Manage customer documents inside Dynamics CRM  certified_dynamics_150x90

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.

One click access to documents within CRM

Retrieve supporting documentation for any Dynamics CRM record or transaction.

Eliminate bottlenecks & gain faster approvals

Create powerful workflows to get faster responses for approvals and payments.  Learn more about PaperSave’s robust Electronic Workflow features.

View CRM and GP documents in either application

Matches and syncs documents between CRM and GP records giving users access to information regardless of using either CRM or GP.

So many ways to find documents faster & easier

Whether you need a single or group of documents, search by keywords, transaction information, user defined metadata or dates.  Learn more about PaperSave’s Document Search features.

Complete workflow capabilities all within PaperSave

No need to purchase a separate workflow solution; PaperSave manages document acquisition, approval and storage.  Learn more about PaperSave’s Electronic Workflow.

Impressive document search features

Find supporting documents based on record or transaction information that PaperSave grabbed during document acquisition.  Learn more about PaperSave’s Document Search Features.

Loves documents in any form

PaperSave can capture documents from a scanner, network copier/scanner, fax machine, email or Microsoft Office®.

Access documents from a web browser

Non Dynamics users can easily search and access documents stored in PaperSave.

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.

    Debbie Janssen Accounting, Sure Controls, Inc.
  • 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

    Adam Hurry Emergency Medical Services Authority, Accountant
  • 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.

    Tom Weaver Excelsior College