Global Settings
You must have System Administrator permissions to configure the settings within the Global Settings. All settings added or edited under the Global Settings menu are reflected throughout your Sage Intacct Paperless system.
For more information on Global Settings, about setting up and editing the following features in Sage Intacct Paperless see:
Authentication Settings: Set up the multifactor authentication settings in Authentication Settings.
License Info: License Information displays your currently licensed Sage Intacct Paperless modules.
Quick Notes: Use to set up and maintain system Quick Notes.
System Settings: Configure and update general System Settings.
Vaults: Set up and maintain document Vaults.
Documents: Set up and maintain Document Categories, Document Classes, and Document Types. Manage Locked Documents and Reactivate Documents that have been deleted.
Indexes: Set up and maintain Index Types and Backfills.
List Types: Set up and maintain system List Types.
Queues: Set up and maintain document Queues and Queue Categories.
Users: Create and maintain system Users.
OCR: Set up and maintain OCR workflows and data lists.