PaperSave for MS Dynamics (GP, AX, SL, CRM)

PaperSave
Three Solutions Rolled Into One
3150 Miami Green Way, Miami, Florida 33146
877 727 3799 305 373 0056 www.papersave.com

Transaction
Content Management
with PaperSave
SIMPLE
searching for records while working the way you always have — right inside
Microsoft Dynamics.
built on Microsoft ®
technology (SQL®
and SharePoint®
) which seamlessly integrates
with Dynamics GP®
, SL®
, CRM and AX.
PaperSave
 Enterprise Document Management
- Manage Documents beyond AP



Manage All Your Documents | PaperSave gives you the opportunity to receive and process all kinds of documents, not just
Accounts Payable.By integrating Financial,Payables,Sales Order,Fixed Assets,Human Resources,Bank Transaction and other types
of documents,
Avoid costly integration programming | PaperSave v5.1 is fully embedded with the Microsoft Dynamics application you
already know. Simply opening a record within Dynamics enables you to retrieve the document with a single click.
Get instant, on-screen access to documents in one click | Respond to customers, vendors, and employees quickly by
According to the IAAP, the average invoice costs $20-$60 to process.
Transaction automation helps cut the cost of an invoice and the time it takes to process one by eliminating manual data entry into
speeding up your Accounts Payable process, improving vendor relationships and eliminating late fees with Simple Capture or
Advance Capture programs.
Automate Two and Three Way Matching Process |
ticket or a Bill of Lading when a customer calls? After an AP check run, do you have to manually match the check stub to the invoice,
receiver and purchase order? PaperSave expedites this process by
simply opening up the Sales Order, Purchase Order or any associated
transaction on your desktop, allowing the user to see all related
documents collected through the process without the having to open up
automates the matching process based on the relationships already
existing in Dynamics without further user intervention and eliminating
unnecessary steps.
Unlike many document management solutions PaperSave
automatically associates the records meta-data with each document and does not require this information to be manually entered,
potentially causing duplicate data entry which is prone to human errors and document backlogs. PaperSave’s unique integration
SIMPLE
DOCUMENT MANAGEMENT
Automated Two and Three way Matching Process
does
PaperSave allows you to use one solution for many applications across your orgnization.
simple creation of user defined fields. PaperSave's Structured Search can then be used to pull any documents to meet your
accessing key information without a trip to the filing cabinet. PaperSave's seamless integration with Microsoft Dynamics

Comprehensive capture solution for all your documents. Whether you are capturing documents from a
in capturing documents regardless of how they are received or created. Acquisition methods include:
Flexible Capture Methods SIMPLE
ScanNow™
Documents can be scanned directly from your desktop with one
simple click.
ScanFirst™
Allows you to clean up your desk by eliminating the paper. With a
simple click, users can scan and capture documents directly from
their desktop. After records are saved, PaperSave automatically
indexes the documents from the information entered,
automatically stores the document and brings up the next
document for you. Imagine all that within one click!
Auto-Entry
Allows AP data entry to be performed by non-Dynamics users by
adding applicable transaction information into the PaperSave
the documents and related transactional information and
“Auto-Create” the Transaction Batch. Papersave’s OCR feature
Forms Recapture
Capture documents produced from Host System like AP Checks,
AR Invoices, Purchase Orders, Delivery Tickets, Bill of Ladings and
more without having to manually associate each document to the
associated record.
ScanLater™
Empower the users by allowing them to easily add a document
without a desktop scanner or any special supplies. Simply print a
barcoded coversheet directly from a Dynamics Record or
Document Type. Scan the document at any point in the future.
PaperSave reads the barcode and automates the association of
the documents in the stack.
Outlook Integration
Capture email and attachments and seamlessly enter them into a
from a click of your tool bar within Outlook.
Whether it is a PowerPoint®,Word® or Excel® document you’ve
received or created, seamlessly add it to a record or enter it into
Windows File Manager
document seamlessly into PaperSave.
Drop and Drag
Another intuitive option to manage electronic documents. Use
standard Windows functionality to capture a document by simply

Create
user interface of your process as it is being created. Just drag-and-drop steps into your process without any complex coding. For
example, manage multi-tiered approvals based on amounts or route documents based on GL Account Numbers.
Automate
Take the guess work out of the process by
automating business rules essential to
process. PaperSave delivers documents to
approvers at the appropriate step in the
process based on your business rules.Approv-
ers receive an email requesting their approval
and—right from the email—click the link,
review and approve the document.
STREAMLINED
Manage
Your Process,
Not the Paper.
accelerating your procurement to pay cycle. Eliminate the chance of paperwork getting lost or neglected or not going
through the proper process.

