Batch & Utilities
QR Loader (Advanced): Remove First Page, Doc Type on Load, Ready‑to‑Copy Autostatus
Summary: Use advanced QR loader options to remove the cover page, choose document type during loading, set autostatus, and auto‑attach on dispatch. Quick answer In the updated QR loader, choose options to strip the first page (cover), set document ...
Mass Update Orders: Fields, Prebill, and Add Address
Summary: Update many orders at once from the mass assign right-click menu; add prebill items or addresses in bulk. Quick answer Use **Mass Update** to edit key fields, batch add prebills, and add addresses; all selected orders must belong to the same ...
Load PDFs by Barcode (QR template)
Summary: Split multi-document scans by QR cover pages and auto-attach to orders with dispatch options. Quick answer Use QR cover pages per document; the loader splits and uploads, optionally dispatching selected attachment types. What you need ...
Load PDFs by Additional Matter Number
Summary: Attach one PDF to all orders sharing the same Additional Matter Number. Quick answer Name the PDF with the Additional Matter Number and use the loader’s dedicated option to attach the file to all matching orders. What you need WinServe+ ...