Document Management
Overview
Enables efficient management of files and documents.
Supports multiple storage servers for document handling.
Provides advanced features for document organization.
Automates document workflows for improved efficiency.
Supports structured folder hierarchies for better organization.
Offers granular access controls for secure document access.
Features
docuWeaver - Document Management | ||
|---|---|---|
Feature | Description | Details |
Multi-Cloud Support | Upload files from standard or custom Salesforce objects on external storage | Supports Amazon S3, Azure Blob, Google Drive, SharePoint, Salesforce Files |
Multi-File Upload | Upload multiple large files at once | Background upload processing saves time |
File Versioning | Track and manage file versions | Easily access and store previous versions |
Folder Hierarchy | Organize files into structured folders | Improves file categorization and retrieval |
Attachment Search | Quickly search for attachments | Enables efficient file retrieval within folders |
Content-Based Search | Search files by their content | Makes locating specific information faster and more accurate |
Document Automation | Trigger actions when files are uploaded | Useful for automating workflows based on file events |
No File Size Limit | No built-in size limit for uploads | Max size depends on connected storage provider |
Flow Support | Integrate with Salesforce Screen Flows | Add file upload and management to your automated processes |
In This Module
The following sections provide a detailed overview of this module: