zPaper provides solution-based packages to keep your document workflows running smoothly
zDocument360
End-to-end document automation with secure storage for Salesforce
Bronze
Simple document management with advanced security and user insights
Feature Highlights:
- Receive documents directly into Salesforce via fax, email, scan & 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 document via fax and email and access delivery tracking insights
- Automated document return routing
Silver
Complete document management with simple automation and document collaboration tools
Feature Highlights:
Everything in Bronze, plus:
- Access document annotation features
- Access to interactive PDF forms technology
- Perform basic data entry and document indexing
- Gain access to form template directory
- Access 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 such as custom data entry panels, conditional formatting, record creation/updating, and advanced process automation
- Configure merge documents utilizing visualforce pages
- Access additional 2-D barcode features such as QR codes and data matrix codes.
- Generate templates with merged images and logos while also accessing advanced dynamic form content leveraging javascript
- Enjoy advanced security and compliance features such as auto generated secure links & passwords and use of a dedicated hosting server.
- Negotiated MSSA and BAA
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 once received
- Automatically assign incoming documents to queues or owner(s) based on a channel path ID (e.g. fax number, or email address)
- Generate documents from DOCX merge templates
- Send outbound document via fax and email and access delivery tracking insights
- Automated document return routing
Digital fax and document generation for ServiceNow.
- Receive documents from fax and email into a centralized view
- Automatically associate incoming documents to a ticket or case once received.
- Generate documents from DOCX merge templates
- Send outbound document via fax and email and access delivery tracking insights as interactions.
- Automated document return routing
Security at the helm
zPaper platform solutions are HITRUST Certified and HIPAA compliant.