WORKFLOW
APPROVE &
VALIDATE
AUTO-ENTRY
TRANSACTIONS
ALERT
MONITOR
AUDIT TRAIL
CREATE
AUTOMATE
Alert
PaperSave works with SMTP or MAPI compliant email systems to deliver alerts to users that there are documents requiring
review. Emails contain a link to view content on a computer or mobile device eliminating the multiple copies of uncontrolled
documents emailed as attachments. This validates the user through our single sign on with Active Directory and displays
the content so the user knows exactly what they are approving.
Approve and Validate
offers browser-based approvals from any location right from your email or mobile device! Simply click “Approve” or “Reject”, and PaperSave
will send the document to the next step, eliminating the guess work of where it should go next while maintaining tight internal controls.
Capture information from approvers such as GL distribution and validate it against your chart of accounts to eliminate errors which add time
to the pay cycle.
Auto-Entry Transactions
Auto-Entry allows AP data entry to be performed by non-Dynamics users by adding applicable transaction information into the PaperSave
Monitor
Need to know where documents are
during the process? PaperSave
delivers on screen reports showing the
status of document which can be
Process and more. Administrators can
reassign documents, escalate through
the process and even do analysis for
accruals.
Audit Trail
Maintaining a complete audit trail
essential to your audit and internal
controls. PaperSave capture all steps
through, the action taken (approved,
moved, associated, rejected), the user,
date and time the action was taken. A
permanent record of all Document
each version of each document that
STREAMLINED
now

AUTOMATED
Transaction Process
Automation with
PaperSave
One Platform.
Two Options.
Many Applications.
copying and searching for records all while working inside
secure document management solution built on
Microsoft®
technology (SQL®
or SharePoint®
) which
seamlessly integrates with Dynamics GP®
.
In today’s economy, Transaction Automation is the perfect technology to help you reduce costs, streamline
demanding high-volume, complex operations. Transaction Automation is available at a basic level with
PaperSave’s SimpleOCR and additional functionality is available with AdvancedOCR powered by DocAlpha. A
built in upgrade path from SimpleOCR to AdvancedOCR is available.
Transaction Automation is an application module to PaperSave which can be added at any point of time. It
automatically captures your transactional data from Sales Orders, Purchase Orders, Invoices, Cash Receipts,
Gifts and more to dramatically reduce manual data entry costs through the utilization of Optical Character
Recognition (OCF) technology.
"There is more to accounts
payable automation than just
cost savings; imaging and
...solutions promote compliance
with business controls allowing
A/P staff to focus on more
strategic tasks"
"Enterprises that have adopted
solutions have transformed the A/P
function to a source of competitive
advantage, supporting business
planning and decision making"
AMIT GUPTA
Research Analyst,Aberdeen
Microsoft Dynamics. PaperSave is a flexible, scalable and

AUTOMATEDPaperSave’s SimpleOCR
SimpleCapture is a simple affordable solution for automating information
extraction from digital documents. By automating your transaction entry
efforts, SimpleCapture allows you to cut data-entry time in half. SimpleCap-
ture is intuitive because it learns forms the way you do! No need to create
templates. When a new invoice format is received, simply point and click to
train the system on the new format. The format is stored for future recogni-
tion. The auto learning approach allows for a rapid deployment with a quick
ROI while reducing IT dependency.
PaperSave’s AdvancedOCR
AdvancedOCR is a fully automated, distributed document and data capture,
extraction and processing solution. Using Intelligent Document Recognition,
(IDR) technology, AdvancedOCR captures simple and complex data including
line item details using:
FULL PAGE AND ZONAL OCR
ICR (HANDWRITING)
OMBR (CHECK MARKS)
OBR (BARCODES)
Transaction Automation Process
Capture and Extraction of structured and semi-structured documents with
no templates to set up drive the popularity of this solution. Header and Line
Item Data are captured and automatically validated using built-in logic.
Validation. The scanning operator uses an easy “Point & Click” method to
a source database where a transaction will be generated, and our active data-
rest automatically.
operations by eliminating the ‘paper pushing’ and the cost associated with
managing a traditional paper based process. With PaperSave, virtually any
process can be automated and managed electronically.
Auto-Entry for Automated Transaction Creation. Once the document has
been captured, data extracted, validated and approvals are granted, PaperSave
automatically creates the transaction in Dynamics GP and Blackbaud’s Raiser’s
Edge and Financial Edge solutions. This eliminates the keystrokes while at the
*Powered by Artysl’s SimpleCapture and docAlpha technology
PaperSave’s
TRANSACTION
AUTOMATION
BENEFITS Include:
ACCELERATE BUSINESS PROCESSES
Increase customer satisfaction and capture
new business by automating data capture
& eliminating manual data entry
TIME SAVING
Reduces document processing time by as
much as 80%
QUICK SET UP
Process multiple formats of incoming
documents in seconds without complicated
templates or expensive programming
EASY TO OPERATE
Eliminate expensive training that can cost
Training for operators takes 1 hour
Training for administrators takes 3 hours
AUTOMATED SELF-LEARNING CAPABILITY
on invoices and other forms as you work.
FAST ROI
Achieve a return on investment in as little
as three to four months
SEAMLESS INTEGRATION
Integration with Dynamics GP, Blackbaud’s
Raiser’s Edge and Financial Edge solutions.
Dynamics AX automation is coming soon!
through PaperSave’s workflow for approvals. PaperSave streamlines your

