PaperSave
PaperSave is a complete document management, electronic workflow and transaction (invoice and gift) automation solution, for Microsoft Dynamics and Blackbaud.
PaperSave Reviews
"Going Paperless"
What do you like best?
We have been using PaperSave on a very limited bases to just scan documents for the last several years. I have recently expanded our use of PaperSave to utilize the built-in capabilities of Workflow and have expanded Workflow with the added module of Auto-Entry. It has significantly reduced the amount of photo coping and manual routing of documents throughout our organization. I have implemented the use of Auto-Entry for Accounts Payable which has reduced the duplication of data entry and has assisted with the tracking of invoices.
What do you dislike?
Now that we have expanded the use of PaperSave into other areas of our organizations processes with the utilizing of Workflows, the application tends to be a bit of a glitch at times with no explainable reason. The workflows do not seem to move items through the system as smooth as I would expect all the time.
Recommendations to others considering the product
1) Ensure to have current paper flow processes documented 2) Vision as to how you want paper processes to flow 3) Utilize resources of existing PaperSave clients to recommendation of best practices
What business problems are you solving with the product? What benefits have you realized?
Documentation retrieval is quicker, reduction in storing paper documents, electronically routing documents for approval and auto entry into financial accounting system. Reduction in duplication of data entry and saved the need to hire additional staff. Electronic tracking of documents, no longer a scavenger hunt to find who has what.
"Incredibly handy paperless tool!"
What do you like best?
When it comes time to audit, I could query for certain gifts in Raiser's Edge and then export to PDF from the query all of the gift documentation which related to those gifts. LIFE CHANGING!
What do you dislike?
We had difficulty setting the program up and getting everything to work properly with the scanner. Though I imagine that this has improved over the years.
Recommendations to others considering the product
If one is a Raiser's Edge user this is really the only tool out there. There is a free product made my Omatic Software called Magic Folder which is fine for very small shops with not much documentation to attach.
What business problems are you solving with the product? What benefits have you realized?
No more hunting around for mis-filed paperwork! It has cut down on paper storage, human error and has increase efficiency.
"Integrated with Donor Database Software"
What do you like best?
Hard copy files have greatly decreased since integrating PaperSave with our donor database software.
What do you dislike?
When running through another program, we have had problems with PaperSave moving very slow.
Recommendations to others considering the product
Very easy to use. Works well with Raisers Edge software.
What business problems are you solving with the product? What benefits have you realized?
Large decrease in donor paper files needing to be saved. Helped transition foundation from paper based records.
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