PaperSave is a hybrid document management solution (DMS) that offers automated electronic workflows and transactions for Microsoft Dynamics, Intacct and Blackbaud, which help users to track, manage and store their organizations' documents. The solution can either be deployed on-premise or hosted in the cloud.

PaperSave can be tailored to suit businesses in industries such as health care, education, hotel and restaurant, manufacturing and distribution, nonprofit and professional services. The solution supports SharePoint integration and offers users capture methods, gifting procedures and invoice automation. It also provides users one-click access to the documents within Microsoft Dynamics solution.

Additionally, PaperSave can be integrated with Microsoft Dynamics AX, GP, SL and CRM, as well as Blackbaud solutions including Raiser's Edge, Financial Edge, Educational Edge and Enterprise CRM. It also integrates with the Intacct cloud accounting system.

PaperSave offers support via phone, email and through an online support portal.

Document view
Document view

Document view

Document list

Document list

Document annotation

Document annotation

Document sharing

Document sharing

Document history

Document history

Microsoft Dynamics homepage

Microsoft Dynamics homepage

Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Mac OS, Linux, Web browser (OS agnostic), Windows 2000, Windows 8, Windows 10



7 Reviews of PaperSave

Overall rating

3.5 / 5 stars

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Brae from Jewish Family Service

Ease-of-use

Value for money

Functionality

December 2017

fPaperSav, has caused widespread discontent in our agency.

Pros

Not much to like. Wish we had picked another program. Thought this would save both time and paper but has accomplished neither.

Cons

Overly complex. Ridiculous number of steps. Not intuitive. Staff needs lots of IT help. No one can learn it by rote.

Review Source: Capterra

Hope from NC United Methodist Camp & Retreat Ministries, Inc.

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2017

We have 4 locations and use PaperSave to facilitate remote invoice approvals between the directors.

A complete audit trail of approvals; better, clearer communication; much less paper to sort on my desk, as invoices are now either emailed to me or not crossing my desk at all.

Pros

Definitely the customer support. Their support engineers are wonderful! I also love that we can look at an invoice from anywhere, that site directors can leave comments and that there is a web view available. We can also add files to our journal entries and vendor records.

Cons

Sometimes it requires a lot of clicking! This is not a problem for me, but some of the staff members using PaperSave have trouble because of their low internet speed at their work site..
We had to get new scanners that were TWAIN compliant, which was an added expense.

Review Source: Capterra

Emily from Beacon Orthopaedics & Sports Medicine

Industry:  Healthcare

Number of employees:  501-1,000 employees

Ease-of-use

Functionality

August 2017

Great way to manage workflow

Pros

I liked the fact that you could have many different users at many different levels with different levels of approvals. I loved that the product synched with our accounting software so we did not have to manually attach invoices in the accounting software. It is also great to search and run queries to see where an unpaid/unentered invoice is at any point in the process.

Cons

There is a lot of sorting up front. It would be great if the system was smart enough to scan the bills and sort them automatically based on different criteria that is located on the invoice.

Review Source

amjad from F3

Ease-of-use

Customer support

April 2015

Amjad Gillani

I wand to save the paper and move the file or document through electronically web based ASP.Net C# application can be easly modified source code

Review Source: Capterra

Ara from Barlow Respiratory Hospital

Ease-of-use

Customer support

January 2015

PaperSave may be a good product but support is MISERABLE!

We bought PaperSave to add onto our Blackbaud Raisers Edge. It feels like its a web based company with everyone working from home. Nobody ever answers their phone and take long to call you back. Its always bad to deal with a company without a building and people who answer their phones. One month after install the database gets "corrupted" according to them. They say its our version of SQL. But they knew what version we had when THEY installed it and never mentioned it. If it were up to me I'd never do business with companies like this.

Review Source: Capterra

Sharad from MBAF

Ease-of-use

Customer support

July 2014

Best Document Management System

User friendly , Times Saving , High Availability and great customer support !!!

Review Source: Capterra

Malik from WhiteOwl

Ease-of-use

Customer support

November 2013

Excellent Document Management with Workflow and Automation

The best thing about PaperSave is that there are 3 Solutions rolled into 1, i.e. Document Management + Electronic Workflow + Transaction Automation. Moreover, it is Integrated with Microsoft Dynamics GP, AX, SL, & CRM and Blackbaud's solutions like RE, FE, EE & CRM

Review Source: Capterra

Displaying 1 - 7 of 7 reviews