Access PaperSave options from the Records section

Follow the below steps to access the PaperSave options from the Records option within the Blackbaud Financial Edge:

 

1) Log in to Financial Edge and click on Records in the Financial Edge bar on the left side of the screen, as shown below.

 

 

2) Click on the desired PaperSave supported modules from the drop-down list as shown below (For example, here Account Payable is selected).

 

 

3) Now, select the desired PaperSave supported record type from the navigation tab or from the Records page as shown below (for example, here Invoices is selected).

 

 

3) Add a new Invoice record or open the existing Invoice record using Quick Find to search the desired record or from the "Recently Accessed Records" to view and access the following PaperSave options as shown below.

• PaperSave - Add documents
• PaperSave – Show documents
• PaperSave – Show interrelated documents

 

 

Warning: To access PaperSave options, you must first enable PaperSave from the PaperSave Windows available in the Plug-Ins in the Financial Edge bar. Click here to view the steps to enable/disable PaperSave.

 

4) Now, if you are adding a new Invoice record, then you must save the record to use PaperSave options. And, once you save the record, it prompts you Add Document dialog box as shown below where clicking on Yes redirects you to PaperSave's Add document window, and on No, it closes the dialog box.

 

 

Note: While adding a record, if you try to access any PaperSave options without saving the record, then it will prompt you with an error as shown below.