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Document Management Software

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Boost Productivity by Managing Your Documents Electronically!

 

 

Document Management Software

Document Management Software

PaperSave is a complete document management software, Certified for Microsoft Dynamics. PaperSave’s unique integration provides one click access to documents related to the records within Microsoft Dynamics solutions like AX, GP, SL, CRM.

PaperSave combines document capture and transaction processing to eliminate multiple steps from your process saving time and money!

Key Benefits Include:

  • Boost productivity by eliminating the 20-30% of time spent filing searching and retrieving documents through our seamless integration with Dynamics and Blackbaud solutions
  • Sharing Information across multiple locations
  • Increased security and compliance by user or group rolls
  • Quick search and retrieval through multiple methods such as drill down from the source record/transaction, Query/SmartList integration, Content Search, Meta-Data Search, Internet Explorer
  • Reclaim Office space by eliminating filing cabinets and off-site storage
  • Enhance your ‘Green’  efforts by reducing your paper usage
  • Improve Customer Service by having access to vital  documents at your finger tips

The PaperSave Difference:

Complete ECM solution. Looking to better manage your AP documents? What about your employee documents, journal entry backup, sales order documents, etc.? No worries, PaperSave is a complete Enterprise Document Management / Enterprise Content Management solution that integrates across your ERP and CRM solution and beyond!

Instant, On-Screen Access to Documents In One Click. Respond to customer, vendors, employees, constituents quickly by accessing key information without a trip to the filing cabinet.  PaperSave Document Management has seamless integration with Microsoft Dynamics and Blackbaud solutions means that you can instantly find your documents.

Avoid Costly, Custom Integration. PaperSave Document Management is fully embedded with the ERP and CRM solutions you already use! Simply open a record and PaperSave takes the guess work out by notifying you that documents exist!

Automate Matching Process. PaperSave automates the ‘matching’ between document based on the relationships that exist between the transactions in the host solution.

Integration with SmartList/Query. Create a Query or SmartList and be able to pull all documents related to the list within a few clicks.  Perfect for Audit preparation!

Seamlessly Enter Paper and Electronic Documents into Workflow. Whether you are capturing documents from a scanner, a network copier/scanner, fax machine, email or Microsoft Office®, PaperSave allows you to seamlessly capture documents into your process.

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Learn More about PaperSave:

Case Studies | Demo | News and Events | WhitePapers | Webinars | Videos


About PaperSave

PaperSave is the first and only document management, electronic workflow and invoice automation solution, Certified for Dynamics GP 2013. PaperSave's unique integration provides one click access to documents related to the records within Microsoft Dynamics solutions like AX, GP, SL, & CRM. PaperSave combines document capture and transaction processing to eliminate multiple steps from your process saving time and money!

Learn More about PaperSave:

Website | Case Studies | Demo | News and Events | WhitePapers | Webinars | Videos

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