zPaper streamlines
OUTBOUND document workflows in Salesforce by automating the generation of documents and delivering them individually or in mass, via fax, secure email or mobile device.
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Our proprietary technology facilitates the creation and management of templates; enables the pre-population of data from Standard, Custom and/or Child Objects in Salesforce; generates barcodes to properly track and route documents; and produce interactive forms to update records in Salesforce.
zPaper streamlines INBOUND document workflows in Salesforce by automating the capture of documents and content whether they are received via scan, fax, email, mobile or web.
Automatically captures documents to the Notes & Attachments section in Salesforce. Content can also be captured automatically with barcode, data extraction and OCR technologies, or via a data entry screen to optimize the actualization of records.
zPaper helps organizations
using Force.com-based applications to AUTOMATE the processing of documents and data. Our ultimate goal is to help our clients get the right information to the right people at the right time.
zPaper leverages Salesforce workflows and rules, as well as its own proprietary rules engine to automate processes into Standard or Custom Objects. Efficiently manages stacks of disparate documents, splits them and index them into the appropriate records. Provides powerful and flexible routing, archiving and auditing mechanisms.
The zPaper platform is a document and content automation solution seamlessly integrated with Salesforce, helping organizations to immediately optimize existing document processes while providing a strategy to radically improve their flow of documents and information. Many of our clients have chosen zPaper because our solutions meet their fax process requirements, nevertheless, they are able to leverage the same technology to streamline other document processes that involve scanning, secure email, mobile or web, while they plan for evolving processes that will eventually rely less on fax:
Capture faxes, emails, scans and files with page-based operations to quickly triage stacks and identify missing materials.
Create flexible document flows for both manual and automated processes and data entry.