Take Dynamics SL Paperless to Reduce Costs and Manual Entry

PaperSave offers out of the box, seamless document management integration with Microsoft Dynamics SL by automating the process of imaging, approving and retrieving source documents. PaperSave dynamically captures information from the supporting SL card or transaction and stores it as metadata with the supporting document, allowing documents to be retrieved within a click or two from within the Dynamics SL window. Our method of integration eliminates the need for programming or costly setup time to operate efficiently.

One click access to documents within SL

Retrieve supporting documentation for any Dynamics SL record or transaction.

Eliminate bottlenecks & gain faster approvals

Create powerful workflows to get faster responses for approvals and payments.

Seamlessly capture and associate forms produced by Dynamics SL

Automatically captures AP checks, AR invoices, packaging slips and delivery tickets associating them to an SL record. View all capture methods here.

So many ways to find documents faster & easier

Whether you need a single or group of documents, search by keywords, transaction information, user defined meta-data or dates. See all document search methods here.

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.

Access documents from a web browser

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

Impressive document search features

Find supporting documents based on record or transaction information that PaperSave grabbed during document acquisition. See all of 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®.

Automatically match supporting documents to Purchase Orders & Sales Orders

Find packaging slips, deliver tickets, AR invoices and more for each purchase or sales order. With another click, instantly resolved inquiries by emailing those documents directly to customers.

Our customers love talking about PaperSave