User Guide for PaperSave extension for Microsoft Dynamics 365 Business Central

 

 

 

 

 

 

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Table of Contents

1     INTRODUCTION.. 6

2     PAPERSAVE SETUP & CONFIGURATION STEPS. 6

2.1    ENABLE/DISABLE PAPERSAVE. 14

3     USING THE PAPERSAVE EXTENSION WITHIN DYNAMICS 365 BUSINESS CENTRAL. 15

3.1    Purchase Invoice. 16

3.1.1     Purchase Invoice List. 16

add documents from purchase invoice list. 17

show documents from purchase invoice list. 19

3.1.2     Purchase Invoice Card.. 19

add documents from purchase invoice card.. 20

show documents from purchase invoice card.. 22

show interrelated documents from purchase invoice card.. 22

3.2    Posted Purchase Invoice. 24

3.2.1     Posted Purchase Invoice List. 24

add documents from posted purchase invoice list. 25

show documents from posted purchase Invoice list. 27

3.2.2     Posted Purchase Invoice Card.. 27

add documents from posted purchase invoice card.. 28

show documents from posted purchase invoice card.. 30

show interrelated documents from posted purchase invoice card.. 31

3.3    Purchase Quote. 32

3.3.1     Purchase Quote List. 32

add documents from purchase quote list. 33

show documents from purchase quote list. 34

3.3.2     Purchase Quote Card.. 35

add documents from purchase quote card.. 36

show documents from purchase quote card.. 38

show interrelated documents from purchase quote card.. 38

3.4    Purchase Order.. 39

3.4.1     Purchase Order List. 39

add documents from purchase order list. 40

show documents from purchase order list. 41

3.4.2     Purchase Order Card.. 42

add documents from purchase order card.. 43

show documents from purchase order card.. 45

show interrelated documents from purchase order card.. 45

3.5    Vendor.. 46

3.5.1     Vendor List. 46

add documents from vendor list. 47

show documents from vendor list. 49

3.5.2     Vendor Card.. 49

add documents from vendor card.. 51

show documents from vendor card.. 52

show interrelated documents from vendor card.. 53

3.6    Sales Item... 54

3.6.1     Sales Item List. 54

add documents from sales item list. 55

show documents from sales item list. 57

3.6.2     Sales Item Card.. 58

add documents from sales item card.. 59

show documents from sales item card.. 61

show interrelated documents from sales item card.. 61

3.7    Sales Invoice. 62

3.7.1     Sales Invoice List. 62

add documents from sales invoice list. 63

show documents from sales invoice list. 64

3.7.2     Sales Invoice Card.. 65

add documents from sales invoice card.. 66

show documents from sales invoice card.. 68

show interrelated documents from sales invoice card.. 68

3.8    Sales Order.. 69

3.8.1     Sales Order List. 69

add documents in sales order list. 70

show documents in sales order list. 71

3.8.2     Sales Order Card.. 72

add documents in sales order card.. 73

show documents in sales order card.. 75

show interrelated documents in sales order card.. 75

3.9    Sales Quote. 76

3.9.1     Sales Quote List. 76

add documents from sales quote list. 77

show documents from sales quote list. 78

3.9.2     Sales Quote Card.. 79

add documents from sales quote card.. 80

show documents from sales quote card.. 81

show interrelated documents from sales quote card.. 82

3.10 Customer.. 83

3.10.1   Customer List. 83

add documents from customer list. 83

show documents from customer list. 85

3.10.2   Customer Card.. 85

add documents from customer card.. 86

show documents from customer card.. 88

show interrelated documents from customer card.. 88

3.11 General Journals. 89

3.11.1   General Journal batch.. 89

add documents from general journal batch.. 90

show documents from general journal batch.. 91

show interrelated documents from general journal batch.. 92

3.12 General Ledger Entries. 93

3.12.1   General ledger entries list. 93

add documents from general ledger entries list. 94

show documents from general ledger entries list. 96

 

 

 

1     INTRODUCTION

 

This document primarily describes the steps to setup and use the PaperSave for Dynamics 365 Business Central extension. Please note that this is not a user guide for PaperSave. The user guide for PaperSave can be found here. This guide only covers PaperSave’s integration into Dynamics 365 Business Central and how that integration interacts with different PaperSave functionalities such as Add Document, Show Documents and Show Interrelated Documents for various transaction types like Purchase Invoice, Vendor, Sales Invoice, General Journal, Customer etc.  

 

2     PAPERSAVE SETUP & CONFIGURATION STEPS

 

The following steps will guide you through the setup for the PaperSave extension in Dynamics 365 Business Central. These steps should be performed by a Dynamics 365 Business Central admin once and only once before users will be able to utilize the PaperSave extension.

Below is the Dynamics 365 Business Central Home page:

 

 

1.     On the Dynamics 365 Business Central Home Page, click on the Setup & Extensions dropdown.

2.     Click on Assisted Setup.

 

 

3.     Click on the PaperSave Setup Link.

 

 

4.     This will launch the PaperSave Setup Wizard. Click on Next.

 

 

5.     Specify the relevant PaperSave Cloud URL, API secret, Web API Username, and Web API Password. Then, click on Next.

 

 

Tip :

You can access the Web API password from the Web Service Access section in the USER CARD. Also, you can change the existing Web API password.

 

Follow the below steps to capture the Web API Password or change the existing Web API Password:

 

·         Search users in the Search box on Dynamics 365 Business Central Home.

·         Click on Users from “Go to Pages and Tasks”.

·         Click on the desired User Name from the list of users in the Dynamics 365 Business Central.

