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Docusplit: Scan or import, parse, split, & annotate PDF & Image files natively

By Check21.com LLC

Easily manage all PDFs and images and save them to Salesforce records

$35   USD/user/month

Discounts available for nonprofits

Try It
Business Need
Document Generation
Requires
Sales Cloud

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!

  • DocuSplit Saving

  • Docusplit Highlight

  • DocuSplit Open From PC

  • DocuSplit Import From Salesforce

  • DocuSplit Scanning

Highlights

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"

Provider Details

Check21.com LLC
Fort Lauderdale, FL 33021
Founded
2009
Website
Email
Phone
866-989-2432

Check21.com is a financial technology company focused on delivering cloud based payment processing and document management solutions. Specifically, clients may utilize our native Salesforce applications to scan checks and/or remittance advice using check scanners, capture checks using a mobile device, debit or credit customers utilizing ACH (direct client-to-bank connection - no middle man), or scan, parse and edit documents using any Twain/WAI compatible scanner.

Pricing Details

You must pay to use this solution. Discounts are available for nonprofits.

Plan 1

$35 USD/user/month

Free trial available for 15 days

Plan 2

$3,500 USD/company/month

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