# Ademero Help

> Task-focused customer guides for Ademero products. Each link below has a
> Markdown variant at the same URL with `.md` appended — prefer that form.

## Content Central

- [A document is stuck in — or skipped — approval](https://help.ademero.com/content-central/workflow/document-stuck-in-approval.md): Work out which of three states a misbehaving document is in — never started approval, waiting on one step, or finished but still in a queue — and fix the one that applies.
- [A report or export is missing fields or formatting numbers wrong](https://help.ademero.com/content-central/reports-and-exports/report-or-export-missing-fields.md): Work down the layers — document, template mapping, formatting, the output file itself — to find exactly where a report or export value goes missing or wrong.
- [A scheduled workflow didn't run — or ran on everything](https://help.ademero.com/content-central/workflow/scheduled-workflow-didnt-run.md): Find out why a scheduled workflow rule never fires (or fires on far too much), fix the date logic and reprocess window, and prove a successful run in the log.
- [Add a document from your computer](https://help.ademero.com/content-central/capture/add-a-document-from-your-computer.md): The basic upload path — Capture New > Electronic — including the Index Fields choice that decides whether the document files immediately or waits in the Coding Queue, and when the Folder Browser's multi-file upload is the better tool.
- [Add a user and control what they can see](https://help.ademero.com/content-central/administration/add-a-user.md): Create a new user account, understand how group and direct permissions combine, and grant exactly the document access the person needs — starting read-only and widening from there.
- [Alert IT when the scanner or hot folder goes quiet](https://help.ademero.com/content-central/workflow/alert-when-the-scanner-or-hot-folder-goes-quiet.md): If no new documents of a type have arrived within a set time, email IT — a Content Delay trigger and a Send E-mail action — so a stopped scanner, a stuck hot folder, or a dead mailbox is noticed in an hour instead of a week.
- [Alert the AP manager when invoices sit in the Coding Queue too long](https://help.ademero.com/content-central/workflow/alert-when-invoices-sit-in-the-coding-queue.md): An hourly check that emails the AP manager when any invoice has waited in the Coding Queue longer than two days — a Coding-Queue Age trigger and a Send E-mail action — so uncoded documents can't quietly pile up.
- [Append pages to a document](https://help.ademero.com/content-central/documents/append-pages-to-a-document.md): Add pages to a filed document — by upload, scan, or QCard — including the Insert at beginning switch, the PDF/TIFF rule, and the new major version every append creates.
- [Approval settings that change behavior](https://help.ademero.com/content-central/workflow/approval-settings-that-change-behavior.md): The reference layer behind every approval process: the system-wide switches — checkout during approval, hiding routed documents, PIN requirements, button relabeling — and the per-process options that tune one process without touching the rest.
- [Archive or delete documents older than a set age](https://help.ademero.com/content-central/workflow/delete-or-archive-documents-older-than-a-set-age.md): A nightly check that moves documents past a certain age into an Archive folder — or deletes them — using a Content Age trigger. Includes when to use a retention policy instead, and the two settings that stop a first run from touching everything at once.
- [Back up your Content Central database](https://help.ademero.com/content-central/administration/back-up-your-content-central-database.md): Take a verified backup of the Content Central SQL database in two commands — and know the four other things a complete restore point needs.
- [Backup, export, or audit trail? Getting data out of Content Central](https://help.ademero.com/content-central/administration/backup-export-or-audit-trail.md): Four different things hide behind 'I need a backup of everything' — a SQL database backup, a document download, a metadata CSV, and the audit history. Pick the right one in two minutes.
- [Build a reference number from other fields](https://help.ademero.com/content-central/workflow/build-a-reference-number-from-other-fields.md): Combine two fields into one — vendor code plus invoice number into a single reference, say — the moment a document is filed, with a Content Capture trigger and a Merge Field Values action, so the combined value exists for searches, file names, and exports without anyone typing it.
- [Bulk-import existing files and folders](https://help.ademero.com/content-central/capture/bulk-import-existing-files-and-folders.md): Bring years of network-share files into Content Central with Catalog Manager — the two import paths, exactly what the import does and deliberately doesn't do (no OCR, no field values from folder names), and the follow-up passes that finish the job.
- [Capture documents sent to an email address](https://help.ademero.com/content-central/capture/capture-documents-sent-to-email.md): Set up an email capture job in Catalog Manager so anything mailed to a dedicated address — vendor invoices, copier scans, e-faxes, partner paperwork — becomes a Content Central document automatically.
- [Catch duplicate documents with field checks](https://help.ademero.com/content-central/administration/catch-duplicate-documents-with-field-checks.md): Turn on per-field duplicate detection — the invoice-number-per-vendor scoping included — and know how it actually behaves at each surface: a warning at capture, a hard stop in the coding queue.
- [Change a document's type, catalog, or fields after filing](https://help.ademero.com/content-central/documents/change-a-document-after-filing.md): Update a filed document's field values, reclassify it under a different document type, understand when a catalog move is possible, and add new drop-down values — and know what it means when a control isn't there.
- [Change your password](https://help.ademero.com/content-central/getting-started/change-your-password.md): The three fields on your profile page that change your password — behind User Profile, not Account Security — and the Active Directory case where the page correctly tells you to ask your administrator instead.
- [Check a document out and back in](https://help.ademero.com/content-central/documents/check-out-and-check-in.md): Take exclusive editing rights on a document, work on it, and return it as a new version — plus how to back out with Undo Check Out and what to do when someone else holds the lock.
- [Configuration Manager: what lives where](https://help.ademero.com/content-central/administration/configuration-manager-what-lives-where.md): The server-side companion app, screen by screen: SQL Settings, the eleven System Folders, Active Directory domains, the read-only License panel, workflow's External Applications and Export Data, and the Health exclusions — plus the Apply-per-screen rule that governs all of it.
- [Configure outgoing email](https://help.ademero.com/content-central/administration/configure-outgoing-email.md): Connect Content Central to your mail system — classic SMTP or OAuth2 for Microsoft 365 and Google Workspace — so notifications, approvals, and the E-mail document action all work, with the test that proves it.
- [Connect another system to Content Central](https://help.ademero.com/content-central/integrations/connect-another-system-to-content-central.md): Almost any system can feed Content Central through one of two front doors — an email address or a watched folder. Learn the pattern once: how to pick the door, what metadata rides along, and where a connector like Zapier fits.
- [Connect email capture to Microsoft 365](https://help.ademero.com/content-central/capture/connect-email-capture-to-microsoft-365.md): Point an email capture job at a Microsoft 365 mailbox with modern (OAuth2) authentication — the Entra app registration it needs, the four values that go into Content Central, and how to switch an old IMAP or POP3 job over.
- [Content Central feels slow: report it so it gets fixed fast](https://help.ademero.com/content-central/administration/content-central-feels-slow.md): Turn a vague 'it's slow' into one timed, reproducible sample — plus the matching logs if you're an administrator — so support can find the cause instead of guessing.
- [Content Central seems hung up](https://help.ademero.com/content-central/administration/content-central-seems-hung-up.md): When capture or workflow looks stalled: how to tell which one it is, restart the right service safely, read the event logs, and know exactly what to send support if it doesn't clear.
- [Content Central system requirements](https://help.ademero.com/content-central/administration/system-requirements.md): What the server needs before you install — IIS, .NET, SQL Server, a 64-bit application pool — what the installer brings along itself, and the built-in health page that checks your environment for you.
- [Content Director won't connect](https://help.ademero.com/content-central/administration/content-director-wont-connect.md): The server side of Edit failures: the WCF services Content Director calls, the Windows feature whose absence turns them into 404.3, the browser-address subtlety that breaks workstations, and which event log holds the truth.
