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PaperSave

PaperSave

4.3
(34)
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PaperSave is a complete document management, electronic workflow and transaction (invoice and gift) automation solution for Blackbaud, Intacct, and Microsoft Dynamics GP, CRM and D365 Business Central.

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Showing 35 PaperSave reviews
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PaperSave review by Robert M.
Robert M.
Validated Reviewer
Verified Current User
Review Source

"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.

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PaperSave review by Joel R.
Joel R.
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Implementation and Consultant Review"

What do you like best?

Honestly it's hard to pick out just one feature that I like best as the program as a whole is just extremely well built. I would say the integration with GP and CRM and other ERP systems helps a lot, along with being able to build custom workflows to suit your organizational needs is great.

What do you dislike?

In all honesty I don't have anything that I really don't dislike, again it is a really well rounded product that provides ROI in so many different ways.

Recommendations to others considering the product

If you are looking for a solution that allows you to keep documents at your finger tips and streamline document control in our organization this I would highly recommend PS as a first step to get there.

What business problems are you solving with the product? What benefits have you realized?

File space, who wants file cabinents around the office anymore, we all want the info at our finger tips and with PS one can do that. Auto entry, not having to retype in data multiple times and having PS integrate directly with your host application. Mobility is also key these days as well.

What Enterprise Content Management (ECM) solution do you use?

Thanks for letting us know!
PaperSave review by Amanda R.
Amanda R.
Validated Reviewer
Review Source

"The name says it all"

What do you like best?

I don't have to: file papers, look for papers at different locations, get out of my cubicle to get signatures, ask to borrow a file from anyone, or wonder where an item is at in the approval process. It's all at your fingertips!

What do you dislike?

The system lags at times, not good when trying to get things done during crunch time. Have to reset PaperSave applications when this happens, takes about 10-15 minutes to get going again.

Recommendations to others considering the product

If you're looking to save space from file cabinets, don't want to go looking through files to find one piece of paper, or asking around the office on who has that particular item you are needing, then this is they system you want!

What business problems are you solving with the product? What benefits have you realized?

Approval process took several attempts to get it just they way we want/need it to go, but we finally got it down and it runs smooth. For most, takes a good 2 months to get use to. Others that are less tech savvy take a few months longer...from company experience.

PaperSave review by Wade G.
Wade G.
Validated Reviewer
Review Source

"The PaperSave Solution for Streamlining A/P Workflow"

What do you like best?

The PaperSave system eliminates the use of hard copy invoices that can easily be misplaced in a high-volume fast-paced office. PaperSave also mitigates the need for tedious manual data entry by allowing invoice data to be scanned as opposed to being manually keyed into the Accounting system. In addition, the various approvals to process and pay the invoices is efficiently tracked in PaperSave with a clear audit-trail.

What do you dislike?

I don't dislike anything about PaperSave, though I should point out that the implementation process of any solution (including Papersave) requires significant time and planning.

Recommendations to others considering the product

If your company has high volume of data entry from hard copy invoices, you should look into PaperSave.

What business problems are you solving with the product? What benefits have you realized?

We are about to go live with Papersave. We are currently in the testing stage. Once we go live, we will benefit by reducing high volumes of manual data entry and elimination of time spent filing A/P invoices.

PaperSave review by Administrator
Administrator
Validated Reviewer
Review Source

"Papersave worth the investment"

What do you like best?

Workflow shuffles documents to reviewers and approvers without shuffling paper. Instant recall of documents attached within our accounting system. Easy access to email or print documents when required. The ability to put notes next to or on the documents is excellent for traceability. All in All great workplace application, not to mention a reduction in paper and paper cost, but this is a hindsight advantage.

What do you dislike?

Printing through Citrix and Papersave can be undependable sometimes, but should you be printing? That does not save paper. Recalling documents from our accounting system can be a little sluggish. (Could also be dependent on our system bottlenecks).

Recommendations to others considering the product

I do not have any. I like this product I like the staff who support us. I suggest if you want to reduce storage space and increase efficency, this is a perfect product.

