Mariner Software Narrator for Windows - Manual (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:
1
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.
0
Enter a name for the new smart collection.
0
Select the field you want to match from
the left menu. This includes Merchant/Title,
Date, Amount, Category, etc.
Smart Collections continued on next page...
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