PaperSave Menu within Dynamics GP's Additional options

To view the PaperSave options within your desired cards' or transactions' record, you should follow the below steps:

 

1) Open the Dynamics GP application, login with the valid credentials, and click OK as shown below.

 

 

2) After logging in to Dynamics GP, the splash message appears on the screen titled “Initializing PaperSave, please wait….”. Here, when it reaches 100%, the Dynamics GP details page opens.

 

3) Now, click on the Cards or Transactions option from the Menu bar. Let's assume we have selected Cards.

4) Select your desired Module and Record type from the menu as shown in the below screen, for Example: Purchasing and Vendor.

 

 

• You can also select Purchasing from the Dynamics GP navigation pane on the left and select Vendor from the Cards menu as shown in the below screen.

 

 

5) When you click on Vendor, the Vendor Maintenance window will open, as shown in the below screen.

 

 

6) Now, click on the Additional option, and you will see the PaperSave related options in the drop-down menu i.e. Add Documents, Show Documents, Show Interrelated Document and Open Workflow as shown in the below screen.