description PaperSave Overview
PaperSave is a document management and workflow automation solution designed to streamline business processes and reduce paper consumption. It offers features like document imaging, indexing, version control, and automated workflows. Its focus on ease of use and compliance makes it suitable for organizations seeking to digitize their paper-based processes. While it may lack some of the advanced features of more complex platforms, its simplicity and affordability make it a compelling choice for businesses looking to transition to a paperless environment.
help PaperSave FAQ
What business systems does PaperSave integrate with?
PaperSave documents integrations with Microsoft Dynamics, Microsoft Dynamics 365, Blackbaud, Sage Intacct, and Paramount WorkPlace Enterprise. Its purpose is to connect documents with the financial or operational records where users already work. [PaperSave](https://downloads2.papersave.com/files/documentation/7.0/user%20guides/html/Content/introduction%20to%20papersave.htm)
Can PaperSave extract data from invoices with OCR?
Yes, PaperSave includes OCR-based transaction automation for documents such as invoices. Its documentation says the OCR engine can learn how to collect fields from new invoice formats.
Does PaperSave support electronic workflows?
PaperSave includes electronic workflow for collecting, reviewing, and storing documents connected to business processes. The system also supports version control inside workflow views.
How does PaperSave reduce manual document filing?
PaperSave provides one-click access to documents linked to records in systems such as Microsoft Dynamics and Blackbaud. Users can search by record values, metadata, and document content instead of checking paper folders.
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