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

PaperSaveThree Solutions Rolled Into One

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

TransactionContent Managementwith PaperSave

SIMPLE


2searching 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 de�ned �elds. PaperSave's Structured Search can then be used to pull any documents to meet your

accessing key information without a trip to the �ling 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-EntryAllows 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 RecaptureCapture 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 IntegrationCapture 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 Managerdocument seamlessly into PaperSave.

Drop and DragAnother 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.

AutomateTake 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.

STREAMLINEDManageYour 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.


WORKFLOWAPPROVE &VALIDATE

AUTO-ENTRYTRANSACTIONS

ALERT

MONITOR

AUDIT TRAILCREATE

AUTOMATE

AlertPaperSave 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 PaperSavewill 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 TransactionsAuto-Entry allows AP data entry to be performed by non-Dynamics users by adding applicable transaction information into the PaperSave

MonitorNeed 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 TrailMaintaining 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


AUTOMATEDTransaction ProcessAutomation withPaperSave

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 GUPTAResearch Analyst, Aberdeen

Microsoft Dynamics. PaperSave is a �exible, 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 OCRICR (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’sTRANSACTIONAUTOMATIONBENEFITS Include:

ACCELERATE BUSINESS PROCESSESIncrease customer satisfaction and capture new business by automating data capture & eliminating manual data entry

TIME SAVINGReduces document processing time by as much as 80%

QUICK SET UPProcess multiple formats of incoming documents in seconds without complicated templates or expensive programming

EASY TO OPERATEEliminate expensive training that can cost

Training for operators takes 1 hourTraining for administrators takes 3 hours

AUTOMATED SELF-LEARNING CAPABILITY

on invoices and other forms as you work.

FAST ROIAchieve 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 work�ow for approvals. PaperSave streamlines your

PAPERLESS


Go Green and Paperlessto 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 Impacton the EnvironmentIf 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 EffortlesslyUpdate 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 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

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 SearchInternet search engines such as “Google” or “Bing” search webpages for “key words” or “values”. PaperSave performs similar unstruc-

Structured SearchPaperSave 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

Technology

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