What business problems are you solving with the product? What benefits have you realized?

Ease of use. Ease of pulling old documents up to view. Awesome for financial audits and providing information to the auditors. Traceability and accountability for managers to review processes and employees.

PaperSave review by User
User
Validated Reviewer
Review Source

"Self-reliance for other users and more space"

What do you like best?

PaperSave has increased the self-reliance of other users - my team no longer has to look through hard files for audit or research requests and then no longer have to "re-file" the hard copies. (No more paper or folder cuts, either!) We have also regained expensive footprint space by getting rid of five triple drawer cabinets that used to house our hard copy donor files. Every couple of years we would spend valuable time purging inactive files and the process to recall them from storage was no picnic, either. We are a small shop so likely don't use the workflow process as well as other users, but scanning backup during gift entry is a huge plus.

What do you dislike?

There is no easy way to review scans - something as simple as running a list of records that a particular user has touched. We have a growing number of legacy families and occasionally use temp help to do basic scans - it is time-consuming to repeat the steps to review and ensure that they have scanned appeal letters to the correct record (verifying a new user's entry or implementing a review procedure).

Recommendations to others considering the product

Be sure all partners (PS, Blackbaud, etc) are on the same page when implementing - do not assume that they are talking to one another about project timelines. Be sure that you have multiple users trained - end users, admin users and your IT/Tech support.

What business problems are you solving with the product? What benefits have you realized?

Saves manpower on time spent on lookup requests and re-filing any pulled backup. Requestors (Accounting, auditors, gift officers, etc.) are not waiting on us to pull backup - they have it available when they log in.)

PaperSave review by Administrator
Administrator
Validated Reviewer
Review Source

"PaperSave"

What do you like best?

The Click once install

Approval and rejection

Document display

Use of ribbon functions, Actions Navigation's and Annotation.

What do you dislike?

Way too complicated with a lot of code behind, should be more simpler and utilize less code so that people can use it more efficiently.

Should be email Invoice approval.

Having trouble opening files in the web workflow

Security not good enough, cannot tie it down as security is more important

Department routing should be very flexible, Once the user is deleted it should delete all the traces of that user rather then going and deleting each thing separate.

Recommendations to others considering the product

Still not practical on how the A/p Department works, need to look at the department functions and then design.

What business problems are you solving with the product? What benefits have you realized?

Still in a process, after each Implementation you guys should send a PaperSave Personnel to evaluate the implementation and make the customer happy, which is not the case. After a partner implements the solution you should check to see if all is implemented good according to the norms on how the application should work.

PaperSave review by User
User
Validated Reviewer
Review Source

"PaperSave is a wonderful tool to have."

What do you like best?

We like the fact that everything is at your fingertips and just a few clicks away. We love not having to go to filing cabinets and dig through papers to find what you are looking for. It is such a time saver.

What do you dislike?

I have no complaints about this system at all.

Recommendations to others considering the product

Go for it. It is an amazing system.

What business problems are you solving with the product? What benefits have you realized?

This is a system that we can save all paper documents in one location. You can easily run a query to find a document that you may need. We are also eliminating the need for file cabinets, since everything is scanned and stored in PaperSave. It allows you to be much more efficient in your job duties. When someone needs a document, it is just a few clicks away. Also, there is no need to print anything. You can just open the document, save, and email it.

PaperSave review by Administrator
Administrator
Validated Reviewer
Review Source

"Excellent Imaging Software"

What do you like best?

We really like the integration with are CRM, The Raiser's Edge.

What do you dislike?

Having to use multiple workflow applications; one for RE related entries (Workflow Entry Viewer) and one for non RE related entries (Workflow).

Recommendations to others considering the product

PaperSave is a great product. The integrations with various systems is very helpful. There are numerous ways to get documentation into PaperSave. The various workflow configurations are extrememly helpful. We are able to design and customize our document types and workflows to meet our business needs.

What business problems are you solving with the product? What benefits have you realized?