·         This shall open the User Card as shown below. You can get the Web Service Access key as shown in the below screen. Moreover, you can change the existing Web API password by clicking on the “Change Web Service Key” option.

 

 

6.     Click Finish to complete the PaperSave setup.

 

 

Now, you have successfully completed the assisted setup for PaperSave for Dynamics 365 Business Central.

 

NOTE: The new users added or imported in Dynamics 365 Business Central after running the Assisted setup would require the permissions to access the PaperSave functionalities.

 

Follow the below steps to grant user permission for such users who are added or imported after running the assisted setup:

 

1.     Enter “users” in the search box of Dynamics 365 Business Central home.

2.     Click on Users from “Go to Pages and Tasks”.

 

 

3.     It shall load the list of all the users in the Dynamics 365 Business Central.

4.     Click on the User Name to open the user card.

 

 

5.     It shall open the user card with user details. Add “PaperSave” in the User Permission Set with relevant description, Company, and Permission Scope to grant the PaperSave access to the new user.

 

 

2.1     ENABLE/DISABLE PAPERSAVE

You can enable or disable the PaperSave functionalities using the PaperSave tab from Actions on the Dynamics 365 Business Central Home:

 

 

NOTE:
Enable/Disable PaperSave option is available on Dynamics 365 Business Central Home for all the user roles.

 

3     USING THE PAPERSAVE EXTENSION WITHIN DYNAMICS 365 BUSINESS CENTRAL

 

The PaperSave extension allows users to interact with PaperSave from within Dynamics 365 Business Central to do the following:

 

1)    Add Document: You can add documents to records that PaperSave is integrated into through various acquisition methods such as direct TWAIN compatible web scanning, scanning using a Fujitsu NX series web enabled scanner, drag & drop or selecting files using a file browser, scanned later using a barcode sheet and more.

2)    Show Document: You can view documents related to any instance of type of record in Dynamics 365 Business Central that PaperSave is integrated into.

3)    Show Interrelated Documents: You can view documents that are indirectly related to any instance of type of record in Dynamics 365 Business Central that PaperSave is integrated into.

Please refer the PaperSave User Guide for more information about how these or any of the other PaperSave core features work.

The following sections delves into the specifics about how the PaperSave extension works within each currently integrated record type.  Some of the steps show one way of navigating to specific instances of record types within Dynamics 365 Business Central. PaperSave’s integration surfaces within each record type’s primary screen. Thus, any which way that a user can arrive at that screen will allow them to click on the PaperSave buttons in the toolbar.

 

3.1     Purchase Invoice

The following steps describe how to interact with PaperSave within the “Purchase Invoice” record type’s main screen:

 

1.     On the Dynamics 365 Business Central Home Page, click on the Purchasing dropdown.

2.     Click on Purchase Invoices.

 

 

3.1.1     Purchase Invoice List

Clicking on Purchase Invoices will display the list of all records for this record type. You can add documents to all the records in the list as well as view documents for all the records in the list.

 

 

1.     Click on the “Process” Tab from the Purchase Invoices list.

2.     You will see the PaperSave options such as “Add Document” and “Show Documents”.

 

 

add documents from purchase invoice list

Follow the below steps to test the PaperSave functionality “Add document” from the Purchase Invoice list

 

1.     On the Process Tab of Purchase Invoice list, click on “Add document”.

2.     If you are not already logged in, then it will open the PaperSave login prompt (on the first login). Enter your login credentials.

3.     Upon login success, the system will navigate you to the “Add Document page”.

 

 

4.     Use your desired acquisition method files to add the content.

5.     This will open the document preview screen. You can select the relevant “document type” in the checkbox, enter the “date received” and add a comment for the document.

6.     Click on Save to add the document to all the records in the Purchase Invoice list.

 

 

7.     Upon successful submission, it will show the toast notification in the upper right corner “1 Document(s) successfully submitted.” 

 

show documents from purchase invoice list

Follow the below steps to test the PaperSave functionality “Show document” from Purchase Invoice list:

 

1.     On the Process Tab of Purchase Invoice list, click on “Show Documents”.

2.     This will open PaperSave cloud login prompt (on the first login). Enter login credentials.

3.     On login success, it will show the available documents for all the records in Purchase Invoice list.

 

 

3.1.2     Purchase Invoice Card

Clicking on the Purchase Invoice card opens the selected record in card view with all the record details:

 

1.     Click on the number field of desired record in the Purchase Invoices list.

2.     This will launch the Purchase Invoice record.

 

 

3.     Click “Invoice” to access the PaperSave functionalities such as “Add Document”, “Show Documents” and “Show Interrelated Documents”.

 

 

 add documents from purchase invoice card

Follow the below steps to test the PaperSave functionality “Add document” from Purchase Invoice card:

 

1.     On the Invoice tab of Purchase Invoice Card, click on “Add document”.

2.     This will open PaperSave Cloud login prompt (on the first login). Enter login credentials.

3.     On login success, it will open the “Add Document” page.

 

 

4.     Use your desired acquisition method files to add the content.

5.     This will open the document preview screen. You can select the relevant “document type” in the checkbox, enter the “date received” and add a comment for the document.

6.     Click “Save” to add the document to the selected record.

 

 

7.     Upon successful submission, it will show the toast notification in the upper right corner “1 Document(s) successfully submitted.”

