Centralized Document Retrieval
Automatically receive documents from fax and email into Salesforce.
Queue or Owner Assignment
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.)
Creation of Received Document Record
Inbound documents are associated with a received document record that has been automatically created upon receipt.
Template Building
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.
Document Generation
Select and generate documents from previously created DOCX documents. Generated documents are viewable on the originating record as a lightning file attachment.
Outbound Sending
Send individual or bundles of documents from any standard or custom Salesforce object.
Automated Return Routing
Automatically route and attach outbound documents to their originating record once return utilized zPaper's intelligent barcode feature.
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.