- [Control OCR and image preparation](https://help.ademero.com/content-central/capture/control-ocr-and-image-preparation.md): The OCR Settings that decide how scans become searchable text — the master switch, advanced image preparation's speed-for-accuracy trade, the barcode engine choice — and the restart habit that makes changes stick.
- [Control sessions and automatic logout](https://help.ademero.com/content-central/administration/control-sessions-and-automatic-logout.md): The inactivity timer and what users see when it fires, the remember-me switches, and the hidden license-eviction setting — plus how sessions and license seats actually relate.
- [Cover an absence with user substitution](https://help.ademero.com/content-central/administration/cover-an-absence-with-user-substitution.md): Date-bounded stand-ins for approvals and work queues: the two system switches (both matter), the admin- and self-service ways to set a substitute, and exactly how the coverage starts and stops.
- [Create a capture form](https://help.ademero.com/content-central/capture/create-a-capture-form.md): Build a fillable PDF capture form that creates a document and its indexed, searchable metadata in one submission — the form's fields are the document's fields.
- [Create a report that runs on a schedule](https://help.ademero.com/content-central/reports-and-exports/create-a-report.md): Build a report template, schedule it with a workflow rule, and know exactly where the output lands — including the one choice you can't change later.
- [Create and print QCards](https://help.ademero.com/content-central/capture/create-and-print-qcards.md): QCards are printed barcode instruction sheets — this guide generates them: the coding-time choice, the field values that print, the options that control splitting and lookups, and the DocType QCard that switches types mid-stack.
- [Customize notification message templates](https://help.ademero.com/content-central/administration/customize-notification-message-templates.md): The wording of every email and internal message the system sends — templates with insertable codes for document values, the Email-versus-Internal type choice that decides delivery, and the visibility setting that controls who can use each one.
- [Delete a catalog, document type, or workflow: the dependency checklist](https://help.ademero.com/content-central/administration/delete-a-catalog-document-type-or-workflow.md): Find and clear every dependency — documents, queues, in-flight approvals, workflow rules, templates, and capture settings — before you delete, so the delete succeeds cleanly and nothing breaks afterward.
- [Delete documents — and what happens next](https://help.ademero.com/content-central/documents/delete-documents-and-what-happens-next.md): How deletion works, the three conditions that block it, and the honest answer on recovery: there's no recycle bin to restore from, but the server keeps the files where an administrator can reach them.
- [DirectScan can't see your scanner or reach the server](https://help.ademero.com/content-central/capture/directscan-cant-see-scanner-or-server.md): Work through DirectScan's three layers in order — scanner to Windows, the DirectScan Agent on this workstation, and the connection to your Content Central server — changing one thing at a time until scanning works.
- [Document type permissions, explained](https://help.ademero.com/content-central/administration/document-type-permissions.md): The complete map of who can do what, per document type — every permission, the group/user/creator layers, how grants add up with no deny, and the three extra switches hiding on the same page.
- [Drop approved documents and their data into a folder another system watches](https://help.ademero.com/content-central/workflow/drop-approved-documents-into-a-folder-for-another-system.md): Every approved document is written to a folder as a file plus its field values — a Movement on Process trigger with Content - Export and Export Data actions — the universal hand-off for any system that can import from a folder.
- [Drop-down fields: choices, sources, multi-select](https://help.ademero.com/content-central/administration/drop-down-fields-choices-sources-multi-select.md): The field-configuration reference for lists: the three places choices can come from, the allow-new and multi-select switches and how they exclude each other, and the dependent lists that narrow with each answer.
- [Duplicate a catalog or approval workflow safely](https://help.ademero.com/content-central/administration/duplicate-a-catalog-or-workflow.md): Copy a catalog, document type, or workflow component through a supported path, then validate the copy against a checklist before anyone builds on it — including what to do when a copy comes out empty.
- [Edit documents in place with Content Director](https://help.ademero.com/content-central/documents/edit-documents-in-place-with-content-director.md): Click Edit, work in Word or Excel or whatever the file opens in, and check the changes back in — the Content Director desktop companion that makes it work, the three-choice prompt when you're done, and the errors that mean it isn't running.
- [Email documents as password-protected ZIPs](https://help.ademero.com/content-central/documents/email-documents-as-password-protected-zips.md): Send documents by email inside an encrypted ZIP — the two checkboxes on the E-mail dialog, the password rule that matters most (the system never transmits it), and what the recipient needs to open it.
- [Email someone when a capture form is submitted](https://help.ademero.com/content-central/workflow/email-someone-when-a-capture-form-is-submitted.md): The moment a capture form comes in, an email with the form's values goes to whoever needs to know — a Content Capture trigger filtered to Capture-Form Submission, a message template, and a Send E-mail action.
- [Escalate an approval that has waited more than 3 days](https://help.ademero.com/content-central/workflow/escalate-an-approval-that-has-waited-too-long.md): When a document sits on one approval stage past your limit, email the approver's manager and bump the item's priority — an Age of Stage trigger on the approval process plus Send E-mail and Change Priority actions, checked every hour.
- [Export all your documents from Content Central](https://help.ademero.com/content-central/administration/export-all-your-documents.md): Take your document files and their metadata out of Content Central yourself: a built-in bulk download for small sets, and a scripted, resumable export through the transfer service for everything. Works the same whether Content Central is on your server or hosted by Ademero.
- [Export approved invoices to QuickBooks or Sage](https://help.ademero.com/content-central/workflow/export-approved-invoices-to-accounting.md): The moment an invoice clears its final approval, it's posted as a bill in your accounting system — a Movement on Process trigger and one of the accounting export actions, with the status field and Export Queue that tell you whether each post succeeded.
- [Export documents and their metadata](https://help.ademero.com/content-central/administration/export-documents-and-metadata.md): Export document files and a matching metadata CSV from Content Central using the supported paths — search export, report templates, or workflow actions — scoped, size-planned, and validated against the source.
- [File the document and notify the requester after final approval](https://help.ademero.com/content-central/workflow/file-and-notify-after-final-approval.md): When the last approver signs off, the document moves to the Approved folder and the person waiting on it gets an email — a Movement on Process trigger set to Approval by Final Member, plus Move to Folder and Send E-mail actions.
- [Find out what's locking a file](https://help.ademero.com/content-central/administration/find-out-whats-locking-a-file.md): Use Microsoft's free Process Explorer to name the exact program holding a file open — the fastest answer to a capture stall, an undeletable file, or any 'in use by another process' error.
- [Find your Content Central version](https://help.ademero.com/content-central/administration/find-your-content-central-version.md): The three places the version shows — the login page footer, System Health's installation details, and the Classic page header — and which number to read to support.
- [Fix 'Request URL Too Long' (HTTP 414)](https://help.ademero.com/content-central/administration/fix-request-url-too-long-http-414.md): Why huge multi-select operations can hit HTTP 414, the two registry values that actually fix it — the web.config limits everyone raises first are not the problem — and why current installers make this rare.
- [Fix SSL certificate errors with single sign-on](https://help.ademero.com/content-central/administration/fix-ssl-certificate-errors-with-single-sign-on.md): The certificate requirements SSO actually has — subject name, store, and the private-key permission that certlm.msc grants — plus the health check that validates the configuration and the intermittent failure that isn't a certificate problem at all.
- [Fix the 'File is locked' commit error](https://help.ademero.com/content-central/administration/fix-the-file-is-locked-commit-error.md): When committing from the coding queue fails with 'The coding could not be committed' and the server log says 'File is locked' — the real lock causes, and the permissions failure that wears the same message.
