PaperSave Reviews

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.

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.

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

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.

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.

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.

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.

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.

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!

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.

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!

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.

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.

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.

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

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 integrates seamlessly with Dynamics GP, allowing us to attach electronic document(s) to any GP transaction. We now have immediate access to any document(s) directly associated with or interrelated to the transaction(s) we are viewing, and there is no time wasted searching through filing cabinets.

The PaperSave Workflow application allows us to electronically route invoices throughout our organization, and it has fully automated our entire a/p function. This workflow solution has radically improved our a/p processing: invoices do not get lost in inter-office mail; departments do not have to make copies of invoices before sending them to corporate; OCR technology extracts data from our invoices; accounting can track the status of any invoice/receipt in the approval process; and a permanent audit trail is created.

PaperSave allows non Dynamics GP users to view copies of electronic invoices/payables transactions via a product called PaperSave Web. With this solution, department managers have real-time access to the invoice transactions (and related invoice images) that are hitting their department’s budgets.

PaperSave is continually improving and updating their products. As a PaperSave cloud user, we receive updates on a regular basis.

PaperSave’s support team is very helpful. We have never had an issue that was not resolved promptly.

The Workflow software can be “glitchy” at times (I tell my workflow users to treat it with kid gloves), and many PaperSave products can suffer from long load times.

If you use any web-based PaperSave product, you are pretty much married to Internet Explorer.

PaperSave will tell you that you can build your own workflows, and you can. However, some common features you may want built into your workflows (e.g. a look-up to see if an invoice is a duplicate, or a warning that a g/l distribution does not agree to an invoice amount), takes knowledge of scripting. Thus, unless you have an individual at your organization that can write the scripts for you, you will be dependent upon PaperSave to build such features into your workflows. Also, some advanced configurations of PaperSave products may require the assistance of PaperSave personnel, and this assistance may come with an additional charge.

We utilize PaperSave Cloud, and the software has to be re-booted and/or re-synced on occasion. Example: We configured our workflow to only show temporary and active vendors. At times, inactive vendors will start to appear again. PaperSave will then have to run a back-end sync to get everything working as it should.

Before starting your implementation, be sure to have a good idea of what you want in an electronic document management system and workflow approval software. Also, map out your current a/p process. I would highly recommend speaking with other companies who have used PaperSave or other document management systems to get their ideas and/or insights into the software before you start your implementation.

Be sure to consider and/or ask about all of PaperSave’s features before you implement. If you are looking for AP automation, ask about the functionality of Auto Entry, Auto Entry Wizard, and Workflow Entry Viewer.

If you will be purchasing the workflow software, know that the implementation process can be time consuming for any individual(s) who are the primary points of contact with the PaperSave implementation team. Our implementation took twice the amount of time we were initially told.

As mentioned above, the workflow software has dramatically changed our a/p process. Invoices use to take days or weeks to obtain approval, or they would get lost in interoffice mail. Now, approvals can take minutes, everything can be tracked electronically, and a permanent audit trail is created.

The functionality to view invoice images (and related check images) direct from GP has been a significant time saver. If a vendor calls asking where their payment is, we can access invoice and check images within minutes – no more searching through filing cabinets and stacks of check copies. We are currently looking into expanding the use of PaperSave to other GP transactions, including sales/invoicing.

We utilize an application called PaperSave Web, and this tool allows our departmental managers to not only view the payables transactions booked to their departments but also view the invoice images associated with the payables transactions. I have had numerous managers state how much they appreciate PaperSave Web – it allows them to track their expenses/invoices in real time, and they do not have any surprises when they get their monthly budget-to-actual reports. Also with this solution, departments no longer have to make a copy of their invoices before they send them to corporate/accounting. This has saved our employees considerable time (and some paper too).

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.

I have no complaints about this system at all.

Go for it. It is an amazing system.

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.

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.

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).

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.

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 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.

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).

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.

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.)

The Click once install

Approval and rejection

Document display

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

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.

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

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.

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!

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.

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.

No more hunting around for mis-filed paperwork! It has cut down on paper storage, human error and has increase efficiency.

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.

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.

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.

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

Easy document management solution with multiple "drop points" via email, scanner, file folders, etc. Workflow capabilities are great for invoice approvals or similar workflow needs.

There are some browser dependencies in the current version, (must install via Internet Explorer, SilverLight, etc.). These dependencies will be removed in an upcoming release in Q3 of 2019 which will move to full HTML5 / browser independent solution.

Reduced email and sneakernet approvals due to workflow capabilities. Dependable document storage, management and retention policies.

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!

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

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.

I like how it adapts to look like the application you are using

Currently, we are on version 5 and are waiting for our contract completion to upgrade to 6. We are so far behind and cant wait to start using the updated platform.

I would definitely recommend PaperSave to other users who are looking to clear up clutter in their office. It's easy to use and you can access your documents easily. We are moving towards being paper light and using PaperSave has helped our organization to achieve that effort tremendously.

PaperSave is helping our organization to streamline our documentation process, which frees up desk space, file cabinets, etc.

Love the integrations (RE) but also the flexibility to use without an integration to a system. We are also heavy workflow users. We have some pretty robust conditional workflows for routing work within our Operations department.

Reporting capabilities. Can't get to everything we want & had a bad experience having PS write a report for us

digital approvals (fewer emails between people asking for approvals), automation in work routing, automation breeds consistency

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

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

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

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.

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

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

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

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

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.

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.

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.

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

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

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.

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.

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)

*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

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.

*system crashing

*cloud server issues

*hardly any communication ahead of time for maintenance

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

I really haven't found anything that I dislike

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

Integration with RE:NXT and the ease of finding and filing documents

Customer service when down - hard to communicate our issues with them

Paperless filing and ease of finding documents related to donors and prospects with team in a variety of locations

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.

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.

Use VMs instead of physical servers

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

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

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.

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

Integration with our general ledger platform to ensure data completeness

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

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.

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

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

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

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.

Cost saving from looking up records for audits

I dislike the Green Bay Packers, the Bears and the Wisconsin Badgers.

Looking up back-up without leaving your computer

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

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.

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

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

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.

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

The Financial Edge Auto Entry integration.

Pre-sales, installation process and support.

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

The quick pop ups, and reminders to save documents

Sometimes slows down our accounting system

Quick access to documents during an audit

It simplifies our documentation process.

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

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

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

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

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

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

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

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

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

Seeing documents attached straight to our constituent records

Sometimes there are issues after PaperSave does maintenance

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

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

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

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

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

Hard copy files have greatly decreased since integrating PaperSave with our donor database software.

When running through another program, we have had problems with PaperSave moving very slow.

Very easy to use. Works well with Raisers Edge software.

Large decrease in donor paper files needing to be saved. Helped transition foundation from paper based records.

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

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

everyone can see documents attached to record

all documents are accessible at all time

some times reaching to technical help can take some time

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

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

Slowness, always have to magnify scanned images.

Access to vendor invoices and client checks. Saves time!

works well with Blackbaud, I like the ease of use

I like it for what I use in my position.

less actual paper, more secure