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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

$35   USD/user/month

Discounts available for nonprofits

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Business Need
Document Generation
Requires
Sales Cloud

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer

App Details

Version
Docusplit 2.0/Docusplit 2.0 1.60.0
Listed On
09/30/2021
Latest Release
06/09/2025
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 4
Custom Tabs: 3
Custom Apps: 1
Lightning Components
Global: 5
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.37.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
09/30/2021

Additional Details

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.

Need help?

Check21.com LLC

Fort Lauderdale, FL 33021

24/7 emergency support available for Check21.com clients.

Support Phone866-989-2432