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 meta-data 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. Key Benefits Include: Allows document sharing throughout your business. Reduces implementation and training costs. Multiple search and retrieval methods. Provides quick access to purchase orders. Streamlines document routing for quick approval. Manages documents throughout the process. Easy document scanning from multiple sources.

1. Taking Microsoft Dynamics SL paperless has never been easier!
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 meta-data 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.
Key Benefits Include:







Allows document sharing throughout your business.
Reduces implementation and training costs.
Multiple search and retrieval methods.
Provides quick access to purchase orders.
Streamlines document routing for quick approval.
Manages documents throughout the process.
Easy document scanning from multiple sources.
The PaperSave Difference:
Comprehensive Search Methods.
PaperSave offers several search and retrieval features that make your search time faster and easier whether you need a
single document or a group of documents. Harness the power of PaperSave’s comprehensive search features to pull
groups of documents through structured and unstructured search methods by similar characteristics such as key words,
transaction information, user defined meta-data and dates. All these benefits without having to involve your IT
department when you need information.
Seamless Integration with SharePoint to store all your documents.
Allows Non-Dynamics SL users the ability to retrieve documents from their desktop. Additionally, PaperSave can be
expanded to all of your company’s departments by allowing additional Document Libraries to be created to house
documents and using PaperSave's scanning acquisition methods to acquire them into the SharePoint environment.
Single click access to add and retrieve documents from Dynamics SL records.
Open a Record or Transaction and receive the "outlook" style notification window click on the link to retrieve the
document. Documents then become a natural extension to your Dynamics SL screens, reducing implementation and
training costs.
Seamlessly capture and associate AP checks and other Forms produced by Dynamics SL. PaperSave's Forms
Recapture module automatically captures documents produced by Dynamics SL such as checks, AR invoices, packaging
slips, delivery tickets, etc. and associates them with the appropriate SL record. This automation eliminates the time to
marketing@papersave.com
www.papersave.com
877-727-3799

2. manually associate vital saved documents. Users can capture the documents while printing or scan in a stack in case the
documents are signed by customers or notated internally.
Automatically match Purchase Order and Sale Order documents with PaperSave's Multi-Association.
Open any transaction associated to a Purchase Order or Sales Order to see all documents. This allows easy access to a
customer's PO, packaging slip, deliver ticket, AR invoice etc. when a shipping order inquiry is made. With another click,
supporting documents can be e-mailed to customers to resolve their questions or concerns within seconds, eliminating
the need for call backs or time spent tracking down information.
Route documents for approvals by creating powerful workflows based on your process and rules. PaperSave
harnesses the power of Microsoft Windows Workflow Foundation, allowing users to take advantage of trade discounts
by eliminating bottlenecks and creating quicker payment cycles. [ + ]
Manage your full document lifecycle.
With PaperSave, there is no need to purchase a separate workflow solution since PaperSave manages the document
acquisition, approval and storage.
Comprehensive capture solution for all your source documents.
Whether you are capturing documents from a scanner, network copier/scanner, fax machine, email or Microsoft
Office®, PaperSave allows you to capture documents into your process regardless of how they are received or create.
More details on Capture Methods.
__________________________________________________________________________________________
Learn More about PaperSave:
Case Studies | Demo | News and Events | WhitePapers | Webinars | Videos
marketing@papersave.com
www.papersave.com
877-727-3799