Manage customer documents inside Dynamics CRM
With PaperSave, you can now manage documents inside Dynamics CRM and create powerful approval workflows without extra training or costly set-up time. PaperSave dynamically captures information from the supporting CRM record or transaction and stores it as metadata with a supporting documents. This allows documents to be retrieved within a click or two from the Dynamics CRM record.
Our customers love talking about us
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.