Working with Docupace Documents in Salesforce

Introduction: These features are available once the Salesforce and Docupace integration is set up for your site.

Change Log

Date

Changes

August 2023

New features for Financial Services Cloud users.

Formatting.

List of Document Features

With the integration enabled, you can perform the following actions directly in Salesforce:

Mapping between Salesforce and Docupace Objects

Warning: Only standard Account objects in Salesforce.com are supported “out-of-the-box“. To integrate other custom or customized objects used by your Salesforce system will require initial analysis by the Docupace team.

See the full list of fields that are mapped between the systems in the appendix: Field Mapping for Salesforce Standard Objects

Audience: Advisors and Financial Professionals, who are users of Salesforce.

Functionality: Client Documents stored in Docupace Work Items are now accessible directly in Salesforce.

Related Pages

Page:
Salesforce (Glossary)
Page:
Confirming Successful Docupace Update (Docupace Platform User Guides)
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Uninstalling the Docupace Unmanaged Package from Salesforce (Docupace Platform User Guides)
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Working with Docupace Work Items in Salesforce (Docupace Platform User Guides)
Page:
Working with Docupace Documents in Salesforce (Docupace Platform User Guides)

Viewing a list of Docupace Documents for a Client

The Docupace Documents app synchronizes and displays the list of all documents stored in Docupace for a specified Client.

Viewing a list of Docupace Documents for Each Work Item

You can also see a list of Documents stored within a single Work Item. Most of your work will be done in this view.

More Info: See this section for more info on Work Item features: Working with Docupace Work Items in Salesforce

Filling Out PDF Forms Using the Docupace Document Viewer

The Docupace Document Viewer shows images of Documents and also allows you to fill out PDF forms.

More info: For more features available in the Viewer proceed to open the Work Item in Docupace.

Please refer to this guide for a more detailed explanation of functions available in the Docupace Document Viewer: Filling out Forms

Uploading New Documents and Indexing Them

You can add new Documents to the Work Item and index their Client Document Type directly from Salesforce.

Replacing an Existing Document with a New Version

You can replace individual Documents in a Work Item with their updated version directly in Salesforce.