PaperSave Legacy 6.11.6

The PaperSave mobile app extends documentation management functionality to various ERP/CRM systems, including:

• Microsoft Dynamics 365 Sales and Marketing
• Microsoft Dynamics 365 Business Central
• Microsoft Dynamics GP
• Microsoft Dynamics SL
• Microsoft Dynamics CRM (On Premise)
• Blackbaud CRM
• Blackbaud’s The Financial Edge 7 (On Premise)
• Blackbaud’s The Raiser’s Edge 7 (On Premise)
• Blackbaud’s The Financial Edge NXT
• Blackbaud’s The Raiser’s Edge NXT
• Virtuous CRM
• Intacct

App Features:

1. Work With Documents Related to Your Integrated Application Records:
   PaperSave enables you to access and attach documents to records in your ERP/CRM system. You can easily add documents directly to any integrated application record through the app, simplifying document management.
2. Add a Document From Your Phone:
   Now, you can upload documents directly from your mobile device using the camera, file manager, or "share to" function, eliminating the need to wait until you are back at your desktop.
3. Scan From the Camera or Camera Roll:
   Utilize your mobile device's camera to capture pages or select existing images from your camera roll to create multi-page documents for uploading to PaperSave.
4. Search Across All Documents:
   PaperSave's mobile app provides powerful search capabilities, allowing you to find specific documents quickly using relevant keywords.
5. Workflow Mobile User:
   Stay productive on the go by managing workflow tasks directly from your device. View, edit, comment, and take necessary actions on items in your workflow inbox. Receive real-time notifications for new assignments and add items to workflows using various capture methods available on your mobile device.
PaperSaveCloud Customers: Customers using PaperSaveCloud can seamlessly utilize the PaperSave mobile app without any additional system requirements. PaperSave On-Premise Customers: The app is compatible with PaperSave Application System version 6.0 Service Pack 6 or higher. Kindly consult your IT department for any required upgrades.

iOS Requirement: Requires iOS 10 or higher.

SUPPORT

Contact Support: 1-877-727-3799 | [email protected]

Download the PaperSave app today to optimize your document management processes and enhance business efficiency with PaperSave's innovative solutions.