Navigation:  User Guide for PaperSave for Blackbaud's Student Information System > Integration of PaperSave within SharePoint > Add Document

Steps to add document to PaperSave using the PaperSave Web Part within SharePoint:

 

1. Select any record for which document needs to be added and click on Add Document(s) button.

 

 

2. Add A New PaperSave Document form will open. Add new documents to PaperSave using one of the three acquisition methods like Scan Now, Scan Later and Attach File.

 

Fill the Profile Field values available in the right panel of the page. Documents can also be submitted to Workflow using DropPoint or Queue (if exists) for the selected Document Type. To continue adding another document click on Save and New button and to save and exit the page click on Save and Exit button.

 

 

 

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