Seamless Integration with Dynamics
Benefit from the Powerful Integration Between PaperSave and Microsoft Dynamics
Access documents outside of Dynamics directly from a browser.
Sharing with One-Click Access
Make collaboration and document retrieval simpler than ever as employees access and share information from numerous system via a single interface.
Dramatically increase the power of search and the speed of access to mission-critical Record/Transaction information.
Make smarter decisions armed with supporting data, better prepare for audits with help from General Ledger distribution information and pull documents by associated information.
Automatically capture and give employees access to documents produced by Dynamics CRM, GP, SL or AX.
Route Documents for Approvals
Route approvals to various employees and systems, ensuring timely approvals so that payment cycles remain efficient.
Manage the Full Document Lifecycle
Manage documents from acquisition to destruction based on your retention rules.
Document Management also ensures better customer management, more efficient use of data and simple document sharing.
Reduce Implementation and Training Costs
Mitigate the need to train employees on new technologies by connecting familiar systems.
Eliminate Lost or Misfiled Documents
Prevent any human errors, lost documents or misfilings of information.
Automatically Match Purchase Order and Sale Order Documents
Open any transactions associated with Purchase Orders or Sales Orders, enabling employees to quickly and easily access and view customers’ PO, packaging slips, delivery tickets, AR invoices and more.
PaperSave Gives You Deployment Options Based on Your Organization’s Needs
PaperSave includes a long list of technology features to help you confidently manage information in a highly secure environment while providing users with easy access.
PaperSaveCloud™ promises a new way to address the most notorious challenge of adopting document management and workflow solutions: Price.
PaperSave and Microsoft Dynamics CRM, GP, AX and SL seamlessly integrate to create an environment that ensures all documents are stored and instantly accessible for future business use.
We no longer have piles of paperwork on the desk, waiting to be filed or processed. Everything is attached in Great Plains. We have better workflows and everyone can find the answers they need.
It’s great how it intertwines with Dynamics. It used to take me about one whole day to code, sort and process invoices, not including sending away for approvals. Having PaperSave has given me back about 12-16 hours per month
The bottom line is, I can’t imagine using GP without it. The one thing that always reassures me is PaperSave is the only one Microsoft gave their blessing to by making it MS certified.