 

show documents from purchase invoice card

Follow the below steps to test the PaperSave functionality “Show documents” from Purchase Invoice card:

 

1.     On the Invoice tab of Purchase Invoice Card, click on “Show Documents”.

2.     This will open PaperSave cloud login prompt (on the first login). Enter login credentials.

3.     On login success, it will show the available document/s.

 

 

show interrelated documents from purchase invoice card

Follow the below steps to test the PaperSave functionality “Show Interrelated Documents” from Purchase Invoice card:

 

1.     On the Invoice tab of Purchase Invoice Card, click on “Show Interrelated Documents”.

2.     This will open PaperSave Cloud login prompt (on the first login). Enter login credentials.

3.     On login success, it will show the available associated documents to the record.

 

 

3.2     Posted Purchase Invoice

The following steps describe how to interact with PaperSave within the “Posted Purchase Invoice” record type’s main screen:

 

1.     On the Dynamics 365 Business Central Home Page, click on the Purchasing dropdown.

2.     Click on Posted Purchase Invoices.

 

 

3.2.1     Posted Purchase Invoice List

Clicking on Posted Purchase Invoices will display the list of all records for this record type. You can add documents to all the records in the list as well as view documents for all the records in the list.

 

 

1.     Click on “Process” Tab from the Posted Purchase Invoices list.

2.     You will see the PaperSave options such as “Add Document” and “Show Documents”.

 

 

add documents from posted purchase invoice list

Follow the below steps to test the PaperSave functionality “Add document” from Posted Purchase Invoice list:

 

1.     On the Process Tab of Posted Purchase invoice list, click on “Add document”.

2.     If you are not already logged in, then it will open the PaperSave login prompt (on the first login). Enter your login credentials.

3.     Upon login success, the system will navigate you to the “Add Document page”.

 

 

4.     Use your desired acquisition method files to add the content.

5.     This will open the document preview screen. You can select the relevant “document type” in the checkbox, enter the “date received” and add a comment for the document.

6.     Click on Save to add the document to all the records in the Posted Purchase Invoice list.

 

 

7.     Upon successful submission, it will show the toast notification in the upper right corner “1 Document(s) successfully submitted.” 

 

show documents from posted purchase Invoice list

Follow the below steps to test the PaperSave functionality “Show document” from Posted Purchase Invoice list:

 

1.     On the Process Tab of Posted Purchase invoice list, click on “Show Documents”.

2.     This will open PaperSave cloud login prompt (on the first login). Enter login credentials.

3.     On login success, it will show the available documents for all the records in the Posted Purchase Invoice list.

 

 

3.2.2     Posted Purchase Invoice Card

Clicking on the Posted Purchase Invoice card opens the selected record in card view with all the record details:

 

1.     Click on the number field of the desired record in the Posted Purchase Invoices list.

2.     This will launch the Posted Purchase Invoice record.

 

 

3.     Click on “Invoice” to access the PaperSave functionalities such as “Add Document”, “Show Documents” and “Show Interrelated Documents”.

 

 

add documents from posted purchase invoice card

Follow the below steps to test the PaperSave functionality “Add document” from Posted Purchase Invoice card:

 

1.     On the Invoice tab of Posted Purchase Invoice Card, click on “Add Document”.

2.     This will open PaperSave Cloud login prompt (on the first login). Enter login credentials.

3.     On login success, it will open the “Add Document” page.

 

 

4.     Use your desired acquisition method files to add the content.

5.     This will open the document preview screen. You can select the relevant “document type” in the checkbox, enter the “date received” and add a comment for the document.

6.     Click on “Save” to add the document to the selected record.

 

 

7.     Upon successful submission, it will show the toast notification in the upper right corner “1 Document(s) successfully submitted.” 

 

show documents from posted purchase invoice card

Follow the below steps to test the PaperSave functionality “Show documents” from Posted Purchase Invoice card:

 

1.     On the Invoice tab of Posted Purchase Invoice Card, click on “Show Documents”.

2.     This will open PaperSave Cloud login prompt (on the first login). Enter login credentials.

3.     On login success, it will show the available document/s.

 

 

show interrelated documents from posted purchase invoice card

Follow the below steps to test the PaperSave functionality “Show Interrelated Documents” from Posted Purchase Invoice card:

 

1.     On the Invoice tab of Posted Purchase Invoice Card, click on “Show Interrelated Documents”.

2.     This will open the PaperSave Cloud login prompt (on the first login). Enter login credentials.

3.     On login success, it will show the available associated documents to the record.

 

 

3.3     Purchase Quote

The following steps describe how to interact with PaperSave within the “Purchase Quote” record type’s main screen:

 

1.     On the Dynamics 365 Business Central Home Page, click on the Purchasing dropdown.

2.     Click on Purchase Quotes.

 

 

3.3.1     Purchase Quote List

Clicking on Purchase Quotes will display the list of all records for this record type. You can add documents to all the records in the list as well as view documents for all the records in the list.

 

 

1.     Click on “Process” Tab from the Purchase Quote list.

2.     You will see the PaperSave options such as “Add Document” and “Show Documents”.

 

 

add documents from purchase quote list

Follow the below steps to test the PaperSave functionality “Add document” from the Purchase Quote list

 

1.     On the Process Tab of Purchase Quote list, click on “Add document”.

2.     If you are not already logged in, then it will open the PaperSave cloud login prompt (on the first login). Enter your login credentials.

3.     Upon login success, the system will navigate you to the “Add Document page”.

 

 

4.     Use your desired acquisition method files to add the content.

5.     This will open the document preview screen. You can add a comment for the document.

6.     Click Save to add the document to all the records in the Purchase Quote list.

 

 

7.     Upon successful submission, it will show the toast notification in the upper right corner “1 Document(s) successfully submitted.” 

