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MyDocify - Document Management Solution for Salesforce

By MyDocify Ltd

Highly Secure, AI-powered Salesforce Document Management Solution

$35   USD/user/month

Discounts available for nonprofits

Business Need
Productivity
Document Generation
Document Management
Requires
Sales Cloud

MyDocify is the ultimate AI-powered Salesforce document management solution that allows you to store, manage, search, generate, and sign documents securely. It seamlessly integrates various AI-driven features like AI analytics, search, and DocumentGPT.

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
Enterprise
Unlimited
Force.com
Developer

App Details

Version
MyDocify - Intelligent Document Management Solution/Blockchain 1.19.0
Listed On
06/29/2023
Latest Release
01/20/2024
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: 27
Custom Tabs: 14
Custom Apps: 1
Lightning Components
Global: 26
App Builder: 1
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 AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.15.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
11/01/2022

Additional Details

Key Features: ● Secure document storage, generator and management within Salesforce without limitations ● Company workspace with folder structures and action menus for all records ● OCR and Image Object Detection ● AI search for text, tags, categories, OCR info, and metadata ● Document previews and summaries ● Access and browse documents from any device, anytime, anywhere ● eSignature support for Word and PDF documents ● Secure file sharing with password protection, expiry dates, and watermark safeguards ● Advanced analytics for tracking document engagement ● Recycle bin and document restoration ● Auto Categorization for effortless document organization ● AI analysis & DocumentGPT Use Cases: ● Productivity ● Prevent document loss ● Share documents securely without limitations ● End-to-end digitalization with eSign ● Sustainability (ESG) ● Collaborative Workflow Management ● Streamlined Data Analysis ● Document Organization and Categorization ● Automated Document Summaries and Previews ● Customizable Access Control Settings Benefits: Provides a 360° view securely stored documents Enhanced productivity No loss of documents when employees churn Get started in a few clicks.

Need help?

MyDocify Ltd

14 Whittle Parkway, Slough, England, SL1 6DQ

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