User Guide for PaperSave for Blackbaud's Student Information System > PaperSave Windows Client > Adding Documents > Microsoft Outlook Integration

Below are the steps for adding an Outlook Attachment directly to PaperSave:

1. Open Microsoft Outlook Application.

2. Under Home tab, you will be able to view Add Document and Add Attachment option. Open the e-mail with an attachment that needs to be added to PaperSave. Then click on Add Attachment button to add only attachment of the email.

3. Add Attachment option will expand as displayed in below screen. If you have already added some records, Drop Points/Workflow Queues, then its history will be displayed in the drop-down list. You can select More option to find a new record and add the e-mail attachment.

Note:

Last three Electronic Submission Drop Point types will be remembered under the history panel.

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4. As you will select More, Choose Attachments To Add To PaperSave window will open as displayed below. You can select the attachments from the list that you want to add to PaperSave and click OK. To select multiple attachments, press CTRL and then select the files.

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5. As you click OK, Choose the Record to associate to window will open as displayed below. Now you need to select appropriate Transaction Type for the Host Application (here, Student Information System) from the left panel of the screen. Then click on Show all Records button in the ribbon to view all the records for the selected Transaction Type. Select the Record from the available list and click Select button.

Note:

You have the facility to add the e-mail attachment directly to the Workflow from Choose the Record to associate to window by selecting the Drop Point/Workflow Queue whichever is applicable based on the Workflow Type. Click here to get more details on how to add attachment to create Workflow Item.

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6. Once you click Select, Add A New PaperSave Document for the selected Transaction Type window will open. You can select the Drop Point/Workflow Queue under Submit to Workflow group. Then click Save and Exit button to save the current attachments and exit the window. Or else click Save and New button to save the current attachments and continue adding new document to the same Transaction Type. If you have added multiple attachments then you can click on Previous or Next button to view other attachments.

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7. Once you save the document, below displayed confirmation message will open. Click OK to exit the window.

Note:

Below confirmation message will be displayed on your screen only if Show Save Confirmation checkbox is checked under Options tab of Add a New PaperSave Document window.