 

show documents from purchase quote list

Follow the below steps to test the PaperSave functionality “Show document” from Purchase Quote list:

 

1.     On the Process Tab of Purchase Quote list, click on “Show Documents”. 

2.     This will open the PaperSave cloud login prompt (on the first login). Enter login credentials.

3.     On login success, it will show the available documents for all the records in the Purchase Quote list.

 

 

3.3.2     Purchase Quote Card

Clicking on the Purchase Quote card opens the selected record in card view with all the record details:

 

1.     Click on the number field of the desired record in the Purchase Quote list.

2.     This will launch the Purchase Quote record.

 

 

3.     Click on “Process” to access the PaperSave functionalities such as “Add Document”, “Show Documents” and “Show Interrelated Documents”.

 

 

add documents from purchase quote card

Follow the below steps to test the PaperSave functionality “Add document” from Purchase Quote card:

 

1.     On the Process tab of Purchase Quote Card, click on “Add Document”.

2.     This will open the PaperSave cloud login prompt (on the first login). Enter login credentials.

3.     On login success, it will open the “Add Document” page.

 

 

4.     Use your desired acquisition method files to add the content.

5.     This will open the document preview screen. You can add a comment for the document.

6.     Click on “Save” to add the document to the selected record.

 

 

7.     Upon successful submission, it will show the toast notification in the upper right corner “1 Document(s) successfully submitted.” 

 

show documents from purchase quote card

Follow the below steps to test the PaperSave functionality “Show documents” from Purchase Quote card:

 

1.     On the Invoice tab of Purchase Quote Card, click on “Show Documents”.

2.     This will open PaperSave cloud login prompt (on the first login). Enter login credentials.

3.     On login success, it will show the available document/s.

 

 

show interrelated documents from purchase quote card

Follow the below steps to test the PaperSave functionality “Show Interrelated Documents” from Purchase Quote card:

 

1.     On the Invoice tab of Purchase Quote Card, click on “Show Interrelated Documents”.

2.     This will open PaperSave cloud login prompt (on the first login). Enter login credentials.

3.     On login success, it will show the available associated documents to the record.

 


 

3.4     Purchase Order

The following steps describe how to interact with PaperSave within the “Purchase Order” record type’s main screen:

 

1.     On the Dynamics 365 Business Central Home Page, click on the Purchasing dropdown.

2.     Click on Purchase Order.

 

 

3.4.1     Purchase Order List

Clicking on Purchase Order will display the list of all records for this record type. You can add documents to all the records in the list as well as view documents for all the records in the list.

 

 

1.     Click on “Process” Tab from Purchase Order list.

2.     You will see the PaperSave options such as “Add Document” and “Show Documents”.

 

 

add documents from purchase order list

Follow the below steps to test the PaperSave functionality “Add document” from Purchase Order list

 

1.     On the Process Tab of Purchase Order list, click on “Add document”.

2.     If you are not already logged in, then it will open PaperSave cloud login prompt (on the first login). Enter your login credentials.

3.     Upon login success, the system will navigate you to the “Add Document page”.

 

 

4.     Use your desired acquisition method files to add the content.

5.     This will open the document preview screen. You can enter the “date” in the document.

6.     Click on “Save” to add the document to all the records in the Purchase Order list.

 

 

7.     Upon successful submission, it will show the toast notification in the upper right corner “1 Document(s) successfully submitted.” 

 

show documents from purchase order list

Follow the below steps to test the PaperSave functionality “Show document” from Purchase Order list:

 

1.     On the Process Tab of Purchase Order list, click on “Show Documents”.

2.     This will open PaperSave cloud login prompt (on the first login). Enter login credentials.

3.     On login success, it will show the available documents for all the records in Purchase Order list.

 

 

3.4.2     Purchase Order Card

Clicking on the Purchase Order card opens the selected record in card view with all the record details:

 

1.     Click on the number field of desired record in the Purchase Order list.

2.     This will launch the Purchase Order record.

 

 

3.     Click on “Process” to access the PaperSave functionalities such as “Add Document”, “Show Documents” and “Show Interrelated Documents”.

 

 

add documents from purchase order card

Follow the below steps to test the PaperSave functionality “Add document” from Purchase Order card:

 

1.     On the Process tab of Purchase Order Card, click on “Add document”.

2.     This will open PaperSave cloud login prompt (on the first login). Enter login credentials.

3.     On login success, it will open the “Add Document” page.

 

 

4.     Use your desired acquisition method files to add the content.

5.     This will open the document preview screen. You can enter the “date received” for the document.

6.     Click on “Save” to add the document to the selected record.

 

 

7.     Upon successful submission, it will show the toast notification in the upper right corner “1 Document(s) successfully submitted.” 

 

show documents from purchase order card

Follow the below steps to test the PaperSave functionality “Show documents” from Purchase Order card:

 

1.     On the Process tab of Purchase Invoice Card, click on “Show Documents”.

2.     This will open PaperSave cloud login prompt (on the first login). Enter login credentials.

3.     On login success, it will show the available document/s.

 

 

show interrelated documents from purchase order card

1.     On the Process tab of Purchase Invoice Card, click on “Show Interrelated Documents”.

2.     This will open PaperSave cloud login prompt (on the first login). Enter login credentials.

3.     On login success, it will show the available associated documents to the record.

 


 

3.5     Vendor

The following steps describe how to interact with PaperSave within the “Vendor” record type’s main screen:

 

1.     On the Dynamics 365 Business Central Home Page, click on the Purchasing dropdown.

2.     Click on Vendors.

 

 

3.5.1     Vendor List

Clicking on Vendors will display the list of all records for this record type. You can add documents to all the records in the list as well as view documents for all the records in the list.

