zPaper:Transport for Salesforce Health Cloud Demo Video
5 min watch
Digital Fax and Document Generation for Salesforce. Simplified.
zPaper helps eliminate challenges within the document exchange, consolidation, and generation process between unsupported channels by giving organizations the ability to build document templates within a simplified user experience and receive & send fax documents within a native Salesforce experience with no integration work required.
Within this 5 minute live demo, we’ll walk through the core capabilities of zPaper:Transport's intuitive solution.
In this session, you will see:
- How to view incoming documents within a centralized Salesforce experience.
- How incoming documents can be automatically assigned to a queue or owner based on channel ID (e.g. fax number, email, etc.).
- How documents can be easily associated and attached to standard or custom objects.
- How to quickly and easily build field merge templates with any document that be exported as a DOCX file.
- How to generate and send individual or multiple outbound bundled pages, view returned documents, and view all send activities within the originating record.
