Configure Custom Email Domain

How to integrate Xero with PaperDrop

How to integrate QuickBooks with PaperDrop

Guide to Using the PaperDrop Stock Feature

Guide to Using the PaperDrop RAMS Feature

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RAMS

PaperDrop supports custom email domains, allowing your organisation to send emails from your own domain (e.g., <a href="mailto:invoices@yourdomain.com">invoices@yourdomain.com</a>) instead of <a href="mailto:notifications@paperdrop.com">notifications@paperdrop.com</a>. This provides better brand consistency and improved email deliverability. The system automatically tracks email delivery, notifies you of any bounces, and provides a dashboard to monitor email status.<figure class="image"><img src="https://cdn-assets.productfruits.com/180dcfa2-706a-4791-b315-8ceb35ba5604"></figure><figure class="image"><img src="https://cdn-assets.productfruits.com/554f3761-01ff-4c3b-8033-f8060b088540"></figure><figure class="image"><img src="https://cdn-assets.productfruits.com/776df21f-4ac9-4232-be03-9f37d6056447"></figure><figure class="image"><img src="https://cdn-assets.productfruits.com/0a21ea6f-2dbd-431f-b841-4cecd26022ff"></figure><figure class="image"><img src="https://cdn-assets.productfruits.com/bdb0c638-6932-438b-934d-b90066506ef5"></figure><figure class="image"><img src="https://cdn-assets.productfruits.com/68320c6f-810a-4754-9820-a2709c3f5a6c"></figure><figure class="image"><img src="https://cdn-assets.productfruits.com/502f1230-ed18-4086-aaba-c84adf718dd0"></figure><figure class="image"><img src="https://cdn-assets.productfruits.com/4cca9a79-f505-4ecd-b02e-e383c0863380"></figure>

&nbsp;<figure class="image"><img src="https://cdn-assets.productfruits.com/5e97931d-c74d-4a15-bffc-0949d1aeed6d"></figure><figure class="image"><img src="https://cdn-assets.productfruits.com/97ad5907-71be-4743-841c-094569697ac1"></figure><figure class="image"><img src="https://cdn-assets.productfruits.com/3fbb22d9-5f53-4bf1-a959-d1bb5dd3ed48"></figure><figure class="image"><img src="https://cdn-assets.productfruits.com/898ba9cc-238d-4246-8f58-e693ffcdeff8"></figure><figure class="image"><img src="https://cdn-assets.productfruits.com/009b4658-3d51-4a3c-a913-c2fa86269850"></figure><figure class="image"><img src="https://cdn-assets.productfruits.com/6a0a906f-f812-46af-913c-39f43b782d76"></figure><figure class="image"><img src="https://cdn-assets.productfruits.com/dbc42d4b-66ee-4c96-9543-b2d1c27896b8"></figure><figure class="image"><img src="https://cdn-assets.productfruits.com/26acb706-ca25-43ed-892b-e2d6f8b9a56b"></figure><figure class="image"><img src="https://cdn-assets.productfruits.com/70b071bc-3c94-484e-9b5e-36a3393617f8"></figure><figure class="image"><img src="https://cdn-assets.productfruits.com/1299fe32-ddff-4e59-a249-65c4e3738df5"></figure><figure class="image"><img src="https://cdn-assets.productfruits.com/2fcac8e8-de46-4c35-9ec1-f1d1d96e702c"></figure><figure class="image"><img src="https://cdn-assets.productfruits.com/e4ea4b32-ac02-4f52-b49f-099320d867f0"></figure><figure class="image"><img src="https://cdn-assets.productfruits.com/999e0e14-ad8b-47ce-bb5a-bec1221cef57"></figure><figure class="image"><img src="https://cdn-assets.productfruits.com/b2205dc6-1db2-41e0-9255-f910d087b0cb"></figure><figure class="image"><img src="https://cdn-assets.productfruits.com/392b1fe4-799b-4e0f-b97e-41d6df680057"></figure><figure class="image"><img src="https://cdn-assets.productfruits.com/3388a1d2-a68c-4daa-9782-567abef875af"></figure><figure class="image"><img src="https://cdn-assets.productfruits.com/de60eaf2-d5af-4454-8966-817b2685492d"></figure><figure class="image"><img src="https://cdn-assets.productfruits.com/69f46bbb-b7d2-4949-99d7-34a1b472a0fc"></figure><figure class="image"><img src="https://cdn-assets.productfruits.com/06face9a-aeb7-42e0-8f5c-394ebb896234"></figure><figure class="image"><img src="https://cdn-assets.productfruits.com/37b52122-1d1e-4ef9-a3b4-408699cf8b1d"></figure><figure class="image"><img src="https://cdn-assets.productfruits.com/c4e365ac-d0f8-4002-8762-fd659893ec78"></figure><figure class="image"><img src="https://cdn-assets.productfruits.com/6b8991aa-bad9-4920-a6ee-bb525c4d1039"></figure><figure class="image"><img src="https://cdn-assets.productfruits.com/0ae07c90-13a5-451c-97f0-b9ea6de9154b"></figure>