 

 

1.     Click on “Process” Tab from Vendor list.

2.     You will see the PaperSave options such as “Add Document” and “Show Documents”.

 

 

add documents from vendor list

Follow the below steps to test the PaperSave functionality “Add document” from Vendor list

 

1.     On the Process Tab of Vendor list, click on “Add document”.

2.     If you are not already logged in, then it will open PaperSave cloud login prompt (on the first login). Enter your login credentials.

3.     Upon login success, the system will navigate you to the “Add Document page”.

 

 

4.     Use your desired acquisition method files to add the content.

5.     This will open the document preview screen.

6.     Click on Save to add the document to all the records in the Vendor list.

 

 

 

7.     Upon successful submission, it will show the toast notification in the upper right corner “1 Document(s) successfully submitted.” 

 

show documents from vendor list

Follow the below steps to test the PaperSave functionality “Show document” from Vendor list:

 

1.     On the Process Tab of Vendor list, click on “Show Documents”.

2.     This will open PaperSave cloud login prompt (on the first login). Enter login credentials.

3.     On login success, it will show the available documents for all the records in Vendor list.

 

 

3.5.2     Vendor Card

Clicking on the Vendor card opens the selected record in card view with all the record details:

 

1.     Click on the number field of desired record in the Vendor list.

2.     This will launch the Vendor record.

 

 

3.     Click on “Process” to access the PaperSave functionalities such as “Add Document”, “Show Documents” and “Show Interrelated Documents”.

 

 

add documents from vendor card

Follow the below steps to test the PaperSave functionality “Add document” from Vendor card:

 

1.     On the Process tab of Vendor Card, click on “Add document”.

2.     This will open PaperSave cloud login prompt (on the first login). Enter login credentials.

3.     On login success, it will open the “Add Document” page.

 

 

4.     Use your desired acquisition method files to add the content.

5.     This will open the document preview screen.

6.     Click on “Save” to add the document to the selected record.

 

 

7.     Upon successful submission, it will show the toast notification in the upper right corner “1 Document(s) successfully submitted.” 

 

show documents from vendor card

Follow the below steps to test the PaperSave functionality “Show documents” from Vendor card:

 

1.     On the Process tab of Vendor Card, click on “Show Documents”.

2.     This will open PaperSave cloud login prompt (on the first login). Enter login credentials.

3.     On login success, it will show the available document/s.

 

 

show interrelated documents from vendor card

Follow the below steps to test the PaperSave functionality “Show Interrelated Documents” from Vendor card:

 

1.     On the Process tab of Vendor Card, click on “Show Interrelated Documents”.

2.     This will open PaperSave cloud login prompt (on the first login). Enter login credentials.

3.     On login success, it will show the available associated documents to the record.

 

 

3.6     Sales Item

The following steps describe how to interact with PaperSave within the “Sales Item” record type’s main screen:

 

1.     On the Dynamics 365 Business Central Home Page, click on the Sales dropdown.

2.     Click on Items.

 

 

3.6.1     Sales Item List

Clicking on Sales Item List will display the list of all records for this record type. You can add documents to all the records in the list as well as view documents for all the records in the list.

 

 

1.     Click on “Process” Tab from Sales Item list.

2.     You will see the PaperSave options such as “Add Document” and “Show Documents”.

 

 

add documents from sales item list

Follow the below steps to test the PaperSave functionality “Add document” from Sales Item list

 

1.     On the Process Tab of Sales Item list, click on “Add document”.

2.     If you are not already logged in, then it will open PaperSave cloud login prompt (on the first login). Enter your login credentials.

3.     Upon login success, the system will navigate you to the “Add Document page”.

 

 

4.     Use your desired acquisition method files to add the content.

5.     This will open the document preview screen.

6.     Click on Save to add the document to all the records in the Sales Item list.

 

 

7.     Upon successful submission, it will show the toast notification in the upper right corner “1 Document(s) successfully submitted.” 

 

show documents from sales item list

Follow the below steps to test the PaperSave functionality “Show document” from Sales Item list:

 

1.     On the Process Tab of Sales Item list, click on “Show Documents”. 

2.     This will open PaperSave cloud login prompt (on the first login). Enter login credentials.

3.     On login success, it will show the available documents for all the records in Sales Item list.

 

 

3.6.2     Sales Item Card

Clicking on the Sales Item card opens the selected record in card view with all the record details:

 

1.     Click on the number field of desired record in the Sales Item list.

2.     This will launch the Sales Item record.

 

 

3.     Click on “Process” to access the PaperSave functionalities such as “Add Document”, “Show Documents” and “Show Interrelated Documents”.

 

 

add documents from sales item card

Follow the below steps to test the PaperSave functionality “Add document” from Sales Item card:

 

1.     On the Process tab of Purchase Invoice Card, click on “Add document”.

2.     This will open PaperSave cloud login prompt (on the first login). Enter login credentials.

3.     On login success, it will open the “Add Document” page.

 

 

4.     Use your desired acquisition method files to add the content.

5.     This will open the document preview screen.

6.     Click “Save” to add the document to the selected record.

 

 

7.     Upon successful submission, it will show the toast notification in the upper right corner “1 Document(s) successfully submitted.” 