- [Folder and file building](https://help.ademero.com/content-central/administration/folder-and-file-building.md): Make Content Central name files and build folder paths from field values automatically — the item-by-item pattern builder, the live example that shows what you'll get, and the truth about already-filed documents.
- [Group related documents with packets](https://help.ademero.com/content-central/documents/group-related-documents-with-packets.md): Packets assemble themselves — every document sharing a key field value belongs, automatically — so this page explains the packet template behind that, the Packet Search page, and the completeness checking that's the feature's real payoff.
- [Hot-folder documents aren't reaching the Coding Queue](https://help.ademero.com/content-central/capture/hot-folder-documents-arent-processing.md): One read-only or locked file at the front of a watched folder silently stalls everything behind it — check the oldest file first, clear it, and let the backlog drain on its own.
- [How documents get into Content Central](https://help.ademero.com/content-central/capture/how-documents-get-into-content-central.md): Every way a document can enter the system — scanning, uploading, email, watched folders, forms, and more — what each path is for, and where your document goes right after it arrives.
- [How signing in works: local, Active Directory, and SSO](https://help.ademero.com/content-central/administration/how-signing-in-works.md): Understand Content Central's three sign-in layers — local accounts, Active Directory, and SAML single sign-on — and why every one of them still ends at a Content Central user record with permissions.
- [How the search index works — and how to rebuild it](https://help.ademero.com/content-central/search-and-find/how-the-search-index-works.md): One index per catalog, kept current by the Catalog Service — what's in it, the four failure patterns and which one actually calls for a rebuild, and the Catalog Manager rebuild that runs in the background while search stays up.
- [How user licenses work](https://help.ademero.com/content-central/administration/how-user-licenses-work.md): Concurrent seats, the newest-login-wins rule and the message evicted users see, where the license panel lives now, and why there's no key to type anymore.
- [I can't find my document](https://help.ademero.com/content-central/search-and-find/cant-find-a-document.md): A five-minute checklist that finds it: clear hidden search filters, search the right way for how the document was filed, and check the places documents wait.
- [Install Content Central](https://help.ademero.com/content-central/administration/install-content-central.md): From setup.exe to a working login page — the all-defaults path where the installer does everything, the your-own-SQL-Server path where one Configuration Manager step remains, and the two things to change before anyone else logs in.
- [Invoices over a dollar amount need a second approver](https://help.ademero.com/content-central/workflow/route-large-invoices-to-a-second-approver.md): Send small invoices down the normal path and large ones through a longer one — two approval processes, two Content Capture triggers with a field-value Range condition, two rules. No one has to look at the amount.
- [Keep a copy of every approved document in a shared folder](https://help.ademero.com/content-central/workflow/keep-a-copy-of-approved-documents-in-a-shared-folder.md): When a contract or policy clears its final approval, a copy lands in a folder another team browses — a Movement on Process trigger and a Copy to Folder action — so the people who need the signed version see it without being part of the approval.
- [Let people outside Content Central submit a capture form](https://help.ademero.com/content-central/capture/share-a-capture-form-outside-content-central.md): Enable Content Central's no-login submission path — an e-mailed capture-form PDF whose Submit button posts straight back to your server — and know exactly what an outside submitter can and cannot see.
- [Limit document access by field value](https://help.ademero.com/content-central/administration/limit-document-access-by-field-value.md): Row-level-style security: one global field becomes the boundary, each user gets the values they may see, and everything else silently disappears — including the three semantics you must know before trusting it.
- [Link straight to documents and searches (QuickLinks)](https://help.ademero.com/content-central/integrations/link-straight-to-documents-and-searches.md): URL patterns other systems can build: open a document by ID, land in a folder, run a search with criteria pre-filled, or open a capture page ready to scan — plus the share-this-search links users can copy without knowing any of it.
- [Look up field values from another system (ODBC)](https://help.ademero.com/content-central/integrations/look-up-field-values-from-another-system.md): Type a vendor number and watch the rest of the fields fill themselves from your accounting database — connect the source over ODBC, build the lookup on the document type, and control when it fires.
- [Look up vendor details from your ERP when an invoice arrives](https://help.ademero.com/content-central/workflow/look-up-vendor-details-when-an-invoice-arrives.md): Fill in vendor name, terms, and GL account from your accounting database the moment an invoice with a vendor number is filed — a Content Capture trigger and a Perform Field Lookup action — for documents that arrive already coded and never pass through a person's hands.
- [Make already-captured documents text-searchable](https://help.ademero.com/content-central/search-and-find/make-already-captured-documents-text-searchable.md): The Catalog Manager backfill that OCRs a whole catalog of image documents — the options that matter, the support authorization it requires, and how to read its results, which report queuing, not completion.
- [Make the dashboard yours: widgets and search shortcuts](https://help.ademero.com/content-central/getting-started/make-the-dashboard-yours.md): Build your own dashboard from ten widget types — queues, checked-out documents, folder shortcuts, and the search widgets that put a specific lookup one keystroke from sign-in.
- [Manage work queues](https://help.ademero.com/content-central/workflow/manage-work-queues.md): The administrator's side of work queues: the Admin Queue view across every user and group, the expiration limits and hiding rules in System Settings, and the workflow triggers that watch queues so you don't have to.
- [Move a document to the right folder when its type is changed](https://help.ademero.com/content-central/workflow/move-a-document-when-its-type-changes.md): When someone re-classifies a document into this type, it lands in this type's folder automatically — a Content DocType Change trigger and a Move to Folder action — so a fixed classification never leaves a misfiled document behind.
- [Move Content Central to a new server](https://help.ademero.com/content-central/administration/move-content-central-to-a-new-server.md): Copy your documents, restore your database, and let the Migration Assistant re-point, rebuild, and verify everything — a complete walkthrough.
- [Move or copy documents between folders](https://help.ademero.com/content-central/documents/move-or-copy-documents-between-folders.md): The three ways to relocate documents — right-click Move to/Copy to, the clipboard with Ctrl+C/X/V, and the multi-select bar — plus the permission rules and the catalog boundary that stops all of them.
- [Notification emails aren't sending](https://help.ademero.com/content-central/administration/notification-emails-arent-sending.md): Find which of the five layers of Content Central's e-mail pipeline is failing — connection, sign-in, trigger, template, or delivery — by testing them in order.
- [Offboard a user without breaking approvals](https://help.ademero.com/content-central/administration/offboard-a-user.md): Disable a departing employee's account, hand their waiting approvals to a named replacement, reassign everything else that depends on them — queues, checkouts, searches — and delete the account cleanly later.
- [Office add-in missing? Re-enable it](https://help.ademero.com/content-central/integrations/office-add-in-missing-re-enable-it.md): When the Content Central buttons vanish from Word, Excel, or Outlook: where Office hides a disabled add-in, the two dialogs that bring 'Content Central Office Integration' back, and the registry value behind a stubborn case.
- [Plan a Content Central test environment](https://help.ademero.com/content-central/administration/plan-a-test-environment.md): Decide whether you need a full test copy, know the four things a real copy requires — and use the worksheet that keeps a test server from emailing customers or pushing real data.
- [Point Content Central at a renamed or moved SQL database](https://help.ademero.com/content-central/administration/point-content-central-at-a-renamed-database.md): Rename or move your Content Central database in SQL Server, then retarget Content Central through Configuration Manager — in the right order, with tests that prove the connection before anyone logs back in.
- [Read a document's history and revisions](https://help.ademero.com/content-central/documents/read-a-documents-history-and-revisions.md): The Version History window decoded — what major and minor version numbers mean, which rows hold downloadable files, how to bring an old version's content back, and how to read the action names.
