Manage customer documents inside
With Pairsoft, you can now manage documents inside Dynamics CRM and create powerful approval workflows without extra training or costly set-up time. Pairsoft dynamically captures information from the supporting CRM record or transaction and stores it as metadata with a supporting documents. This allows documents to be retrieved within a click or two from the Dynamics CRM record.
Retrieve supporting documentation for any Dynamics CRM record or transaction
Matches and syncs documents between CRM and GP records giving users access to information regardless of using either CRM or GP.
Pairsoft can capture documents from a scanner, network copier/scanner, fax machine, email or Microsoft Office®.
Non Dynamics users can easily search and access documents stored in PaperSave.
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