Salesforce Application

Docusplit: Document Management in Salesforce

Manage your documents directly in Salesforce. Docusplit allows you to scan or import documents, parse the documents in Salesforce, and apply them to records.

  • Split, parse, and annotate PDFs and image files in Salesforce
  • Edit, redact, and save a page or group of pages to records
  • Remain compliant with industry regulations including privacy and security laws (i.e. HIPAA, GDPR, etc.)

PDF Document Management in Salesforce

  • Split or Parse

    Choose which pages in the document you want to save or delete

  • Edit or Annotate

    Crop, redact, highlight, and mark up your document prior to saving

  • Save to Records

    Save your parsed and annotated documents to specific records

  • Automate Workflows

    Customize file naming conventions, objects that files can be saved to, and fields that can be viewed and edited in the Docusplit UI

Michael Horvath CMO at Revenova testimonial Michael Horvath CMO at Revenova testimonial

5-Star Rating on Salesforce’s AppExchange

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“Using the Docusplit solution has made the process of extracting PDF files incredibly efficient! Simply an amazing solution developed by a phenomenal team.”

Use Docusplit to Import, Edit, Save, and Tag Documents

  • Embed the Docusplit widget inside any object for seamless uploading or viewing of documents
  • Edit any field, record, or object directly in the document editor for quick updates to information
  • Tag saved files with keywords that can later be used to search and find specific documents

Why Choose Docusplit for Document Management in Salesforce?

  • Streamline the workflow of processing documents with automations
  • Client Success team serves clients around-the-clock for help with any technical issues
  • Intuitive user interface allows for quick implementation and training

Consult with a solutions expert.