Having documentation associated with constituent records. By having immediate access to the documentation related to the constituent, we are albe to conduct research in a more efficient manner.

PaperSave review by Carlene J.
Carlene J.
Validated Reviewer
Review Source

"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.

PaperSave review by User
User
Validated Reviewer
Review Source

"Helpful program"

What do you like best?

I like having backup at my fingertips and not having to save paper copies. You can set it to prompt you on transactions. Workflow makes it quick to attach documents to charges and credits.

What do you dislike?

I wish I could default my saved view in document explorer. I don't need all the columns and I have to apply each time to quickly glance at the files.

Recommendations to others considering the product

This is a great program if you want to reduce paper copies and storage space. Convenient for having everything in one place. You can organize document explorer to fit your needs. Scan and workflow saves time when entering data.

What business problems are you solving with the product? What benefits have you realized?

Reduce paper copies and file cabinet use. Going back years to view backup documents. Having to scan attachments multiple times when doing charges.

PaperSave review by Administrator in Non-Profit Organization Management
Administrator in Non-Profit Organization Management
Validated Reviewer
Review Source

"Plays well with Blackbaud"

What do you like best?

I love the functionality that it provides to see our documentation. Being able to look up paperwork related to gifts, and bequests, and other historical information in RE is incredibly helpful. Eventually, we'll get rid of the papers!

What do you dislike?

I forget which version we're on, but the newer one does have some user interface issues in my opinion. I always need to zoom in and also page through a multi-page document, but those are two different menu ribbons. Not a deal breaker, but sort of frustrating

What business problems are you solving with the product? What benefits have you realized?

We are able to provide self service to gift officers in the field. If they need to see backup on a gift, they can access it without having to ask someone to email them a document.

PaperSave review by Kerri K.
Kerri K.
Validated Reviewer
Review Source

"This is a very user friendly great program."

What do you like best?

I love that I have everything I need in my accounting system at my fingertips.

What do you dislike?

I can't add items on the fly in every window in GP

Recommendations to others considering the product

If you are doubting which product to use. Don't doubt this one. It exceeds our companies expectations.

What business problems are you solving with the product? What benefits have you realized?

We have solved a lot of issues with our auditors. We give them access to our system and they can print off what they need. It has saved time on our end and theirs.

PaperSave review by Milly W.
Milly W.
Validated Reviewer
Review Source

"Love the product and the people behind it!"

What do you like best?

It is extremely useful and timesaving to have the gift backup available to all 24/7.

What do you dislike?

It's been a long time since we set up our workflows and hope setting them up in PS Cloud is simpler.

Recommendations to others considering the product

Don't skimp on the number of scanners you purchase and be sure to purchase the recommended scanners.

What business problems are you solving with the product? What benefits have you realized?

Freeing up cabinet space to be used for...ok, so we can get rid of some cabinets. ha!

PaperSave review by User
User
Validated Reviewer
Review Source

"Invoice Automation- workflow"

What do you like best?

The ability to store and route invoices for approvals being automated is great. Much simpler than scanning invoices, emailing them out for approvals and repeatedly having to follow up on them for approvals.

What do you dislike?

The Enter/Match side for po invoices isn't as clean cut as the regular invoice workflow and entry. This isn't due to PaperSave, it's just the way it accesses our PO system information- and then doesn't show a total due for the entry screen.

What business problems are you solving with the product? What benefits have you realized?

AP Invoice workflow automation, Contract storage with the ability to sort and view by terms, ending dates, etc. GL account reconciliation routing for review and approvals on monthly, quarterly and annual basis.

PaperSave review by Administrator
Administrator
Validated Reviewer
Review Source

"PaperSave has some good features, but seriously slow"

What do you like best?

The ability to review invoices with just a click...also seeing the history of a document, and the way it integrates with our accounting platform (very user friendly)

What do you dislike?

*slowness of the program

*unexpected crashes

*closing the loop on follow-up with tickets submitted to support

*the fields in the document profile metadata are placed out of order if you were an AP person - slows down efficiency

Recommendations to others considering the product

I recommend knowing who the players are first. Buy the product if t fits your company's needs, but test it first before rolling it out.

