PaperSave Document Management and Workflow

PaperSave Document Management and Workflow

PaperSave is a complete document management, electronic workflow, and transaction automation solution that eliminates 20-30% of your employee’s workday that is spent filing, searching and retrieving paper information.  Offering a seamless integration with Microsoft Dynamics, Dynamics GP and D365 Business Central, it enables users to retrieve documents directly from a Microsoft Dynamics record so you never have to leave Dynamics to capture and control documents, manage workflows, and approvals.

Document Management

PaperSave, an all-in-one document management software acts as a central repository for all documents (paper or digital); storing them in easy-to-access electronic formats.  PaperSave can easily capture documents and transactions from areas such as Finance, Purchasing, Sales, Human Resources, Payroll, and Project Accounting.

• Flexible Capture: Whether you’re using a scanner, network copier, fax or email, PaperSave can collect documents from anywhere, ensuring that it meets every business’s needs
• Seamless Integration: PaperSave document management software integrates with any ERP and CRM
• Simple Search: With one location for all document storage – employees, partners, and third-party vendors can quickly and easily access key information from a variety of other platforms already in use

Electronic Workflow

Streamline operations by eliminating the paper pushing with PaperSave’s electronic workflow for approvals.  This ensures that all critical information, documents and transactional data are automatically collected and stored; increasing efficiency and productivity.

Reduce:

• Vendor Inquiries
• Late Payments
• Mailing costs of documents from remote offices

Automation Process

PaperSave can automate your procurement to pay process by leveraging OCR technology to eliminate keystrokes and data entry errors which reduces the average cost to process an invoice; slashing overhead costs and increasing productivity.

• Time Savings: Reduces document processing time by as much as 80%
• Lower Processing Costs: Eliminate auto-entry and data entry errors
• Data Security: Protect data and supporting documents while processing transactions, regardless of volume or system complexity