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Description
Improve your document management workflows in Salesforce by automating the process of linking documents to several objects simultaneously. With a user-friendly click-and-configure tool, you can easily associate your documents with multiple Salesforce objects. The established configuration rules guarantee that all document upload processes adhere to consistent standards across any Salesforce object. Companies utilizing Salesforce for their operational tasks often face significant hurdles when trying to access their documents. By default, when a document is attached to an object, it is restricted to that single object, which can pose a challenge for businesses requiring broader access. This limitation can be particularly problematic for organizations handling a large volume of documents. DocVaz emerges as a sophisticated solution to address these issues, offering scalability to match the evolving needs of a growing business. Additionally, DocVaz caters to a diverse range of real-time business scenarios that necessitate document access within Salesforce. Its innovative approach not only streamlines workflows but also enhances overall efficiency in document management.
Description
The development process involves creating models that illustrate the connections between various activities and resources within the database. This approach ensures that the resulting documents adhere to ISO 10013 quality document guidelines, as well as the stipulations outlined in OSGG 600/2018. Furthermore, it facilitates the establishment of organizational goals and enables the identification and detailed description of risks, which are then consolidated into registers. The application provides registries for various types of objects created, including user-generated items such as documents, IT applications, objectives, activities, process interfaces, tools, and knowledge. Once a procedure is set, it serves as the foundation for executing the corresponding process it outlines. The coordinator of the activity is responsible for assigning participants to the process and guaranteeing that all necessary resources are available. Activities are performed in accordance with the established procedure, which includes documentation of the participants and any pertinent contextual details. Concluding an activity is treated as an electronic signature, thereby ensuring accountability and traceability in the process. This comprehensive system not only enhances workflow efficiency but also promotes adherence to quality standards across the organization.
API Access
Has API
API Access
Has API
Integrations
Amazon S3
Amazon Web Services (AWS)
Box
Dropbox
Google Drive
Microsoft OneDrive
Salesforce
Integrations
Amazon S3
Amazon Web Services (AWS)
Box
Dropbox
Google Drive
Microsoft OneDrive
Salesforce
Pricing Details
$8 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Cloudvaz
Country
United States
Website
www.cloudvaz.com/docvaz.html
Vendor Details
Company Name
Avantera
Country
Romania
Website
www.avantera.co/simple-bpm
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Product Features
Business Process Management
Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management
