Certified for Microsoft Dynamics

Taking Dynamics GP paperless has never been easier! Now Certified for GP 2010!

PaperSave offers out of the box, seamless integration with Dynamics GP by automating the process of imaging, approving and retrieving source documents. Key benefits includes:

» Seamless SharePoint Integration 

» Single click access to add and retrieve documents

» Harness the power with our Smart List and Smart List Builder integration

» Seamlessly capture and associate AP checks

»  Automatically match Purchase Order and Sale Order documents

» Route documents for approvals

» Manage your full document lifecycle

» Comprehensive capture solution for all your source documents

 


 

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

  • Seamless Integration with SharePoint to store your documents.  Allows Non-Dynamics GP 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 over 60 Dynamics GP records.  Open a Card or Transaction and receive the "outlook" style notification window (See image above).  Click on the link to retrieve the document.  This approach makes documents a natural extension to your Dynamics GP screens, thus, reducing implementation and training costs.

 

  • Harness the power with our Smart List and Smart List Builder integration.  Dramatically increase the power by pulling supporting documents from any smart list.  Make better decisions with better intelligence by viewing supporting documents.  Imagine preparing for an audit and pulling supporting documents based on General Ledger distribution.  Once a document is associated with a GP record, it is also associated with every data element defined on the record.  By creating a Smart List, you can pull documents by information that is not even contained in the content!

 

  • Seamlessly capture and associate AP checksand other Forms produced by Dynamics GP.  PaperSave's Forms Recapture module automatically captures documents produced by Dynamics GP such as checks, AR invoices, packaging slips, delivery tickets, etc. and associates them with the appropriate GP record.  This automation eliminates the time to manually associate vital documents you want to retain.  Users can capture the documents while printing or scan in a stack in case the documents are signed by customers or notated internally.  

 

  • Automatically match Purchase Order and Sale Order documentswith PaperSave's Multi-Association.  Open any transaction associated to a Purchase Order or Sales Order to see all documents.  Next time a customer calls simply open up an invoice to see your customer's PO, packaging slip, deliver ticket, AR invoice etc.  With another click, email supporting documents to them to resolve their questions or concerns within seconds.  No need for call backs or time spent tracking information down.

 

  • 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.

 

2010 Convergence Sponsor

Convergence Sponsor- Atlanta, GA

Learn More

Learn More

Attend a Live Event

» Register for an upcoming live event

Top 9 Reasons To Go Paperless!

Top 9 Reasons To Go Paperless!

Why Go Paperless? 

» Download whitepaper