| Add a Document Prompt |
 |
PaperSave can be easily configured to prompt the user to add a new document after Save and Close or Save and New. |
|
| Document Viewer |
 |
Add layered annotations and markings withoug altering any image. Microsoft Office viewers are also included free to charge with PaperSave. |
|
| Customizable Document Profiles |
|
Each document is saved automatically without having to name the file. Users can also create custom profiles to furthre classify each document. |
|
| Outlook eMail Direct to QuickBooks |
 |
Click on the PaperSave button in the Office toolbar and select the record type in QuickBooks to save your document. Seamless integration to Outlook, Word, Excel and PowerPoint. |
|
| Document Explorer by Record |
|
Just open the record and PaperSave lists all documents associated with each record. An audit trial is provided in addition to custom data fields. Columns can be filtered and stored. |
|
| Choose a Record in QuickBooks. |
|
Right click on a file in Windows Explorer or while you're in Microsoft Office and choose a specific record in QuickBooks to associate the file. |
|
