Paladin Cloud Storage

Commerce, Invoice/Quote, Knowledge Base, Mobile Services, Process, Setup | ID: 58917

Paladin provides cloud-based storage for documentation, invoice signatures, images and videos, and also includes document scanning tools and built-in document retention features.

PO Documents

With PO Documents checked, Paladin provides the capability to create electronic files that can be attached to a purchase order (PO) and stored in the Paladin Cloud. This is done through scanning.

For information and instruction, refer to the Paladin Cloud: Attaching electronic files to a purchase order KBA.

To store PO Documents to the Paladin Cloud:

  1. In Paladin, from the main meu, select File > Setup.
  2. Select the Remote Access tab.
  3. In the Remote Data Access pane, check Enable Remote Data Access.
  4. Under Document Types Enabled, check PO Documents.


Figure 1: Remote Data Access pane/Document Types Enabled/PO Documents

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Customer Documents

With Customer Documents checked, the following document types can be uploaded to Paladin’s Cloud:

  • Taxes
  • Contracts
  • Credit Applications
  • Financial Statements
  • Photos
  • Correspondents
  • Monthly Statements

Note: When Month-end statements are run, PDFs of statements are automatically uploaded to Paladin Cloud Storage. The PDFs are also stored on the client’s database. 

All file types are accepted, that is, .docx, .pdf, .pptx, .xls, and so on.

Documents are managed in Paladin’s Customers module in the Document tab. 

Note: Electronic files can also be created through scanning. For information and instruction on scanning and creating customer documents, refer to the Paladin Cloud: Attaching electronic files to a purchase order KBA.

To set up storing customer documents to Paladin’s Cloud:

  1. In Paladin, from the main meu, select File > Setup.
  2. Select the Remote Access tab.
  3. In the Remote Data Access pane, check Enable Remote Data Access.
  4. Under Document Types Enabled, check Customer Documents.


Figure 2: Customer Documents option

  1. Click Save, then click Close.

To upload and manage customer documents:

  1. In Paladin, from the main menu, select the Customers module.
  2. Select the Documents tab.
  3. In the Filter And Manage pane, there are the following four actions available for uploading and managing documents:

Type – Provides categories to organize document type. From the list, you have the option of:

    1. None
    2. Taxes
    3. Contracts
    4. Credit Applications
    5. Financial Statements
    6. Photos
    7. Correspondents
    8. Monthly Statements

Note: When Month-end statements are run, PDFs of statements are automatically uploaded to Paladin Cloud Storage. The PDFs are also stored on the client’s database. 

Recently Deleted – After selecting a type, checking this and pressing Get Documents will bring up deleted documents in the Customer Documents pane, up to 30 days from deletion.

Get Documents – After selecting a type, pressing this will populate the Customer Documents pane with that document type.


Figure 3: Filter and Manage documents

Add Documents – Selecting this opens the Attach File window where you can either browse for or scan documents to add (Figure 4).


Figure 4: Browse or scan

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Delivery Images

If a customer is not available to confirm the delivery, the Paladin Mobile application allows delivery personnel to take pictures to verify the delivery was performed. Refer to the Paladin Mobile KBA for creating delivery images on your mobile device(s).

To store Delivery Images to the Paladin Cloud:

  1. In Paladin, from the main meu, select File > Setup.
  2. Select the Remote Access tab.
  3. In the Remote Data Access pane, check Enable Remote Data Access.
  4. Under Document Types Enabled, check Delivery Images.


Figure 5: Remote Data Access pane/Document Types Enabled/Delivery Images

The Cloud Document Storage message window opens.

Storing delivery images to the Paladin Cloud message window
Figure 6: Storing delivery images to the Paladin Cloud message window

  1. Click Yes to upload all local delivery images to the Paladin Cloud.
  2. Click No to enable storing images to the Paladin Cloud but not upload the locally stored delivery images.

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Invoice Signatures

In Paladin, inventory items requiring a customer signature can be flagged. This feature also includes five lines of text that can be displayed on the signature pad (if your store is using the large display signature pads) as well as recorded on the invoice for the sale. In the Signature Required Class Number field, the Class number entered will be used as the trigger “flag”  to capture the customer’s signature.

For more information on signatures refer to the Signatures KBA.

Note: Since inventory allows three unique Class values to be stored with every item, EDI processing normally updates Class 1; therefore, using of Class 2 or 3 is recommended.

To store Invoice Signatures to the Paladin Cloud:

  1. In Paladin, from the main meu, select File > Setup.
  2. Select the Remote Access tab.
  3. In the Remote Data Access pane, check Enable Remote Data Access.
  4. Under Document Types Enabled, check Invoice Signatures.


