Together, PaperSave and Blackbaud’s Enterprise CRM help manage constituent engagement and fundraising by facilitating a paperless environment.
Integration with CRM Query
PaperSave harnesses the power of the CRM 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. You can also search the content of a document with our seamless SharePoint integration. Learn more about PaperSave’s Document Search Features.
One click access to documents from every Blackbaud CRM record
PaperSave captures information from the supporting CRM card or transaction and stores it as metadata with the supporting document in the PaperSave database allowing you to retrieve documents from the CRM record.
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.
Loves documents in any form
PaperSave can capture documents from a scanner, network copier/scanner, fax machine, email or Microsoft Office®. Learn more about PaperSave’s comprehensive Document Capture Methods.
Developed by WhiteOwl (www.gowhiteowl.com), PaperSave is a complete document management, electronic workflow and transaction automation solution. PaperSave's unique integration provides one click access to documents within Intacct, Microsoft Dynamics AX, GP, SL, CRM, Blackbaud's Raiser's Edge ®, Financial EdgeTM and Educational EdgeTM.