 

show documents from sales item card

Follow the below steps to test the PaperSave functionality “Show documents” from Sales Item card:

 

1.     On the Invoice tab of Sales Item Card, click on “Show Documents”.

2.     This will open PaperSave cloud login prompt (on the first login). Enter login credentials.

3.     On login success, it will show the available document/s.

 

 

show interrelated documents from sales item card

Follow the below steps to test the PaperSave functionality “Show Interrelated Documents” from Sales Item card:

 

1.     On the Process tab of Sales Item Card, click on “Show Interrelated Documents”.

2.     This will open PaperSave cloud login prompt (on the first login). Enter login credentials.

3.     On login success, it will show the available associated documents to the record.

 

 

3.7     Sales Invoice

The following steps describe how to interact with PaperSave within the “Sales Invoice” record type’s main screen:

 

1.     On the Dynamics 365 Business Central Home Page, click on the Sales dropdown.

2.     Click on Sales Invoices.

 

 

3.7.1     Sales Invoice List

Clicking on Sales Invoices will display the list of all records for this record type. You can add documents to all the records in the list as well as view documents for all the records in the list.

 

 

1.     Click on “Process” Tab from Sales Invoices list.

2.     You will see the PaperSave options such as “Add Document” and “Show Documents”.

 

 

add documents from sales invoice list

Follow the below steps to test the PaperSave functionality “Add document” from Sales Invoices list

 

1.     On the Process Tab of Sales invoice list, click on “Add document”.

2.     If you are not already logged in, then it will open PaperSave cloud login prompt (on the first login). Enter your login credentials.

3.     Upon login success, the system will navigate you to the “Add Document page”.

 

 

4.     Use your desired acquisition method files to add the content.

5.     This will open the document preview screen.

6.     Click Save to add the document to all the records in the Sales Invoices list.

 

 

7.     Upon successful submission, it will show the toast notification in the upper right corner “1 Document(s) successfully submitted.” 

 

show documents from sales invoice list

Follow the below steps to test the PaperSave functionality “Show document” from Sales Invoices list:

 

1.     On the Process Tab of Sales invoices list, click on “Show Documents”. 

2.     This will open PaperSave cloud login prompt (on the first login). Enter login credentials.

3.     On login success, it will show the available documents for all the records in Sales Invoice list.

 

 

3.7.2     Sales Invoice Card

Clicking on the Sales Invoice card opens the selected record in card view with all the record details:

 

1.     Click on the number field of desired record in the Sales Invoices list.

2.     This will launch the Sales Invoice record.

 

 

3.     Click on “Prepare” to access the PaperSave functionalities such as “Add Document”, “Show Documents” and “Show Interrelated Documents”.

 

 

add documents from sales invoice card

Follow the below steps to test the PaperSave functionality “Add document” from Sales Invoice card:

 

1.     On the Prepare tab of Purchase Invoice Card, click on “Add document”.

2.     This will open PaperSave cloud login prompt (on the first login). Enter login credentials.

3.     On login success, it will open the “Add Document” page.

 

 

4.     Use your desired acquisition method files to add the content.

5.     This will open the document preview screen. You can select the relevant “document type” in the checkbox and add a comment for the document.

6.     Click “Save” to add the document to the selected record.

 

 

7.     Upon successful submission, it will show the toast notification in the upper right corner “1 Document(s) successfully submitted.” 

 

show documents from sales invoice card

Follow the below steps to test the PaperSave functionality “Show documents” from Sales Invoice card:

 

1.     On the Prepare tab of Sales Invoice Card, click on “Show Documents”.

2.     This will open PaperSave cloud login prompt (on the first login). Enter login credentials.

3.     On login success, it will show the available document/s.

 

 

show interrelated documents from sales invoice card

Follow the below steps to test the PaperSave functionality “Show Interrelated Documents” from Sales Invoice card:

 

1.     On the Prepare tab of Sales Invoice Card, click on “Show Interrelated Documents”.

2.     This will open PaperSave cloud login prompt (on the first login). Enter login credentials.

3.     On login success, it will show the available associated documents to the record.

 


 

3.8     Sales Order

The following steps describe how to interact with PaperSave within the “Sales Order” record type’s main screen:

 

1.     On the Dynamics 365 Business Central Home Page, click on the Sales dropdown.

2.     Click on Sales Orders.

 

 

3.8.1     Sales Order List

Clicking on Sales Order will display the list of all records for this record type. You can add documents to all the records in the list as well as view documents for all the records in the list.

 

 

1.     Click “Prepare” Tab from Sales Order list.

2.     You will see the PaperSave options such as “Add Document” and “Show Documents”.

 

 

add documents in sales order list

Follow the below steps to test the PaperSave functionality “Add document” from Sales Orders list

 

1.     On the Process Tab of Sales invoice list, click on “Add document”.

2.     If you are not already logged in, then it will open PaperSave cloud login prompt (on the first login). Enter your login credentials.

3.     Upon login success, the system will navigate you to the “Add Document page”.

 

 

4.     Use your desired acquisition method files to add the content.

5.     This will open the document preview screen.

6.     Click Save to add the document to all the records in the Sales Orders list.

 

 

7.     Upon successful submission, it will show the toast notification in the upper right corner “1 Document(s) successfully submitted.” 

 

show documents in sales order list

Follow the below steps to test the PaperSave functionality “Show document” from Sales Orders list:

 

1.     On the Process Tab of Sales Order list, click on “Show Documents”. 

2.     This will open PaperSave cloud login prompt (on the first login). Enter login credentials.

3.     On login success, it will show the available documents for all the records in Sales Order list.

 

 

3.8.2     Sales Order Card

Clicking on the Sales Order card opens the selected record in card view with all the record details:

 

1.     Click on the number field of desired record in the Purchase Invoices list.

2.     This will launch the Sales Order record.

 

3.     Click on “Process” to access the PaperSave functionalities such as “Add Document”, “Show Documents” and “Show Interrelated Documents”.

