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Managing Library Items and Metadata

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Why can’t I use the Escape key in Full Screen mode?

Posted by Logan Ryan in 2018-12-17
in Paperless for Mac OS > Managing Library Items and Metadata
Using Smart Collections in Paperless

Posted by Customer Service in 2018-12-17
in Paperless for Mac OS > Managing Library Items and Metadata
How can field auto-population typically be expected to work in Paperless?

Posted by Customer Service in 2019-10-16
in Paperless for Mac OS > Managing Library Items and Metadata
Does Paperless calculate Sales Tax (or Value-Added) automatically?

Posted by Customer Service in 2018-12-17
in Paperless for Mac OS > Managing Library Items and Metadata
What are the differences between collections, smart collections, and folders in Paperless?

Posted by Customer Service in 2019-10-16
in Paperless for Mac OS > Managing Library Items and Metadata
Introduction to the library window source list

Posted by Customer Service in 2018-12-17
in Paperless for Mac OS > Managing Library Items and Metadata
How can I password protect my receipts or documents as they contain sensitive data?

Posted by Jim Henson in 2015-03-25
in Paperless for Mac OS > Managing Library Items and Metadata
How do I delete a receipt or a document?

Posted by Jim Henson in 2019-10-16
in Paperless for Mac OS > Managing Library Items and Metadata
How do I place items in folders?

Posted by Jim Henson in 2019-10-16
in Paperless for Mac OS > Managing Library Items and Metadata
Managing and Configuring Metadata Fields (Details) in Paperless 3

Posted by Jim Henson in 2018-12-17
in Paperless for Mac OS > Managing Library Items and Metadata
What is the “Done” button at the top of the details (metadata) pane?

Posted by Jim Henson in 2019-10-16
in Paperless for Mac OS > Managing Library Items and Metadata
Why isn’t the document details (metadata) pane visible in Reports view?

Posted by Jim Henson in 2019-10-16
in Paperless for Mac OS > Managing Library Items and Metadata
How do I add or remove columns in the Library window?

Posted by Jim Henson in 2019-10-16
in Paperless for Mac OS > Managing Library Items and Metadata
After I change a receipt’s document type to something other than Receipt, why can’t I change the amount value?

Posted by Jim Henson in 2018-12-17
in Paperless for Mac OS > Managing Library Items and Metadata
Why won’t Paperless allow me to enter currencies other than the currency I normally use on my Mac?

Posted by Jim Henson in 2019-10-16
in Paperless for Mac OS > Managing Library Items and Metadata
How do I set a preferred document type in Paperless 3?

Posted by Jim Henson in 2018-12-17
in Paperless for Mac OS > Managing Library Items and Metadata

Why can’t I use the Escape key in Full Screen mode?

Using Smart Collections in Paperless

How can field auto-population typically be expected to work in Paperless?

Does Paperless calculate Sales Tax (or Value-Added) automatically?

What are the differences between collections, smart collections, and folders in Paperless?

Introduction to the library window source list

How can I password protect my receipts or documents as they contain sensitive data?

How do I delete a receipt or a document?

How do I place items in folders?

Managing and Configuring Metadata Fields (Details) in Paperless 3

What is the “Done” button at the top of the details (metadata) pane?

Why isn’t the document details (metadata) pane visible in Reports view?

How do I add or remove columns in the Library window?

After I change a receipt’s document type to something other than Receipt, why can’t I change the amount value?

Why won’t Paperless allow me to enter currencies other than the currency I normally use on my Mac?

How do I set a preferred document type in Paperless 3?