zDocument360

Receive and Capture

Centralized, Multi-Channel Document Intake and Data Capture

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.

“zPaper's platform ensures the organization has a seamless, closed-loop process."

Executive - Baylor Scott and White

Resources to help accelerate your success

CASE STUDIES

How a Healthcare Company Decreased Referral Costs with Connected Fax and Document Journey Automation

CASE STUDIES

How zPaper Helps a Natural Products Manufacturer Connect & Simplify Mass Communications

The Search for Connected, Secure, and Scalable Solutions for Healthcare Interoperability

Download White Paper >

Request a demo

Contact the zPaper team to learn how your business can connect documents across multiple channels into a unified experience.

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