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
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
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.
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.
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
Emergency Medical Services Authority