Working with Docupace Documents in Salesforce
- Inese Auzina
- Mercedes Rothwell
Introduction: These features are available once the Salesforce and Docupace integration is set up for your site.
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“. Integrating other custom or customized objects used by your Salesforce system is a service request to Docupace Engineering and respective costs will apply.
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
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Confirming Successful Docupace Update (Docupace Platform User Guides)
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Working with Docupace Work Items in Salesforce (Docupace Platform User Guides)
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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.