Mariner-software Narrator for Windows Manuel d'utilisateur télécharger pdf (Page 38)

Smart Collections

Smart collections expand on collections by allowing you to specify criteria

detailing which items are to be included in the collection. These criteria include

Merchant/Title, Date, Input Date, Payment Method, Category, Subcategory,

Amount (for receipts), Notes, Tags, Document Type and custom ﬁelds.

Your Paperless libraries open with a variety of default smart collections:

- Recent Documents smart collections are automatically populated based on

your recent activity, including ﬁles imported This Week and This Month.

- Receipts and Documents smart collections are based on ﬁle type - these

collections automatically populate as you assign a type to your imported ﬁles.

Creating new smart collections is a simple task:

Click the gear icon in the lower left

corner and select New Smart Collection.

Alternatively, right click anywhere in the

source list pane and choose from the

contextual menu, or use the File menu.

Enter a name for the new smart collection.

Select the ﬁeld you want to match from

the left menu. This includes Merchant/Title,

Date, Amount, Category, etc.

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Mariner-software Narrator for Windows Manuel d'utilisateur Page 38