Why DocFynd
Challenges encountered by users in Document Management within Salesforce
Disorganization
Documents can be scattered across various folders, making it difficult to locate and manage essential file
Limited Accessibility
Restricted access to documents can hinder collaboration and productivity, especially when team members need specific files
Scalability
As businesses grow, managing an increasing volume of documents can become overwhelming without scalable solutions
Integration Complexity
Integrating external document management systems with Salesforce can lead to compatibility and synchronization issues
Search & Retrievel challenges
As businesses grow, managing an increasing volume of documents can become overwhelming without scalable solutions
Lack of Automation
Automating document-related processes, such as approval workflows, can be limited without specialized tools
DocFynd Features
Let us manage your Document Management with ease
Document Mapping & Categorization
- Structured Repository: Map documents to specific categories, creating a well-organized repository.
- Intuitive Navigation: Users can navigate through categorized folders, simplifying document access.
- Contextual Grouping: Group related documents under appropriate categories for contextual understanding.
- Scalable Architecture: Easily scale categorization as your document volume grows, ensuring continued efficiency.
Document Tagging
- Efficient Organization: Categorize documents using custom tags for quick and logical retrieval.
- Enhanced Search: Easily locate documents by applying multiple tags, streamlining search results.
- Flexible Classification: Tag documents based on project, department, or any relevant criteria.
- Improved Collaboration: Tags enable better document sharing and collaboration among teams.
Integration with external Storage
- Google Drive
- AWS S3
- Dropbox
- Sharepoint
- One Drive
Configure Rules & Automation
- Automated Actions: Set up rules and workflows to trigger automated actions based on document events.
- Process Efficiency: Automate document approval, review, and sharing processes, enhancing overall efficiency.
- Error Reduction: Minimize manual errors by automating repetitive tasks, ensuring consistency and accuracy.
Our Clients
Check out the Positive Experiences Our Clients Have Had
Very impressed so far
“I assessed this app alongside some others last year and I made a good choice. It is really simple to set up, the documentation is readily available and easy to follow and the support team are absolutely fantastic! I love how easy it is to perform field updates to trigger other processes. They have made several enhancements since we first installed last year, and I’m told they listened to my feedback and it is now possible to split document processes by record type (though I have not tested this myself yet)”
Carla Long
SalesOps Technical Manager at Solaris
Fantastic!
Sridhar Ramamoorthy
Director, District360 at CUBE84
Get a Demo from our
DocFynd Team
Let’s talk about how this simple utility app can streamline your Document Management in Salesforce