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<h3>Link to Video Guide</h3><a href="https://loom.com/share/173e95d3ee404729a21100b1fb4a9ef3">https://loom.com/share/173e95d3ee404729a21100b1fb4a9ef3</a>1. Introduction to Stock Feature<img src="https://loom.com/i/e0c5285c50864fca95539b2bf44e0dfc?workflows_screenshot=true" alt="generated-image-at-00:00:00"><ul><li>Overview of the PaperDrop stock feature.</li><li>Introduction of the new stock manager role.</li></ul>2. Assigning Stock Manager Role<img src="https://loom.com/i/4759168891d24c608e5daba4a7e6e337?workflows_screenshot=true" alt="generated-image-at-00:00:14"><ul><li>Access user profile settings.</li><li>Navigate to preferences and admin settings.</li><li>Drag and drop the stock manager role to grant access.</li></ul>3. Viewing Stock Items<img src="https://loom.com/i/82190ffdaaea49f1a381ca14a3f65c07?workflows_screenshot=true" alt="generated-image-at-00:00:27"><ul><li>Access the stock button on the left-hand side.</li><li>View details of stock items:<ul><li>Item name</li><li>Part number</li><li>Supplier</li><li>Storage location</li><li>Quantity</li><li>Cost</li><li>Check total value of stock.</li></ul></li></ul>4. Managing Stock Locations<img src="https://loom.com/i/051cc254945841f2baa8a0ebbb08d6d4?workflows_screenshot=true" alt="generated-image-at-00:00:52"><ul><li>Filter stock by locations.</li><li>Set default customer sites as stock locations.</li><li>Enable stock tracking for assets (e.g., vehicles, warehouses).</li></ul>5. Stock Actions<img src="https://loom.com/i/ee08a40fb65044fda022849fa0f8f5fb?workflows_screenshot=true" alt="generated-image-at-00:01:22"><ul><li>Export stock data at any time.</li><li>Edit stock details (location, quantity).</li><li>Move stock items to different locations.</li></ul>6. Allocating Stock to Jobs<img src="https://loom.com/i/fafe005a2ee74b0f864633299d9f417f?workflows_screenshot=true" alt="generated-image-at-00:02:03"><ul><li>Allocate stock items (e.g., solar panels) to jobs.</li><li>Monitor stock value reduction and job value increase.</li></ul>7. View Allocated Stock<img src="https://loom.com/i/d830408e9eeb444e9378826f9a8b8fa8?workflows_screenshot=true" alt="generated-image-at-00:02:27"><ul><li>Access the allocated stock tab.</li><li>View details of allocated stock:<ul><li>Job allocation</li><li>Value of stock items</li><li>Allocation details (who, when, from where).</li></ul></li></ul>8. Add New Stock Items<img src="https://loom.com/i/e91030c75c61491ba4e3024d1ffcba16?workflows_screenshot=true" alt="generated-image-at-00:02:48"><ul><li>Click the plus button to add stock items.</li><li>Filter materials from the materials list.</li></ul>9. Stock in Jobs<img src="https://loom.com/i/35d16dcba06e4614a7327fafc46b4c8c?workflows_screenshot=true" alt="generated-image-at-00:03:29"><ul><li>Access stock tab within job financials.</li><li>View allocated stock details for the job.</li></ul>10. Using Stock in Purchase Items<img src="https://loom.com/i/6c956f00453b40f69e1f12103fa8fcbe?workflows_screenshot=true" alt="generated-image-at-00:04:20"><ul><li>Add items via purchases and choose to use stock items instead.</li><li>Understand how stock items affect purchase orders.</li></ul>11. Monitoring Live Stock Allocation<img src="https://loom.com/i/483b5625519445ac88887dce5739deaf?workflows_screenshot=true" alt="generated-image-at-00:06:34"><ul><li>Stock allocated to completed jobs is removed from the list.</li><li>Ensure all stock is accounted for before job closure.</li></ul>12. Conclusion &amp; Support<img src="https://loom.com/i/5cc49ebb13b3459da146880dea72d764?workflows_screenshot=true" alt="generated-image-at-00:06:59"><ul><li>Reach out for help via the life ring at the bottom.</li><li>Contact support via email or phone for assistance.</li></ul>

