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Introduction to PaperSave

PaperSave is a complete document management software for Microsoft Dynamics, Blackbaud & Intacct. PaperSave's unique integration provides one click access to documents related to the records within Microsoft Dynamics solutions like AX, GP, SL, CRM and Blackbaud solutions like Raiser's Edge, Financial Edge, Educational Edge, Student Information System and Enterprise CRM, and Intacct Cloud Accounting Software.




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


Going paperless offers many benefits. In addition to being environmentally friendly, it drives organizations towards operational efficiency by eliminating the time required to file, search and retrieve document. PaperSave delivers a complete, secure Document Management, Electronic Workflow & Invoice Automation solution without the inherent inefficiencies and risk of loss associated with traditional paper processes.


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
· Faster Monthly Closes
· Reduce time filing and retrieving documents
· No more lost or misfiled documents
· Automated record retention rules
· Enhanced disaster recovery
· Quick ROI and many more!


PaperSave provides instantaneous on-screen access to any image or document associated with each transaction without stopping your current process or searching through mounds of papers. It is a single-step solution for all your paper filing needs. PaperSave simplifies the effort of storing a document without affecting day-to-day activities. The PaperSave application is designed to virtually eliminate costly paper filing and improve efficiency. With PaperSave, documents can be instantly retrieved and displayed on your screen within the security measures implemented in your information system.


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