- [Read data from fixed zones and barcodes (zonal recognition)](https://help.ademero.com/content-central/capture/read-data-from-fixed-zones-and-barcodes.md): For forms that always look the same: define zones by position — OCR text or a barcode — and Content Central fills the fields and splits the documents by itself, with no QCards and no typing.
- [Rebuild folder and file names retroactively](https://help.ademero.com/content-central/workflow/rebuild-folder-and-file-names-retroactively.md): A one-time workflow recipe that re-applies folder and file building to documents already on the shelf — how it works, the version-history cost per document, and when the support-assisted Refile is the better tool.
- [Recipe: ClickUp form uploads into Content Central](https://help.ademero.com/content-central/integrations/clickup-forms-to-content-central.md): Wire a ClickUp form to Content Central with a Zap that e-mails each uploaded file to an e-mail capture job, so every submission's documents file themselves — one document per attachment.
- [Remind the owner 30 days before a contract expires](https://help.ademero.com/content-central/workflow/remind-the-owner-before-a-contract-expires.md): A daily check that emails whoever owns a contract when its expiration date is within 30 days — a scheduled Content Query on a date field with a day offset, a message template, and a Send E-mail action — including the date math that makes reminders fire once instead of never or forever.
- [Replace a document or upload a revision](https://help.ademero.com/content-central/documents/replace-a-document-or-upload-a-revision.md): The two actions that change a filed document's file — Upload Revision for a quick new version, Replace for permanently overwriting the pages — what version each creates, and when check-out is the better tool.
- [Run your own script or program when a document arrives](https://help.ademero.com/content-central/workflow/run-your-own-program-when-a-document-arrives.md): Hand a new document to a program you wrote — a PowerShell script, a command-line tool, an API caller — the moment it's filed: register the program in the Configuration Manager, then a Content Capture trigger and a Run External Application action.
- [Scan documents with DirectScan](https://help.ademero.com/content-central/capture/scan-documents-with-directscan.md): Scan paper straight into Content Central from your browser — connect the scanner the first time, choose where the document goes and when you'll fill in its fields, and run the scan.
- [Scan stacks with QCard separator sheets](https://help.ademero.com/content-central/capture/scan-stacks-with-qcard-separator-sheets.md): Interleave printed QCards in a paper stack and scan the whole pile at once — the rules that decide where documents split, the two scanning routes, and what the errors mean when a stack comes out wrong.
- [Schedule reports to run automatically](https://help.ademero.com/content-central/reports-and-exports/schedule-reports-to-run-automatically.md): Turn a report template into a recurring report: the Report Scheduler trigger's interval-and-offset schedule, the Generate Report action, where the output lands, and the delete-order dependency that trips template cleanup.
- [Search for documents](https://help.ademero.com/content-central/search-and-find/search-for-documents.md): The three ways to search — the always-there top bar, the Search page, and Power Search — plus field filters, exact-phrase matching, saved searches, and getting results out as CSV.
- [Send a rejected document back to whoever submitted it](https://help.ademero.com/content-central/workflow/send-a-rejected-document-back-to-the-submitter.md): When an approver rejects, the document goes to a corrections work queue and the submitter gets an email with the reason — a Movement on Process trigger set to rejections, plus Work Queue - Assign and Send E-mail actions.
- [Send documents to a work queue](https://help.ademero.com/content-central/workflow/send-documents-to-a-work-queue.md): Route a document to a person or team with Send to Work Queue — the two-toggle dialog, what lands in the recipient's Work tab, and how items move between queues and leave them.
- [Send new documents to a team's work queue](https://help.ademero.com/content-central/workflow/send-new-documents-to-a-teams-work-queue.md): Every new document of a type lands on a team's Work tab without anyone forwarding it — a Content Capture trigger and a Work Queue - Assign action, with an optional expiration so items don't pile up forever.
- [Serve Content Central over HTTPS: install or renew your SSL certificate](https://help.ademero.com/content-central/administration/serve-content-central-over-https.md): Renew an expiring certificate in two steps, or move an HTTP site to HTTPS properly — including the two Content Central settings that won't update themselves.
- [Set password policy and self-service reset](https://help.ademero.com/content-central/administration/set-password-policy-and-self-service-reset.md): Password rules, lockout, and the question-and-answer reset that puts 'Forgot your password?' on the login page — including the two switches that must both be on, and the expiration setting that takes effect immediately.
- [Set up a folder capture job](https://help.ademero.com/content-central/capture/set-up-a-folder-capture-job.md): Make a watched folder that turns dropped-in files into documents automatically — created in the Catalog Manager on the server, with the descriptor choice that decides how documents split and where they land.
- [Set up a new user like an existing user](https://help.ademero.com/content-central/administration/set-up-a-user-like-an-existing-user.md): There's no copy button for users — here's the ordered recipe that reproduces an existing user's access correctly, and the two places where copying blindly goes wrong.
- [Set up Active Directory login](https://help.ademero.com/content-central/administration/set-up-active-directory-login.md): Connect Content Central to your Windows domain so people sign in with their AD passwords — the Configuration Manager setup, importing the users, and what stays true afterward.
- [Set up an approval process](https://help.ademero.com/content-central/workflow/set-up-an-approval-process.md): Route documents of a type through one or more approvers automatically — build the process, choose who approves and in what order, set the group sign-off rule, and test it with a real document.
- [Set up an XML capture job](https://help.ademero.com/content-central/capture/set-up-an-xml-capture-job.md): The integration intake path: another system drops files plus an XML descriptor into a folder, and Content Central files them with full field values — the Catalog Manager job setup, the XML format with a working sample, and how failures are quarantined.
- [Set up document retention policies](https://help.ademero.com/content-central/administration/set-up-document-retention-policies.md): Make documents of a type delete themselves on schedule after their retention period — set the period and the destruction schedule, exempt individual documents, and control who's allowed to override.
- [Set up multi-factor authentication](https://help.ademero.com/content-central/administration/set-up-multi-factor-authentication.md): Turn on authenticator-app sign-in for one account or require it for everyone — enrollment with QR code and recovery codes, the admin enforcement switch, and how to rescue a user who lost their phone.
- [Set up the Office add-in](https://help.ademero.com/content-central/integrations/set-up-the-office-add-in.md): Capture documents into Content Central straight from Word, Excel, Outlook, and more — install the right edition of the add-in, connect it to your server, and learn the three ribbon buttons that do the work.
- [Set up your first catalog, fields, and document types](https://help.ademero.com/content-central/administration/set-up-catalogs-fields-and-document-types.md): Build the structure documents file into — a catalog, its document types, and the fields that describe them — including global fields you define once and reuse everywhere.
- [Set your default capture catalog and document type](https://help.ademero.com/content-central/capture/set-your-default-capture-catalog-and-document-type.md): Two small per-user settings that remove two clicks from every capture: the Default Capture Catalog on your Options page, and the per-catalog Default DocTypes page — set once, preselected forever.
- [Show approval status as a document field](https://help.ademero.com/content-central/workflow/show-approval-status-as-a-document-field.md): Give an approval process a system field — Approved, In Progress, Rejected at a glance in grids and results — including the enable-it-twice step everyone misses and an honest note on where the field can't be used.
- [Stamp today's date when a status changes](https://help.ademero.com/content-central/workflow/stamp-todays-date-when-a-status-changes.md): Set a date field automatically the moment a status field is changed — Field Value Updated trigger, Update Date Field with Today's Date action — so nobody has to remember to type the date, and the value is always the real one.