Figure 7: Remote Data Access pane/Document Types Enabled/Invoice Signatures

The Cloud Document Storage message window opens.

Storing invoice signatures to the Paladin Cloud message window
Figure 8: Storing invoice signatures to the Paladin Cloud message window

  1. Click Yes to upload all invoice signatures to the Paladin Cloud.
  2. Click No to enable storing invoice signatures to the Paladin Cloud but not upload the locally stored invoice signatures.

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Supplier’s Inventory Images

Paladin Version 2.2404.7096.1 and above is required.

By default, inventory images provided by suppliers are automatically stored in Paladin’s Cloud document storage. 

  1. In Paladin, from the main menu, select File > Setup.
  2. Select the Remote Access tab.
  3. In the Remote Data Access pane, check Enable Remote Data Access.
  4. Under Document Types Enabled, check Supplier’s Inventory Images.


Figure 9: Remote Data Access pane/Document Types Enabled/Supplier’s Inventory Images

  1. Click Save, then click Close.

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Adding the supplier’s images

Note: Supplier’s Inventory Images must be checked.

To add the supplier’s images:

  1. In Paladin, from the top ribbon, select the Inventory module.
  2. Select the Store tab.
  3. Under the Image Management pane, under Supplier’s Images, the supplier images populate the pane.

Note: If the supplier does not, or has not, provided any images, the view is as follows:


Figure 10: No supplier images available

Figure 11: Image Management/Supplier’s Images

When images from the supplier have populated the Supplier Images pane, you can select Download All to get all images to the file destination on your terminal. You can also right-click a single image to download. Once you have images downloaded, you can then upload them to the Store Images pane, where you can arrange them in the order preferred.

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Store’s Inventory Images

If clients want to store inventory images that have been collected/created for use in items such as logos, coupons, flyers, web sites, and so on, by enabling Store’s Inventory Images, these images will be housed in Paladin’s Cloud.

To enable this function:

  1. In Paladin, from the main meu, select File > Setup.
  2. Select the Remote Access tab.
  3. In the Remote Data Access pane, check Enable Remote Data Access.
  4. Under Document Types Enabled, check Store’s Inventory Images.


Figure 12: Remote Data Access pane/Document Types Enabled/Store’s Inventory Images

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Adding the store’s images

Note: Store’s Inventory Images must be checked.

To add a store’s images:

  1. In Paladin, from the top ribbon, select the Inventory module.
  2. Select the Store tab.
  3. Under the Image Management pane, perform one of the following:
    • Click the No image available icon to open the Select Images for Part Explorer window where you can navigate to the folder that holds the store’s images.
    • Copy the image to add. Right-click on the No image available icon and select Paste.

Note: The No image available icon is only available when there are no images uploaded. Once images are uploaded, the Edit Mode must be used.


Figure 13: Add image/No image available icon

    • Add image by clicking Edit Mode.


Figure 14: Add image/Edit Mode

In Edit Mode, the following options shown in Figure 12 become available.


Figure 15: Edit Mode options

Click Add Image to add an image.

Whether you add an image by clicking on the No image available icon or clicking Edit Mode, the Select Images for Part Explorer window opens where you can open your image folder and select an image to upload to the Image Management pane.


Figure 16: Select Images for Part Explorer window

In the Edit Mode, images can be moved Left/Right to be put in the order the client wants to view them. Images can also be copy/pasted into the Image Management pane (versus using the Add Image function). Images can also be deleted.

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Viewing Inventory Images in Paladin

There are two ways to view inventory images, either from Invoice/Quote or Advanced Lookup.

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To view images in Invoice/Quote:

When in an invoice in Paladin, right click on an item and select View Images.

Note: View Images will be grayed out if images are not set in Remote Data Access.


Figure 17: Invoice/Quote/View Images

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To view images in Advanced Lookup:

  1. On the top ribbon of Paladin, select the module (Invoice/Quote, Inventory, or PO).
  2. In the module, on the bottom ribbon, select F1 Adv. Lookup.
  3. In the Advanced Lookup window, enable a search parameter from the following options: Class, Department, Location, Supplier, or Keyword.
  4. After you have enabled your search parameter, click Find >>. The Advanced Lookup window populates with parts and their corresponding data. 
  5. Find and click the magnifying glass next to a part. An image of that part appears.


Figure 18: Image of a part

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If you have questions or suggestions about this information, contact support@paladinpos.com.

*Content is subject to change. For the most recent version, visit the Help Portal.
Printed on: 1/24/25