One-click access to Documents from Dynamics

PaperSave offers out of the box seamless document management integration from within Microsoft Dynamics CRM by automating the process of imaging, approving and storing source documents.

PaperSave dynamically captures information from the supporting CRM record or transaction and stores it as meta-data with the supporting document. This allows documents to be retrieved within a click or two from the Dynamics CRM record. Our method of integration eliminates the need for programming, lengthy training or costly setup time.

Key benefits includes:

• Seamless SharePoint Integration
• Single click access to add and retrieve documents
• Harness the power with our Search Features
• View CRM documents within GP and vice versa
• Route documents for approvals
• Manage your full document lifecycle
• Comprehensive capture solution for all your source documents

Seamless Integration with SharePoint to store your documents. Allows Non-Dynamics CRM users to ability to retrieve documents from their desktop. Furthermore, expanded PaperSave across your other departments by allowing additional Document Libraries to be created to house documents and using PaperSave’s scanning acquisition methods to acquire them into the SharePoint environment.

Single click access to add and retrieve documents directly from Dynamics CRM records.  Open a Record and receive the “Outlook” style notification window notifying you that documents exist. Click on the link to retrieve the document. This approach makes documents a natural extension to your Dynamics CRM screens, thus, reducing implementation and training costs.

Harness the power of our Search features: Dramatically increase the search power by pulling supporting documents based on Record / Transaction information that PaperSave seamless grabs during document acquisition. Make better decisions with better intelligence by viewing supporting documents. Can’t find a document?  Search content on documents as part of our SharePoint integration!

View CRM documents within GP and vice versa with PaperSave’s Multi-Association. PaperSave matches and syncs documents between CRM and GP records. Enables staff to have access to complete information regarding of which application the document is added.

Route documents for approvals by creating powerful workflows based on your process and rules.  PaperSave harnesses the power of Microsoft Windows Workflow Foundation (WWF). So, take advantage of trade discounts by eliminating your bottlenecks and allows for quicker payment cycles. [ + ]

Manage your full document lifecycle: With PaperSave, there is no need to purchase a separate workflow solution since PaperSave manages the document acquisition, approval and storage.

Comprehensive capture solution for all your source documents.  Whether you are capturing documents from a scanner, network copier/scanner, fax machine, email or Microsoft Office®, PaperSave allows you to capture documents into your process regardless of how they are received or create. More details on Capture Methods.

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