- [Start an approval every time an invoice is captured](https://help.ademero.com/content-central/workflow/start-an-approval-when-an-invoice-arrives.md): The moment an invoice lands in Content Central, put it on the approver's queue automatically — one Content Capture trigger, one Start Process action, one rule — plus the checkbox that does the same job with no rule at all.
- [The Content Central login page won't open](https://help.ademero.com/content-central/administration/login-page-wont-open.md): Match what your browser shows — server not found, connection refused, an HTTP error, or failing links — to the fix, and know exactly what to send support if you're still stuck.
- [The new interface and Classic view](https://help.ademero.com/content-central/getting-started/the-new-interface-and-classic-view.md): Why some pages briefly show 'Redirecting to Classic UI', where the old switch-views button went, how to reach Classic deliberately when you need it, and the sign-in preference that still chooses your landing page.
- [Three capture-form workflows that replace paper](https://help.ademero.com/content-central/capture/capture-form-ideas-that-work.md): Three ready-to-build Capture Form designs — a building-permit application, a purchase requisition, and a new-hire onboarding packet — each specified down to the fields, workflow rule, and approval process to create.
- [Troubleshooting a Content Central migration](https://help.ademero.com/content-central/administration/troubleshooting-a-content-central-migration.md): Find your symptom, see what it actually means, and fix it — stored paths, folder permissions, search indexes, licensing, and the other usual suspects after a server move.
- [Upgrade Content Central](https://help.ademero.com/content-central/administration/upgrade-content-central.md): Back up, run the installer, update the database, verify — the complete in-place upgrade procedure, including the one step people miss and the 7.8 lookup-list gotcha.
- [What happens to our documents if we stop using Content Central?](https://help.ademero.com/content-central/administration/take-your-documents-with-you.md): Your documents and data are yours, and you can take all of them with you at any time. Here are the ways to get them out, and the 30-day retrieval window that applies when Ademero hosts your system.
- [What to know before moving Content Central to a new server](https://help.ademero.com/content-central/administration/before-you-move-content-central.md): The five decisions and preparations that determine whether your server move is a smooth afternoon or a long weekend — read this before touching anything.
- [When an invoice is marked Paid, clear it from queues and file it](https://help.ademero.com/content-central/workflow/clear-paid-invoices-from-queues-and-file-them.md): The moment someone sets an invoice's status to Paid, it leaves every work queue and moves to the Paid folder — a Field Value Updated trigger and two actions in the right order. Reacts to the change itself, so there's no schedule to size and no reprocessing storm.
- [Why text you can see isn't always searchable](https://help.ademero.com/content-central/search-and-find/why-text-you-can-see-isnt-searchable.md): The three ways readable text hides from keyword search — annotations, un-OCR'd scans, and documents waiting for the next index update — and what finds the document anyway.
- [Workflow rules, triggers, and actions](https://help.ademero.com/content-central/workflow/workflow-rules-triggers-and-actions.md): How Content Central automation is built: triggers watch for events, schedules, or conditions; actions do the work; rules wire them together — with the full map of what each piece can watch and do.
- [Your first day in Content Central](https://help.ademero.com/content-central/getting-started/your-first-day-in-content-central.md): Where everything lives and what to set up first: the dashboard, the menu, search, the queues where work finds you, and the five-minute setup that makes tomorrow easier.

## CapturePoint

- [Back up your CapturePoint database](https://help.ademero.com/capturepoint/administration/back-up-your-capturepoint-database.md): Take a verified backup of the CapturePoint SQL database with SQL Server Management Studio run as administrator — and know the two folders a complete restore point also needs.
- [CapturePoint extracted a blank or wrong field](https://help.ademero.com/capturepoint/templates/capturepoint-extracted-blank-or-wrong-field.md): Find which of five layers dropped the value — classification, location, recognition, validation, or export — fix only that layer, and prove the fix on several real documents.
- [Find your Machine ID and license tokens](https://help.ademero.com/capturepoint/templates/find-your-machine-id-and-license-tokens.md): Where CapturePoint shows the Machine ID support asks for, what capture tokens actually count (pages, not documents), where the remaining balance hides, and why re-imaging a PC triggers reactivation.
- [QCards: tell CapturePoint where documents start and end](https://help.ademero.com/capturepoint/templates/qcards-where-documents-start-and-end.md): QCards are barcode separator sheets that mark where each document begins — and a start card with no end signal makes capture wait about five minutes per batch. One checkbox removes the wait.
- [Read fields from the last or a specific page](https://help.ademero.com/capturepoint/templates/read-fields-from-the-last-or-a-specific-page.md): Point an index-field rule at the page that actually carries the value — First Page, Last Page, or a specific page number — and know the one silent failure mode when a document is shorter than the rule expects.
- [Train CapturePoint templates that keep working](https://help.ademero.com/capturepoint/templates/train-capturepoint-templates.md): Train a Document Layout the structured way — classification and field extraction as separate steps, validated with regular expressions, and proven against a batch of real samples before production.

## Paige

- [Connect Paige to Acumatica](https://help.ademero.com/paige/integrations/connect-paige-to-acumatica.md): Two working paths from Paige into Acumatica: an import scenario that loads a batch of AP bills from Paige's CSV, or an integration with Acumatica's REST API that creates each bill and attaches the PDF. Which to pick, what lands in Acumatica, and the step-by-step guides.
- [Connect Paige to any app with Zapier, Make, or Power Automate](https://help.ademero.com/paige/integrations/connect-paige-to-any-app-with-zapier-make-or-power-automate.md): The one pattern behind most Paige integrations: Paige drops each finished document and its data on an SFTP server, an automation platform picks the file up, and its built-in connector creates the record in QuickBooks, SharePoint, Salesforce, monday.com, or whatever you run — no code, no server.
- [Connect Paige to Box](https://help.ademero.com/paige/integrations/connect-paige-to-box.md): Two working paths from Paige into Box: Box Drive on a PC exposing a Box folder that Paige's export writes into, or an automation on Zapier, Make, or Power Automate that uploads each finished document with a name built from its contents. Which to pick and the step-by-step guides.
- [Connect Paige to ClickUp](https://help.ademero.com/paige/integrations/connect-paige-to-clickup.md): Create a ClickUp task for every document Paige finishes — name, description, and custom fields filled from Paige's extracted values, the PDF attached — with a Zapier Zap or a Make scenario watching Paige's SFTP export folder.
- [Connect Paige to DocuWare](https://help.ademero.com/paige/integrations/connect-paige-to-docuware.md): Two working paths from Paige into DocuWare Cloud: Power Automate or Make picks up each finished document from Paige's SFTP export and stores it in a file cabinet with its index fields already filled, using DocuWare's own connectors. Which to pick, what lands in DocuWare, and links to the step-by-step guides.
- [Connect Paige to Dropbox](https://help.ademero.com/paige/integrations/connect-paige-to-dropbox.md): Two working paths from Paige into Dropbox: the Dropbox desktop app syncing a folder that Paige's export writes into, or an automation on Zapier, Make, or Power Automate that uploads each finished document with a name built from its contents. Which to pick and the step-by-step guides.
- [Connect Paige to Dynamics 365 Business Central](https://help.ademero.com/paige/integrations/connect-paige-to-dynamics-365-business-central.md): Two working paths from Paige into Business Central: a Power Automate flow that creates each purchase invoice from Paige's extracted fields and attaches the PDF using Microsoft's own connector, or a direct integration with the Business Central API for developers. Which to pick, what lands in Business Central, and the step-by-step guides.