What business problems are you solving with the product? What benefits have you realized?

*system crashing

*cloud server issues

*hardly any communication ahead of time for maintenance

PaperSave review by Linda B.
Linda B.
Validated Reviewer
Review Source

"How papersave has effected my daily routine"

What do you like best?

I love that I don't have to do anymore filing of paperwork and anything I want to look at is always available.

What do you dislike?

I really haven't found anything that I dislike

What business problems are you solving with the product? What benefits have you realized?

W don't have to file accounts payable invoices anymore everything is scan in our accounting system and can be pulled up very easily.

PaperSave review by Administrator
Administrator
Validated Reviewer
Review Source

"Excellent Compliment to GP"

What do you like best?

The system is efficient and stable. It does not have issues on a regular basis. It is very intuitive in the setup of workflows and permissions.

What do you dislike?

Resource usage could be optimized. Our system is set up in a two tier environment. If it could use a built in database for SBS environments it would be a plus.

Recommendations to others considering the product

Use VMs instead of physical servers

What business problems are you solving with the product? What benefits have you realized?

Provides agility to the accounting team and takes a lot of errors out of the picture through the use of workflows.

PaperSave review by User
User
Validated Reviewer
Review Source

"One Stop Reference"

What do you like best?

I am able to filter by my branch and see what are my exceptions. I can also clear duplicates exceptions.

What do you dislike?

The speed of how fast my branch is filtered from other branches. If I am in my exceptions and would like to go to my branch Enter Match Flow, it can take quite some time.

What business problems are you solving with the product? What benefits have you realized?

I am able to inquire about missing items that AP has that I have yet to receive sometimes due to backorder or misplacement.

PaperSave review by Administrator
Administrator
Validated Reviewer
Review Source

"Efficient but room for improvement"

What do you like best?

Integration with our general ledger platform to ensure data completeness

What do you dislike?

Application does not provide a way for us to reject the submitted item back to the submitter

What business problems are you solving with the product? What benefits have you realized?

We are using Papersave to improve our AP system from a manual, paper based system to an electronic system. We have improved our AP processing time from 3-4 days to 1-2 days, as we are able to approve things remotely when executives or signers are not in the building.

PaperSave review by User
User
Validated Reviewer
Review Source

"PaperSave Review"

What do you like best?

I like how easy it is to find a document in GP once it has been scanned by PaperSave.

What do you dislike?

I would like a report that I could print all payables that I have approved through PaperSave.

Recommendations to others considering the product

I would recommend PaperSave to other users. I think it is easy to use.

What business problems are you solving with the product? What benefits have you realized?

We have improved AP. We have payables scanned into GP. PaperSave send the purchaser an email to approve the invoice and then the invoice is paid.

PaperSave review by User
User
Validated Reviewer
Review Source

"Helpful E Storage"

What do you like best?

I like the ease and efficiency of attaching and retrieving documents. I like the taskbar- visual, easy and self explanatory.

What do you dislike?

I don't like that I can't attach documents directly into my Finance System (The Financial Edge). And that when I go to open a documents it's tough to navigate/read the thumbnail attachments.

What business problems are you solving with the product? What benefits have you realized?

Much better document storage and finding supporting documentation at the easy of a keyboard.

PaperSave review by Administrator
Administrator
Validated Reviewer
Review Source

"Complete Package"

What do you like best?

Papersave works well with our financial system allowing us to view documents associated various items. The support is exceptional as well.

What do you dislike?

Overall everything works well, but from time to time we do have issues with connecting to our main application. That is where support really shines though.

What business problems are you solving with the product? What benefits have you realized?

Minimize paper documentation and allow easy access to scanned documents via papersave integration with our main accounting application.

PaperSave review by Executive Sponsor
Executive Sponsor
Validated Reviewer
Verified Current User
Review Source

"PaperSave is not what they use to be . . ."

What do you like best?

The Financial Edge Auto Entry integration.

