Paperless Forms

<img src="https://downloads.intercomcdn.com/i/o/vg2fsuzb/1584983480/1aaff30dcbb1e171308a2c505150/chevron-right-solid.png?expires=1751382000&amp;signature=d02b8c5a6774f2c1f0e2e41097e62ba9c0d6db347ef817345be737cc05eb55c1&amp;req=dSUvEsB2noVXWfMW3Hu4gYyrI4g%2BMgUunY7uE39imPV54GKMeMTgZ%2FsdFRkI%0Awg%3D%3D%0A" width="15" alt=""> View Menu

Allows you to see every available sections of the website, along with their icons.

<img src="https://downloads.intercomcdn.com/i/o/vg2fsuzb/1584983981/7de751748f7e35af807ee4e4e695/house-chimney-solid.png?expires=1751382000&amp;signature=b9fa5f8ee49a94e117c790645e5c759d20ff0acbd6a9855394b3692ff2f5aa29&amp;req=dSUvEsB2nohXWPMW3Hu4gbqypsKFDjGDSV6yh1Xw%2BB0YYKbuhPAOx9gTuN5G%0AKA%3D%3D%0A" width="20" alt=""> Home

Allows you to access a search bar to search for your forms using the following search criteria:

<a href="http://help.gopaperless.today/en/articles/2339508-search-criteria-in-progress">In Progress</a>

<a href="http://help.gopaperless.today/en/articles/2339528-search-criteria-deleted">Deleted</a>

<a href="http://help.gopaperless.today/en/articles/2339557-search-criteria-no-production">No Production</a>

<a href="http://help.gopaperless.today/en/articles/2339559-search-criteria-not-verified">Not Verified</a>

<a href="http://help.gopaperless.today/en/articles/2339563-search-criteria-invalid">Invalid</a>

<a href="http://help.gopaperless.today/en/articles/2339575-search-criteria-field-with-value">Field with value</a>

- <a href="http://help.gopaperless.today/en/articles/2339443-search-criteria-form-name">Form Name</a>
- <a href="http://help.gopaperless.today/en/articles/2339502-search-criteria-tag">Tag</a>
- <a href="http://help.gopaperless.today/en/articles/2339506-search-criteria-date">Date</a>
- <a href="http://help.gopaperless.today/en/articles/2339508-search-criteria-in-progress">In Progress</a>
- <a href="http://help.gopaperless.today/en/articles/2339528-search-criteria-deleted">Deleted</a>
- <a href="http://help.gopaperless.today/en/articles/2339557-search-criteria-no-production">No Production</a>
- <a href="http://help.gopaperless.today/en/articles/2339559-search-criteria-not-verified">Not Verified</a>
- <a href="http://help.gopaperless.today/en/articles/2339563-search-criteria-invalid">Invalid</a>
- <a href="http://help.gopaperless.today/en/articles/2339575-search-criteria-field-with-value">Field with value</a>

<img src="https://downloads.intercomcdn.com/i/o/vg2fsuzb/1584984505/46d8f9a8db42012f608c2bffeb47/star-solid+%281%29.png?expires=1751382000&amp;signature=4600a7223938a6cc644b7ec8ab682312b2ce3b6c71e9a0f60473ad527e95ded9&amp;req=dSUvEsB2mYRfXPMW3Hu4gc74%2F%2Fq8D7wxps%2B6nA6dfHUV6cric3kcOX6XUlWs%0Arg%3D%3D%0A" width="20" alt=""> Quick Search

Allows you to <a href="http://help.gopaperless.today/en/articles/974066-how-to-create-a-quick-search-favorite">create quick searches</a> in the <img src="https://downloads.intercomcdn.com/i/o/vg2fsuzb/1584999498/6a54f4e3ebaa31b119968e45d22d/house-chimney-solid.png?expires=1751382000&amp;signature=d75600b7e6bec33925b35e27e14b6bb8faacb3370e7d4f2068e1e796184bc83c&amp;req=dSUvEsB3lIVWUfMW3Hu4ge15n83BItThn8jwMHloe7r62%2Fn0EzxcU6BRWhUR%0AEA%3D%3D%0A" width="15" alt=""> Home section. Allows you to <a href="http://help.gopaperless.today/en/articles/974091-how-to-subscribe-to-a-quick-search-favorite">create subscriptions from your quick searches</a>.

<img src="https://downloads.intercomcdn.com/i/o/vg2fsuzb/1584985278/b945c1e4d31eaee86628e23ed460/list-check-solid.png?expires=1751382000&amp;signature=4934b94eb7575455ba44d115cfe9d0fd90d6d89eb0913c81f7c185ca033d400d&amp;req=dSUvEsB2mINYUfMW3Hu4gck5iVX0lkSmuK4u9CZ1fs%2BsSrD5V0SC0Cu4Ma20%0AXQ%3D%3D%0A" width="20" alt=""> Saved Results

Allows you to <a href="http://help.gopaperless.today/en/articles/2584101-how-to-search-for-a-saved-results-report">use a search bar to search for the reports</a> of your <a href="http://help.gopaperless.today/en/articles/1239097-how-to-do-a-saved-results-file-verification">file verifications you have made</a>.

