Receive documents directly into Salesforce from multiple channel types such as direct message, fax, email, scan, sFTP, web portals/communities, etc.
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.
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
How a Healthcare Company Decreased Referral Costs with Connected Fax and Document Journey Automation
How zPaper Helps a Natural Products Manufacturer Connect & Simplify Mass Communications
The Search for Connected, Secure, and Scalable Solutions for Healthcare Interoperability
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Contact the zPaper team to learn how your business can connect documents across multiple channels into a unified experience.
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