Getting Started
PaperFree is a complete Platform enabling you streamline business processes and manage your business eliminating or minimizing the use of paper and . This Online Helps you to understand PaperFree and provides you the easy and best ways to work with PaperFree. You will be able to understand the basics quickly and you will also find that its platform is very easy to use. If you still have questions, don’t worry! We are always there to assist you. Contact our Customer Success Team.
Note: For more information, refer the respective topics in this section.
- Common Operations
- Contact Live Support
- Creating New Tasks
- Exporting to CSV
- Editing a Record
- Sorting Records
- Viewing a Record
- Deleting a Record
- Exporting to XLSX
- Importing From CSV
- Configuring Alerts
- Editing Your Profile
- Searching for a Record
- Refreshing the Screen
- Viewing Notifications
- Accessing Online Help
- Managing Transactions
- Managing Feed
- Editing Organization Profile
- Moving archived content back to application
- Report an Error or Idea
- Archive Posts
- Focus on a single goal
- Add a New Goal into Existing Post
- Run a process for new contact
- Interface Overview
- System Requirements
- Signing / Login / Logout
PaperFree.com is the most flexible business management system, a set of software: Customer Relationship Management, Enterprise Content Management System and more serving the entire U.S., including the cities of New York, Los Angeles, Chicago, Dallas, Seattle, Miami, Tampa, Phoenix, Cleveland and San Francisco as well as Fairfield County, CT, Westchester County, NY and Rockland County, NY.
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