Introduction to PaperSave

PaperSave is a complete document management software for Microsoft Dynamics, Microsoft Dynamics 365, Blackbaud, Sage Intacct and Paramount WorkPlace Enterprise. PaperSave's unique integration provides one-click access to documents related to the records within Microsoft Dynamics solutions like GP, SL, and CRM, Microsoft Dynamics 365 solutions like Business Central and Finance, Blackbaud solutions like Raiser's Edge (RE & RE NXT), Financial Edge (FE & FE NXT), Blackbaud CRM, Sage Intacct Cloud Accounting Software and Paramount WorkPlace Enterprise and Paramount WorkPlace for GP.

PaperSave combines document capture and transaction processing to eliminate multiple steps from your process saving time and money!

Going paperless offers many benefits. In addition to being environmentally friendly, it drives organizations towards operational efficiency by eliminating the time required to file, search, and retrieve documents. PaperSave delivers a complete, secure Document Management, Electronic Workflow, and Invoice Automation solution without the inherent inefficiencies and risk of loss associated with traditional paper processes.

 

Key Benefits:

  • Boost productivity by eliminating the 20-30% of time spent filing, searching, and retrieving documents through our seamless integration with Dynamics, Dynamics 365, Blackbaud solutions, Sage Intacct and Paramount WorkPlace Enterprise.
  • Sharing Information across multiple locations.
  • Increased security and compliance with user and group roles.
  • Quick search and retrieval through multiple methods such as drill down from the source record/transaction, Query/Smart List integration, Content Search, Meta-Data Search.
  • Reclaim Office space by eliminating filing cabinets and off-site storage.
  • Enhance your "Green" efforts by reducing your paper usage.
  • Improve Customer Service by having access to vital documents at your fingertips.
  • Faster Monthly Closes
  • Reduce time filing and retrieving documents.
  • No more lost or misfiled documents.
  • Automated record retention rules.
  • Enhanced disaster recovery
  • Quick ROI and many more!

 

PaperSave provides instantaneous on-screen access to any image or document associated with each transaction without stopping your current process or searching through mounds of papers. It is a single-step solution for all your paper filing needs. PaperSave simplifies the effort of storing a document without affecting day-to-day activities. The PaperSave application is designed to virtually eliminate costly paper filing and improve efficiency. With PaperSave, documents can be instantly retrieved and displayed on your screen within the security measures implemented in your information system.

 

Solutions offered by PaperSave

 

PaperSave offers following solutions in order to streamline your businesses:

  • Document Management
  • Document Capture Methods
  • Document Search Features
  • Electronic Workflow

  • Transaction Automation with OCR (Optical Character Recognition)

 

The various features offered by PaperSave are explained briefly as follows:

DOCUMENT MANAGEMENT

Document Management eliminates 20% to 30% of time spent filing, searching & retrieving documents. An all-in-one document management software PaperSave, acts as a central repository for all documents (paper or digital), storing them in easy-to-access electronic formats. PaperSave reduces the need for manual data entry, removes multiple steps from document management processes and effectively saves businesses time and money. PaperSave can collect documents from anywhere, ensuring that it meets every business’s needs. PaperSave document management software integrates with everything from ERP and CRM; as well as Microsoft solutions such as Outlook and Office.

 

DOCUMENT CAPTURE METHODS

PaperSave offers so many ways to capture the documents, whether you are capturing documents from a desktop scanner, network copier/scanner, fax machine, email or Microsoft Office®, PaperSave’s Electronic Document Imaging allows you to capture documents based on your preference, process and hardware available. The numerous acquisition methods are listed below.

 

1) Scanned Images

a. ScanNow™

Scan Documents directly to records right from the desktop. One click!

b. ScanLater™

Scan documents in stacks and let PaperSave do the work. PaperSave will read the ScanLater barcode and automatically match the physical document to the corresponding record or transaction.

c. Forms Recapture

Capture documents produced by host system like AP Checks, packaging slips, bill of ladings, etc.

 

2) Electronic Documents

a. Outlook Integration

Capture email and attachments and seamlessly enter them into a workflow or associate with an existing record in the system. All from a click of your toolbar within Outlook.

b. Microsoft Office Integration

Whether it is a PowerPoint®, Word® or Excel® document you’ve received or created, seamlessly add it to a record, or enter it into the workflow from your toolbar.

c. Drag and Drop

“Grab” a document from Outlook, file manager, or your desktop and drop it into PaperSave or a workflow to automatically associate it with a record or transaction.

d. File Management

Simply right click from any supported file type and be able to add document seamlessly into PaperSave.

e. Attach a Document

Browser out to your computer or a network folder to grab a copy of a document.

f. PaperSave Printer

Print directly into PaperSave using the PaperSave printer driver to capture, index, and store documents.

 

DOCUMENT SEARCH METHODS

PaperSave offers powerful ways to search and retrieve a document added to PaperSave.

1) Documents (Simple): Internet search engines such as “Google” or “Bing” search webpages for “keywords” or “values”. PaperSave performs similar unstructured searches on Record Values (metadata), Document Profile Fields (user-defined metadata) and, the Content* of the document.

 

2) Documents (Advanced): PaperSave makes even advanced search queries of documents simple. Easily create Structured Queries based on Record Information, Profile Information (user-defined metadata), and Content without needing any technical skills. Documents results can then be filtered using Boolean (And/Or) logic, sorted, exported, emailed, or printed from your desktop.

 

3) Integrated App Record Search: PaperSave allows you to search for integrated application records for a specific integrated application instance, view the documents associated with one or more records, and add new documents to one or more integrated app records using the various File capture methods. You may narrow down the search results by selecting the module name and the search criteria (For Example, "city", "ID", etc.).

 

ELECTRONIC WORKFLOW

PaperSave’s Electronic Workflow Solution automates workflows and streamlines operations by reducing the need to manage traditional paper-based processes. This ensures that all mission-critical information, documents, and transactional data are automatically collected and stored.

 

TRANSACTION AUTOMATION WITH OCR*

PaperSave allows businesses and associations to streamline data entry and collection from start to finish, making PaperSave ideal for the most demanding high-volume, high-complexity IT environments that require secure management of process supporting documents. PaperSave’s OCR Engine learns how to collect data from business documents, ensuring that new invoice formats are always supported.

Note: OCR*- Optical Character Recognition