PaperClipPlus is a cloud-based file sharing service that allows users to organize files using customizable tag sets rather than folders. Tag sets allow files to be categorized and searched by multiple criteria simultaneously. The document demonstrates how to create nested tag sets to organize a company's automotive inventory by make (Mercedes-Benz) and price (under $13,000). Individual files are updated to add relevant tags, populating the corresponding views. The filtered tag set can then be easily shared with prospective customers via email.

1. Using PaperClipPlus™ TagSets for
Sales & Marketing

2. PaperClipPlus™
• PaperClipPlus.com is software-as-a-service
(SaaS) – a server in the ‘Cloud’ that stores
your files.
– PaperClipPlus™ makes your files available to you
on any device that supports a Web browser
– You can share your files with just who you want –
and you’ll be able to see if they got them
– PaperClipPlus™ is for any kind of file – invoices,
binaries, presentations, and multimedia

3. PaperClipPlus™ Basics
• If you have just received a link to a PaperClipPlus™ file and
don’t know what to do, read
– “I’ve received an e-mail about files at PaperClipPlus”
• New users of PaperClipPlus.com should start with
– “Getting Started with PaperClipPlus” under “Support” Tab
• To learn how to keep your files organized, read
– “Managing My Files in PaperClipPlus” under “Support” Tab
• For more help with PaperClipPlus™ TagSets, check out
– “PaperClipPlus TagSets” under “Support” Tab
• See how to precisely control access to your files in
– “Using Authorization Strings with PaperClipPlus”
under “Support” Tab

4. Sales and Marketing inPaperClipPlus™
When you have of things to sell , you need
to organize it. You can organize it by
model, by price, by location, by size, or
many other criteria.
Customers
Many file sharing solutions provide the
ability to put your file in ‘folders.’ That Acme Doe
works well as long as there’s only one
way of looking at the files. You make a Large Red Large Blue Widgets
Widget Widget under $10
folder for a customer, and put the files
you think they want in it.
But what if you update inventory? Or the
customer changes their needs. Folders
will only get in your way. You need
PaperClipPlus™ TagSets

7. This TagSet flags all inventory
Tagged with Mercedes-Benz. Next…

8. We can further make a TagSet within
A TagSet. So lets click on the New TagSet
Mercedes row. Next…

9. We have the New TagSet named Mercedes and now we
want to create a TagSet named under $13,000 inside of
the New TagSet Mercedes. Next…

10. Click on New TagSet. Next…

11. Enter TagSet named Under $13,000.
Click Create. Next…

12. Now we have a New Tag Under $13000 with
Tags = Mercedes Benz, Under $13,000. Next…

13. Notice there’s no data within this TagSet. This is because there
are no files Tagged with Mercedes & Under $13,000, they’re are just
Tagged with Mercedes. So let’s share how to update a file. Next…

14. So let’s return to the New TagSet Mercedes.
We can do this by returning to Home or by
Simply clicking the GoBack icon. Next…

15. We’re back at the New TagSet Mercedes view.
Notice the New TagSet Under $13,000 is a
Subset of the New TagSet Mercedes view. Next…

16. Let’s share how to update a file by adding
an Under $13000 Tag to a file. So let’s select a file-
we’ll choose this Mercedes. RightClick on the row. Next…

17. An Options Window pops up showing options
To see Details, View, Download and History. Click Details.
Next…

18. Now we have a detailed view
of this file. We can view History,
View file, Download file, Delete
and Update file. Next…

19. Now let’s add the Tag
“Under $13000.” Next…

20. We’ve added the Tag “Under
$13000.” Now Click Update
button. Next…

21. Once file is Updated, you’ll receive confirmation details.
So lets look at the New TagSet Under 13000. Let’s
Click on New TagSet Under $13000. Next…

22. Now we see a view of our Under $13000 TagSet
which includes Mercedes and Under $13000 as Tags.
Next…
So let’s update the remaining files of Mercedes
Under $13000. Next…

23. Here we see that
We’ve updated files
Now let’s click look at the New TagSet Mercedes
Next…

24. We’re at the New TagSet Mercedes.
Now Click on the New TagSet Under $13000.
Next…

25. Here’s the View of our Under $13000 TagSet
Which is a subset of the Mercedes TagSet  Next…

26. Now let’s Share this TagSet with a prospective
Client who desires a listing of our Mercedes
Inventory’ less than $13000. Next…

27. You have 3 options to share info. I like
Option 3. So let’s copy and paste, then
Email to our client 

28. This concludes our walkthrough of
Using PaperClipPlus™ TagSets for
Sales & Marketing
Please do not hesitate to contact us at Support@PaperClipPlus.com if you have
Any questions. Enjoy 