Build dynamic forms
Build Salesforce field merge templates from interactive PDF forms or DOCX files.
Generate and send documents across multiple channels
Generate documents with field data stored in standard and custom Salesforce objects.
Send individual or bundled documents manually or through workflow automation.
Closed-Loop Automation
Leverage intelligent barcode features to automatically route and attach returned documents to the originating record.
Resources to help accelerate your success
The Search for Connected, Secure, and Scalable Solutions for Healthcare Interoperability
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Request a demo
Contact us to learn how your business can easily generate and send documents while leveraging automated, closed-loop routing.
