MenuAgentExchange
SalesforceSlack

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

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

More From This Provider

Payology Check Scanning: The only native Salesforce check scanning solution!
by Check21.com LLC
Scan checks directly into Salesforce, apply them to any records you choose, and transmit them to your banking institution for deposit. Flexible configuration to support all business requirements.

Payology Mobile Check Capture: Accept mobile checks natively in Salesforce
by Check21.com LLC
Mobile Check Capture allows Salesforce field agents and/or end-users to snap photos of checks to be instantly uploaded to Salesforce, applied to receivables records, and transmitted to a client's financial institution for deposit.

Check Verification: Reduce returns by verifying ACH and check payments.
by Check21.com LLC
No Ratings
Check Verification offers multiple methods of verifying account validity and check-writing history directly within Salesforce. Choose between ATM/NCN Verification and ForeWarn - or use them in combination to further mitigate your risk of returns.

Payology Consulting - Payment Processing, Accounts Receivable and Payable
by Check21.com LLC
No Ratings
Payology Consulting helps organizations fix disjointed workflows, unify disconnected data, and relieve their teams of tedious, repetitive tasks. Count on Payology's highly skilled team to find solutions to streamline your financial operations.