paperclipplus for carrier invoices - authorization

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for Carriers Send and manage your shipper invoices -- Know they got them, and know if they didn’t!!

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Page 1: PaperClipPlus for Carrier Invoices - Authorization

for Carriers

Send and manage your shipper invoices

--

Know they got them, and know if they didn’t!!

Page 2: PaperClipPlus for Carrier Invoices - Authorization

Why use PaperClipPlus™ to send your invoices?

• How many times have you heard “I didn’t receive your invoice”? Probably several times a month.

• Wouldn’t you like a service that sends your invoice, then shows you a log of who got it, and when?

• Even better, we can show you that they didn’t get it, so you can follow up before it’s past due.

• It’s easy – just login, upload, and start sharing.

• Best of all, PaperClipPlus™ is FREE!!!

Page 3: PaperClipPlus for Carrier Invoices - Authorization

Log in to your PaperClipPlus™ account.

Page 4: PaperClipPlus for Carrier Invoices - Authorization

Click on New File to upload your invoice.

Page 5: PaperClipPlus for Carrier Invoices - Authorization

Begin by selecting a file ...

Page 6: PaperClipPlus for Carrier Invoices - Authorization

… from your file system.

Page 7: PaperClipPlus for Carrier Invoices - Authorization

Add a description that is meaningful to you.Change Authorization to be anyone at Acme Inc. (*@acme.com) – this means

the recipient must enter an “acme.com” email address to access the file.Clear the Verified flag.

Page 8: PaperClipPlus for Carrier Invoices - Authorization

Add Tags that describe your file - we’ll see later how they are useful.Also, tags are very important when using a File Set,

which we’ll see in the next presentation. Click upload.

Page 9: PaperClipPlus for Carrier Invoices - Authorization

File is uploaded. Click on My Files to share.

Page 10: PaperClipPlus for Carrier Invoices - Authorization

Click on the row to see the detail.

Page 11: PaperClipPlus for Carrier Invoices - Authorization

Click on the person icon, and youget 3 options for sharing.

Page 12: PaperClipPlus for Carrier Invoices - Authorization

The recipient receives your email and clicks the link.They are prompted to enter their email address for logging –

that is how you know they got it.

Page 13: PaperClipPlus for Carrier Invoices - Authorization

They see the file and can eitherview or download it.

Page 14: PaperClipPlus for Carrier Invoices - Authorization

Back to your account. Click onthe History icon of the file …

Page 15: PaperClipPlus for Carrier Invoices - Authorization

… and see that the recipient has seen the file set, and when.

Page 16: PaperClipPlus for Carrier Invoices - Authorization

Now we’ll discuss how tags are useful. You can search for one of your tags and get a list of matching entries. You can also search for words and

partial words contained in your filenames and descriptions.

Search for “acme” and get a list of items for Acme Inc.

Page 17: PaperClipPlus for Carrier Invoices - Authorization

PaperClipPlus™

• PaperClipPlus™ is perfect for sending invoices.

• You know with certainty when someone gets your invoice – and more importantly, if they have not.

• The useful search function provides flexible filtering on filename, description, or tag.

• PaperClipPlus™ is FREE – there is registration fee, no fee per file, no fee to the recipient.

• Click the link for more information: http://paperclipplus.com