<h3>Link to Video Guide</h3><a href="https://loom.com/share/517ae12433884e33a0fb92625a396f5e">https://loom.com/share/517ae12433884e33a0fb92625a396f5e</a>1. Access the RAMS Tab<img src="https://loom.com/i/5910d1564941438fbc87dcb4e61017bf?workflows_screenshot=true" alt="generated-image-at-00:00:01"><ul><li>Navigate to your job.</li><li>Click on the RAMS tab at the top.</li></ul>2. View RAMS History<img src="https://loom.com/i/8b1b4b5e756c46e08623200739760547?workflows_screenshot=true" alt="generated-image-at-00:00:13"><ul><li>The RAMS tab displays a full history of RAMS.</li><li>You will see:<ul><li>Number of versions (e.g., three versions)</li><li>Status of each version (e.g., none active)</li><li>Dates added and who added them.</li></ul></li></ul>3. Add a New Set of RAMS<img src="https://loom.com/i/4d3adfd718ed46cbb30d2e29c8818fa4?workflows_screenshot=true" alt="generated-image-at-00:00:28"><ul><li>Select a template for the new RAMS.</li><li>Upload the new set of RAMS.</li><li>The system recognises it as a new version and activates it automatically.</li></ul>4. Understand User Actions<img src="https://loom.com/i/f014d570ccad49789d6ec6cc6c1ab9d6?workflows_screenshot=true" alt="generated-image-at-00:00:42"><ul><li>Users booked into a job with an active RAMS will lose access to certain icons (e.g., time sheets, job sheets).</li><li>Instead, they will see a warning triangle indicating they have not signed the RAMS.</li></ul>5. Access the RAMS<img src="https://loom.com/i/edeea53e700b4291a9d80e7fd69f44fe?workflows_screenshot=true" alt="generated-image-at-00:01:04"><ul><li>Users can click on the warning to view the risk assessment.</li><li>They can view the full document before signing.</li></ul>6. Sign Off the RAMS<img src="https://loom.com/i/bb84284d6b7643d286df0fa8a5314bcb?workflows_screenshot=true" alt="generated-image-at-00:01:16"><ul><li>After viewing the document, users can activate the sign-off button.</li><li>They will digitally sign by adding their name against the accepted RAMS.</li></ul>7. Review Signed RAMS History<img src="https://loom.com/i/e80a1b5016cf4ed2b786f4d841d7610b?workflows_screenshot=true" alt="generated-image-at-00:01:37"><ul><li>Users can go into the job to see:<ul><li>The history of who signed the RAMS and when.</li><li>The option to view and download the signed document.</li></ul></li></ul>8. Conclusion &amp; Support<img src="https://loom.com/i/2e05f9f1fd004cd497f768943a017c3b?workflows_screenshot=true" alt="generated-image-at-00:01:50"><ul><li>If assistance is required in setting up or using the RAMS feature, reach out through the usual support channels.</li><li>&nbsp;</li></ul>

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Configure Custom Email Domain

Guide to Using the PaperDrop RAMS Feature

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