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Docrio | Document Management & Generation
Document Creation and Storage Made Delightful
Overview
A document solution that works the way you do. Docrio makes document generation and management a native part of your Salesforce workflow. Upload files, edit them on the fly, and create new documents with one simple click.
See How Docrio | Document Management & Generation Works
With unlimited template creation, your users can easily build new documents by importing Salesforce record data—complex object models supported! Merge related files in seconds, and immediately preview new documents.
Use Docrio to organize and collect documents in one consolidated place. Find what you’re looking for every time by leveraging our simple or advanced search capabilities to locate a file by properties or by searching any term within the document.
Docrio includes 1TB of document storage out of the box. Start using Docrio today and upload as many documents as you need across as many records as you have.
Docrio is a robust document management and generation platform that solves all of your document-related needs. Whether you are interested in Contract Lifecycle Management or simply a place to store and upload documents, Docrio has an offering that is right for you. Docrio offers multiple features designed to make your organization more efficient: - Simple template creation: Just point and click to produce simple or complex templates - Salesforce data integrations: Import standard and custom Salesforce objects to create new documents - Simple and advanced search: Find documents by properties or by searching any term within the document - Single and bulk uploads: Drag and drop multiple documents right into Docrio - In-line file preview: Immediately view search results and new documents - 500 GBs of document storage: Add more as you go - End-to-end file encryption: Data is encrypted in transit and at rest - Secure user permissions: Ensure users can only view, upload, and edit the documents that they need to
Categories
- Business Needs
- Document Management
- 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.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package