Taking Dynamics CRM paperless has never been easier!

PaperSave offers out of the box seamless integration from within Dynamics CRM by automating the process of imaging, approving and storing source documents. Key benefits includes:

» Seamless SharePoint Integration

» Single click access to add and retrieve documents

» Harness the power with our Search Features

» View CRM documents within GP and vice versa

» Route documents for approvals

» Comprehensive capture solution for all your source documents

PaperSave dynamically captures information from the supporting CRM record or transaction and stores it as meta-data with the supporting document. This allows documents to be retrieved within a click or two from the Dynamics CRM record. Our method of integration eliminates the need for programming, lengthy training or costly setup time.

Seamless Integration with SharePoint to store your documents. Allows Non-Dynamics CRM users to ability to retrieve documents from their desktop. Furthermore, expanded PaperSave across your other departments by allowing additional Document Libraries to be created to house documents and using PaperSave's scanning acquisition methods to acquire them into the SharePoint environment.

Single click access to add and retrieve documents directly from Dynamics CRM records. Open a Record and receive the "outlook" style notification window notifying you that documents exist. Click on the link to retrieve the document. This approach makes documents a natural extension to your Dynamics CRM screens, thus, reducing implementation and training costs.

Harness the power of our Search features. Dramatically increase the search power by pulling supporting documents based on Record/Transaction information that PaperSave seamless grabs during document acquisition. Make better decisions with better intelligence by viewing supporting documents. Can't find a document? Search content on documents as part of our SharePoint integration!

View CRM documents within GP and vice versa with PaperSave's Multi-Association. PaperSave matches and syncs documents between CRM and GP records. Enables staff to have access to complete information regarding of which application the document is added.

Route documents for approvals by creating powerful workflows based on your process and rules. PaperSave harnesses the power of Microsoft Windows Workflow Foundation (WWF). So, take advantage of trade discounts by eliminating your bottlenecks and allows for quicker payment cycles. » Learn More

Manage your full document lifecycle. With PaperSave, there is no need to purchase a separate workflow solution since PaperSave manages the document acquisition, approval and storage.

Comprehensive capture solution for all your source documents. Whether you are capturing documents from a scanner, network copier/scanner, fax machine, email or Microsoft Office®, PaperSave allows you to capture documents into your process regardless of how they are received or create. Acquisition methods include:

Scanned Images
ScanNow™	Scan Documents directly to records right from the desktop. One click!
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.
ScanFirst™	Enter transactions directly from an image within a Workflow Queue. PaperSave automatically attaches the original image to the transaction and eliminates all of the time needed to file a paper document!
Electronic Documents
Email	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 tool bar within Outlook
Microsoft Office® Files	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 tool bar.
File Manager	Simply right click from any supported file type and be able to add document seamlessly into PaperSave.