Receive and share documents from multiple channels
Receive documents directly into Salesforce from multiple channel types such as direct message, fax, email, scan, sFTP, web portals/communities, etc.
Capture data from documents
Leverage metadata that has been automatically captured from inbound documents to create new and/or enrich Salesforce records, populate dynamic forms, and automatically route documents to queues and records while promoting consistency, accuracy, and efficiency.
Automate work assignment
Manage work assignments to improve the flow of work and maintain compliance by utilizing captured data to automatically route documents to the appropriate queue or individual(s), assign and reassign tasks, and update the record status.
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 the zPaper team to learn how your business can connect documents across multiple channels into a unified experience.