What do you dislike?

Pre-sales, installation process and support.

What business problems are you solving with the product? What benefits have you realized?

Accounts payable workflow which is excellent! We've taken paper approvals out of the building.

PaperSave review by Nordia C.
Nordia C.
Validated Reviewer
Review Source

"Very Efficent"

What do you like best?

The quick pop ups, and reminders to save documents

What do you dislike?

Sometimes slows down our accounting system

What business problems are you solving with the product? What benefits have you realized?

Quick access to documents during an audit

PaperSave review by User
User
Validated Reviewer
Review Source

"Good product"

What do you like best?

It simplifies our documentation process.

What do you dislike?

Awkward to get used to; many steps involved. Documents do not always display immediately without going through additional steps.

Recommendations to others considering the product

Once you get accustomed to using it, it's a great product for documentation.

What business problems are you solving with the product? What benefits have you realized?

It makes our annual audit procedure much simpler, having the documentation in a convenient place.

PaperSave review by User
User
Validated Reviewer
Review Source

"PaperSave Use"

What do you like best?

It is easy to scan into the software and retrieve when needed.

What do you dislike?

The site seems to be down a lot in the past so you have to go back and scan items at a later time.

What business problems are you solving with the product? What benefits have you realized?

being able to print items quickly when requested is a huge benefit.

PaperSave review by User
User
Validated Reviewer
Review Source

"I really appreciation the convincence of not having to seach and store documents."

What do you like best?

It's great to have the ability to know documents are secured.

What do you dislike?

The only problem I dislike is when PaperSave stop working while meeting daily deadlines

What business problems are you solving with the product? What benefits have you realized?

Saves time and organizational. The convenience of documents are at your finger tip instead going through stacks of f documents.

PaperSave review by Administrator
Administrator
Validated Reviewer
Review Source

"PaperSave with Raiser's Edge 7"

What do you like best?

Seeing documents attached straight to our constituent records

What do you dislike?

Sometimes there are issues after PaperSave does maintenance

Recommendations to others considering the product

Very helpful for seeing documentation directly connected to related items in our database

What business problems are you solving with the product? What benefits have you realized?

We are scanning documentation to PaperSave. Getting rid of loads of paper documents

PaperSave review by Administrator in Farming
Administrator in Farming
Validated Reviewer
Review Source

"Papersave Review"

What do you like best?

Streamlines the process of approving/rejecting invoices and ideally saves on paper.

What do you dislike?

There are some errors during the workflow processes. The support team will help you resolve them.

What business problems are you solving with the product? What benefits have you realized?

InIt integrates with the current accounting system and helps with reporting.

PaperSave review by User in Non-Profit Organization Management
User in Non-Profit Organization Management
Validated Reviewer
Review Source

"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.

PaperSave review by User
User
Validated Reviewer
Review Source

"excellent product"

What do you like best?

can easily look at documents by choosing action, gifts, constituents

What do you dislike?

cannot add document in a batch without having previously scanned item and use papersave workflow

What business problems are you solving with the product? What benefits have you realized?

everyone can see documents attached to record

PaperSave review by Administrator
Administrator
Validated Reviewer
Review Source

"ease of use"

What do you like best?

all documents are accessible at all time

What do you dislike?

some times reaching to technical help can take some time

What business problems are you solving with the product? What benefits have you realized?

when our developments officers needs donor information, they can access it

PaperSave review by Administrator
Administrator
Validated Reviewer
Review Source

"PS Review"

What do you like best?

Integration with Blackbaud FE and FE NXT. Workflow streamlines A/P process.

What do you dislike?

Slowness, always have to magnify scanned images.

What business problems are you solving with the product? What benefits have you realized?

Access to vendor invoices and client checks. Saves time!

PaperSave review by User
User
Validated Reviewer
Review Source

"Plays well with Blackbaud"

What do you like best?

works well with Blackbaud, I like the ease of use

What do you dislike?

I like it for what I use in my position.

What business problems are you solving with the product? What benefits have you realized?

less actual paper, more secure

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