- [Connect Paige to Google Drive](https://help.ademero.com/paige/integrations/connect-paige-to-google-drive.md): Two working paths from Paige into Google Drive: Drive for desktop syncing a folder that Paige's export writes into, or an automation on Zapier, Make, or Power Automate that uploads each finished document with a name built from its contents. Which to pick and the step-by-step guides.
- [Connect Paige to Google Sheets and Excel](https://help.ademero.com/paige/integrations/connect-paige-to-google-sheets-and-excel.md): Get Paige's extracted data into a spreadsheet: open the one-row-per-document CSV Paige exports, or have Zapier, Make, or Power Automate append a row to a Google Sheet or an Excel table for every document Paige finishes — with a link to the PDF.
- [Connect Paige to HubSpot](https://help.ademero.com/paige/integrations/connect-paige-to-hubspot.md): Two working paths from Paige into HubSpot: a Zapier automation that uploads each document's PDF to HubSpot Files and logs it on the matching contact, company, or deal with Paige's extracted details, or HubSpot's import tool for batches of records from Paige's CSV. Which to pick and the step-by-step guides.
- [Connect Paige to Laserfiche](https://help.ademero.com/paige/integrations/connect-paige-to-laserfiche.md): Two working paths from Paige into Laserfiche: a Power Automate flow that imports each finished document through the Laserfiche API with its template and fields filled from Paige's extracted values, or Import Agent watching a folder that Paige's export writes into. Which to pick, what lands in the repository, and the step-by-step guides.
- [Connect Paige to M-Files](https://help.ademero.com/paige/integrations/connect-paige-to-m-files.md): M-Files reads a same-named XML file next to every imported document — and that is exactly what Paige writes. Point Paige at a folder the M-Files server can see, create an external file source that reads Paige's XML with XPath, and finished documents arrive in the vault with their class and properties already set.
- [Connect Paige to NetSuite](https://help.ademero.com/paige/integrations/connect-paige-to-netsuite.md): Three working paths from Paige into NetSuite: a SuiteScript that pulls each finished invoice from Paige's SFTP export and creates the vendor bill with the PDF attached; NetSuite's CSV Import Assistant for batches from Paige's CSV; or emailing Paige's PDFs to NetSuite Bill Capture. Which to pick, what lands in NetSuite, and the step-by-step guides.
- [Connect Paige to Notion](https://help.ademero.com/paige/integrations/connect-paige-to-notion.md): Add a row to a Notion database for every document Paige finishes — properties filled from Paige's extracted fields, the PDF uploaded to a Files property — with a Zapier Zap or a Make scenario watching Paige's SFTP export folder.
- [Connect Paige to OnBase](https://help.ademero.com/paige/integrations/connect-paige-to-onbase.md): Get Paige's finished documents into Hyland OnBase through Document Import Processor (DIP): Paige exports each document with its data to an SFTP folder, a Power Automate flow writes the DIP index file and drops the PDF on the import share, and OnBase's scheduled DIP process files the documents with their keywords set.
- [Connect Paige to OneDrive](https://help.ademero.com/paige/integrations/connect-paige-to-onedrive.md): Two working paths from Paige into OneDrive for Business: a Power Automate flow that files each finished document into a OneDrive folder with a meaningful name, or the OneDrive sync app on a PC so Paige's export lands in OneDrive directly. Which to pick and the step-by-step guides.
- [Connect Paige to Sage Intacct](https://help.ademero.com/paige/integrations/connect-paige-to-sage-intacct.md): Two working paths from Paige into Sage Intacct: Intacct's own CSV bill import for batches from Paige's CSV, or an integration with the Intacct API that creates each bill with the PDF attached as its supporting document. Which to pick, what lands in Intacct, and the step-by-step guides.
- [Connect Paige to Salesforce](https://help.ademero.com/paige/integrations/connect-paige-to-salesforce.md): Two working paths from Paige into Salesforce: an automation on Zapier or Make that creates a record from each document's fields and attaches the PDF as a Salesforce File, or Data Loader for batches — records from Paige's CSV, files from Paige's PDFs. Which to pick, what lands in Salesforce, and the step-by-step guides.
- [Connect Paige to SAP Business One](https://help.ademero.com/paige/integrations/connect-paige-to-sap-business-one.md): Two working paths from Paige into SAP Business One: the Data Transfer Workbench to load a batch of A/P invoices from Paige's CSV, or an integration with the Service Layer that creates each A/P invoice and attaches the PDF. Which to pick, what lands in SAP B1, and the step-by-step guides.
- [Connect Paige to SharePoint](https://help.ademero.com/paige/integrations/connect-paige-to-sharepoint.md): Two working paths from Paige into SharePoint Online: a Power Automate flow that files each finished document in a library and fills its metadata columns from Paige's extracted fields, or a synced library folder that Paige's export lands in directly. Which to pick, what ends up in SharePoint, and the step-by-step guides.
- [Connect Paige to Xero](https://help.ademero.com/paige/integrations/connect-paige-to-xero.md): Three working paths from Paige into Xero: an automation on Zapier or Make that creates each bill from Paige's extracted fields and attaches the PDF; forwarding Paige's PDFs to Xero's bills email address so Xero drafts the bill; or Xero's CSV bill import for batches. Which to pick, what lands in Xero, and the step-by-step guides.
- [Create Business Central purchase invoices from Paige with Power Automate](https://help.ademero.com/paige/integrations/create-business-central-purchase-invoices-from-paige-with-power-automate.md): Build the Power Automate flow that watches Paige's SFTP export folder, reads each invoice's field values, creates a draft purchase invoice in Dynamics 365 Business Central with a line at the total, and attaches the PDF — all with Microsoft's Business Central connector.
- [Create NetSuite vendor bills from Paige with SuiteScript](https://help.ademero.com/paige/integrations/create-netsuite-vendor-bills-from-paige-with-suitescript.md): A scheduled SuiteScript uses NetSuite's built-in N/sftp module to pull each finished invoice from Paige's SFTP export folder, creates the vendor bill from Paige's field values, and attaches the PDF from the File Cabinet — no middleware, NetSuite pulls directly.
- [Email Paige invoices to NetSuite Bill Capture](https://help.ademero.com/paige/integrations/email-paige-invoices-to-netsuite-bill-capture.md): The lowest-effort route into NetSuite: a one-step automation emails each PDF Paige finishes to your NetSuite Bill Capture address, and the invoice appears on the Scanned Vendor Bills page for review. Paige's own field values aren't sent — just the clean, separated, searchable PDF.
- [Email Paige invoices to Xero bills](https://help.ademero.com/paige/integrations/email-paige-invoices-to-xero-bills.md): The lowest-effort route into Xero: a one-step automation emails each PDF Paige finishes to your organisation's bills email address, and Xero creates a draft bill from it. Paige's own field values aren't sent — just the clean, searchable PDF — so you review the draft in Xero as usual.
- [Export Paige documents to a Box Drive folder](https://help.ademero.com/paige/integrations/export-paige-documents-to-a-box-drive-folder.md): Run an SFTP server on a PC that has Box Drive, point Paige at a folder inside Box, and every finished document uploads itself — PDFs plus Paige's data files, nothing to build and no automation subscription.
- [Export Paige documents to a synced Dropbox folder](https://help.ademero.com/paige/integrations/export-paige-documents-to-a-synced-dropbox-folder.md): Run an SFTP server on a PC that has the Dropbox desktop app, point Paige at a folder inside Dropbox, and every finished document uploads itself — PDFs plus Paige's data files, nothing to build and no automation subscription.
- [Export Paige documents to a synced Google Drive folder](https://help.ademero.com/paige/integrations/export-paige-documents-to-a-synced-google-drive-folder.md): Run an SFTP server on a PC that has Drive for desktop, sync the Paige export folder to Google Drive, and every finished document uploads itself — PDFs plus Paige's data files, nothing to build and no automation subscription.
