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 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  

3150 Miami Green Way, Miami, Florida 33146 877 727 3799 305 373 0056 www.papersave.com

SIMPLE

SIMPLE

DOCUMENT MANAGEMENT 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, PaperSave allows you to use one solution for many applications across your orgnization.

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 accessing key information without a trip to the filing cabinet. PaperSave's seamless integration with Microsoft Dynamics does 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.

Automated Two and Three way Matching Process

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 creation of user defined fields. PaperSave's Structured Search can then be used to pull any documents to meet your

3150 Miami Green Way, Miami, Florida 33146 877 727 3799 305 373 0056 www.papersave.com

Flexible Capture Methods

SIMPLE

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:

ScanNow™

Documents can be scanned directly from your desktop with one simple click.

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.

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!

Outlook Integration

Capture email and attachments and seamlessly enter them into a from a click of your tool bar within Outlook.

Auto-Entry

Allows AP data entry to be performed by non-Dynamics users by adding applicable transaction information into the PaperSave

Whether it is a PowerPoint®, Word® or Excel® document you’ve received or created, seamlessly add it to a record or enter it into

the documents and related transactional information and “Auto-Create” the Transaction Batch. Papersave’s OCR feature

Windows File Manager Forms Recapture

document seamlessly into PaperSave.

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.

Drop and Drag

Another intuitive option to manage electronic documents. Use standard Windows functionality to capture a document by simply

3150 Miami Green Way, Miami, Florida 33146 877 727 3799 305 373 0056 www.papersave.com

Manage Your Process, Not the Paper.

STREAMLINED

accelerating your procurement to pay cycle. Eliminate the chance of paperwork getting lost or neglected or not going through the proper process.

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. Approvers receive an email requesting their approval and—right from the email—click the link, review and approve the document.

3150 Miami Green Way, Miami, Florida 33146 877 727 3799 305 373 0056 www.papersave.com

Alert

STREAMLINED

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

now 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

CREATE AUDIT TRAIL

ALERT

WORKFLOW MONITOR AUTOMATE

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

3150 Miami Green Way, Miami, Florida 33146 877 727 3799 305 373 0056 www.papersave.com

APPROVE & VALIDATE

AUTO-ENTRY TRANSACTIONS

Transaction Process Automation with PaperSave

AUTOMATED

"There is more to accounts payable automation than just cost savings; imaging and

copying and searching for records all while working inside Microsoft Dynamics. PaperSave is a flexible, scalable and secure document management solution built on Microsoft® technology (SQL® or SharePoint®) which seamlessly integrates with Dynamics GP®.

...solutions promote compliance with business controls allowing A/P staff to focus on more strategic tasks" AMIT GUPTA Research Analyst, Aberdeen

"Enterprises that have adopted

One Platform.

Two Options.

Many Applications.

solutions have transformed the A/P function to a source of competitive advantage, supporting business planning and decision making"

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.

3150 Miami Green Way, Miami, Florida 33146 877 727 3799 305 373 0056 www.papersave.com

PaperSave’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. SimpleCapture 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 recognition. 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)

AUTOMATED 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

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.

EASY TO OPERATE Eliminate expensive training that can cost

Validation. The scanning operator uses an easy “Point & Click” method to

Training for operators takes 1 hour Training for administrators takes 3 hours

a source database where a transaction will be generated, and our active data-

AUTOMATED SELF-LEARNING CAPABILITY

rest automatically.

on invoices and other forms as you work.

through PaperSave’s workflow for approvals. PaperSave streamlines your 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.

FAST ROI Achieve a return on investment in as little as three to four months

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

SEAMLESS INTEGRATION Integration with Dynamics GP, Blackbaud’s Raiser’s Edge and Financial Edge solutions.

Dynamics AX automation is coming soon!

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

3150 Miami Green Way, Miami, Florida 33146 877 727 3799 305 373 0056 www.papersave.com

PAPERLESS

PAPERLESS

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.

3150 Miami Green Way, Miami, Florida 33146 877 727 3799 305 373 0056 www.papersave.com

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 Document Types 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

SEARCH 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,

Full Document Life Cycle Management 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

3150 Miami Green Way, Miami, Florida 33146 877 727 3799 305 373 0056 www.papersave.com