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Docusplit: Scan or import, parse, split, & annotate PDF & Image files natively
Easily manage all PDFs and images and save them to Salesforce records
Overview
Docusplit allows you to scan or import, then split PDF/image files natively within Salesforce and apply them to records. Edit, annotate and save a page or group of pages to records. Get all the benefits of a PDF editor and more in a native application!
See How Docusplit: Scan or import, parse, split, & annotate PDF & Image files natively Works
Scan or import documents directly in Salesforce • Increase security & compliance (HIPAA, PCI, SOC, etc.) by never scanning and saving documents locally • Upload from Salesforce records (i.e. email queues, Force.com/Comm. Cloud, etc.), or from your PC
Split and annotate documents in the app • Scan or upload multiple pages and easily split and save them into different Salesforce records • Annotate, highlight, markup, and redact
Customize & Automate • Restrict certain document types from being saved to incorrect objects • Designate file names & formats with specific naming conventions per document type • Configure & execute workflow rules on "save" • Update fields on "save"
Imagine using your usual PDF application directly in Salesforce: annotate, redact, split documents, select pages and instantly assign them to a record without ever leaving Salesforce. Save multiple page documents to a record or take a multiple page document and split it into individually saved documents. With Docusplit, you can upload files from your computer, a scanner, or from within Salesforce. You can also upload email attachments (via Salesforce email queues), so you never have to worry about having sensitive documents saved on your local device. Configure Docusplit to channel specific document types to their corresponding Salesforce records, streamlining the saving process. Designate dynamic naming conventions per document type to automatically generate file names. Add default or custom meta keywords to ensure all files are searchable throughout Salesforce. Manage all document rules and limitations easily. Add and configure object fields on the Docusplit user interface to increase efficiency and automation. Docusplit supports all TWAIN and WIA drivers.
Categories
- Business Needs
- Document Generation
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldManaged PackageLightning App Builder