<img src="https://downloads.intercomcdn.com/i/o/vg2fsuzb/1584985530/e57a6a41056d6a104a8762522bd0/book-solid.png?expires=1751382000&amp;signature=b70c8533535280412ff9c9f6489d09ba9d09861dcc58e1f5547567923a8d37e7&amp;req=dSUvEsB2mIRcWfMW3Hu4gRoWykCsMn3trxaU0hDm2HIDcIVAlJmeg4mxNXXF%0A0g%3D%3D%0A" width="20" alt=""> Records

Allows you to <a href="http://help.gopaperless.today/fr/articles/965753-comment-se-connecter-a-l-application-paperless-forms">see all the signatures of your employees on the documentation you have released</a>.

<img src="https://downloads.intercomcdn.com/i/o/vg2fsuzb/1584985839/4a58b1cfef826b48aab6b661a7cd/share-nodes-regular.png?expires=1751382000&amp;signature=422f1a6f7ab976a1b68d81d9a0aa814df12df2a4183d9c00424088b7a77e194e&amp;req=dSUvEsB2mIlcUPMW3Hu4gfTotWlNKeTP6ZUdsIvWp6KPK6BuXKcoeDe%2FZQwm%0A5w%3D%3D%0A" width="20" alt=""> Shared Documents

Allows you to <a href="https://intercom.help/GCtgQXbE6UuBov3ENT4aJQ/es/articles/974135-how-to-share-search-results" rel="nofollow noopener noreferrer" target="_blank">share documents directly via email</a>.

<img src="https://downloads.intercomcdn.com/i/o/vg2fsuzb/1584986114/0208cff36cbea9cd47d7b9d5b7e5/chart-column-solid.png?expires=1751382000&amp;signature=5324dcc176f912faa1e22de89bc656fea37191c1e871577abb2ace735f60bb57&amp;req=dSUvEsB2m4BeXfMW3Hu4gbvFVkECxkIJ0XpSnsS328WDnF%2B4rlfN7omcQeY0%0A6w%3D%3D%0A" width="20" alt=""> Dashboards

Allows you to publicly display your dashboards from the Paperless Forms website.

<img src="https://downloads.intercomcdn.com/i/o/vg2fsuzb/1584986367/7790459de099d306634886da13fc/gear-solid.png?expires=1751382000&amp;signature=b4f542b4b6e1b1c5b784bdbfac055882cf87cc77938cf68b3b7665ceeb6945ff&amp;req=dSUvEsB2m4JZXvMW3Hu4gTUel0IGwO%2Bjbs1o%2FOHpOY67JaEfOYm4i8CukIgB%0Adg%3D%3D%0A" width="20" alt=""> Admin

Allows you to manage your system with multiple subsections:

Manage Users: Allows you to manage your users (add, edit, remove) and their permissions.

Manage Custom Roles: Allows you to create new custom roles for specific permissions.

Manage Templates: For Azure Only - Allows you to manage your Paperless Forms template from the website.

Auto-Incremented Keys: Allows you to create custom incrementing unique strings and numbers.

View License Information: Allows you to view the allocation of your licenses.

Export Data: Allows you to extract your data in Excel, PDF or raw data.

Download Windows App: Allows you to download the latest available Windows app version.

- Manage Users: Allows you to manage your users (add, edit, remove) and their permissions.
- Manage Custom Roles: Allows you to create new custom roles for specific permissions.
- Manage Templates: For Azure Only - Allows you to manage your Paperless Forms template from the website.
- Auto-Incremented Keys: Allows you to create custom incrementing unique strings and numbers.
- View License Information: Allows you to view the allocation of your licenses.
- Export Data: Allows you to extract your data in Excel, PDF or raw data.
- Download Windows App: Allows you to download the latest available Windows app version.

<img src="https://downloads.intercomcdn.com/i/o/vg2fsuzb/1584986566/e88b472585325e2ef7eb43b44942/sun-solid.png?expires=1751382000&amp;signature=86c5475067958dad01c64f98fb0fca3bb0422f297073b92d6191c6a6999e533b&amp;req=dSUvEsB2m4RZX%2FMW3Hu4gfwtNZjyYJ6GdiHFCETGJbMGjsc9uO87aME92%2BYA%0AQw%3D%3D%0A" width="20" alt=""> Light Theme / <img src="https://downloads.intercomcdn.com/i/o/vg2fsuzb/1584986794/07ebc0c69248a174fdd1cb34fe40/moon-solid.png?expires=1751382000&amp;signature=65f973374857fae556aea105dbda0c590fdfc1705467a0cec2c8a849a8986b33&amp;req=dSUvEsB2m4ZWXfMW3Hu4gU4l2CpCDqlaj6je0VBuxVMoG3OBYKLISTKVu3B9%0Ayg%3D%3D%0A" width="20" alt=""> Dark Theme

Allows you to switch between the dark and light theme for the website.

<img src="https://downloads.intercomcdn.com/i/o/vg2fsuzb/1584987385/7bb3d6762121acdaed321b1c096c/circle-question-regular.png?expires=1751382000&amp;signature=94f259fec29b1709837cdba8c0d156a6ba466e12f1a812011302a0316a5f269a&amp;req=dSUvEsB2moJXXPMW3Hu4gc%2B9%2FMP8Xtee%2BfvGGm8Em%2FanXV8s6%2F%2F9MmVNOfl%2B%0A4Q%3D%3D%0A" width="20" alt=""> Help Center

Allows you to visit our help center website. Very helpful!

Index: Paperless Website

Find answers and get help from Intercom Support and Community Experts

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Index: Paperless Website

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