 

 

add documents in sales order card

Follow the below steps to test the PaperSave functionality “Add document” from Sales Order card:

 

1.     On the Process tab of Sales Order Card, click on “Add document”.

2.     This will open PaperSave cloud login prompt (on the first login). Enter login credentials.

3.     On login success, it will open the “Add Document” page.

 

 

4.     Use your desired acquisition method files to add the content.

5.     This will open the document preview screen.

6.     Click “Save” to add the document to the selected record.

 

 

7.     Upon successful submission, it will show the toast notification in the upper right corner “1 Document(s) successfully submitted.” 

 

show documents in sales order card

Follow the below steps to test the PaperSave functionality “Show documents” from Sales Order card:

 

1.     On the Process tab of Sales Order Card, click on “Show Documents”.

2.     This will open PaperSave cloud login prompt (on the first login). Enter login credentials.

3.     On login success, it will show the available document/s.

 

 

show interrelated documents in sales order card

Follow the below steps to test the PaperSave functionality “Show Interrelated Documents” from Sales Order card:

 

1.     On the Process tab of Sales Order Card, click on “Show Interrelated Documents”.

2.     This will open PaperSave cloud login prompt (on the first login). Enter login credentials.

3.     On login success, it will show the available associated documents to the record.

 

 

3.9     Sales Quote

The following steps describe how to interact with PaperSave within the “Sales Quote” record type’s main screen:

 

1.     On the Dynamics 365 Business Central Home Page, click on the Sales dropdown.

2.     Click on Sales Quotes.

 

 

3.9.1     Sales Quote List

Clicking on Sales Quotes will display the list of all records for this record type. You can add documents to all the records in the list as well as view documents for all the records in the list.

 

1.     Click on “Process” Tab from Sales Quotes list.

2.     You will see the PaperSave options such as “Add Document” and “Show Documents”.

 

 

add documents from sales quote list

Follow the below steps to test the PaperSave functionality “Add document” from Sales Quotes list

 

1.     On the Process Tab of Sales Quotes list, click on “Add document”.

2.     If you are not already logged in, then it will open PaperSave cloud login prompt (on the first login). Enter your login credentials.

3.     Upon login success, the system will navigate you to the “Add Document page”.

 

 

4.     Use your desired acquisition method files to add the content.

5.     This will open the document preview screen.

6.     Click Save to add the document to all the records in the Sales Quotes list.

 

 

7.     Upon successful submission, it will show the toast notification in the upper right corner “1 Document(s) successfully submitted.” 

 

show documents from sales quote list

Follow the below steps to test the PaperSave functionality “Show document” from Sales Quotes list:

 

1.     On the Process Tab of Sales Quotes list, click on “Show Documents”. 

2.     This will open PaperSave cloud login prompt (on the first login). Enter login credentials.

3.     On login success, it will show the available documents for all the records in Sales Quotes list.

 

 

3.9.2     Sales Quote Card

Clicking on the Sales Quotes card opens the selected record in card view with all the record details:

 

1.     Click the number field of desired record in the Sales Quotes list.

2.     This will launch the Sales Quotes record.

 

 

3.     Click on “Process” to access the PaperSave functionalities such as “Add Document”, “Show Documents” and “Show Interrelated Documents”.

 

 

add documents from sales quote card

Follow the below steps to test the PaperSave functionality “Add document” from Sales Quotes card:

 

1.     On the Process tab of Sales Quotes Card, click on “Add document”.

2.     This will open PaperSave cloud login prompt (on the first login). Enter login credentials.

3.     On login success, it will open the “Add Document” page.

 

 

4.     Use your desired acquisition method files to add the content.

5.     This will open the document preview screen. You can select the relevant “document type” in the checkbox and add a comment for the document.

6.     Click “Save” to add the document to the selected record.

 

 

7.     Upon successful submission, it will show the toast notification in the upper right corner “1 Document(s) successfully submitted.” 

 

 show documents from sales quote card

Follow the below steps to test the PaperSave functionality “Show documents” from Sales Quotes card:

 

1.     On the Process tab of Sales Quotes Card, click on “Show Documents”.

2.     This will open PaperSave cloud login prompt (on the first login). Enter login credentials.

3.     On login success, it will show the available document/s.

 

 

show interrelated documents from sales quote card

Follow the below steps to test the PaperSave functionality “Show Interrelated Documents” from Sales Quotes card:

 

1.     On the Process tab of Sales Quotes Card, click on “Show Interrelated Documents”.

2.     This will open PaperSave cloud login prompt (on the first login). Enter login credentials.

3.     On login success, it will show the available associated documents to the record.

 


 

3.10                Customer

The following steps describe how to interact with PaperSave within the “Customer” record type’s main screen:

 

1.     On the Dynamics 365 Business Central Home Page, click on the Sales dropdown.

2.     Click on Customer.

 

 

3.10.1 Customer List

Clicking on Customer will display the list of all records for this record type. You can add documents to all the records in the list as well as view documents for all the records in the list.

 

1.     Click on “Process” Tab from Customer list.

2.     You will see the PaperSave options such as “Add Document” and “Show Documents”.

 

add documents from customer list

Follow the below steps to test the PaperSave functionality “Add document” from Customer list:

 

1.     On the Process Tab of Customer list, click on “Add document”.

2.     If you are not already logged in, then it will open PaperSave cloud login prompt (on the first login). Enter your login credentials.

