zPaper provides solution-based packages to keep your document workflows running smoothly
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zDocument360
End-to-end document automation with secure storage for Salesforce.
Silver
Complete document management with simple automation and document collaboration tools
Feature Highlights:
- Receive documents directly into Salesforce via fax, email, scan, and upload.
- Split, rotate, and attach documents to standard and custom objects.
- Generate documents from DOCX merge templates.
- Enjoy security features such as secure storage, document and page-level access security, user interaction analytics, and document history tracking.
- Send outbound documents via fax and email, accessing delivery tracking insights.
- Automate document return routing.
- Access document annotation features.
- Utilize interactive PDF forms technology.
- Perform basic data entry and document indexing.
- Gain access to a form template directory.
- Utilize mass send capabilities.
- Access outbound document automation capabilities.
Gold
Go further with triage capabilities and advanced document journey automation
Feature Highlights:
Everything in Silver, plus:
- Access advanced document triage features, including custom data entry panels, conditional formatting, record creation/updating, and advanced process automation.
- Configure merged documents using Visualforce pages.
- Access additional 2-D barcode features, such as QR codes and data matrix codes.
- Generate templates that incorporate merged images and logos, while accessing advanced dynamic form content leveraging JavaScript.
- Enjoy advanced security and compliance features, including auto-generated secure links & passwords and the use of a dedicated hosting server.
Rapid Solutions
zPaper:Transport
Simplified digital fax & document generation solutions for Salesforce Health Cloud and ServiceNow.
Digital fax and document generation for Salesforce Health Cloud
- Receive documents from fax and email into a centralized view.
- Automatically attach documents to a Health Cloud Received Document object upon receipt.
- Automatically assign incoming documents to queues or owners based on channel path ID (e.g., fax number, or email address).
- Generate documents from DOCX merge templates.
- Send outbound documents via fax and email, accessing delivery tracking insights.
- Automate document return routing.
Digital fax and document generation for ServiceNow
- Receive documents from fax and email into a centralized view.
- Automatically associate incoming documents with a ticket or case upon receipt.
- Generate documents from DOCX merge templates.
- Send outbound documents via fax and email, accessing delivery tracking insights as interactions.
- Automate document return routing.
Security at the helm
zPaper platform solutions are HITRUST Certified and HIPAA compliant.
