Automatically receive documents from fax and email into Salesforce.
Automatically assign incoming documents to a queue or owner based on channel ID (e.g. assigned fax number or email based on program, drug, department, etc.)
Inbound documents are associated with a received document record that has been automatically created upon receipt.
Easily build documents with merged data from Salesforce using DOCX templates. Templates can be stored for future use within your local drive or Salesforce library files.
Select and generate documents from previously created DOCX documents. Generated documents are viewable on the originating record as a lightning file attachment.
Send individual or bundles of documents from any standard or custom Salesforce object.
Automatically route and attach outbound documents to their originating record once return utilized zPaper's intelligent barcode feature.
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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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