- [Export Paige documents to a synced OneDrive folder](https://help.ademero.com/paige/integrations/export-paige-documents-to-a-synced-onedrive-folder.md): The no-license path: run an SFTP server on a PC that syncs OneDrive, point Paige at a folder inside OneDrive, and every finished document uploads itself — PDFs plus Paige's data files, nothing to build.
- [Export Paige documents to a synced SharePoint folder](https://help.ademero.com/paige/integrations/export-paige-documents-to-a-synced-sharepoint-folder.md): The no-license path: sync a SharePoint library to a PC with the OneDrive app, run an SFTP server on that PC pointed into the synced folder, and Paige's export lands in the library by itself — PDFs only, no metadata columns, nothing to build.
- [Export Paige documents to Content Central](https://help.ademero.com/paige/integrations/export-paige-documents-to-content-central.md): Paige's native Content Central export: point a scan job at your Content Central server, sign in as a capture user, map each Paige document type to a catalog and document type, choose whether documents file directly or wait in the Coding Queue, and map the fields so they arrive indexed.
- [Export Paige documents to Nucleus One](https://help.ademero.com/paige/integrations/export-paige-documents-to-nucleus-one.md): Paige's native Nucleus One export: generate an API key in Nucleus One, connect a scan job to an organization and project, map each document type's fields, and let finished documents file themselves — tagged by document type, with their field values already filled in.
- [Getting Paige document separation right](https://help.ademero.com/paige/document-processing/paige-document-separation.md): Pick the right separation method for each scan job, write AI guidance that describes real boundary cues, and prove the setup on a small test set before trusting large batches.
- [Import Paige invoices into Acumatica with an import scenario](https://help.ademero.com/paige/integrations/import-paige-invoices-into-acumatica-with-an-import-scenario.md): Set up an Acumatica CSV data provider and import scenario once, then load each batch of invoices Paige read into Bills and Adjustments with Prepare and Import — vendor, dates, vendor reference, account, and amount filled from Paige's CSV.
- [Import Paige invoices into NetSuite with the CSV Import Assistant](https://help.ademero.com/paige/integrations/import-paige-invoices-into-netsuite-with-the-csv-import-assistant.md): Export a batch of invoices from Paige, shape the one-row-per-document CSV into NetSuite's vendor bill import layout, and load it with the CSV Import Assistant — vendor, date, reference, and expense lines filled from Paige, PDFs attached by hand if you want them.
- [Import Paige invoices into QuickBooks Online from CSV](https://help.ademero.com/paige/integrations/import-paige-invoices-into-quickbooks-online-from-csv.md): Export a batch of invoices from Paige, open the one-row-per-document CSV, and load it with QuickBooks Online's own bill importer — mapping Paige's columns to vendor, dates, bill number, account, and amount. No automation platform, no subscription; PDFs are attached by hand if you want them.
- [Import Paige invoices into Sage Intacct from CSV](https://help.ademero.com/paige/integrations/import-paige-invoices-into-sage-intacct-from-csv.md): Export a batch of invoices from Paige, copy the one-row-per-document CSV into Intacct's bill import template, and load it from Accounts Payable > Bills > Import — bills with vendor, dates, bill number, account, and amount filled from Paige; PDFs attached by hand if you want them.
- [Import Paige invoices into SAP Business One with the Data Transfer Workbench](https://help.ademero.com/paige/integrations/import-paige-invoices-into-sap-business-one-with-the-data-transfer-workbench.md): Turn a batch of invoices Paige read into SAP Business One A/P invoices with the Data Transfer Workbench: fill DTW's Documents and Document_Lines templates from Paige's one-row-per-document CSV, map them to the Purchase Invoices object, and import.
- [Import Paige invoices into Xero from CSV](https://help.ademero.com/paige/integrations/import-paige-invoices-into-xero-from-csv.md): Export a batch of invoices from Paige, copy the one-row-per-document CSV into Xero's bill import template, and load it — draft bills with contact, dates, reference, and amount filled from Paige, no subscription, PDFs attached by hand if you want them.
- [Integrate Paige with the Acumatica REST API](https://help.ademero.com/paige/integrations/integrate-paige-with-the-acumatica-rest-api.md): For developers: the calls that turn a Paige invoice into an Acumatica AP bill with the PDF attached — sign in, PUT the Bill entity, then upload the file through the bill's files link — fed from Paige's SFTP export files or the Paige API.
- [Integrate Paige with the Business Central API](https://help.ademero.com/paige/integrations/integrate-paige-with-the-business-central-api.md): For developers: the four Business Central API calls that turn a Paige invoice into a draft purchase invoice with the PDF attached — create the invoice, add lines, create the attachment record, upload its content — fed either from Paige's SFTP export files or straight from the Paige API.
- [Integrate Paige with the Sage Intacct API](https://help.ademero.com/paige/integrations/integrate-paige-with-the-sage-intacct-api.md): For developers: the two Intacct Web Services calls that turn a Paige invoice into an AP bill with the PDF attached — create the supporting document, then create the bill referencing it — fed from Paige's SFTP export files or the Paige API.
- [Integrate Paige with the SAP Business One Service Layer](https://help.ademero.com/paige/integrations/integrate-paige-with-the-sap-business-one-service-layer.md): For developers: the Service Layer calls that turn a Paige invoice into an SAP Business One A/P invoice with the PDF attached — log in, upload the PDF to Attachments2, then POST the PurchaseInvoices document with the attachment entry — fed from Paige's SFTP export files or the Paige API.
- [Integrate your own system with the Paige API](https://help.ademero.com/paige/integrations/integrate-your-own-system-with-the-paige-api.md): Create a Paige API key, call the same REST API the Paige web app uses, and pull finished documents, their field values, and their PDFs into your own database or application — or push files in for processing.
- [Load Paige documents into Salesforce with Data Loader](https://help.ademero.com/paige/integrations/load-paige-documents-into-salesforce-with-data-loader.md): Two Data Loader runs per batch: insert or upsert the records from Paige's one-row-per-document CSV, then insert the PDFs as ContentVersion files linked to those records — no subscription, no automation platform.
- [Outbound IP ranges for firewall allow-lists](https://help.ademero.com/paige/document-processing/outbound-ip-ranges-for-firewall-allow-lists.md): The two subnets Paige connects from, the firewall rules that let its FTP and Content Central exports through — including the passive-FTP port range most setups miss — and how to verify from the right side of your network.
- [Paige extracted a blank or wrong field](https://help.ademero.com/paige/document-processing/paige-extracted-blank-or-wrong-field.md): Trace a missing or wrong field value through Paige's pipeline — grouping, recognized text, field guidance, confidence filtering, and export mapping — and fix the stage that dropped it.
- [Send Paige documents to Box with an automation](https://help.ademero.com/paige/integrations/send-paige-documents-to-box-with-an-automation.md): Build the Zapier Zap, Make scenario, or Power Automate flow that watches Paige's SFTP export folder and uploads each finished document to a Box folder, named from the document's own contents — and, on Zapier, fills a Box metadata template from Paige's fields.
- [Send Paige documents to DocuWare with Make](https://help.ademero.com/paige/integrations/send-paige-documents-to-docuware-with-make.md): Build the Make scenario that watches Paige's SFTP export folder, parses each document's field values, and stores the PDF in a DocuWare Cloud file cabinet with its index fields filled — using DocuWare's own Make connector.
