Each account should have an Admin login that has access to real-time Storage Information. If you are not sure who the Admin is, please contact Support at helpdesk@paperclip.com. Go to https://tech.paperclip.com/Downloads/Storage_Access_for_Admin.pdf for Admin Storage Guide.

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September 21, 2021

How to Edit/Update a SmartList

Based on last month’s Paperclip User Survey, the topic of How to Edit/Update a SmartList was of high priority. Do you have choices on your SmartList added by users that were misspelled, don’t make sense, or just don’t need to be a choice any longer? Watch this short video!

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August 17, 2021

TIFF Document Viewer

This month’s topic will review the TIFF Document Viewer. Users have view options, can navigate through pages, zoom, save, print, delete, add pages/documents, and edit the page orientation.

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July 15, 2021

Finding Documents

This month’s topic will review Find Documents (within the VCF Platforms). Users can search for documents using Folder or Document Data Fields, save queries (to manage Storage, workflow items, etc.) and export to a CSV File for reporting or record keeping spreadsheets.

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