PAPERLESS
Go Green and Paperless
to Save Time, Save Money,
and Protect Your Business
addition to being environmentally friendly, it
PaperSave delivers a complete,
and risk of loss associated with traditional
SLASH PAPER AND FILE STORAGE COSTS
PROTECT YOUR DOCUMENTS FROM DISASTER
IMPROVE ORGANIZATIONAL EFFICIENCY
ENHANCE COLLABORATION
ENJOY A HIGH RETURN ON INVESTMENT
ENHANCE REGULATORY COMPLIANCE AND SECURITY

Minimize your Impact
on the Environment
If you’re looking to minimize your corporate carbon footprint,
moving to a paperless environment is the way to go. According to
The Nature Conservancy, 36 million acres full of trees are cut
down each year. Deforestation accounts for 20-25% of the
greenhouse gases emitted into the atmosphere each year. These
statistics are not hard to believe you consider when a document
gets copied 19 times in its lifetime. Start digitizing your
documents today, protect our global resources but most
importantly save your company time and money while enhancing
your disaster recovery plan. Everybody wins.
Annotate and Share Records
Effortlessly
Update your records and share information
organization-wide—annotation options include stamping,
drawing and typing notes on a document. Quickly and easily
zoom in/out, rotate, print, save and email the documents you
want. Plus, PaperSave is fully integrated with Microsoft
® ®
documents directly from
®
to records by clicking a button in Outlook®
, Word®
, Excel®
and PowerPoint®
.
Eliminate expenses and improve collaboration across your
locations! So often, documents are overnighted between locations
for processing and payment. PaperSave eliminates the need to
physically transport documents, thus, eliminating the costly
transportation expense and accelerating a ROI.
Remote employees can access to documents on demand
eliminating the delay retrieving information when they need it most.
Security
An essential part to any Document Management solution is
securely protecting the information contained in it while following
industry regulations like Sarbanes-Oxley, HIPPA, PCI or protect
individual’s privacy like Social Security Numbers. PaperSave
offers several layers of security versus an all or nothing approach.
PaperSave’s security leverages Windows Active Directory so user
layer of security is by PaperSave’s DocumentTypes where users are
given rights to view, add and delete documents. The next level of
security is by PaperSave’s Annotations where users are given rights
to add, hide, delete or permanently redaction information, allowing
a user to view a document but not sensitive portions of a document.
integration. Advanced Filters for SharePoint gives a user access
Account Number, Project Number and other values being pulled
from the Record Information or Meta-Data.
PAPERLESS

The ability to search for vital information is important to any business. 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 by similar characteristics such as key words, document
• Use Boolean search expressions like ‘and’,‘contains’,‘greater than’ . . .
• Open or Close Groups of documents with a single click
SmartList/Query integration
Have you ever created a SmartList or Query and needed to review the supporting documents individually? PaperSave allows
you to view, email or print all of the supporting documents for SmartList query results instantly without the hassle of having to scour
make Audit Preparation quicker!
Unstructured Search
Internet search engines such as“Google”or“Bing”search webpages for“key words”or“values”. PaperSave performs similar unstruc-
Structured Search
PaperSave makes even advanced queries of documents simple.Easily create Structured Queries based on Record Information,
SEARCH
Recent government regulations have served as a wake-up call for organizations to formalize document retention policies to meet
compliance requirements. Regulatory demands and the number of documents produced daily continue to grow. So having a solid
information retention policy process is a necessity, and implementing those policies within your document management system
simply & seamlessly is must. Once your policies are set, PaperSave can help you implement those policies with state of the art
archiving & purging features that have been designed to meet the needs of most organizations.
• Automate disposal of documents based on retention rules
• Mitigate risks of having documents beyond their required retention deadline
Full Document Life Cycle Management
PAPERLESS

PaperSave for MS Dynamics (GP, AX, SL, CRM)

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