Efficient flow of documents through a school is essential to your administration. Misrouted, misplaced or lost documents can cause a number of problems.
PaperSave offers an integrated document management solution seamlessly integrated with the Blackbaud Enterprise CRM so that documents can be electronically added and retrieved by while eliminating time from your busy work day. Key benefits include:
Once click access to documents from every Blackbaud CRM record. PaperSave dynamically captures information from the supporting CRM card or transaction and stores it as meta-data with the supporting document in the PaperSave database. This allows documents to be retrieved within a click or two from the CRM record. Our method of integration eliminates the need for programming or costly setup time to operate efficiently.
Comprehensive Document Capture. Whether you are capturing documents from a scanner, a 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 created.
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Scanned Images
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ScanNow™
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Scan Documents directly to records right from the desktop. One click!
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ScanLater™
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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.
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ScanFirst™
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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!
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Email
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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®.
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Microsoft Office® Files
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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.
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File Manager
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Simply right click from any supported file type and be able to add document seamlessly into PaperSave.
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Integration with CRM Query. PaperSave harnesses the power of the Education Edge query by allowing you to pull supporting documents for any query you create. When you add a document to PaperSave is it not just integrated with the record but all of the data contained on the record. Image retrieving documents by any field defined on a record. If that is not enough, with our seamless SharePoint, search content of a document.
Electronic Document Review. Instead of photocopying admissions documents and passing copies around the review committee, PaperSave will immediately image and route documents based on your application review process. Reviewers can annotate documents and add information to be shared with the committee.