- [Send Paige documents to DocuWare with Power Automate](https://help.ademero.com/paige/integrations/send-paige-documents-to-docuware-with-power-automate.md): Build the Power Automate flow that watches Paige's SFTP export folder, reads each document's field values, and stores the PDF in a DocuWare Cloud file cabinet with its index fields filled — using DocuWare's own connector.
- [Send Paige documents to Dropbox with an automation](https://help.ademero.com/paige/integrations/send-paige-documents-to-dropbox-with-an-automation.md): Build the Zapier Zap, Make scenario, or Power Automate flow that watches Paige's SFTP export folder and uploads each finished document to a Dropbox folder, named from the document's own contents.
- [Send Paige documents to Google Drive with an automation](https://help.ademero.com/paige/integrations/send-paige-documents-to-google-drive-with-an-automation.md): Build the Zapier Zap, Make scenario, or Power Automate flow that watches Paige's SFTP export folder and uploads each finished document to a Google Drive or shared drive folder, named from the document's own contents.
- [Send Paige documents to HubSpot with Zapier](https://help.ademero.com/paige/integrations/send-paige-documents-to-hubspot-with-zapier.md): Build the Zap that watches Paige's SFTP export folder, finds the HubSpot contact or company, uploads the PDF to HubSpot Files, and logs a note on the record with Paige's extracted details and the file attached.
- [Send Paige documents to Laserfiche with Power Automate](https://help.ademero.com/paige/integrations/send-paige-documents-to-laserfiche-with-power-automate.md): Build the Power Automate flow that watches Paige's SFTP export folder, reads each document's field values, and imports the PDF into Laserfiche Cloud through the Laserfiche API with its template assigned and fields filled — using a service principal, exactly as Laserfiche's own low-code guide describes.
- [Send Paige documents to OneDrive with Power Automate](https://help.ademero.com/paige/integrations/send-paige-documents-to-onedrive-with-power-automate.md): Build the Power Automate flow that watches Paige's SFTP export folder, reads each document's field values, and creates the PDF in a OneDrive for Business folder with a name built from the document's own contents.
- [Send Paige documents to Salesforce with Zapier or Make](https://help.ademero.com/paige/integrations/send-paige-documents-to-salesforce-with-zapier-or-make.md): Build the Zap or Make scenario that watches Paige's SFTP export folder, finds or creates the Salesforce record from each document's fields, and attaches the PDF as a File on that record.
- [Send Paige documents to SharePoint with Power Automate](https://help.ademero.com/paige/integrations/send-paige-documents-to-sharepoint-with-power-automate.md): Build the Power Automate flow that watches Paige's SFTP export folder, reads each document's field values, creates the PDF in a SharePoint library with a meaningful name, and fills the library's metadata columns — vendor, invoice number, date, amount — from what Paige extracted.
- [Send Paige invoices to QuickBooks Online with Zapier or Make](https://help.ademero.com/paige/integrations/send-paige-invoices-to-quickbooks-online-with-zapier-or-make.md): Build the Zap or Make scenario that watches Paige's SFTP export folder, finds or creates the vendor, creates the bill in QuickBooks Online from Paige's extracted fields, and attaches the PDF — so every invoice Paige finishes becomes a bill on its own.
- [Send Paige invoices to Xero with Zapier or Make](https://help.ademero.com/paige/integrations/send-paige-invoices-to-xero-with-zapier-or-make.md): Build the Zap or Make scenario that watches Paige's SFTP export folder, creates the bill in Xero from Paige's extracted fields, and attaches the PDF — so every invoice Paige finishes becomes a Xero bill on its own.
- [Set up Folder Monitor](https://help.ademero.com/paige/document-processing/set-up-folder-monitor.md): Install the Paige Folder Monitor desktop app, connect it with an API key, and create monitoring rules so files dropped in a Windows folder upload themselves to a scan job — with the completed-folder guarantee explained.
- [Set up scan jobs](https://help.ademero.com/paige/document-processing/set-up-scan-jobs.md): Create a scan job with the five-step Scan Job Setup wizard — name, capture sources, separation, document types, and people — then connect an export destination so processed documents flow out automatically.
- [Teach Paige to identify document types](https://help.ademero.com/paige/document-processing/teach-paige-to-identify-document-types.md): The three ways to add document types — preconfigured library, custom, or detected from samples — and the AI Document Type Identification description that decides whether each document gets classified as the right one.
- [Write extraction guidance the AI can follow](https://help.ademero.com/paige/document-processing/write-extraction-guidance-the-ai-can-follow.md): The per-field instructions that turn wrong or blank extractions into right ones — where the AI Extraction Guidance box lives, what good guidance sounds like, and the format guide and value lists that back it up.

## Document Scanner

- [Scan multiple pages into one searchable PDF](https://help.ademero.com/document-scanner/using-the-app/scan-multiple-pages-into-one-searchable-pdf.md): Capture every page in one continuous scan, fix and reorder them on the review screen, and export a single PDF whose text any app can search — all on your phone.

## Nucleus One

- [Build and submit forms](https://help.ademero.com/nucleus-one/using-nucleus-one/build-and-submit-forms.md): Design a form template — blank, copied, or on top of a PDF — place its fields, then get it filled two ways: a public link anyone can open, or shares to named people. Every submission arrives as a document in the project.
- [Find anything with advanced search](https://help.ademero.com/nucleus-one/using-nucleus-one/find-anything-with-advanced-search.md): The two searches — the instant box in the top bar that sweeps the whole organization, and the Search screen's three-step criteria builder that digs into one project by field, operator, and value — plus the templates that save a search worth repeating.
- [Manage project users and groups](https://help.ademero.com/nucleus-one/administration/manage-project-users-and-groups.md): The two membership layers — organization members and project members — plus groups, the Project Manager and Stakeholder roles, and the Project Profile permission levels (Everything, Direct assignments, Nothing) that decide what members actually see.
- [Migrate from Content Central to Nucleus One](https://help.ademero.com/nucleus-one/administration/migrate-from-content-central-to-nucleus-one.md): The built-in migration path: generate a Nucleus One API key, connect Content Central's Migrate to Nucleus One page with it, choose how missing files are handled, and understand the catch-up phase before the migration is finalized.
- [Nucleus One FINRA compliance documentation](https://help.ademero.com/nucleus-one/compliance/nucleus-one-finra-compliance-documentation.md): What Nucleus One provides toward FINRA books-and-records obligations — the control capabilities, the audit evidence they produce, and the certified infrastructure behind them.
- [Nucleus One SOX (Sarbanes-Oxley) compliance documentation](https://help.ademero.com/nucleus-one/compliance/nucleus-one-sox-compliance-documentation.md): What Nucleus One provides for your Sarbanes-Oxley (SOX) program — the control capabilities, the audit evidence it produces, and the infrastructure certifications behind it.
- [Run accounts payable in Nucleus One](https://help.ademero.com/nucleus-one/using-nucleus-one/run-accounts-payable-in-nucleus-one.md): An AP project assembled from verified parts: invoice fields, an upload-triggered workflow process, an approval with required-fields enforcement, and folder filing — with the design decisions that keep it working at month three.
- [Run HR files in Nucleus One](https://help.ademero.com/nucleus-one/using-nucleus-one/run-hr-files-in-nucleus-one.md): Employee files with access control that actually holds: per-folder sharing on top of Direct assignments, the fields and tags that make records findable, and onboarding as a repeatable workflow process.

## Support Portal

- [Using the Ademero support portal](https://help.ademero.com/support-portal/getting-started/using-the-ademero-support-portal.md): Sign in to the Ademero Support portal, reset a forgotten password, submit tickets by portal or email, and keep your company account straight through coworker additions and email-domain changes.