How to create a Drop Point in PaperSave

A Drop Point in PaperSave is a method of capturing documents and sending them to a PaperSave workflow.   Each Drop Point can be associated to a single workflow, but a workflow may have several Drop Points.  The reason a workflow may have several Drop Points is to capture documents from different methods, such as Email, drag and drop, scan, etc.

To Create a Drop Point:

·       Login into the PaperSave Settings application

·       Locate and select the Workflows to which you want to associate the Drop Point

o   Select the Workflow tab from the left pane

o   Select Workflows

o   Expand Dynamics GP or PaperSave

o   Expand the Module

o   Expand the Transaction Type

o   Select the Document  Type

o   Select the Workflow

·       Click the Drop Point button on the PaperSave Settings toolbar

·       Click the Add button of the Drop Point toolbar

·       Enter the Drop Point Name

·       Select Drop Point Type [Electronic Submission, Email Box, File Folder, PaperSave Scan]

o   Electronic Submission – Default type.  Documents directly into PaperSave

o   Email Box – Directly linked to Email Account to pull documents into PaperSave

o   File Folder – Folder to capture document into PaperSave

o   PaperSave Scan – Allow documents to be directly scanned into the PaperSave workflow.

·       Enter Drop Point Specific Data

·       Click Save from the Drop Point toolbar

 


 

ANDREW FRASER | Senior Business Software Consultant

As a Senior Business Consultant, Andrew is responsible for the implementation and support of CRM, GP, and other Microsoft products assuring that our solution scoping, architecting, and delivery meet and exceed customer expectations. He helps clients analyze their current business processes and provide them with process improvements. During his time at KTL, Andrew has built lasting relationships with clients by understanding their business needs and provided value by leveraging their existing resources. Andrew has more than nineteen years of experience in implementing business software for a variety of industries including service, government, distribution, not-for-profit and manufacturing.  He graduated with a Bachelor’s Degree in Math with concentration in Computer Science and a Bachelor’s Degree in Business Marketing from St. Andrew’s University in Laurinburg, North Carolina.  His experience includes helping companies embrace technology to fulfill their organizational needs and creating innovative solutions using CRM, GP and other Microsoft products.

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