3.     Upon login success, the system will navigate you to the “Add Document page”.

 

 

4.     Use your desired acquisition method files to add the content.

5.     This will open the document preview screen.

6.     Click Save to add the document to all the records in the Customer list.

 

 

7.     Upon successful submission, it will show the toast notification in the upper right corner “1 Document(s) successfully submitted.” 

 

show documents from customer list

Follow the below steps to test the PaperSave functionality “Show document” from Customer list:

 

1.     On the Process Tab of Customer list, click on “Show Documents”. 

2.     This will open PaperSave cloud login prompt (on the first login). Enter login credentials.

3.     On login success, it will show the available documents for all the records in Customer list.

 

 

3.10.2 Customer Card

Clicking on the Customer card opens the selected record in card view with all the record details:

 

1.     Click the number field of desired record in the Customer list.

2.     This will launch the Customer record.

 

 

3.     Click “Customer” to access the PaperSave functionalities such as “Add Document”, “Show Documents” and “Show Interrelated Documents”.

 

 

add documents from customer card

Follow the below steps to test the PaperSave functionality “Add document” from Customer card:

 

1.     On the Customer tab of Customer Card, click on “Add document”.

2.     This will open PaperSave cloud login prompt (on the first login). Enter login credentials.

3.     On login success, it will open the “Add Document” page.

 

 

4.     Use your desired acquisition method files to add the content.

5.     This will open the document preview screen.

6.     Click “Save” to add the document to the selected record.

 

 

7.     Upon successful submission, it will show the toast notification in the upper right corner “1 Document(s) successfully submitted.” 

 

show documents from customer card

Follow the below steps to test the PaperSave functionality “Show documents” from Customer card:

 

1.     On the Customer tab of Customer Card, click on “Show Documents”.

2.     This will open PaperSave cloud login prompt (on the first login). Enter login credentials.

3.     On login success, it will show the available document/s.

 

 

show interrelated documents from customer card

Follow the below steps to test the PaperSave functionality “Show Interrelated Documents” from Customer card:

 

1.     On the Customer tab of Customer Card, click on “Show Interrelated Documents”.

2.     This will open PaperSave cloud login prompt (on the first login). Enter login credentials.

3.     On login success, it will show the available associated documents to the record.

 

 

3.11                General Journals

The following steps describe how to interact with PaperSave within the “General journals” record type’s main screen:

 

1.     On the Dynamics 365 Business Central Home Page, click on the Finance dropdown.

2.     Click on General Journals.

 

 

3.11.1 General Journal batch

Clicking on the General Journal batch opens the selected journal batches:

 

1.     Click the Name field of desired journal batch in the General journals batch list.

2.     This will launch the General Journal batch.

 

 

3.     Select the journal entry from the list.

4.     Click on “Process” to access the PaperSave functionalities such as “Add Document”, “Show Documents” and “Show Interrelated Documents”.

 

 

add documents from general journal batch

Follow the below steps to test the PaperSave functionality “Add document” from General Journal batch:

 

1.     On the Process tab of General journals batch, click on “Add document”.

2.     This will open PaperSave cloud login prompt (on the first login). Enter login credentials.

3.     On login success, it will open the “Add Document” page.

 

 

4.     Use your desired acquisition method files to add the content.

5.     This will open the document preview screen.

6.     Click “Save” to add the document to the selected record.

 

 

7.     Upon successful submission, it will show the toast notification in the upper right corner “1 Document(s) successfully submitted.” 

 

show documents from general journal batch

Follow the below steps to test the PaperSave functionality “Show documents” from General journals batch:

 

1.     On the Process tab of General journals batch, click on “Show Documents”.

2.     This will open PaperSave cloud login prompt (on the first login). Enter login credentials.

3.     On login success, it will show the available document/s.

 

 

show interrelated documents from general journal batch

Follow the below steps to test the PaperSave functionality “Show Interrelated Documents” from General journals batch:

 

1.     On the Process tab of General journals batch, click on “Show Interrelated Documents”.

2.     This will open PaperSave cloud login prompt (on the first login). Enter login credentials.

3.     On login success, it will show the available associated documents to the record.

 

 

3.12                General Ledger Entries

The following steps describe how to interact with PaperSave within the “General Ledger Entries” record type’s main screen:

 

1.     On the Dynamics 365 Business Central Home Page, click on the “General Ledger” dropdown.

2.     Click on Register/Entries dropdown.

3.     Click on “General Ledger Entries”.

 

 

3.12.1 General ledger entries list

Clicking on the General Ledger Entries opens the General Ledger Entries list:

 

 

1.     Select the desired General Ledger Entry from the list.

2.     Click on “Process” to access the PaperSave functionalities such as “Add Document” and “Show Documents”.

 

 

add documents from general ledger entries list

Follow the below steps to test the PaperSave functionality “Add document” from General ledger entries list:

 

1.     On the Process tab of General Ledger Entries list, click on “Add document”.

2.     This will open PaperSave cloud login prompt (on the first login). Enter login credentials.

3.     On login success, it will open the “Add Document” page.

 

 

4.     Use your desired acquisition method files to add the content.

5.     This will open the document preview screen.

6.     Click “Save” to add the document to the selected record.

 

 

7.     Upon successful submission, it will show the toast notification in the upper right corner “1 Document(s) successfully submitted.” 

 

show documents from general ledger entries list

Follow the below steps to test the PaperSave functionality “Show documents” from General ledger entries list:

 

1.     On the Process tab of General ledger entries, click on “Show Documents”.

2.     This will open PaperSave cloud login prompt (on the first login). Enter login credentials.

3.     On login success, it will show the available document/s.