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Digital Paper Flow
Digital Paper Flow is a one stop platform where key roles within a production can automate most of their day to day workflows and seamlessly integrate with Eclipse the production accounting solution.
On a single dashboard all Purchase Orders, Invoices, Expenses and Documents can be tracked and managed to achieve efficiency, control and accuracy.
This page provides detailed knowledge based articles to give you in depth knowledge of most features and functionality of the software, however if your role does not require an in depth level such as an approver of POs who don't necessarily need to configure and draft forms then feel free to read the articles that are most relevant to you role.
For a head start on DPF and to get familiar with your dashboard and main features please visit: Digital Paper Flow (DPF) (Five YouTube videos, approximately 5 mins each)
Getting Started with Digital Paper Flow
- Quick Start Guide
- DPF Mobile App Installation
- Switch between Productions
- Zoom Function In DPF
- Comments In DPF
- View Team Orders (DPF)
- Set the Primary Attachment for Signature Stamps
- Download Attachments From DPF For POs, Invoices And Expenses
- Change how many records display per page
- Settings, Profile, & User Defaults
- Changing Your Password
- DPF Eclipse Integration
Purchase Orders
- Drafting a PO (DPF)
- Drafting a PO via the Interactive Method (DPF)
- Drafting an Advanced PO (DPF)
- Change/Modify a PO
- Change/Modify a PO as an Approver
- Hold Purchase Orders
- Pending Purchase Orders
- Cancel a DPF Purchase Order
- PO Search Tool - DPF
- Exporting POs from DPF to PSL/PMI
- Episode Split (DPF)
- Setup the Tramada (The Appointment Group / TAG) API
- Import or Export Order Lines
- Import an Order with an Excel Template
Expenses
Invoices
- Drafting An Invoice With Only Selected PO Lines (PO Transfer)
- Pending Invoices
- Invoice Search Tool
- Cancel an Invoice (DPF)
- Using the OCR for Invoices
- Sending Invoices in Bulk
- System Setup To Stamp Invoice With PO Matching Details
Approvals
Suppliers (DPF)
- Add a New Supplier via the Supplier Module
- Add a New Supplier when Drafting an Order/Invoice/Expense
- Edit a Supplier
Documents
Administration
- FAQs - Administrator Role
- DPF - System Defaults
- DPF Admin - Approval Groups
- Approval Group Setup
- Additional Approval Options
- Approvals - Moving Records between Previous and Next Approver
- Resend Approval Emails (All Modules)
- Resend Fully Approved Emails (All Modules)
- Amending/Changing Approval Groups
- Bulk Replace an Approver in Multiple Approval Groups
- Duplicate/Copy an Approval Group
- Skipping an Approver
- DPF Admin - User Setups
- DPF Admin - Record Transfer
- DPF Admin - Audit Logs
- DPF Admin - Importing/Exporting and Editing Chart of Accounts in DPF
- Set Company Invoice Email
Timecards
- Overview Of Timecard Process
- Operator User Guide
- Approver User Guide
- Approval Group Setup - Administrator
- FAQs
- Download Timesheets, Payslips and Attachments from DPF
- Timecard Search Tool
- Menu Options - Timecards Module
- Editing Timecards using Excel
Troubleshooting (DPF)