Taking Dynamics SL paperless has never been easier!

PaperSave offers out of the box seamless integration from within Dynamics SL 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

» 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 SL 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 SL 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 SL 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 SL records.  Open a Record 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 SL 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!

• Seamlessly capture and associate AP checksand other Forms produced by Dynamics SL.  PaperSave's Forms Recapture module automatically captures documents produced by Dynamics SL such as checks, AR invoices, packaging slips, delivery tickets, etc. and associates them with the appropriate SL 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.  Within 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: