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.

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 powerful electronic workflow feature.

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 PaperSave